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orange trianglular bulletOperations and Legal Compliance
  - Manage Documents
  - Quick Sales Reports
  - Integrate with Existing Systems
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Sonoma Partners’ CRM Solution for Franchise Management

Operations and Legal/Compliance Support

Many franchised companies’ have disparate systems managing all of the necessary documentation for each unit. Our CRM solution for franchise management lets you easily track, display, and incorporate documents into franchisee files, helping you help your franchisees manage the brand to the highest possible standard. You can streamline and manage operational processes and quality control in a centralized area.

see more detailssee more details Everything You Need In One Place
Ever need to see the status of a contract right now? You can easily access contracts, and other documents, from within each franchisee record. You are able to create and view marketing and training documents related to unit locations. Know that you have all the documents required for any given unit or easily see what is missing. You can also set workflow rules to alert you if one of the documents needs renewal.

see more detailssee more details Create Quick Sales Reports
Executives often utilize the same key metrics daily to gauge the status of the business. With Microsoft Dynamics CRM, you can create custom dashboards so each person can easily see the key performance indicators that matter to him/her. You can also include scorecard reports of the franchise at the market or unit level right in your dashboard. Integrate live data feeds from unit locations' registers and/or each franchises ERP system to create real-time reports.

see more detailssee more details Integrate with Existing Systems
You can integrate Microsoft Dynamics CRM data with external websites and vendors’ systems to ease the flow of information. Most franchise companies have many different data applications running – everything from an ERP system to reservations systems to construction management tools to a customer service/knowledge management center. Few of these systems communicate with one another, causing incongruences in information from one system to another. Built on a stable and flexible platform, Microsoft Dynamics CRM can be integrated into other systems so data can migrate back and forth and stay current.

One of the major benefits for Microsoft Dynamics CRM solution for Franchises is that everything is one place. Unlike other industry solutions, you don’t need to buy modules separately. You get all the standard functionality in one package.



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




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