Case Study: Delicato Family Vineyards achieves real-time store-level visibility with Form.com (FORM MarketX)

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Preview of the Delicato Family Vineyards Case Study

One of California’s Oldest Vineyards Thrives with Real-Time Store Level Data

Delicato Family Vineyards, a fourth‑generation California winery and one of the fastest‑growing wine companies, struggled with a manual, paper‑based store data collection process that delayed insights and burdened sales associates. To gain real‑time, store‑level visibility and streamline reporting, Delicato partnered with Form.com and implemented the FORM MarketX platform.

Form.com deployed the FORM MarketX mobile app to replace paper processes, providing real‑time data, measurement and reporting that strengthened Delicato’s sales and marketing initiatives. The solution reduced administrative work for sales reps—giving them more time in territory to manage distributors and sell more cases—enabled faster, better in‑store decisions, and required minimal impact on existing systems while backed by Form.com support.


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