We are a land leasing company who contracts with farmers or land owners to purchase their crops residue. We need to track prospects then manage contracts and payments.
If possible, this database needs to connect with GIS data in Quantum/GIS.
Prospects
first
last
address
city
st
zip
phone
email
Ability to create a sales cycle- seen presentation, has contract, revisions requested
next action / calendar stuff
Clients
first
last
address
city
st
zip
phone
email
link/note to special relationships such as other farmers who are family
Farm owner might be different to the land owner, need to note both along with ag lease expiration
legal description, metes bounds
FSA farm numbers are multiple legal descriptions and were created for convenience to USDA/FSA. can be associated with a farmer but can be changed year to year.
Our CONTRACT
start date
expiration date
% commission
linked to Client: electronic copy
AGLEASE
expiration
Track sales persons performance/commissions
SCREENS (general usage)
login to database
login to class
enter new clients
edit clients
add clients
enter purchases
SCREENS (admin)
enter/edit products
enter/edit classes
reports panel
PRIVILEGES
financial restriction
edit/add clients/prospects
REPORTS
client purchase history
SEARCHES
all enter/edit screens should have a built-in search function
find class cards that are about to expire
find class cards that have expired with classes left unused
find all clients who didn't come back after one class
find clients who bought intro and only attended one class
ACCOUNTING
We purchase farmers bales of hay by counting them in the field then later weighing them and doing an over/under adjustment.
we check it for moisture and adj. payment for moisture (we don't pay for water)
we pay marketing adjustments or bonus payments
we pay the farmer a % of the profit from the sale of his material
we associate costs to the sale of his material;
SALES/MARKETING/Communication
Merge letters/emails with any item in the db.
