Buddy the Elf, What’s Your Favorite Color?
Help your team be more impactful and tailor their customer conversations with new Custom Profiles and Custom Data Fields enhancement to our CRM package. In Team Hub, now you can input and track unique customer data to enable personalized interactions, better segmentation, and improved customer service.
Get more customer information out of phone or paper notes and into Team Hub. Capture things such as on-farm storage, seed buying habits, technology adoption, birthdays, Jelly of the Month Club, or any other characteristic of that customer.
This can also come in handy with knowledge transfer across different teams or getting new hires up to speed. Empower your team to serve customers with a more customized and efficient approach.
Contact your Partnership Manager to learn more about Custom Data Fields and Custom Profiles.
Find Out Who’s on the Naughty List
Easily identify any customers who have a past-due balance with the new automatic client tag. Quickly send a text or email reminding them to pay or just keep an eye on who is past due. This automated tag will be applied/removed once per day as account status changes.
Note available now for: Agvance, Agvantage, Agris, Cinch, and Tronia
Believe in the Magic of Christmas (and Yield Reports)
Give your customers the gift of peace of mind with a simplified access Proof of Yield Reports. This is a downloadable report from the Customer Portal and Team Hub under the Scale Tickets section of the Grain tab.
Note available now for: Agvance, Agvantage, Agris and Merchant
Updates |
Admin / General | Agronomy | Grain | Energy |
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ERP: General Rename BI report and Goal data fields to easily distinguish between Bookings and Prepay |
✅ |
Everything else:
- Turn off notification for PDF Statements when there is zero balance due
- When creating a quote from the customer portal, the “unit” will show all available units for all Items that are linked to the selected product
- Link to the John Deere Finanical Multi-Use Account Application on the Customer Portal Balances page
- Product Management - show bookings and POs within a time period based on their expiration/delivery date
- Updates to the Team Hub Clients page
- Show Bookings and Prepays in separate tabs (for Agris and Merchant ERPs)
- Refresh user's Invoice credit when user start paying