3 Lucrative Features Every Franchise CRM Should Have

Today’s post runs down 3 lucrative features that every franchise CRM ought to offer. This 5-minute read could make you money and turn you on to something game-changing!

1. Automate your Customer Research and Save Precious Data

The best marketing, product releases, and promotions are built on quality customer research. Knowing what your customer likes and dislikes goes a long way.

And that information is all readily available–provided you have the tools to use it.

In fact, each and every customer interaction is an opportunity to learn more about your target market. Every time a member of your franchise team picks up the phone for a consultation, finalizes a sale, follows up on a promising lead, or meets a prospect over lunch, they learn new and potentially valuable information that could benefit your business.

In the past, collecting this data was a chore. Analogue and unconnected media was the only option–notebooks, napkins, on the backs of business cards, and sometimes just desperately trying to keep it all in our heads. Those dedicated enough to record data manually still had to worry about protecting physical scraps of paper. And lugging your laptop to a meeting didn’t fix it; typing up important info isn’t enough if it’s never stored, shared, and used properly. Key details got lost in forgotten files.

Worse still, if the individual who held (or remembered) all that vital information happened to leave, your valuable customer data walked out the door with them.

Modern franchise CRMs changed everything. Every top franchise CRM is now cloud-based and fully functional on your mobile device. That means you can capture, store, share, review, analyze, and interpret vital customer information from a single app on your mobile device. You never have to worry about losing data again, and sharing it with members of your franchise family has never been easier.

Save everything from sales data to business correspondence and details on customer operations. All SMS/text/email correspondence is easily archived, and calls can be logged from the same Lead List tab you use to make them. Once the data is logged, it’s totally secure and easily searchable for authorized users.

In addition, key customer metrics are included in FranchiseSoft’s automated KPI reports, so you won’t miss a thing.

2. Enable Seamless Sales Handoffs

Managing customers’ transition from one member of your sales team to another is a delicate process that’s fraught with pitfalls.

Sometimes customer information would fall through the cracks during the switch, and customers would have to repeat themselves. That makes your brand look disorganized and the customer feel unappreciated. It can even cost you the sale.

Sometimes the sale goes awry for other reasons, and, without proper documentation, team members start pointing fingers because nobody knows who’s accountable for what.

Fortunately, both of these problems are solved with the right franchise CRM.

With FranchiseSoft, all SMS/text/email correspondence is easily archived, and clients’ progress through the sales cycle is meticulously tracked, so you can seamlessly transition from one representative to the next. A quick read will bring the new representative up to speed for the perfect handoff.

3. Simplified Task and Event Scheduling

It’s 2019–customers want a smooth experience, and they want online booking options. Our franchise CRM focuses on both via powerful task and event scheduling tools that are easy to use and mobile-friendly. You can read more about that here, or call 888-302-3676 for a free walkthrough.