Introducing POS Insights: Give Your Tasting Room Staff the Power of Personalization

Great wine brings people in, but a great experience keeps them coming back. Every guest who walks into your tasting room wants to feel special, whether it’s their first visit or their fiftieth. That’s where Customer Insights comes in. This new feature on Commerce7’s POS gives your team instant access to key customer details, helping them create more meaningful connections and drive more sales with less effort.

What is Customer Insights?

Customer Insights puts valuable customer data at your team’s fingertips, so they can personalize every interaction. With one click on the “Insights” button, staff can see:

• Wine Preferences – Know exactly what a guest loves to drink. (e.g., Ashley prefers red wine, especially Cabernet Sauvignon.)
• Purchase History – Get a quick look at a customer’s top three most-purchased wines to make better recommendations.
• Visit Frequency – See how often a guest visits and when they were last in. (Ashley visits weekly, and their last visit was last Thursday.)
• Club Membership Details – Instantly check if a guest is a wine club member, how long they’ve been subscribed, and their lifetime value. (Ashley has been a club member for almost a year with an LTV of $2,102.)
• Location Data – Know where visitors are from, so your team can offer a warm welcome and tailor the conversation. (Ashley is visiting from Portland, Oregon.)
• Personalized Recommendations – Get ranked product suggestions based on past purchases to make upselling feel effortless.

Why Does This Matter?

When guests feel recognized and valued, they buy more wine, come back more often, and are more likely to join your club. Here’s what Customer Insights can do for your winery:

Make Every Guest Feel Like a VIP: Imagine the impact when staff remember someone’s favorite wines or acknowledge their repeat visits.  

Boost Sales Without the Hard Sell: Instead of guessing, your team can confidently recommend wines they know the guest will love.  

Create a Smoother, More Personal Experience: No awkward small talk. Just real, meaningful conversations that leave a lasting impression. 

Help Your Team Shine: New hires and seasoned staff alike can provide exceptional service with zero guesswork.

How It Works in the Tasting Room

Customer Insights helps your team turn casual visits into memorable, personalized experiences. When a familiar face walks in, your staff can instantly see their name, past purchases, and preferences. Instead of a generic greeting, they can say, "Welcome back, Mark! I know you love our Cabs—want to try the new vintage?" For a first-time visitor, staff can use insights to guide the tasting experience. "I see you've only ordered whites from us online—want to start with our Sauvignon Blanc and go from there?"

It’s also a game-changer for wine club engagement. If a member like John, who has been with the club for over a year, is checking out, your team can effortlessly highlight perks: "Since you've been a club member for a year, you qualify for a private library tasting—should we book you in?" Even out-of-town guests get a better experience. When someone from Chicago visits, staff can bring it up naturally: "Since you're visiting from Chicago, did you know we offer virtual tastings? It could be a fun way to stay connected once you're home."

With real-time insights, your team always knows who they’re talking to, what they love, and how to make their experience unforgettable —  no missed opportunities, just great hospitality made easy.

Want to See Customer Insights in Action?

Customer Insights is built to help your team create stronger connections and provide a better guest experience. Read the documentation to learn more or meet with our team to see how it works firsthand.