What Gets Measured Gets Managed

Start improving your franchise awards process

Developing an effective process of awarding franchises doesn’t happen overnight. It isn’t accomplished simply by purchasing an off-the-shelf virtual brochure or buying more advertising space on franchise portals.

It begins with a well defined process, a system to manage that process, and an intimate understanding of what’s working and what isn’t.



Manage Your Pipeline

Having a complete view of your pipeline lets you see exactly which stage your prospects are in and how long they’ve been there. This gives you the ability to deal with each prospect in the right manner, and it’s vital to the overall improvement of your franchise awarding process.

  • Ditch the Spreadsheets
    Easily capture leads from the internet and integrate them directly into your database, or import leads from a spreadsheet.
  • Customized Lead Routing
    Automatically direct incoming leads to the right people based on any criteria. Easily route leads to the appropriate member of your team.
  • Assign & Manage Tasks
    Auto-create tasks for your franchise development team to better manage productivity. Know when things are or aren’t getting done, and get a better handle on your lead managment process.
  • View Full History
    One fully integrated view gives you a real-time 360° snapshot of every prospect’s life-cycle history. Stop digging through spreadsheets or sending emails every time you need an update.

Franchise Applications

  • Shared AccessThere’s no need to distribute paper copies to your team anymore. Store franchise application data in the database and control who gets access to it.
  • Track StatusTrack the status of each franchise application so you always know what to do next. Comes with pre-configured statuses, but you can create customized statues to fit your process.
  • Upload Original DocumentsNeed access to original copies? No problem. You can upload the original franchise application file and attach it to the record.

Mobile Access

Access all of your information directly from your mobile devices.

  • Real Time SyncYou’re always up-to-date with mobile syncing.
  • User-Friendly InterfaceA simple to use, yet powerful interface makes it easy for you and your team to quickly obtain and use the information you need most

Integrate

Integrate processes like electronic FDD Disclosure and e-signing of franchise agreements utilizing the Salesforce AppExchange.

Reports & Analytics

Knowing key metrics like your close ratio and average sales cycle length are vital to improvement. Create reports on virtually every aspect of your awards process.

Accurate Forecasting

Create accurate forecasts and better projections for your franchise awards process.