AgWorx Customer, leveraging Salesforce, offers a customer relationship management solution for capturing and managing customer data, while providing visibility into customer interactions across the organization. AgWorx Customer brings together multiple capabilities—such as tracking upcoming visits, recording key business relationships, and managing documents—into a central location for efficient customer relationship management.
Change is inevitable. I have always believed that, which is why I was an early adopter of Farm Credit West’s implementation of AgWorx by FPI. It’s a change in technology that’s improving my experience as a loan officer. Everything is streamlined and integrated into one system, making us more efficient. We can now see what’s coming through the pipeline, have access to more data, and improve communication. It’s making my job easier.”
The transformation to AgWorx allows Farm Credit East the ability to better align our business goals with the goals of our customers. By introducing cloud-based technologies, we are bridging the divide between business and technology. We are looking towards the future and modernizing the face of the bank through the eyes of our customers.”
Yes, you can capture any important customer communication through Outlook integration.
All documents related to the customer can be added, viewed, and edited. Lending documents are available once the loan is complete in AgWorx Lending.
Yes, a mobile app is available that provides much of the same functionality found on the desktop platform.