Why Customer Management Software is Integral to a Franchise’s Success

Why Customer Management Software is Integral to a Franchise's Success

For your franchise to succeed, you need customers (or clients). Anybody who doesn’t live in a cave understands this. Yet it’s amazing how little some franchises think about their customers. Sure, they think of customers in terms of trying to create a better product or service that attracts them. They think of customers when they look at their advertising budget and consider different promotional tactics. But they don’t consider their customers as they are; they don’t know their customers. And many franchises certainly don’t know how to manage their customer base. That’s why you need customer management software to give you the edge.


Customer management software

Customer management software is absolutely imperative for a franchise’s success. You can’t reasonably expect to run a successful and profitable franchise if you don’t know much about your customers. If you have no process of converting leads into customers, no streamlined method of communication with your leads and customers, or no effective method of receiving payment, you are really handicapping yourself and your franchise. That’s why you need good customer management software for your franchise.
What you get

With FranchiseSoft’s Customer Management module you get a simplified and streamlined method of communication with your leads and customers. Our Customer Management module includes features such as:


  • Seamless conversion of leads to customers – because what good are your leads if you have no efficient way of converting them into paying customers?
  • Simplified communication with all, some, or individual customers – because effective communication is a key to keeping customers on board with your product or service. Furthermore, communications and notifications can be sent via SMS or email, depending on the customer’s preference.
  • Task and event scheduling as it relates to customers – in order to ensure that everybody is on the same page with a robust calendaring feature .
  • Simple and accessible documentation of correspondence with customers – this is important because, just in case anything ever goes wrong, you have an easy-to-access record of all your correspondence. In addition a complete 360 degree view of the customer with all interactions and activities tracked.
  • Intuitive customer invoice and statement generation – because nobody wants to spend half their time on invoices
  • Application of payment against invoices – again, this helps to streamline the whole process.
  • Interfacing with Authorize.net and Paypalfor credit card processing – after doing all the hard work of finding leads, converting them into customers, and convincing them of your product or service’s worth, the last thing you want to do is worry about quibbling details such as credit card processing
  • Revenue reports processing – to help you best understand how and when you make your money
  • Detailed reports on customer operations – because really knowing who your customers are is an absolutely enormously useful tool
  • A mobile app that provides customer contact details to franchisees – so franchisees can easily access all the customer details they need on the go.


Still not convinced?

FranchiseSoft offers no-commitment, absolutely free demonstrations of our modules. So if you would like to see how our customer management software can benefit your franchise, please contact us for a demonstration today and one of our representatives will be in touch within 24 hours.

4 Tips to Master Franchise Management using Technology

4 Tips to Master Franchise Management using Technology

Ask just about any person what are some of the biggest differences between business now and forty years ago and one of the first things they will mention is technology. Yet, even so, some people conduct their business in ways that suggest they think it’s still 1976. Take franchise management. Whether you’re the CEO of massive company with countless branches or an individual franchisee who is part of a larger brand, you’re going to need to utilize technology as best you can to run your business effectively. So here are some technology tips to help you master franchise management.

Enterprise Resource Planning

Enterprise Resource Planning (ERP) software is your friend. Trying to be a successful franchisor or franchisee without ERP software is like trying to dig a tunnel without a shovel. I mean, you could probably do it with your hands, a spade, or some other gardening tools. But it would take an inordinately long time, it would be very difficult, and pretty messy. And why would you want to, anyway? If there is better technology available, why not use it?

That’s what ERP software does for franchise management. ERP software helps you optimize inventory levels and your supply chain, improve marketing, and increase sales for both franchisors and franchisees. To learn more about why you need FranchiseERP software, click here.

Customer Relations Management

No franchise can survive without customers. Yet it’s astonishing how many franchisees and franchisors don’t put in enough effort to foster a good relationship with their customers.

Customer relations management (CRM) is all about understanding, managing, and connecting with your customer base. And the best way to do this is with some high quality CRM software. CRM software will help you learn more about your customers, categorize them into different, appropriate subgroups, and trackall communication between your staff and your customers. It also gives you a 360 degree view of who your customers are and what they are interested in, and it will pay for itself, usually sooner than later. Without Franchise CRM software, you won’t understand your customers as anything more than numbers on a spreadsheet. That’s why it’s imperative to get the right CRM software systems to understand who your customers are and exactly what they need.To learn more about how Franchise CRM software systems increase profits, click here.

Franchise Marketing

No mater how many customers or clients you have now, you should always be looking for more, because you never know what will happen. Identifying leads –and subsequently converting them into clients—is paramount to franchise management. But it’s darn near impossible without the right technology. That’s why FranchiseSoft’s Email Marketing and SMS Marketing features are integral to generating leads through franchise marketing. Acquiring leads is a crucial aspect of successful franchise marketing, so you need the best technological advances available to you to help.


Many franchisors and franchisees know that hiring the right employees is key to the success of their franchise. But just as important is that once you have the right team, you need to manage them effectively.  An employee management solution can go a long way to helping franchisors manage their workforce.  To learn more about features of an employee management solution for franchisors, check out FranchiseSoft’s helpful and easy-to-use Employee Management Module.


These are just four areas to master franchise management. To learn some more or to inquire about FranchiseSoft’s great ERP and CRM software, please don’t hesitate to contact us today!

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