Topics

Knowledge Creation Laboratory by CRM(xRM)

How to design relationship management between production areas and distribution destinations using EMOROCO CRM Lite for agriculture, agricultural cooperatives, and agricultural product distribution.

Hello, this is Matsubara, CRM Evangelist.

"I wonder if the same buyers will purchase our products this year."

This is an anxiety that business owners involved in agriculture, agricultural cooperatives, and agricultural product distribution feel every year before the harvest season.
The relationship between producers and distributors (mass retailers, wholesalers, restaurants, direct sales e-commerce sites, etc.) often depends on personal connections between the people in charge, and there is a risk that the relationship will be reset the moment the person in charge changes.

Agriculture is no longer a field where "if you produce it, you can sell it."
Even for agricultural products of the same quality, the depth of the relationship between the production area and the distribution channel influences the price and quantity that will be sold.
In this era, managing this "depth of relationship" with data and nurturing it as a system is what determines the sustainability of agricultural businesses.

This article explains how to design a system for managing the relationships between production areas and distribution destinations in agriculture, agricultural cooperatives, and agricultural product distribution using EMOROCO CRM Lite.


Why Now is the Time for Agriculture x CRM? – Three Structural Changes

Change ①: Multi-layered distribution – an era where B2B, B2C, and direct sales coexist.

Sales channels for agricultural products are rapidly diversifying.
In an era where wholesale distribution through agricultural cooperatives, direct sales to mass retailers, direct delivery to restaurants, roadside stations, direct e-commerce, and hometown tax donations all coexist, the complexity of managing "who, what, when, and at what price" has increased dramatically.

Change ②: Shortening of the buyer's representative change cycle

Buyers at mass retailers, consumer cooperatives, and school lunch centers often change every one to three years.
It's not uncommon in agricultural product distribution to hear stories like, "I'd been working with that person for 10 years, but as soon as they changed, the amount of shelf space we had decreased."
A system is needed to elevate "relationships with people" to "relationships as data."

Change ③: The need for organizational management due to sixth-sector industrialization and agricultural corporatization.

From individual farmer to agricultural corporation/agricultural production corporation. This involves having multiple staff members, multiple fields, and multiple sales channels.
If information remains only in the minds of those in charge, the organization cannot continue its agricultural operations.


Who are the "customers" of agriculture and agricultural product distribution? — A three-tiered structure.

Before designing an agriculture x CRM system, let's clarify the definition of "customer." The agricultural product distribution system has the following three-tiered structure:

[The three-tiered structure of agricultural product distribution]

Layer 1: Producers (farmers, agricultural corporations, agricultural cooperatives)
    ↓ Supply from the production area
Second layer: Distribution channels (mass retailers, wholesalers, consumer cooperatives, restaurants, e-commerce)
    ↓ Supply to consumers
Layer 3: End-user (consumer)

The "customers" managed by EMOROCO CRM Lite are primarilySecond-tier distribution destinations.
At the same time, if agricultural cooperatives or regional associations are involved, **first-tier producers (member farmers)** will also be subject to management.


Field Design – Two types of records specifically for agricultural product distribution

Record ①: Distribution destination (trading partner) management

field name Types Message
emotional temperature Selection Red = Hot / Orange = Warm / Blue = Cool / Light Blue = Cold
Distribution channel type Selection Mass retailers / Wholesalers / Consumer cooperatives / Restaurants / School lunches / Direct sales e-commerce / Hometown tax donation / Others
Name of the buyer in charge text Current contact person's name and department
Name of previous person in charge text Name of the previous person in charge (for handover reference)
Next personnel transfer forecast Date Buyer's predictions for personnel changes season
Trade items Multiple selections allowed Types of agricultural products traded
trading volume Selection Large (Major Clients) / Medium / Small / Spot
Price sensitivity Selection Price-focused / Quality-focused / Origin story-focused / Balanced
Purchase period text Main purchasing season and ordering cycle
Narrative text "What this buyer values ​​most," "The story of the production area that resonated with them," and "The reason for rejection."

Record ②: Producer (member farmer) management (for agricultural cooperatives and regional cooperatives)

field name Types Message
emotional temperature Selection Relationship with agricultural cooperatives and associations
Production item Multiple selections allowed Main products
field area Numerical value Area of ​​managed fields (ha)
Shipment ratio Selection Through agricultural cooperatives / Direct sales / Mixed
Successor situation Selection Successor available / Under consideration / No successor / Unknown
Intention to develop the sixth industrial sector Selection Active / Under consideration / None
Assignment Notes text "The main challenges this farm faces"

Workflow Design – Six Methods Tailored to the "Season" of Agriculture

The core of workflow design for agriculture and agricultural product distribution is "proactive design aligned with the agricultural calendar."

