Written by 
We are excited to welcome the newest member of the DTC Consultant Network - Rick Morgin. Rick joins the network with 20+ years experience in finance, marketing, and sales for WineDirect, Constellation Brands, Inc., Treasury Wine Estates, and Joseph E. Seagram & Sons. His DTC speciality areas include Dashboard Development and Training, Goal Management and CRM. Rick has led accounting, finance, and project teams for over 15 years and has additional experience in operations and process improvement. “I led a team that developed KPI’s for the VP of Operations and improved revenue forecasting. I worked seamlessly with the CEO’s executive team.”
As a finance leader, “I have a proven track record of increasing profits, improving processes, and leading finance organizations. I understand Finance, Sales, and Marketing because I’ve worn the shoes of each discipline.” “Rick provides leadership, management skills, understands the big picture and is willing to roll up his sleeves to get the job done,” (Joe Waechter, CEO WineDirect, July 19, 2014).
Rick’s services include:
Goal Management & Dashboards: In addition to short and long-range planning I’m able to provide insight into success and develop solutions to get your DTC objectives on-track.
DTC Sales Strategy: Ensuring that the financial implication of your DTC sales tactics fit your marketing strategy, and that all your departments are aligned. My finance and sales expertise plays into fleshing out the financial impact of each element of a winery’s DTC sales strategy.
CRM & Social CRM: I’ll be able to optimize the cost-benefit of capitalizing on opportunities identified in the data. In addition, I can improve revenue forecasting by identifying prospective consumers and by incorporating a reward system for loyal customers.
Training Services: I lead the project from beginning to end and provide ongoing and seamless customer service to meet your growing DTC needs.
To learn more about the DTC Consultant Network or to reach Rick directly and schedule a complimentary, half hour online consultation, CONTACT DTCCN.
