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Sonoma Partners’ CRM Solution for Franchise Management
Recruitment and Application Process Management
Recruiting qualified applicants is the first step in growing your franchise. Use Microsoft Dynamics CRM to understand where your best leads originate. Is it tradeshows, your website, phone calls, or some other place? Microsoft Dynamics CRM also makes it easy for you to create and manage each lead, from basic information to complex scoring based on custom criteria you design. Once you have them, you want to provide them with the best possible customer service, including being able to easily access important information about each franchisee and/or owners.
The following pages highlight some of the features and functionality of the Sonoma Partners’ CRM solution for Franchise Management. The examples are based on a fictitious hotel franchise; however, Sonoma Partners has experience building franchise solutions for automotive services and rental, real estate services, take-out food and restaurants, travel, retail, and lodging. Our experience with a wide range of franchised organizations allows us to build and configure the solution perfect for your specific industry.
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Quickly Qualify New Applicants
There are many factors involved in determining which candidates will help successfully grow your business. Upon receiving an application, automate many of the tasks associated with the inbound lead process and qualifying each candidate. Automatically score applications and rate prospects based on specific qualities and characteristics. Once an application is approved, move it to the next step in the process.
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Don’t Forget Any Key Requirements
After approving an applicant, there are numerous documents and requirements to manage. Safeguard your company by making sure you have all the necessary documents signed and easily accessible. Obtain quality control by building custom processes and checkpoints into the system. The process can be custom built to deny progression until all requirements are fulfilled.
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Evaluate Your Current Recruitment Programs
Your quality candidates might not be coming from where you think they are. Create custom reports that help you analyze the type of applicants you are receiving as well as understand what programs are successful and which ones are not. Build custom analysis to understand and cross-sell opportunities for multiple franchises per owner.
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Want to learn more? Contact us to learn more about the Microsoft Dynamics CRM solution for franchise management.
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