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	Industry Solutions

Real Estate

Franchise Management

Recruitment and Application Process Management

Operations and Legal Compliance

Property Development

- Manage Developments

- Manage Vendor Relationships

- Marketing

Franchise and End-Customer Relations

Financial Services

Sonoma Partners’ CRM Solution for Franchise Management

Property Development

Property development is critical to the success of your business. Our solution helps you capture information about potential real estate locations for each approved or prospective franchisee as well as manage all the steps of the development process from the building or conversion of the location to acquiring equipment to hiring and training employees. Once you have started the project, use Microsoft Dynamics CRM to track the approvals required for each phase of development. You can even create a portal for your vendors to view relevant documents, blueprints, invoices, etc.

see more details Keep Each Development Moving and See the Status Anytime!
There are hundreds of things you need to do with each store opening. Make openings easier with a consistent checklist containing necessary action items for each franchise. Create workflows that initiate new tasks when the predecessor is complete to keep things moving. Automate reports to give a real-time project status and help forecast completion dates more precisely for each development.

see more details Purchasing and Distribution Management
Each development involves multiple vendors, some local and some corporately contracted. With Microsoft Dynamics CRM, you can create a vendor portal that will help manage all of your vendors, large and small, and streamline purchasing supplies and services. You can also use the system to make sure large orders are distributed among multiple sites properly.

see more details Marketing of New Locations
Microsoft Dynamics CRM includes a marketing module that your organization can use to manage marketing at the franchise level as well as for the entire brand. Create and execute campaigns, store marketing lists, create libraries of resources, such as logos and brochures, and track results of campaigns to see what is working. Use the reporting to track trends per location or across multiple units.

Want to learn more? Contact us to learn more about the Microsoft Dynamics CRM solution for franchise management.

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