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RESOURCES
AgCRM from Commodity Trading Solutions (CTS)
AgCRM offers commodity traders and those who buy/sell and manage soft commodities the ability to manage their enterprise in the Salesforce cloud eco-system. CTS supports AgCRM through our support team, associated developers and constant improvement. AgCRM is the future of trading and risk management software without hardware. Please find below links to our software solution overview or contact our team for more information.
Solutions Overview
AgCRM uses the power of the SalesforceTM cloud eco-system to provide a scalable, secure and easy to use trading, risk and supply chain platform.
Built by Ag industry professionals, AgCRM is designed specifically for soft commodity industries, with understanding of supply chain complexities, from origination to final destination and everything in between.
CRM Features
• Yearly Crop Planting Intentions by Season Commodity / Grade / Business Unit• Record Sales Demand features by Customer / Region / Product and Year• Record Purchase On-farm and Store-based product details, quantity and quality• Record target prices for sending Offer email and TXT services*• Record your Grower Calls / Events / Meetings on any device• Dashboard / reporting for all communications• Make Bids to Growers from targeted lists via SMS, WhatsApp or Email Campaigns *• Record & Send Cash Prices via Email Campaigns and TXT services Handling & Trade Features
• Contracts from Intentions, Contract Print and Send functions• Contract Pricing, Scheduling, Amendments and Washes• Order and Inventory Management• Ticket and Payment Reporting• Third Party Warehouse features and Receival/Out Billing• Position Reporting for Contracts and Inventory by Season, Market Zone, Month and Product• Derivative Trade reporting for Futures, Options and Currency Brokerage Features • List Growers from NGR (Australia Only. Requires Subscription)• Create Grower Broker Trades from Grower Seasonal Intention records• Create Trade Broker Confirms • Review, Print and Send Broker Trades• Track Invoice Due Date on Broker Trades• Create / Send Broker Invoices, including Split invoices Create Secure Web Portals (***)
• Use Standard Salesforce to create Portals with Secure Login details for Contracts, Orders, Tickets, Title Transfers, Payments, Invoices or Cash Prices• Create Client Portals for Inventory Management and Orders, Ticket Lists, Cash Pricing• Use AgCRM or Salesforce Components in your website/Portal along with third-party resources API Integration
• National Grower Register (NGR) - Australia Only. Requires Subscription from NGR• Real-Time Tickets and Order integration with Grainsoft Bulk Handling system from WSD • Contract and Inventory Summary Balances from CTRM• Contracts, Orders, Tickets and Invoices Sync with Ekaplus Software Solutions• Counter-Parties/Invoices/Payables to SAP B1• Invoices/Payables to Xero **• PDF Upload of Payment Documents for Portal Management & Emailing• Website Pricing and Masterfile• Cash Price Receipt and Sending
• Yearly Crop Planting Intentions by Season Commodity / Grade / Business Unit• Record Sales Demand features by Customer / Region / Product and Year• Record Purchase On-farm and Store-based product details, quantity and quality• Record target prices for sending Offer email and TXT services*• Record your Grower Calls / Events / Meetings on any device• Dashboard / reporting for all communications• Make Bids to Growers from targeted lists via SMS, WhatsApp or Email Campaigns *• Record & Send Cash Prices via Email Campaigns and TXT services Handling & Trade Features
• Contracts from Intentions, Contract Print and Send functions• Contract Pricing, Scheduling, Amendments and Washes• Order and Inventory Management• Ticket and Payment Reporting• Third Party Warehouse features and Receival/Out Billing• Position Reporting for Contracts and Inventory by Season, Market Zone, Month and Product• Derivative Trade reporting for Futures, Options and Currency Brokerage Features • List Growers from NGR (Australia Only. Requires Subscription)• Create Grower Broker Trades from Grower Seasonal Intention records• Create Trade Broker Confirms • Review, Print and Send Broker Trades• Track Invoice Due Date on Broker Trades• Create / Send Broker Invoices, including Split invoices Create Secure Web Portals (***)
• Use Standard Salesforce to create Portals with Secure Login details for Contracts, Orders, Tickets, Title Transfers, Payments, Invoices or Cash Prices• Create Client Portals for Inventory Management and Orders, Ticket Lists, Cash Pricing• Use AgCRM or Salesforce Components in your website/Portal along with third-party resources API Integration
• National Grower Register (NGR) - Australia Only. Requires Subscription from NGR• Real-Time Tickets and Order integration with Grainsoft Bulk Handling system from WSD • Contract and Inventory Summary Balances from CTRM• Contracts, Orders, Tickets and Invoices Sync with Ekaplus Software Solutions• Counter-Parties/Invoices/Payables to SAP B1• Invoices/Payables to Xero **• PDF Upload of Payment Documents for Portal Management & Emailing• Website Pricing and Masterfile• Cash Price Receipt and Sending
* SMS and Email Marketing Services rely on third party apps from within Salesforce™ AppExchange for SMS service costs and Email Templates** Work In Progress
***Portals requires Client customisation - either by an Admin user, by Salesforce or a third party implementor