2023-06-21 11:50
You can easily advance the workflow step of your leads without clicking into the 360 view from either the grid view display or the list view.
From the grid view:
1. Click on the three dot… Read More
Blog Directory > Software Blogs > FranchiseSoft launches new Franchise Software software Blog >
Franchisesoft Launches New Franchise Software Blog
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FranchiseSoft launches their new franchise management software for franchisees.
2023-06-19 12:57
https://youtu.be/C5MFmqWRTMs
You can dynamically populate your emails in the sales process with the individual calendar link for each lead owner
1. To set an individual calendar link that wi… Read More
2023-06-16 11:38
1. On the left-hand menu we’re going to go under Operations.
2. Next choose Franchisee Onboarding.
3. And then select Master task list.
4. On this screen there is a list of all of y… Read More
2023-06-13 11:00
What is a lead parser?
Another way to migrate data into FranchiseSoft is via Lead Parser. A lead parser allows our users to extract lead information from their inbox. FranchiseSoft can inte… Read More
2023-06-08 13:07
This will allow you to import basic contacts, brokers, vendors, employees, area rep users, or any other contact type you have created in your database. To create additional types of contac… Read More
2023-06-07 11:05
Once the FDD is delivered to a candidate, our system requires your candidate to acknowledge that they have received the FDD before it allows them to download the document. The information p… Read More
2023-06-06 10:57
1. From the Marketing tab on the main navigation, click Campaigns.
2. Select Drip Campaigns from the menu.
3. Enter all campaign details on the Add Drip Campaign page.
4. Ensure that the C… Read More
2023-06-05 12:58
Email marketing makes the process of communicating with prospective franchisees and customers easy and simple. With Email, SMS and Drip Campaigns, our users can create marketing campaigns t… Read More
2023-06-02 11:35
1. From within the digital library click on the gear icon on any folder.
2. Select permissions from the dropdown menu.
3. This will open a window to edit permissions for this folder.
4. Y… Read More
2023-05-31 12:54
You may wish to change your password for accessing FranchiseSoft from the password set for your during your implementation or at any point in the future for security purposes.
1. Navigate t… Read More
2023-05-30 12:46
What are email templates?
These are pre-made email templates that can be used for non-automated or automated emails applied to Workflow Steps, Email Blasts and Drip Campaigns. You can creat… Read More
2023-05-29 14:03
Email marketing makes the process of communicating with prospective franchisees and customers easy and simple. With Email, SMS and Drip Campaigns, our users can create marketing campaigns t… Read More
2023-05-26 12:01
1. Click the Admin tab on the navigation.
2. Select Master Data.
3. Click Contact Types and Add New.
4. Enter the Contact Type you want to create.
5. Click Submit to save!
6. Your new con… Read More
2023-05-25 11:10
1. From the Marketing tab on the main navigation, click Campaigns.
2. Select Drip Campaigns from the menu.
3. Enter all campaign details on the Add Drip Campaign page.
4. Ensure that the C… Read More
2023-05-24 11:58
1. An the Admin Menu, click Marketing and select Static Contact Groups from the menu.
2. To create a new group, click create group.
3. Name your group.
4. To add contacts to your group, g… Read More
2023-05-15 13:31
1. Click on the green “Add Widget” button in the upper right-hand corner.
2. This will display a pop-up window.
3. Fill in all details.
Title – this will not display for… Read More
2023-05-09 15:18
New Contact type added named Partner which will be added for separate leads. Partner can also be mapped with that particular lead’s opportunity as well as Franchisee. FDD sent to Part… Read More
2023-03-01 13:29
The franchise industry has been growing rapidly over the past few years, and technology has played a significant role in its success. With the advent of franchise management software, franch… Read More
2023-02-15 16:50
Starting a new franchise can be an exciting and rewarding experience, but it can also be overwhelming for new franchisees. The process of onboarding new franchisees is crucial to ensuring th… Read More
2022-11-16 14:20
1. Choose Sales from the left-hand menu.
2. Select Lead List.
3. Click on add new in the upper right-hand corner
4. Fill in all mandatory fields on the Basic Details tab (marked with an ast… Read More
2022-11-16 14:15
A list of the group action items includes the following:
• Assign Contact Group
• Call Log
• Activate
• Deactivate
• Change Lead Status
• Change Workflow Step… Read More
2022-11-15 11:21
Filters allow you to refine the list of leads you see based on a variety of criteria of your choosing.
1. From the Lead List, select which fields/data points you would like to filter your L… Read More
2022-11-15 11:12
There are a few ways to manipulate the columns displayed on your Lead List.
