Features & Benefits
- Segment & quantify potential using key indicators such as # acres, livestock, focus level, etc.
- Profile data can identify and target customer segments for reports, mailings and email campaigns
- Record all customer/staff interaction (meetings, phone calls, emails) via communication journal
- Capture email correspondence via plugin integration with Microsoft Outlook
- Empower sales staff with access to customer communications via Mobile Sales iPad app
- Automated document delivery enables key customer documents to be delivered electronically
- Documents can be delivered via email or posted to MyFarmRecords.Net
Watch the following video to hear what Jennie Bauer from River Valley Cooperative has to say about Agvance CRM.