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Monitoring the agricultural market and connecting brokers with buyers and sellers using Salesforce CRM

Market monitoring platform with powerful tools to match brokers with customers, full transparency, and real-time data about each and every proposal and deal.
Services:
Salesforce Consulting, Salesforce Development, Quality Assurance
Industries:
Agriculture
Technology Stack:
  • Backend: Apex, SOQL, SOSL
  • Frontend: Standard Salesforce UI
  • Declarative Development – process automation: Lightning Flow, Process Builder, Approval Process, Validation Rules, Workflows
  • Integrations: Standard Salesforce API, Custom-built API endpoints, REST integrations with an ERM and suppliers systems
Project Summary:
We were contacted by a Ukrainian company working in the agriculture industry since 2016. Being focused on providing fast and high-quality service to their customers, they wanted to use cutting-edge technology to provide an online platform for farmers, agronomists, traders, and distributors to help find needed products that will help maintain crops in perfect condition, deal with pests and increase yield. Such a platform should provide immediate recommendations, suggest best value options, and allow fast online ordering with flexible yet compelling discount and motivation policies.
Fast facts about our client
Our customer is a Ukrainian company working in the agriculture industry since 2016. They provide high-quality consulting and means for the improvement of various types of agriculture businesses by consolidating the power and knowledge of their partner farmers, distributors, traders, and machinery manufacturers. They are helping farmers identify, purchase, and use needed fertilizers and chemicals to ensure sustained crop yield.

Location: Ukraine

Industry: Agriculture

Timeframe: April 2021 - till now
Request

We were contacted by a Ukrainian company working in the agriculture industry since 2016. Being focused on providing fast and high-quality service to their customers, they wanted to use cutting-edge technology to provide an online platform for farmers, agronomists, traders, and distributors to help find needed products that will help maintain crops in perfect condition, deal with pests and increase yield.

Such a platform should provide immediate recommendations, suggest best value options, and allow fast online ordering with flexible yet compelling discount and motivation policies.

5
days
To complete the initial discovery and to get the ballpark implementation cost & timeline. Further discovery sessions adjusted our technical design and estimations to be more precise
16
hours
At least 16 hours less is spent on each order to create a quote that includes discounts, promotions, flexible payment terms, product substitutes, etc.
11
discount types
The order creation process supports 11 different discount types, inclusive and exclusive product bundles, and various promotions.
4
engineers
Our flexible project team aligned with the customers' pace and timeframes and completed from 0.5 to 32 hours of work per day.
Our Solution

After a series of thorough discovery sessions, we got a good understanding of our customer’s business processes, their current pain points, and how to turn them into a key advantage for the business, their partners, and customers.

Building a solution to assist in selecting the best suitable fertilizers and chemicals required a lot of specialized knowledge which we processed together with agriculture specialists. In order to do this, we had to understand farmers, agronomists, and consultants, to speak the same language of their industry; we had to dive deep into the agriculture industry, its terminology, problems, and specifics.

Our proposed Salesforce solution focused on the following goals:

1
Simplifying the process of finding needed products for farmers
With an easy-to-maintain database that contains information about all products with their ingredients and substitutes; products' usage instructions and consumption levels; crops and their needs during the lifecycle; diseases and chemicals that fight them.
2
Providing real-time quote generation
With a sophisticated order process implemented directly in Salesforce that matches farmers' needs with best value propositions from various manufacturers and distributors; takes into account more than 20 factors that are reflected in discounts for an end customer and bonuses for a salesperson; provides full transparency about payment terms and significant order terms.
3
Reducing qualification requirements for employees
By embedding most of the knowledge of experienced agronomists and consultants into the Salesforce solution, this knowledge is applied automatically by the means of automated actions, complex calculations, helpful suggestions, and safe data validations.
4
Reducing maintenance expenses
By implementing all business logic automation and calculations in a highly-configurable way that allows regular Salesforce users to create new discount policies and promotions; to adjust all relations between products, crops, diseases, etc.; to update the general knowledgebase and all information about products, etc.;
5
Supporting further growth
By building a foundation for digitalizing other areas of operation, including the creation of online portals for farmers and distributors; development of a flexible API for a mobile application for farmers; integrating with an ERP system, and suppliers systems;
Challenges
  • Automating quote generation required us to go through all possible discount types and policies applied by manufacturers, distributors, and traders so we won’t miss any possible scenario or edge case when developing our solution. While the quote generation process is very complex to develop - it had to be intuitive and easy to maintain and extend in the future, so everything we’ve developed is extremely customizable and is done according to Salesforce’s best practices and best user experience approaches.
  • Dynamic team-building helped to deal with a queue of requests to improve and modify the system. In most cases, it’s hard to foresee resource requirements to accomplish the project objectives in a timely fashion. We carefully matched the number of engineers on the project to suit development demands.
Results

The developed solution significantly reduces the amount of work and time needed to consult each customer while providing best-value propositions and full transparency for farmers, partners, and our customers' business. New capabilities in real-time consulting gave our customer a great market advantage and improved their already high service quality. Gained transparency allows for better reporting and forecasting as well as for adding new technology-driven features with an easy-to-expand platform.


We keep working with the customer on extending the solution and bringing new capabilities to their employees and customers.

We implement and deploy CRM and business automation solutions for the Agriculture Industry
Our Salesforce experts are already familiar with the Agriculture industry and will be happy to help your business implementing CRM solution.