Insights

How wine sales reps can save at least one day per week

Giovanni Binello
Giovanni BinelloSeptember 15, 2025

If you’re a wine sales rep, you probably spend more time updating spreadsheets, chasing invoices, and searching for stock availability than actually selling wine. It’s the paradox of the job: you’re supposed to build relationships and grow sales, but most of your week gets swallowed by admin work.

What if you could win back an entire day every week?

The real bottlenecks in wine sales

Wine sales has its own unique challenges. Unlike other industries, a rep is constantly juggling multiple moving parts:

  • Orders and invoices often come in through emails, phone calls, or even WhatsApp, then have to be manually re-entered.
  • Allocation management is rarely in real time. Many reps still rely on spreadsheets that quickly go out of date.
  • Client data lives everywhere - notebooks, phones, Excel files - making it hard to keep track of conversations and opportunities.
  • Logistics with wineries and distributors involve lots of back-and-forth, leaving plenty of room for mistakes.

Individually, each task seems small. But together, they eat up hours every week.

What losing a day really costs

One wasted day out of five means 20% of your productivity is gone. That’s one day less to visit clients, organize tastings, and close deals.

And in wine, where personal relationships drive trust and sales, every extra hour with customers matters. Losing time on manual tasks doesn’t just cost efficiency - it costs opportunities.

How to get that day back

The good news? Most of this wasted time comes from repetitive, manual work that can be automated or centralized.

Here’s how:

  • Centralize orders and invoices → no more copying data from emails into spreadsheets.
  • Use real-time wine inventory software → always know what’s available to sell, avoiding embarrassing “out of stock” moments.
  • Adopt a CRM built for wine reps → keep every client detail in one place, from past orders to tasting notes.
  • Automate reporting → skip hours of Excel and generate instant insights for wineries or distributors.

By streamlining these areas, reps consistently save at least one working day per week.

Tools made for wine professionals

Generic sales tools often miss the complexities of the wine trade — from managing multiple price lists, to handling discounts per client, to syncing real-time availability.

That’s why platforms designed specifically for wine professionals, like Dolia, are so effective. They eliminate friction, cut down on repetitive admin, and give sales reps back their most precious resource: time.

Interested in learning more about Dolia?

Get a demo