Workflow ①: Early business approach two months before the harvest season

Trigger: Two months before the start of the harvest season for the traded item.
     (For example, for rice, the trigger is in June, two months before the harvest in August.)
Action: Create task for assigned person
"To {Distributor Name} (Contact Person: {Buyer Name})"
 To provide advance notice of this year's harvest schedule and quality forecast.
 
 I'll contact you after reviewing last year's transaction terms and feedback in Narrative.
 Price sensitivity: Prepare an approach that takes price sensitivity into account.

Buyers negotiate with multiple production areas. Production areas that provide information early, such as "This is the expected quality and quantity this year," have an advantage in securing shelf space.

Workflow ②: Buyer personnel change season alert

Trigger: Two months before the next predicted transfer date (mainly February and August)
Action: Create task for assigned person
"It's two months before the buyer transfer season at {distributor name}."
 Strengthen your relationship with {Name of Buyer} and prepare for the handover to your successor.
 
 Be sure to record the following in the handover narrative:
 ① What this buyer values ​​most
 ② Past stories from production areas that resonated with me
 ③ Conditions and reasons for rejection
 ④ Potential for future business expansion"

Workflow ③: Early intervention for emotional temperature below cool.

Trigger: Emotional temperature changes to blue (cool) or below.
Action: Create task for assigned person
"Our relationship with {distributor name} has soured."
 Follow up with a visit or phone call this week.
 
 Start by checking in on their current situation without any sales pitch.
 Are there any concerns about a decrease in trading volume or a shift to other production areas?
 Confirm it in a natural conversation.

Workflow ④: Follow-up for conversion to periodic trading after spot trading

Trigger: 30 days after the initial trade (spot)
Action: Create task for assigned person
It's been one month since our first transaction with {distributor name}.
 Please conduct a customer feedback survey asking, "How was the quality and delivery?"
 To explore the possibility of continuing or recurring transactions.
 This is the perfect time to suggest switching from a one-time service to a regular service."

Workflow 5: For agricultural cooperatives - Business succession support for farmers without successors

Trigger: Successor status = "No successor" × Field area exceeds a certain level
Action: Generate assigned tasks (once a year)
"{Farmer Name} is in a situation where there is no successor."
 We carefully interviewed them about the current state of their agricultural business this year and their future plans.
 Proposing options such as consolidating farmland, transferring it to other farmers, and incorporating the business."

Workflow ⑥: Annual Transaction Volume Year-on-Year Comparison Alert

Trigger: Automatically aggregated data for the same month each year (compared to the same month of the previous year)
Action: Extract distribution channels with a large transaction volume and a year-on-year decrease of 20% or more.
[Important Notice] The transaction volume of the following business partners has decreased significantly compared to the previous year.
 Please prioritize visiting or contacting us this month to check on the situation."

A unique design for agricultural product distribution: Turning "production area stories" into data.

In recent years, the most important factor in differentiating agricultural products has become the "story of the place of origin."
The story behind "where, who, and with what intentions it was made" is the key to escaping price competition.

EMOROCO CRM Lite's narrative memo feature can be used for "managing the stories of the production area."

Information related to the origin story that should be recorded in the narrative of each distribution channel:

■ The origin story that resonated most with this buyer
 Examples: "Commitment to pesticide-free and organic farming," "Stories of succession from elderly farmers."
   "Reviving traditional local varieties" and "Initiatives for collaboration between agriculture and welfare"

■ The value of agricultural products that this buyer's company prioritizes
 Examples: "Mass retailers specializing in locally sourced products," "Consumer cooperatives that focus on food education."
   "Restaurants that use the stories behind their ingredients in their menus"

■ PR that resonated in the past and PR that didn't resonate
■ Mention of competing production areas

When the buyer changes, this narrative becomes the "region PR guide" for the new buyer.
This allows for a strategic handover, such as considering, "This point resonated with the previous person in charge. How should I convey this to the new person in charge?"


Dashboard Design – The Screen Farmers and Agricultural Cooperatives View Weekly

Dashboard for agricultural corporations and production areas

① Summary of Sentimental Temperatures of Major Distribution Partners: A list of sentimental temperatures of distribution partners with high transaction volume. Easily see at a glance which relationships are strained this month.

② Number of follow-up tasks for this month and next month: Buyer transfer alerts, pre-harvest negotiations, and post-spot follow-ups. Check how many tasks should be handled this week.

③ Sales composition ratio by type of customer: Sales ratio by channel, such as mass retailers, wholesalers, restaurants, and direct sales/e-commerce. This is a management indicator used to check whether the business is "dependent on a single channel."

④ List of clients with a "cool" or lower emotional temperature: A prioritized list of clients who need immediate attention.

Dashboard for agricultural cooperatives

① Summary of member farmers' successor status: the number of cases categorized as "having a successor," "considering a successor," and "not having a successor," and the total field area. Used in planning for farmland consolidation.

