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Product Release Notes | May 15th, 2023

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  • Updated

Key updates:

Add another lever to your marketing activities (Partners with Marketing Driver)

Partners can now build and deploy customized marketing banners from the Sales Hub. The marketing banners builder will allow partners to update the background image, create a headline, and add a  sub-header within the homepage section of the Customer Portal. 

 

Target audience can be specified via Client List or customized by location(s), business unit(s), or tags

Learn more here!

 

 

A new way for grain merchandisers and managers to visualize their progress / status

Introducing the performance dashboard for grain merchandisers. This new dashboard is tailored to the needs of our partners’ grain teams. Users with the grain business unit specified (and any admins) will be able to view this new dashboard. 

Learn more here!

 

 

More flexibility when making payments (Agvance, AgVantage partners)

Admins can now collect customer payments over the counter through the Sales Hub, from the Admin > Payments tab.  

There are two options for setting up this capability:

  • Freeform → payments collected via this setup method will flow into “unapplied cash” (Agvance only) 
  • Via invoice → payments collected via this setup method will be associated with a relevant invoice in the system

Interested in enabling this capability? Reach out and let us know which option you’re interested in. 

Learn more here! 

 

Other details

ERP: General Admin / General Agronomy Grain Energy

Take your client tags to the next level 

(Marketing Driver)

When using client tags to create contact lists via Sales Hub, partners are now able to specify and/or rules when filtering by client tags, allowing users to create the exact data set they need in order to get the right message to the right customer. 

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ERP: AgVantage Admin / General Agronomy Grain Energy
A more complete view of your invoices 
  • Some prepay purchases for Agronomy and Energy weren’t available in the platform (Agronomy, Energy). Going forward, prepaid invoices are now available to view in the Sales Hub and Customer Portal, and will also be reflected in Purchase History. 
  • We now surface budget invoices for Energy customers within the Sales Hub and Customer Portal. 




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ERP: Tronia Admin / General Agronomy Grain Energy

More streamlined experience for prepay orders (Tronia)

When sellers are placing an order, they’ll now have the option to specify whether or not an order is for prepay. 

This specification will pass back to Tronia, meaning that partners will no longer have to manually set the prepay value in Tronia after creating the order.



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