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
Have you been thinking of getting employee management software? Are you wondering if this type of software will really help your business? If that is the case, you can benefit by reading the… Read More
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
If you have never yet implemented the usage of performance management software for your business in regard to the issue of training resource allocation, you really should take the time to ge… Read More
Have you been considering whether you should implement the usage of customer management software for your particular type of business? Maybe you have been wondering if this type of software… Read More
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
FranchiseSoft is franchise software that helps franchisors manage the performance of their franchise system, which is called “Franchise Performance Management“. Franchise perform… Read More
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
Franchise Soft is a franchise software that offers quick and easy access to a variety of different documents required by franchisees in the day-to -day operations of their franchise business… Read More
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
In order for your franchise to be successful, it is vital for you to have optimal franchise development software. Indeed, here at FranchiseSoft, we are the experts when it comes to providing… Read More
I wanted to share some quick tips on how to effectively work your franchise sales leads using the FranchiseSoft CRM. Often times Franchise Sales reps have many leads to follow up on from dif… Read More
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
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
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
The ever-evolving digitization of the industry continues at a relentless pace and the franchising industry has become an eager participant. Whether you are a franchisor or a franchisee, c… Read More
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
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
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
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
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
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
1. Click Admin on the main navigation and select Master Data.
2. Click on Lead Sources.
3. To add a new lead source, click Add New. in the upper right-hand corner.
4. Choose a Lead Source… Read More
1. When you have the lead list open you can edit most of the fields or columns that display using inline editing.
2. Simply hover over any column accept email address and the edit icon will… Read More
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
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
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
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
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
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
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
Create a Lead Parser – Part 1
Create a Lead Parser – Part 2
Another way to migrate data into FranchiseSoft is via Lead Parser. A lead parser allows our users to ext… Read More
Do you want to increase the feasibility to make your franchise management more at ease? Then you are at the right place to look for information on the same. I am here to take you through… Read More
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
If you’re a franchise owner, you understand how difficult it can be to manage multiple locations at once. There are so many moving parts, from managing employee schedules to ensuring t… Read More
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
As FranchiseSoft, we understand that the success of a franchisor depends on the growth of their franchise network. However, managing the franchise development process can be a complex and re… Read More
1. Navigate to the admin menu on the left-hand side.
2. Choose master data from the menu.
3. On the master data screen choose custom fields from the top right corner.
4. This will display… Read More
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
The Digital Library works very similarly to Google Drive. You can add folders and add documents within those folders to share with your users. each folder as well as each individual documen… Read More
1. Click Admin from the main navigation and select Manage External Links.
2. To add a link, click the Add New button.
3. Add resource details:
– Resource Title
– Who is this res… Read More
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
This will allow you to change the logo in the top left corner of the screen to your corporate logo.
1. From the left-hand menu choose Admin
2. Then choose Manage Profile
3. On the Franchiso… Read More
The display of reports that display on the Corporate Dashboard is customizable for each user.
1. From the Corporate Dashboard, click on the drop-down list beside the green “add widget… Read More
Dynamic groups allow you to create a variable list of users matching a specific criterion for use in Email, SMS, and Drip Campaigns. This can be used for your targeted emails. Once a campai… Read More
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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