Salesforce CRM Migration & Implementation at AgStar
Want to save time and make Salesforce even easier to use? Upgrade to Lightning.Learn more
With $8 billion in assets, Minnesota-based AgStar is one of the country's largest providers of financial services for agricultural and rural clients. Yet until recently, the company had a cumbersome system for managing its 23,000 customer relationships.
Different AgStar business units used different customer relationship management (CRM) products. The AgriBusiness unit used Microsoft Dynamics, the Rural Financial Systems unit used Goldmine, and other units used a homegrown .NET solution. This meant that:
In addition, sales agents and client service officers lacked mobile access to customer information, a critical constraint given that staff do 44,000 farm visits a year.
AgStar decided to create a consolidated, cloud-based system for all customer data, and hired Aptaria to implement a custom Salesforce CRM solution. Aptaria ...
AgStar is realizing large operational cost savings from retiring its previous CRM applications. More importantly, with Aptaria's Salesforce CRM in place, the AgStar team now has a central 360 degree view of the customer. An AgStar insurance agent can see, for example, a client's insurance policies, a recent farm loan application, and calls with a lease service agent from last year – all on the same screen and from a mobile device. This makes AgStar's agents much more effective at capturing new clients and cross-selling and retaining existing clients.