Client
A European farmer-owned agricultural cooperative with a network of agricultural businesses across multiple markets. Its sales and operations teams work with growers and livestock producers on products and services for their farms.
The challenge
Paper-based processes and scattered information made it difficult for teams to move opportunities through the sales cycle. Salespeople lacked a consolidated view of farm operations, and managers had limited visibility into the status of sales activities.
Implementation and approach
- Implemented and tested a sales solution in Dynamics 365 Sales, integrating publicly available agricultural datasets to enrich records with land area, crops, products used and livestock details.
- Used Azure Data Lake and Power BI to support management dashboards and track sales KPIs.
- Built Power Apps workflows for assigning tasks and recording field observations, and enabled teams to store and manage images in the platform.
Benefits and outcomes
- Automated steps in the sales cycle and made progress visible to sales and operations teams.
- Gave sales teams farm context to make customer conversations more relevant and gave managers better visibility of collection activity.
- Made field observations and supporting images available in the platform for follow-up.


sales@agilitz.com
