Updates For Agribusiness

More Control Over Customer Access and Communications in CRM & Outreach

Managing customer relationships across multiple locations just got easier.

We're introducing location-based access controls for CRM and Outreach, giving your business more flexibility to manage which customers staff can access and who they can reach through customer communications.

For agribusinesses operating across multiple facilities, this means staff can stay focused on the customers they serve, while administrators have greater control over customer visibility and communication permissions.

What's New?

• Location-Based Customer Access: Control which customer records staff can view or manage based on their assigned locations.
• More Targeted Outreach: Staff can send customer communications only to customers associated with locations they have permission to access, helping ensure messages reach the right audience.
• Better Visibility Before Sending: Outreach automatically excludes unauthorized customers from your messages. Location-level users can view specific excluded members on the Groups page, while the Outreach review screen shows the total count of expected recipients before sending.
• Improved Notification Management: Staff can manage their own scheduled communications, while users with broader permissions can oversee communications across the business.

These improvements help your team communicate more confidently, reduce confusion across locations, and maintain better control over customer information.

Want to make sure your team's access is set up correctly? Reach out to your CSM to learn more about location-based permissions in CRM and Outreach.

‍

‍

Quote what your customer needs, without being limited by your product sheet

Every customer conversation is a little different. Your quoting tools should be flexible enough to keep up. With new quoting capabilities available now, your team can quickly build more customized quotes, even when a product or price doesn’t fit neatly into your standard product sheet.

Staff can now:

• Override pricing on an existing product when the situation calls for a different price.
• Add unlisted products directly to a quote for custom blends, special-order items, or products that aren’t included in your uploaded product sheet.
• Apply custom discounts at the line-item level to tailor pricing product by product.

That means fewer workarounds, fewer product-sheet updates, and more flexibility for your team to respond to customers in the moment.

Whether you’re quoting a custom feed blend, working with rapidly changing prices, or putting together a unique package for a customer, your team can create the quote they need and keep the sales conversation moving.

Available now for all customers with Quoting. To enable these capabilities for your team, assign the “Quote Custom Line Item Editor” role in Team Access or reach out to your CSM today for help getting started.

‍

Visibility Into All Contracts In Your Staff Portal

Bushel's Staff Portal now includes a dedicated Contracts page, giving your team instant visibility into contracts across every customer account. No more jumping between customer views. Powerful search and filtering (including in-filter search for accounts, commodities, and locations) have been added to help you find exactly what you need to follow up on!

See The Full Sales Opportunity, Even When Product Names Don’t Match Perfectly

Your sales opportunities shouldn’t be hidden because the same product appears under slightly different names or across multiple locations.

We’ve made the Input Sales Opportunities dashboard card more flexible so your team can get a clearer picture of customer purchasing activity and identify opportunities faster.

What’s new

• Select multiple products at once to combine invoice data for similar or identical products into a single view.
• See location details where available to more easily distinguish between products with the same name.

Instead of reviewing products one at a time and trying to piece the story together yourself, you can now group the products that belong together and see the broader sales opportunity in one place.

That means less time sorting through data and more time identifying customers who may be ready for a conversation.

Available now in Input Sales Opportunities.

Head to your CRM dashboard to try the new multi-select experience, or reach out to your CSM if you’d like help getting started.

Set the right level of visibility for cash bids with new Bid Visibility rules

Cash bids help growers make timely decisions, but not every bid needs the same audience. With Bid Visibility, your team can choose which cash bids stay public and which are available only to signed-in customers, directly in the Bushel Portal. Set visibility rules across your business or tailor them to a location, commodity, futures month, or individual cash bid. Before a change goes live, preview the affected bids and confirm exactly which rule applies. That means more control over sensitive pricing, while keeping the bid information you want public easy for growers to find. Bid Visibility is available for eligible Bushel Portal customers using Bushel Trade through a coordinated pilot. Reach out to your CSM to learn more.

‍

Give Growers One Place to Manage Their Financial Relationship with Your Business

We’re bringing My Wallet directly into the Grower Portal, giving your customers easier access to the financial tools and account information they use to do business with you.

Instead of sending growers between different experiences to manage payment methods, direct deposit, bank connections, or their Bushel Business Account, My Wallet brings these tools together within the portal experience they already use.

Depending on the services your business offers, growers can:

• View their Bushel Business Account: See their available balance and current interest rate and access additional account management tools.
• Manage Direct Deposit: Eligible growers can enroll customer accounts in Direct Deposit or update their enrollment directly from My Wallet.
• Manage Saved Payment Methods: When card payments are enabled, growers can add, edit, or remove saved credit and debit cards used to make payments.
• See Connected Financial Accounts: Growers can see linked bank accounts and connected loans or lines of credit, with easy access to the Bushel App when additional management is needed.
• Set Up or Connect an Existing Wallet: Growers who do not yet have a Wallet can begin setup, while existing Wallet users can connect their account to your agribusiness.

The goal is to make it easier for growers to manage the financial side of doing business with you while keeping your Grower Portal at the center of the customer experience.

My Wallet will appear in the Grower Portal for eligible customers when enabled for your agribusiness.

‍

Updates For Farmers

‍

5-Day Forecast

Keep weather at your fingertips to make farm planning easier. The dashboard in the Bushel App now shows a 5 day forecast for your farm location or any zip code that you choose!

Nudge your grain buyer

The Bushel App now allows you to send communication to Bushel about your grain buyer.  Bushel then proactively works with your grain buyer to get them into the network allowing more of your data to flow to you.

‍