AgriBusinesses

Training path and guides for ag retailers, input and equipment dealers, and their sales teams.

New to CamoAg? Start with Terms to Know, then personalize your account and review Reports, Data Sources, and Update Frequency.

For ag retailers, seed, chemical, and fertilizer suppliers, equipment dealers, and the sales reps who cover their territories. Work through this page in order to go from first login to using CamoAg for territory prospecting, account planning, and growing share of wallet with existing customers.

*Some modules require an Enterprise subscription with an additional data integration.

What You’ll Be Able to Do

• Set up your account and navigate the map and its layers
• Find growers in your territory, save an operation, and generate a Deep Research report
• Estimate a grower’s revenue and your total addressable market
• Map your sales territories and run reports scoped to them
• Organize customers and prospects with contacts and tags, and bring in your CRM and sales data
• Spot growers who are buying equipment using UCC filings

Part 1: Getting Oriented

• Who/What is CamoAg?

CamoAg brings together land, ownership, operations, sales, and financial records in one place. For agribusinesses, that means knowing who farms every acre in your territory, how big the opportunity is, and where to spend your time.

Guide	What it’s for
Terms to Know	Definitions for terms used throughout CamoAg
Reports, Data Sources, and Update Frequency	Where CamoAg’s data comes from and how often it updates

• Account Settings

Set a default location (the center of your sales territory), and add a profile photo and phone number. Colleagues see these when you share operations and farms.

Guide	What it’s for
Personalize Your Account	Set your default location, photo, and contact details

• Map Layers Overview

A quick tour of the base layer, additional layers, land boundaries, company layers, and Operations. Operations and company layers get deeper coverage below.

Guide	What it’s for
Map Overview	Navigate the map and turn layers on and off

Try it: turn on Land Boundaries and Operations in your own territory.

• Search

What you can search, how to narrow results, and how to find a grower or parcel in your county.

Guide	What it’s for
Search Overview	What can be searched and how results work
Using the Search Feature	Video walkthrough of search settings and filters

Try it: search for one of your current customers and find their ground on the map.

Part 2: Finding and Sizing Growers

• Deep Dive: Operations Layer

The Operations layer shows who is farming the ground, not just who owns it, which is who buys your inputs and equipment. Click through an operation, save it to edit (accounts without a CRM integration), walk through the Operator panel, and run Deep Research before a first call.

Guide	What it’s for
CamoAg Operator Map Layer*	See operators on the map by acreage bucket, and filter the layer
Operations	Everything CamoAg holds on an operation in one view
Navigating the Operation Profile	Video walkthrough of each section of the Operator panel
Deep Research	AI-generated report on holdings, operation size, affiliates, and practices
Locate All Parcels Owned by an Entity	See a grower’s entire footprint on the map. Includes a video.
Acreage Overview by Owner	Summarize a landowner’s holdings across all of their entities
Merging Operations	Combine entities into one operation so the full footprint shows together
Connecting Operations	Record relationships between operations that stay separate

• Sizing the Opportunity for Each Grower

Once you know who farms the ground, estimate what the operation is worth to you. Use these to prioritize accounts and plan calls.

Guide	What it’s for
Revenue & TAM	Estimate an operation’s revenue and your total addressable market
USDA Subsidy Payments Pro: Use Cases	See what USDA program payments a grower receives

Activity 1: Territory Prospecting

Take one prospect from the map to a saved, researched account on your own, repeating modules 5 and 6.

1. Find a prospect

   Use the Operators layer to identify a grower in your territory who isn’t a customer yet.

2. Save the operation

   Save the operation and request contact information.

   If your organization’s CRM is integrated with CamoAg, skip to step 3.

3. Research it

   Generate a Deep Research report. Note the crops, acreage, and anything you would bring up on a first call.

4. Size it

   Check the operation’s estimated revenue and TAM. Decide whether it’s a priority account.

5. Tag it

   Add a tag to the contact or operation (for example, a priority or territory tag) so your team can find it later.

Part 3: Territories and Customer Data

• Map Sales Territories

Build company map layers for your territories, branches, or rep assignments, then run any report scoped to a territory.

Guide	What it’s for
Planning Your Custom Map Layers	Read this before building layers
Custom Map Layers from County or Township Boundaries	Build territory or branch layers from county and township lines
Generating a Report from a Custom Company Map Layer	Run any report scoped to a territory

• Manage Customers and Prospects

Keep contacts and operations organized from first touch onward, and use tags so the whole team classifies growers the same way.

Guide	What it’s for
Managing Contacts and Operations: A Complete Workflow	Keep contacts and operations organized from first touch onward
Creating and Managing Tags	Classify and prioritize producers with shared tags
Operation Tags Definitions	What each operation tag means
Contacts Report	Pull a list of your contacts in an area

• Connect Your CRM and Sales Data

Bring your own customer and sales history into CamoAg so you can see who buys what, and where the gaps are.

Guide	What it’s for
Salesforce Integration	Import client and prospect data from Salesforce
Products (CSV)	Bulk import your product catalog
Product Revenue Import (CSV)	Import purchase history per contact by product category and year

Part 4: Reporting Use Cases

Use case	Report	What to do	Guides
Prospecting and new business	CamoAg Operators	Find growers in a target county; filter by acre bucket, crop, Producer Score, or tags to isolate non-customers	Prospecting Using the Operators Report* (video) Operators Report*
Find growers buying equipment	UCC Equipment Debtors	Find UCCs filed against prospects for equipment purchases to time your outreach or spot a competitor’s customers	UCC Blanket Liens or Equipment Debtors Data* UCC Filings Pro: Use Cases*
Territory planning	Any report, scoped to a company layer	Run the Operators report on one territory to compare coverage and opportunity across reps or branches	Generating a Report from a Custom Company Map Layer
Cross-selling and share of wallet	Contacts	Using imported product revenue, find a customer who buys one product category from you but not another, and suggest a cross-sell	Contacts Report Product Revenue Import (CSV)
Account planning	Operations	For a key account, combine Deep Research, Revenue & TAM, and USDA payments to plan the season’s conversation	Deep Research Revenue & TAM USDA Subsidy Payments Pro: Use Cases

Activity 2: Use Cases

Pick two use cases from Part 4 and complete them in CamoAg. For each one, note:

• Why you chose it
• The filters and steps you used
• The opportunity you found and the next action you’d take with it

Mobile App Review

Guide	What it’s for
Getting Started with the iOS App	Install the app and find your way around. Includes a video.
Search on iOS	Search for parcels, owners, and operations in the field
Notes	Log notes on operations and contacts from your phone. Includes a video.

Next Steps

Pick one workflow from this page to use in the next week. For help, contact CamoAg support.