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franchisesofttech-blog · 8 years ago

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3 Ways Field Service Software Makes Customer Service Better

In today’s post, the FranchiseSoft team outlines 3 ways that field service management software can help you retain, acquire, and satisfy your customers.

Understanding the Importance of Customer Retention

Service based franchise owners know that customer acquisition is generally more expensive than customer retention. And yet, franchise owners continue to let established clients slip away and bring their business to other providers. Before we can recommend customer service improvements, we must first understand some factors that contribute to low customer retention.

Perhaps most importantly, we must recognize the nature of the modern consumer marketplace. We live in the Internet era – the “Information Age” – and it’s never been easier for consumers to find companies in their area. A quick Google search for “HVAC services” yield over 55-million results in 0.75 seconds; HVAC franchise owners must contend with millions of competitors, each offering better customer satisfaction than the next company.

Despite this deluge of options available to the consumer, most people prefer to stick with one service provider, so long as they feel they’re being treated right. Finding somebody new requires research on review sites, and means having to go through the account setup process all over again. Ultimately, staying with a trusted service based franchise is easier, and can even earn them discounts over the long term.

With this in mind, it seems as though customer retention is directly correlated to the quality of your customer service. In fact, improving your customer service with field service management software will not only improve your rates of customer retention, but will also increase your rate of new acquisitions by adding inspiring clients to write great reviews for new prospects to see during their research phase. These are some of the most common customer service errors that affect long-term retention for franchise owners:

Customer feels unappreciated

Customer feels staff are rude, unhelpful, or lacking knowledge

Customer is kept waiting by late field technician

Customer is frustrated by failed repair

Customer is frustrated by limited scheduling options

Customer does not have their needs addressed in a timely manner, or is forced to speak with multiple agents while trying to ask question or file complaint

Having established some of the factors contributing to low customer retention, we can now discuss the ways that FranchiseSoft’s field service management software improves customer service outcomes.

3 Ways Field Service Management Software Improves Customer Service Outcomes

Make booking, payment, and follow-ups easy. FranchiseSoft lets customers book, pay, and follow-up regarding their service calls quickly and easily from any mobile device. By enabling timely responses to consultation requests, appointment confirmations, and payment processing, you will leave the customer feeling as though their business is truly appreciated, and our software’s mobile capabilities mean you’ll never miss out on a potential sale again.

Increase communication and transparency for better business relationships. Never drive business away by keeping clients on hold or forcing them to work around office hours to keep in touch. Our software’s communication tools make professional correspondence as convenient as sharing texts or emails with friends and family. This means you can update your client on job progress, arrival times, and answer any questions they may have instantly, offering a level of transparency and attentiveness that will distinguish your franchise from the competition.

Do away with costly scheduling conflicts. Scheduling conflicts, no-shows, and booking errors are all it takes to lose a customer in the Information Age, which is why we invested so much time and effort into our scheduling system. Create and assign jobs from any mobile device, and update staff availability in real time using our cloud-based calendar so that you never double-book a job again. In doing so, you make sure no client is kept waiting for a tardy technician or left frustrated by limited availability options ever again.

Try out field service management software for free – visit http://franchisesoft.com/franchise-solutions/field-service-management/ to schedule a free demonstration and increase customer service outcomes today!

#field service management software

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franchisesofttech-blog · 8 years ago

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3 Things Field Service Management Software Can Do For Your HVAC Franchise

According to the United States Department of Labor’s Bureau of Labor Statistics, the demand for heating, ventilation, and air conditioning (HVAC) services is expected to increase over 30% between 2010 and 2020. While this is great news for HVAC franchises, it does put some added pressure on the efficiency of your operations.

As we move closer to 2020, and the demand for your services climbs, your franchise will need to schedule more appointments, delegate more duties, and invoice more clients than ever. Surging demand isn’t a bad problem to have, but if your business model or HVAC franchise system falls behind and keeps people waiting, you could actually lose clients and customer referrals in the future. In a franchise system, this effect can snowball quickly, impacting the brand reputation and making it harder for everyone to convert prospects!

This is where field service management software makes all the difference. Streamlined, scalable, and simple to use, this tool will help you keep track of leads and generate additional sales in any market conditions. But that’s only one way that this software can help.

In today’s post, we outline 3 things field management software can do for your HVAC franchise in 2017.

