“How you gather, manage and use information will determine whether you win or loss.”

~ Bill Gates

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Franchise Management

Idealsoft CRM Franchise Management provides you with lots of beneficial features and application. Here are some of the features that will definitely benefit your organization.

Franchisee Sales Automation

  • Lead Routing and Management
  • Opportunity Management
  • Sales Process Management
  • Product Catalog (Franchise Brands, Franchise Fees)
  • Order Management
  • Sales Quota Management
  • Territory Management
  • Competitor Tracking
  • Sales Person Calendar & Activity Management
  • Sales Forecasting Dashboards and Reports
  • Document management of sales literature
    (Brochures, success case studies, competitor analysis)

Franchisee Operation Automation

  • Franchisee / Location Relationship
  • Franchisee Agreement tracking
  • Franchisee Task Management
  • Defaults and resolutions
  • Store evaluation
  • Training management
    • Create/ Track Training Courses
    • Manage Attendee Details
    • Score Participants for each training engagement
  • Day to day tracking of Franchisee communications
  • Document management of Franchisee literature
    (Training menus, Process documents, brand messaging, Brand identity)
  • Franchisee Performance Dashboards and Reports

Franchise Support Service

  • Case / Support Ticket Management
  • Service Request
  • Queuing
  • Standard Problems & Resolutions
  • Product Tracking
  • Reporting
  • Knowledge Management
  • Escalation Management

Franchisor Integrated Public Website

  • Website Content Management
  • Franchisee Store Locator
    • Google Map integration
    • Contact Information
    • Services Provided in Selected Location
    • Service Hours
  • Web to Lead automation
  • Public Ideas Feedback Portal

Franchisee Self-services Portal

  • Change of contact Information
  • Franchisee Agreement details
  • Franchisee Self-renewal
  • Franchisee Statement of Accounts
  • Franchisee Loyalty Redemption
  • Online product ordering
  • Training registration, confirmation, attendance history
  • E-Learning resources & knowledgebase
  • Franchisee discussion forum
  • Franchisee Ideas feedback portal