Franchise Software: Franchisee and End-Customer Relations

Once the location is open, you can use Sonoma Partners’ CRM solution for franchise management to help you stay in touch with one of your most important client groups – the franchise operators and owners. You will be able to easily manage and track royalty fees as well as quality control records. To help you provide superior customer service, our solution manages inbound and outbound calls from customers and franchise owners, and lets you maintain a knowledge base of common issues and responses for franchisees so you can be assured that your teams have the knowledge necessary to deal with each situation in a timely and accurate way.

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  Maximize your Knowledge

  Take advantage of the integrated Microsoft CRM knowledge base for instant access to manuals, frequently asked questions, and troubleshooting tips. Your company may have product guides, data sheets, and schematics that everyone should have access to, but hard copies of these items are easily lost and quickly outdated. You can make critical knowledge available to everyone on your team by capturing it in knowledge base articles with Microsoft Dynamics CRM. The knowledge base can be a storehouse of useful information and resources. Articles can contain solutions to common problems, procedures, user guides, and other information that helps CSRs give your customers timely and accurate service.

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  Manages inbound and outbound calls from customers and owners

  You can manage all cases from the first call to resolution. Microsoft Dynamics CRM has features that allow for automatic escalation and routing, helping to ensure that you send service requests to the appropriate people and/or queues. You can also report on key metrics relevant to customer calls and analyze what problems, challenges, and areas of dissatisfaction your customers are experiencing, as well as the amount of time and effort your service staff spends providing service to those customers.

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  Schedule services across units

  Microsoft Dynamics CRM includes a built-in Service Scheduling and dispatch system that provides a centralized, consolidated view of your professional service workers' calendars and schedules. Your service dispatcher and service delivery staff can use the Service Scheduling functionality to schedule appointments with your customers. Use this functionality to increase efficiency and productivity when scheduling service appointments.

• Franchise Management
  • Recruitment & Application Process Management
  • Operation & Legal Compliance
  • Property Development
  • Franchise & End Customer Relations
    • Manage Knowledge Base
    • Service Customers
    • Schedule Services
• Professional Services
• Healthcare
• Real Estate

Contact Us for a Quote, or Personalized Demonstrationof Microsoft Dynamics CRM for Your Business.