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Microsoft Dynamics CRM for Franchise Management

Microsoft Dynamics CRM for Franchise Management expands on core CRM functionality to serve the needs of franchised businesses. Sonoma Partners designed the Microsoft Dynamics CRM for Franchise Management solution 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:
  • Lack of a solid infrastructure
  • Disparate technologies throughout departments/business units
  • Inconsistent execution in process
  • Poor productivity/missed tasks and deadlines
  • Limited collaboration with other groups/departments
  • Manual creation of reports from various data sources
  • Inability to collectively manage contacts, documents, financials, properties, units and locations

    Microsoft Dynamics CRM is a stable, cross-functional application that comes with pre-built sales, marketing, and customer support modules. Microsoft Dynamics CRM for Franchise Management also includes the management of the recruitment and application process, property development, operations and legal compliance, and customer relations.

    Franchise Recruitment and Application Process Management
    Manage the entire recruitment and application process from initial inquiry capture to dynamically analyzing the qualities of successful candidates.

    Operations, Training, and Legal/Compliance Support
    Track, display, manage agreements, and incorporate documents into franchisee files. Microsoft Dynamics CRM also helps you manage training so you are able to maintain consistency across your franchises.

    Property Development
    Property development is one of the most important and complex aspects of your business. Microsoft Dynamics CRM helps companies manage this critical component of the process.

    Franchisee and End-Customer Relations
    Microsoft Dynamics CRM manages and tracks royalty fees and quality control records one locations are open, and tracks inbound and outbound calls from customers and franchise owners to provide better service to customers.


    Download the Microsoft Dynamics CRM for Franchise Management overview (128 KB)

    Download the Home Instead Senior Care customer story (15 KB)


    Contact us for a quote, or to schedule a personalized demonstration of Microsoft Dynamics CRM for Franchise Management.




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