② Distribution of farmers by shipment ratio: Trends in the ratio of sales through agricultural cooperatives versus direct sales. Early detection of the trend of farmers moving away from agricultural cooperatives.

③ List of member farmers with a "cool" or lower emotional temperature: Early identification of farmers whose relationship with the agricultural cooperative has cooled.


Expanding into sixth-sector industrialization and direct sales e-commerce – managing relationships with consumers

In agriculture's sixth-sector industrialization (integrating production, processing, and sales), as well as in hometown tax donation programs and direct sales e-commerce, managing relationships with end users (consumers) becomes essential.

Use in direct sales e-commerce:

  • Records the buyer's emotional state, purchasing motivation, and preferred items.
  • Workflow for "Repeat Customers → Advance Notification of New Products"
  • Designing harvest reports and thank-you messages from farmers to donors of the Furusato Nozei (hometown tax) program.

Participant management for agricultural experiences and field tours:

  • Record participants' emotional state and intention to visit again.
  • Workflow for "Harvesting experience participants → Direct purchase information"
  • Designing a regular follow-up plan for CSA (Community Supported Agriculture) members

Implementation Prioritization – 3 Steps to Start Today

This is the recommended order for starting to use EMOROCO CRM Lite in agriculture and agricultural product distribution.

STEP 1 (First Week): Setting the emotional temperature of major distributors

Set the emotional temperature level for your major business partners (large and medium transaction volumes). The initial discovery of "what percentage are 'cool' or below" will change future actions.

STEP 2 (Month 1): Set up one pre-harvest negotiation workflow.

We'll set up a workflow to generate follow-up tasks two months before the harvest season for our most important agricultural products. We'll start preparing now for next year's harvest season.

STEP 3 (Month 3): Develop a habit of recording narratives.

After visiting or calling buyers, develop the habit of creating a narrative record of "the story of the production area that resonated with you" and "the information you should use in the next business negotiation." Three months later, this narrative will become your "ultimate sales guide."


Summary — "Agricultural relationship management" is "emotional agriculture."

Agriculture is a business that involves working with nature, but it is also a business that involves working with people. Trust with buyers, solidarity with member farmers, and empathy with consumers—these "relationships with people" determine the value of agricultural products.

EMOROCO CRM Lite achieves three things.

  • Transforming relationships with buyers from "the individual's memory" to "organizational knowledge": Designed to maintain relationships with producers even if the person in charge changes.
  • Get ahead of the harvest season: By using a workflow aligned with the agricultural calendar, we can approach buyers before competing regions.
  • Turning local stories into data: Record "what resonated with you" and use it as a tool for handover and new development.

The sustainability of agriculture is determined by the "quality of relationships," just as it is by the quality of the soil. Please use EMOROCO CRM Lite as a tool to continuously cultivate that "quality of relationships."

[The first step you can take today] Import a list of your main trading partners (distributors) and set the sentiment temperature for all of them. Discovering "what percentage are 'cool' or below" is the starting point for implementing CRM 4.0 in agricultural product distribution.

You can try it with a 30-day free trial.
Digitalization and AI Implementation Subsidy 2026 Compatible Tool Number: DL07-0022934
Product Info:https://www.emoroco.com/


Related article

Person who wrote this article
Shinsuke Matsubara

Arcus Japan Representative Director / CRM Consultant
Click here for detailed profile
He has worked as a system engineer, architect, and consultant at Accenture and other companies, an evangelist at Infragistics (Microsoft MVP for Dynamics CRM (now Microsoft MVP for Business Solutions)), and a solutions specialist at Microsoft (in charge of Dynamics CRM products).He currently leads a service team specializing in CRM, supporting CRM implementation and business launches for companies of all sizes.At the same time, he works as a CRM evangelist, spreading the idea of "true" CRM through events and article contributions.
Having learned CRM at Accenture, and having advocated and globally popularized CRM 2.0 (platform-based CRM) at Microsoft, he is a legitimate successor to CRM and the longest-serving active CRM expert (CRM consultant/CRM doctor), having received an award at Worldwide.
Since then, as a leading expert in CRM who advocates CRM 3.0 (Personalized CRM) and CRM 4.0 (Creative CRM), he has been interviewed and received numerous awards both domestically and internationally from publications such as The Wall Street Journal, Newsweek, TIME, WORLDCOM, Mainichi Shimbun (Weekly Economist), and Nippon Cultural Broadcasting. He has also been selected as a representative company of the Kansai business community by "Keizaikai" for four consecutive years.
book:Versatylist - How to become a "1 in 1" talent by age 35

Interview article
For requests for interviews, lectures, etc., please contact us using the contact information below.
TEL +06-6195-7501-XNUMX
Inquiry via form

Articles in the same category