A Beginner's Guide To Franchise Management Software

Modular cloud-based franchise management software offers a complete solution for operations management, employee training, lead management and generation, marketing, and much more.

The software incorporates multiple modules that work in conjunction with one another, utilizing shared data points to simplify processes, enhance analysis, and streamline operations. The franchise management software includes various modules such as:

1. Franchise development:

The technique of franchising has been demonstrated to be a rapid and effortless approach for companies to enter fresh and established markets. Thus, both emerging and well-established franchisors have placed substantial emphasis on franchise development.

In this context, franchise management software's franchise development module offers an instinctive technological platform that empowers you to become a pioneer in the industry. By automating administrative duties, the module enables you to channel more time into contacting potential franchisees.

Check out the following elements of franchise development module that can assist you in taking your franchise to the next level:

• Franchise sales procedures that can be customized

• Pipeline reports are generated automatically and delivered to your inbox, so you never miss a crucial metric.

• Dashboards that are simple to use and customizable, displaying Key Performance Indicators (KPIs) at a look.

• Integrates seamlessly with any lead portal, instantly populating leads for you.

• Communication with leads and agents is simple and efficient.

• New lead alerts to expedite interaction

• Ensures that each lead goes through your sales procedure.

• Beautiful and appealing custom email marketing templates

• Standardizes the information prospects will receive through simple email marketing.

A feature that combines recruitment and production operations into a single platform, eliminating the need for third-party software or add-ons.

2. Franchise performance

The main purpose of the performance module in franchise management software is to support partners in enhancing franchise performance through capturing, evaluating, and elevating results. This is because improved profitability for franchisees leads to greater profitability for franchisors.

The performance module boasts valuable features such as streamlined management of fee processing, including ACH integration for royalty processing, tracking franchise counts for Item 20 in the FDD, effortless management of franchise areas, branches, and territories, compiling P&L data, user-friendly dashboards to track and analyze essential performance indicators, and dynamic reports for scrutinizing growth and every financial aspect of the system

3. Field service management

The capabilities of field service management aid in lead tracking, leading to accelerated and effortless conversion of leads into sales. With the robust field service scheduling module incorporated in the franchise management software, scheduling jobs can be executed at various levels, including franchisors, franchisees, and field representatives.

You can use the module to create new job opportunities and delegate duties to on-the-ground agents from any device. It enables you to easily communicate work schedules to franchisees, clients, team members, and on-field employees via text or email. On-the-ground agents can use a mobile app (Android/iPhone) to receive task orders and confirm delivery.

When taking a work order, you can track your field reps' geographical locations on a central dashboard. The calendar view of all reps allows you to easily track availability.

You can assign and reassign tasks based on the availability of clients and field representatives. You can generate detailed reports on customer satisfaction by a field representative, revenue by a field representative, and much more.

The module allows you to assign tasks to field reps through a centralized call center or the franchisee. Field reps can submit job photos, obtain client approval, invoice at the customer's location, and collect on-the-spot payment, or the franchise office can issue an invoice and collect payment online.

The field service management app is also integrated into franchise CRM, which brings a slew of new features like:

• A thorough dashboard for analyzing leads and referral sources, replete with preference-based widgets.

• Comprehensive reports for tracking and analyzing prospects and referral sources

• Importing of lead information is simple.

• Simple lead capture tools communication tools for reaching out to all, some, or specific leads

• Simple documentation of all contact with leads

• A provider of referral tracker

• A streamlined method for determining the causes of lead loss

• A mobile app that places lead management at your fingertips and allows you to track leads on the go.

4. Marketing

The corporate marketing features of franchise management software make it simple to place your franchise on the map. Its simple procedures help you make the most of your franchise and its resources, as well as optimize outreach.

You can enhance your corporate marketing capabilities with the marketing module.

Cutting edge marketing automation tools enable you to create set or dynamic groups, while our templates are curated specifically for franchisors or franchisees. You can store your marketing collateral securely in our digital library with permission-based folders and files.

You can expand your outreach with targeted email and SMS campaigns. The reports and analytics generated by the module are simplified for easy understanding, and new lead alerts facilitate swift interaction. In short, you can upgrade your marketing game with a comprehensive suite of tools.

5. Employee management

Franchise management software allows you to easily manage your employees while also providing them with essential information.

Employee scheduling system simplifies communication with all or some workers. It offers employee-related job and event schedules that are intuitively documented, with calendars that show the most current staff availability. The system instantly eliminates overtime and scheduling conflicts with overlapping shifts through notifications.

You can eliminate schedule-related absences through constant access to workers' schedules and shift changes. The system allows for the creation of conflict-free schedules, with options to copy shifts and transfer schedules from other sources.

Scheduling responsibilities are shared, as employees can establish availability and trade shifts, reducing time spent on managing schedules.

The module also incorporates a visual and interactive scheduling strategy that involves employees in the scheduling process. Schedules are updated in real-time, guaranteeing they are not lost or unsaved.

The system offers simple employee start and finish times tracking, with payroll files that are export compatible with the majority of payroll providers. Lastly, it generates dynamic employee activities report ensures that all employee-related information is documented and easily accessible.

The module lets you understand the importance of having a mobile and tablet app that offers employee contact information, work schedules, and hours worked. The app offers a comprehensive way for employees to view and set their schedules.

Additionally, it provides SMS and email reminders to keep employees informed of any changes or updates regarding their shifts. Thus, the communication is always professional, ensuring that employees have the necessary information to succeed in their roles.

6. Customer management

The customer management module is designed to simplify and streamline communication with customers and leads. With a range of helpful features, including seamless lead-to-customer conversion, intuitive invoice generation, and detailed reporting on customer operations, franchise management software makes it easier than ever to manage your customer relationships.

The system also includes task and event scheduling, documentation of correspondence, payment processing through leading payment gateways, and a mobile app for easy access to customer contact details. With customer management module in tow, you'll have everything you need to stay in touch with your customers and keep your business running smoothly.

7. Franchise Support

The support module of franchise management software is the ultimate solution to your customer service needs. You can say goodbye to the hassle of juggling multiple support channels and time-consuming tasks. The system simplifies your support process by automating frequent tasks, tracking key metrics, and providing detailed reports to help you analyze and improve your efforts.

It helps automate ticket assignment and closure, which leaves you with more time for other important tasks. It consists of a secure helpdesk. With the help of its instructional videos, manuals, and step-by-step procedures you can integrate multiple processes. It provides updatable FAQ thereby saving you time on repeated tasks.

9. Franchisee onboarding

The onboarding module of franchise management software is the ultimate solution for taking franchise candidates from signing a franchise agreement to opening their doors with ease.

With a master multi-point task list that can be segmented into pre-opening, post-opening, or any other checklist, all tasks are kept organized. The module offers intuitive onboarding tasks at a glance, allowing franchisors to create a series of tasks that each franchisee or corporate employee needs to complete.

Furthermore, onboarding is sequenced to ensure nothing gets held up in the process. Franchisees' 360-view lists all tasks or trainings assigned to them, which can also be utilized by any other department.