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Sonoma Partners’ CRM Solution for Franchise Management
Sonoma Partners’ expertise includes a deep understanding of the business objectives and challenges specific to franchisers. Microsoft Dynamics CRM provides a familiar and intuitive interface using common tools such as Outlook, Excel, and Word. With powerful remote capabilities, users have a seamless offline and mobile experience. Comprehensive reporting tools allow quick and easy data analysis. Point and click customization makes it simple to adapt Microsoft Dynamics CRM to your unique business needs without requiring programmers and long development cycles.
Sonoma Partners designed our solution for Franchise Management with the understanding there are many different industries within the franchising community – automotive services and rental, real estate services, take-out food and restaurants, travel, retail, lodging and many others. Each faces its own unique circumstances and has very specific best practices. However, we have discovered they all face many of the same obstacles, including:
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Creating a solid infrastructure
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Disparate technologies throughout departments/business units
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Lack of consistent execution in process
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Poor productivity/missed tasks and deadlines
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Limited collaboration with other groups/departments
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Manually create reports from various data sources
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Need to manage contacts, documents, financials, properties, units and locations in one place
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The Microsoft Dynamics CRM platform with the franchise management solution addresses all of these issues. Microsoft Dynamics CRM is a stable, cross-functional application that comes with pre-built sales, marketing, and customer support modules. The Sonoma Partners' solution for franchises then expands on this core functionality and can serve all, or some, of the additional requirements posed by franchised businesses, including the management of the recruitment and application process, property development, operations and legal compliance, and customer relations.
Franchise Recruitment and Application Process Management
Sonoma Partners gives you the tools to manage the entire recruitment and application process – from initial inquiry capture to marketing effectiveness reports to dynamically analyzing the qualities of successful candidates.
Operations, Training, and Legal/Compliance Support
Our CRM solution for franchise management lets you easily track, display, manage franchisee agreements, and incorporate documents into franchisee files. Our solution also helps you manage training so you are able to maintain consistency across your franchises. Track what training has occurred at each franchise, as well as create workflows that alert HQ about completed training; automatically initiating the next segment of training.
Property Development
Property development is one of the most important and complex aspects of your business. The Microsoft Dynamics CRM solution for franchisors helps companies manage this critical component of the process.
Franchisee and End-Customer Relations
Once the location is open, you can use Sonoma Partners’ CRM solution for franchise management to easily manage and track royalty fees and 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 for franchisees, including frequently asked questions.
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Download our Microsoft Dynamics CRM solution for franchise management pdf (196 KB)
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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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Contact us for a personalized software demonstration
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Download Microsoft Dynamics CRM documentation
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