Case Study: AgStar Financial Services achieves a 360-degree customer view with Aptaria's Salesforce implementation

AgStar Financial Services unifies 3 CRM systems and 23,000 customer records with Aptaria

A major financial services company, AgStar Financial Services, faced inefficiency and high costs from using three separate CRM systems across its business units. This fragmented setup prevented a unified view of customers and hindered mobile access for agents conducting thousands of farm visits annually. To address this, AgStar partnered with vendor Aptaria to consolidate its systems into a single, cloud-based Salesforce CRM implementation.

Aptaria migrated data from the three legacy systems into Salesforce, integrated it with AgStar's enterprise software, and customized the platform to capture all customer interactions while enabling mobile access. The results included significant operational cost savings from retiring the old applications and, more importantly, providing agents with a complete 360-degree customer view on a single screen. This empowered AgStar's team to be more effective in client service, cross-selling, and retention.

AgStar Financial Services