Display Additional Columns
1. To edit the columns displayed on your Lead List click on the drop down list labeled… Read More
2022-11-14 11:32
How to Import Leads – Part 1
How to Import Leads – Part 2
1. Select Admin from the left-hand menu and then choose Data Migration.
2. Select Lead.
3. On the Lead Import screen… Read More
2022-11-11 06:12
Once you have arranged your Lead List in a view you like, you can save that to be your default display every time you open the Lead List.
1. Select the filters and columns you want to displ… Read More
2022-11-11 06:06
1. Click Admin on the main navigation and select Master Data.
2. Click on Lead Status. This will open the list of current lead statuses.
3. To add a new status, click Add New.
4. Enter Lea… Read More
2022-11-04 11:38
In addition to the standard list view you can view your leads in a grid sorted by Lead Status.
To change your view on the lead list:
1. Click the button to the right that looks like 4 squar… Read More
2022-11-02 13:40
1. From your Lead List ＞ Click the gear icon ＞ select FDD.
2. Click Add New on the right-hand corner.
3. Select the FDD you would like to send and choose your SMTP.
4. You can… Read More
2022-10-03 06:58
Building a long-lasting relationship with your customers is crucial if you are looking to expand your franchise business. As your business grows, you are faced with even more competition and… Read More
2022-09-26 10:20
The need for franchise management software is growing by the day as companies are realizing its importance. This tool enables smooth and efficient communication between franchisors and franc… Read More
2022-09-19 12:40
Managing relationships with your customers is crucial when it comes to growing your franchise. With franchise development CRM you can very well analyze, automate, and restructure your franch… Read More
2022-09-12 11:02
There were times when every aspect of the accounting process was done manually. Even today, some businesses rely on the manual process. But, as times are changing and if businesses wish to g… Read More
2022-09-05 15:44
If you are looking to buy an automotive franchise and are looking for ways to make your business run smoothly, then franchise management software for automobile franchises is what you need t… Read More
2022-08-29 14:12
It is a known fact that running a successful franchise is not an easy task. With every new outlet that opens, more responsibilities are added to your list. Eventually, keeping tabs on variou… Read More
2022-04-08 19:04
Franchise Development VPs often ask if there is automation built around the FDD sending and the Item 23 receipt and the reminders associated with the cooling off period.
So I wanted to take… Read More
2022-03-04 15:48
When you have a business in any type of industry, you surely have a lot to deal with on a regular basis. But with the usage of financial management software, you can simplify your life in yo… Read More
2022-02-25 17:16
FranchiseSoft is a franchise management software designed to improve communication between franchisors and their franchisees.
Communication is key between franchisors and franchisees and, in… Read More
2022-02-23 07:40
FranchiseSoft is franchise software that helps franchisors manage the performance of their franchise system, which is called “Franchise Performance Management“. Franchise perform… Read More
2022-02-21 08:33
FranchiseSoft is a robust franchise management software with an operations module that helps franchisors launch and manage their franchise operations effectively. The franchise management so… Read More
2021-12-30 01:42
When it comes to the realm of franchise software development, we here at FranchiseSoft are considered to be top-of-the-line experts in our field. That is the reason why so many customers are… Read More
2021-11-30 14:53
We here at FranchiseSoft do indeed realize that the implementation of onboarding software solutions may seem complex and daunting. Sometimes people may find that the onboarding software solu… Read More
2021-11-24 12:26
It cannot be denied that field service management is quite a demanding task for many managers. This is the reason why it is not sufficient enough to apply the usage of field service manageme… Read More
2021-07-20 16:55
Finding investors and business buyers is one of the most important aspects of franchise development, and modern technology makes this an easier task than it once was. Unlike in the days befo… Read More
2021-06-17 16:18
When a business becomes successful, one of the key reasons why is brand loyalty. From McDonald’s and Coca-Cola to almost any other successful business, customers become loyal to a bran… Read More
2021-05-31 12:03
In any business, accurate financial records must be kept on a daily, monthly, and yearly basis. From making sure tax returns are done accurately to ensuring vendors get paid on time, having… Read More
2021-05-28 02:21
To be successful in today’s business world, it takes much more than going with your gut instinct. While you should never discount that feeling you have about something or the little vo… Read More
2021-04-30 03:56
After working hard to build up your company’s brand, you know the next step is to have an online presence that will get you ahead of your competitors and keep your profits growing year… Read More
2021-04-23 09:51
Once you have established multiple franchises of your business or are about to embark on this exciting and profitable path, the decisions made at the executive level can mean the difference… Read More
2021-03-30 04:12
When you own a franchise, creating and maintaining consumer confidence in your business is vital to continued growth and long-term success. But as you know, running a franchise involves a mu… Read More
