Tajna Vineyards: Recording client
attendance at tastings in Raynet
1/5/2026
Customer stories
The sales team at the Tajna winery previously struggled with fragmented client data scattered across spreadsheets, as well as warehouse and sales systems. To access customer data faster and maintain a better overview, the winery turned to a CRM. Now, all sales representatives work in Raynet and can access data – such as how many liters of which wine a customer ordered or which tastings they attended – with just a few clicks.
Tajna Vineyards & Winery Tajna Vineyards & Winery is a family-owned boutique winery with its own organic vineyards, located in the picturesque village of Tajná in the Nitra region. It focuses on producing high-quality wines with an emphasis on tradition and a sustainable approach.
What will you learn?
- Why Tajna Vineyards abandoned working with a multitude of spreadsheets
- How Raynet simplified the work of the sales team
- What changes occurred in customer care after implementing Raynet
An "Excel hangover"
Before implementing a CRM, Tajna Vineyards was in a classic situation. They recorded information about customers and business in Excel and several company systems simultaneously. As the number of clients and activities grew, this method of managing sales became disorganized and time-consuming.
Before implementing the CRM, we mainly used Excel and various overview tables and reports created based on our warehouse system, sales system, and various databases we worked with. It was becoming increasingly difficult to keep track of the data.
Barbora Mihálechová
They needed a tool where they could have sales data in one place and better utilize its potential. Ideally, it also needed a mobile app so that sales reps could access data regardless of where their clients were tasting wine.
What first caught my eye about Raynet was how intuitive and easy it is to work with. Right after that, it was the fact that it has its own mobile app, and you can access contacts or the business calendar from anywhere.
Barbora Mihálechová
3 Problems the CRM was meant to solve
- Consolidating data from different systems (Excel, sales, and warehouse systems)
- Providing a mobile app for field sales
- Gaining a comprehensive overview of customer history and behavior
3 Key requirements for the new CRM
- Simplicity and intuitive use
- Integration with a calendar and smartphone
- Access for the entire winery sales team
Sales reps quickly took a liking to Raynet
At Tajna Vineyards, the sales reps got used to working with Raynet very quickly. Thanks to simple onboarding, approachable video tutorials, and an intuitive environment, the team began actively using the CRM and discovering new features and ways of working without being forced.
The key moment when I realized that implementing a CRM was the right decision was related to the work in our sales team. We noticed that everyone in our team was using Raynet to the fullest, sharing insights with each other, and looking for ways to simplify and streamline their work thanks to it.
Barbora Mihálechová
Sales reps also quickly grew fond of the Raynet mobile app. They have it at hand during meetings and events, allowing them to easily record insights from conversations with clients or add new contacts.
The team knows the taste preferences of all customers
Since the introduction of Raynet, customer care at Tajna Vineyards has moved to a new level. Sales reps have gained a detailed overview of their clients' behavior and history. In the CRM, they record all client purchases, as well as attendance at tastings and other events.
Thanks to this, any team member can click on a client and see the winery's entire history with them—including email communication or the most frequently ordered varieties. They can then easily offer clients a personalized service.
The sales team at Tajna Vineyards most frequently uses these features:
- Directory, where they record all client data,
- Calendar, where they plan meetings with clients as well as tastings and events,
- Activities, where they distribute tasks like sending emails, making phone calls, etc.
Since we implemented the CRM, we have a better overview of our customers' behavior. Because of that, we can offer them better service and also sell more effectively. I can't imagine stopping using the CRM today. I spend every working day in it, and it would be like having to work without a mobile phone.
Barbora Mihálechová
Thanks to Raynet, Tajna Vineyards now
✔️ Unified customer data from various sources in one place.
✔️ Gained a detailed and comprehensive overview of each customer's history and behavior.
✔️ Simplified meeting planning and communication tracking.
✔️ Has an intuitive CRM that is actively used by the entire sales team.
