Customer Relationship Management

AgFirst offers a suite of products to empower your sales and marketing teams as they focus on growing loan volume for your Association. From easy lead tracking to dynamic marketing solutions, you’ll find a range of compelling features to take sales to the next level.

Sales Management

Associations use Microsoft CRM, an industry-leading sales management tool, to track the effectiveness of marketing campaigns, manage the loan/deal opportunity pipeline, track interactions with customers (phone calls, visits, emails, tasks, etc.) and provide valuable reports and analytics to lenders. The AgFirst-hosted CRM platform offers several compelling advantages in the areas of flexibility, agility and integrated HubSpot e-mail marketing and mobile solutions.

Through CRM, sales teams have a 360-degree view of the customer, including the services and products they have with your Association, opportunities for new products, loan applications and active loans. With seamless integration into the loan origination systems, moving deals through the pipeline has never been easier. This integration also enables powerful workflow functionality that can alert lenders of loan servicing actions, such as a customer account becoming past due or when a loan is maturing.

Marketing Automation

We offer HubSpot, a cloud-based tool that powers professionally designed and automated email marketing campaigns from within CRM, enabling sales and marketing teams to track and measure customer behaviors through the sales funnel to improve communications and optimize engagement. Campaigns have a variety of uses, from creating sales opportunities to announcing customer appreciation events or photo contests to sending holiday e-cards and newsletters. Each Association has its own dedicated instance of HubSpot, which enables regularly updated Association-specific customizations. In addition to automated marketing campaigns, HubSpot offers built-in analytics and reporting, social media management, blog creation, search engine optimization (SEO) and ad tracking and management.