2021-03-22 12:13
Coming off a year unlike any experienced in modern history, business owners are now finding their place in what soon will be a post-pandemic environment. For franchise owners, this means rea… Read More
2021-02-23 04:58
As a business already established as a franchise or one that’s poised to be an up-and-coming franchise in the years ahead, you as a business owner realize that your company’s con… Read More
2021-02-15 13:56
As you get busy with the day-to-day managing of your franchise, you may start to realize some things are slipping through the cracks. Whether it is missing a phone call or email from a franc… Read More
2021-01-27 13:30
In any business, accounting errors lead to one mess after another. While this is true of even the smallest business with only one location, it can cause chaos within a franchise. From double… Read More
2021-01-20 16:10
If you are considering franchising, have established a multi-unit franchise, or currently have only two or three franchisees, you know how important technology has been to the success of you… Read More
2020-09-21 11:19
FranchiseSoft wasn’t the first franchise technology system to market, but our team’s innovation, franchise experience, and metric-based approach allowed us to capitalize on secon… Read More
2020-09-14 12:49
Today’s post looks at the top-5 “Golden Rules of Effective Management” according to Entrepreneur magazine, then explains how our employee management software makes it easy… Read More
2020-08-26 04:05
Today’s post explains how to automate low-level, repetitive public relations tasks with our customer management software to free up your reps for more creative and strategic work.
The… Read More
2020-08-19 13:59
You’ll find plenty of franchise development theory online, but few tell you how it’s put into practice. Today’s post explains how to effortlessly implement franchise develo… Read More
2020-07-27 11:27
Creating and marketing distinctive competencies is key for differentiating your brand and improving franchise development outcomes. To that end, franchise lead management software is a valua… Read More
2020-07-20 15:04
Today’s post reviews key findings by International Journal of Service Industry Management research to highlight the practical value of field service management software as a way to imp… Read More
2020-06-22 02:36
Evaluating franchise technology software providers doesn’t have to be hard work, as long as you’ve got the right information. Read on for 8 essential features and quality indicat… Read More
2020-06-15 17:47
Today’s post dissects the top-5 employee management software picks from an affiliate sales site to show how FranchiseSoft stands on the shoulders of giants, offering all the best featu… Read More
2020-05-25 16:21
Today’s post reviews business accounting research to highlight some of the different ways that franchise accounting software has been shown to save time and money for all types of orga… Read More
2020-05-18 14:25
In the face of COVID-19, remote workforces may be the “new normal.” Whether you’re building a national brand or keeping a local workforce safe, FranchiseSoft’s remote… Read More
E Learning For Franchises -Learning Management System For Franchise Brands -FranchiseSoft LMS Module
2020-04-24 00:48
Franchisesoft’s Training module is powered by a robust Learning Management System (LMS). It can be used to create courses that are open or password protected. A variety of multimedia… Read More
2020-04-15 12:42
Want to tighten up your franchise’s customer service process? Free up labor hours for sales reps? Take your marketing campaign to new heights with personalized ads? Get the best franch… Read More
2020-04-01 13:16
Today’s post discusses how big brands cope with the consequences of the COVID-19 outbreak using franchise systems. We share a 5-part plan for business continuity and how it’s mad… Read More
2020-03-20 07:01
Today’s post walks readers through franchise CRM software 101. Learn about CRM software–what it is, what it can do for you, and what features you shouldn’t go without&ndash&hell…Read More
2020-03-13 13:52
Franchise software architecture is specifically designed to meet the needs of franchisors. Today’s post digs into the value of FranchiseSoft’s cloud-based solution for franchisee… Read More
2020-02-28 06:06
In 2020, franchise accounting software systems are vital for multi-unit businesses. Today’s post explains what to look for in the very best multi-unit accounting software, and how to b… Read More
2020-02-25 07:57
Today’s post is all about helping owners complete their due diligence before investing in franchise management software. Read on to learn the benefits, from franchise lead management t… Read More
2020-01-27 15:15
Today’s post runs down the process and benefits of integration Toast and iConnect for point of sale functionality using our award-winning franchise management software.
If that all sou… Read More
2019-12-27 14:06
Today’s post runs down the real-money value that customer satisfaction surveys offer franchise owners looking to improve their franchise management operations and more.
Whether you&rsq&hell…Read More
2019-11-15 04:30
Let’s cut right to it–in response to the question posed in the title: yes and no.
Does franchise software exists that allows you to seamlessly integrate your financial informatio… Read More
2019-11-08 04:11
Customer satisfaction surveys are extremely valuable tools that allow you to:
Hear what customers have to say about your products and services;
Better understand your customer’s point… Read More
2019-10-31 13:26
Understanding what kind of software franchises are currently using to stay ahead of the game is critical if you plan to outdo them in 2020!
