CamoAg’s product team member, Lily, provides a brief preview of the Client Intelligence tool, which brings data together in one place to help you learn more about your customers, competitors, and prospects. By selecting an area of interest, such as a city, state, county, or zip code, users can explore various data layers including mortgages, operators, UCC filings, and Salesforce accounts.
Each layer allows users to view connected parcels, equipment, lenders, owners, growers, and operators, among other details. The tool also has reports that provide data in a tabular format. If you want to learn more about CamoAg’s client intelligence tool, contact our sales team at (815) 443-4769.
Begin by searching your area of interest
The Client Intelligence tool allows you to select an area of interest by searching for a city, state, county, or zip code. In the example given, Lily searches for DeKalb County in Illinois.
Using data layers
The client intelligence tool visualizes data layers related to customers, competitors, and prospects. The easiest way to explore this data is to turn on different layers. Lily demonstrates this by clicking on the “map tools” icon, selecting “organization layers” and then selecting “mortgage.” This layer shows all the mortgages in the selected area and where they originated. By selecting a mortgage, the user can view its details, including borrower information and additional loan details. The connected parcels feature allows the user to locate all the connected parcels on the map.
Finding operator information
Another data layer is the operator layer, which shows the names of different operators in a selected area. By selecting an operator and a parcel, the user can see information about the parcel, the owner, and the grower. Selecting a grower shows connected operators and connected farmland. By expanding the connected farmland feature, the user can see the operator’s complete footprint, including headquarters and overall farming operations.
UCC filing data
The UCC filing layer shows all UCC filing buyers on the map. By selecting a buyer and expanding the UCC filing data, the user can see all equipment associated with the UCC filing information, as well as the lender of record.
Salesforce Integration
The Client Intelligence tool integrates with Salesforce and allows the user to see how their company has done business with individual people in the past. The user can click on an individual person and view their history with the company, contact information, and other information found within your organization’s crm.
Reports
CamoAg also offers reports that allow the user to search for data in a tabular format. In the example given, Lily demonstrates the mortgage report. Once the user finds the information they are looking for, they can view the mortgage and its connected parcels on the map.