Today, there’s software designed to optimize… Read More
2019-10-28 16:20
Back in 2006, a seminal study by the Consulting Psychology Journal synthesized nearly two decades of research on healthy workplace practices in organizations, employee wellbeing, and organiz… Read More
2019-10-23 05:12
You probably already know what our franchise email marketing software and advertising solution is capable of:
Time-and-labor-saving marketing automation through static or dynamic groups
Cust… Read More
2019-10-18 13:27
What is a “multidimensional perspective,” exactly, and what in the world does it have to do with successful franchise software development?
Let’s start at the top.
Quite si… Read More
2019-10-04 20:51
At FranchiseSoft, we specialize in virtualizing franchise management services because we truly believe it helps brands increase sales, reach higher customer and franchisee satisfaction level… Read More
2019-10-04 20:22
Today’s post explains how our franchise marketing automation software gives users the best of both “shotgun” and “sniper” approaches to franchise marketing.
Opt… Read More
2019-09-24 18:30
August 22, 2019 – Entrepreneur Magazine announced the Top Franchise Suppliers for 2019 and FranchiseSoft was ranked in the Top 5 suppliers in the Franchise Marketing catego… Read More
2019-09-16 13:52
Cloud based marketing systems are probably more familiar than you think.
Have you ever updated your Facebook status? That’s cloud computing. Ever check your bank balance on your phone?… Read More
2019-09-10 13:42
Today’s post runs down 3 reasons that mobile franchise technology solutions are non-negotiable for your business in 2019.
Mobile franchise technology solutions nip field service proble… Read More
2019-08-26 11:11
Today’s post runs down the top 3 benefits of FranchiseSoft’s franchise email marketing software.
Franchise Email Marketing Software Heats Up Leads Automatically
Research has show… Read More
2019-08-19 12:43
Are you looking to virtualize your franchise?
Today’s post runs down 5 beginner questions about implementing franchise software systems to start you on your learning journey.
What Is A… Read More
2019-08-12 06:10
Convinced your current franchise CRM software is a “brag-worthy” business asset? Let’s put that to the test.
This article explains what makes our franchise CRM software so… Read More
2019-08-07 14:46
Franchise customer management software benefits big brands in several ways, including:
Better customer relationships
Better communications with customers and coworkers
Enhanced customer serv… Read More
2019-07-29 04:55
Google “franchise technology solutions” and you get more than 52-million results, none of which help you determine who you can actually trust with your brand name. Choosing the w… Read More
2019-05-17 13:50
FWhat’s the secret to
optimizing your business or franchise operations?
As it turns out, it’s no
secret at all–or at least that’s what a horde of business bloggers… Read More
2019-04-22 10:28
Today’s post reviews two major keys to smarter market research, both of which are made easy with our franchise marketing automation software.
The Dynamic Duo: 2 Keys to Smarter Mark… Read More
2019-04-19 07:28
Modular design is
non-negotiable for franchise
software, which needs to work equally well for restaurant franchises and
field service companies.
Today’s post digs into
this topic a… Read More
2019-04-15 19:00
In case you aren’t
already leveraging their incredible value, today’s post gives you 3 more
reasons to consider franchise
software systems in 2019:
Franchise software sys… Read More
2019-03-04 14:36
Looking to level-up your franchise management services? Look no further than FranchiseSoft.
Today’s post explains how our solution promotes better management both in-store and franchis… Read More
2019-02-13 14:08
Today’s post is intended to showcase our franchise management app’s incredible handheld functionality. Read on to learn about how FranchiseSoft helps businesses get built on the… Read More
2019-02-06 09:43
It is practically impossible to manage a complete franchise family without proper franchise operations software.
Quality franchise operations software has all the features of traditional ret… Read More
2018-12-05 05:11
Today’s post runs down 3 ways our franchise marketing software can level-up your sales, branding, and lead generation efforts in 2018.
Automated Reports and Powerful Analytics
Diligent… Read More
2018-10-29 05:40
For many brands, franchise success boils down to consistency. But what do you do when your franchisees stray off the path? Better yet, how do you stop them straying in the first place?
Our v… Read More
2018-05-04 12:21
In 2018, franchising is more popular than ever, which has increased the level of competition that brand owners face, both in terms of unit-level sales and enterprise-level development.
In to… Read More
2018-04-27 16:30
Today’s post spotlights 9 franchise operations software features you need to include in your selection criteria if you want to create competitive advantages for your brand.
Before you… Read More
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