Curtail scheduling conflicts. There is perhaps no better way to drive away new business than to stand up your client due to a scheduling conflict. With a high volume of work orders rolling in for the foreseeable future, HVAC franchise owners will need to maximize the efficiency of their job scheduling to avoid this, and to curtail productivity losses from double-bookings.FranchiseSoft field management software is an all-in-one scheduling solution that makes it easy to avoid conflicts and manage your staff on the go. Our software gives HVAC franchise owners the ability to create and assign new jobs from any device, and instantly notify franchisees, customers, employees, and field reps about scheduling updates via text or email. Our calendar view feature lays out your staff availability at a glance to eliminate booking errors, and cuts the stress of reassignment down to a series of clicks.

Enhancement communication between all parties. Communication is key in any relationship; in the HVAC franchise world, it translates to improved client satisfaction and more conversions in a given amount of time.Our field management software enhances connectivity between all parties involved in the business equation. The FranchiseSoft app runs anywhere the user may find themselves, even where signals are scarce, ensuring that client, technician, and franchisee are never more than a click or two away. Request appointments, get your boss to sign off on an invoice, or complete a consultation anytime using your tablet or smartphone.

Streamline your invoicing process. FranchiseSoft field management software allows HVAC franchise owners to streamline their invoice process from end-to-end. Assign jobs using a centralized call center, or directly from franchisee to field rep. Field reps can use the software to upload pictures of a job well-done, get sign-offs from clients, invoice on-site, and collect payment instantaneously. Alternately, the franchise office can issue an invoice and collect payment online. Lastly, our software is fully integrated with QuickBooks, making your bookkeeping a breeze.

Try our field management software for FREE!

At FranchiseSoft, we are so confident in our software that we offer no-commitment, 100% free demonstrations to all HVAC franchise owners. Use the contact form at http://franchisesoft.com/franchise-solutions/field-service-management/ to learn more!

#field management software

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franchisesofttech-blog · 8 years ago

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Customer Management Tips

Is your franchise struggling with customer management?

Does your customer management system leave something to be desired?

FranchiseSoft may be the perfect solution to satisfy all of your customer management needs. FranchiseSoft is cutting edge franchise support software that can take your franchise to the next level. One of its many features is the customer management module, which will make your interactions with customers simple and streamlined.

With FranchiseSoft, you can seamlessly transform leads into customers, preventing headaches for you and leaving you with more time to focus on what matters the most.

Another essential component of the customer management module is the communication tool. With it, you may easily send communications to all, some, or individual customers. What’s more, FranchiseSoft will document all communications for you, so you can access them later. Scheduling tasks, events, and interactions with customers is a breeze with FranchiseSoft. Communicating with customers has never been so easy.

To minimize the amount of time and effort put into customer communication, you can optimally use the communication tools made available by FranchiseSoft. Communications templates can be used for frequent correspondence, and recipient lists can be endlessly customized so you can send communications to select customers.

FranchiseSoft will also streamline your operations as they relate to customers. The customer management module also features intuitive statement and invoice generation for customers.

You can also generate revenue reports per customer, to show you how each customer is performing in its operations. With this information, you can allocate your resources to customers accordingly.

By using these tools to their maximum effectiveness, you can ensure that your franchise is serving your customers to the best of its ability.

Advance your franchise today with FranchiseSoft, the franchise support software that has it all. We offer no-commitment, absolutely free demonstrations of our software. To book a free demonstration, contact us today and one of our representatives will get back to you within two business days.

About FranchiseSoft

It is an all-in-one software for Franchisor and Franchisee management. Each modular section of the software interacts seamlessly together and pulls from common data points thereby reducing the need to enter data into multiple areas. Whether you’re an established franchise company, a new business that is considering expansion by franchising your business, or an emerging franchisor with a few franchise units, we believe the franchise management software built by FranchiseSoft will help you increase sales, reach higher customer and franchisee satisfaction levels, and have full reporting and visibility for Franchisor and Franchisee management. Modules include a full CRM for both the Franchisor and Franchisees, a Digital Library, Human Resource Management, Functional Forums, robust Financial and Royalty Reporting and much more. Visit us at www.franchisesoft.com to request a demo.

#Customer Management Tips #CMS

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franchisesofttech-blog · 9 years ago

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Why Do You Need a Franchise CRM vs Any CRM?

A franchise is like any other business inasmuch that it relies on customers to be successful. A franchise’s sales, like any business, is driven by customer relations. To have the best customer relations possible, you need a customer relationship management software (CRM). A good CRM can help you connect with your customer base and manage your relationship with customers. But can you use just any CRM? Do you specifically need a franchise CRM or can you retrofit a garden variety CRM to work with your franchise system?

How a CRM Helps Your Business

A good CRM software will eventually (and sometimes quickly) pay for itself. It does so by helping a business increase its profits over a period of time. The CRM software catalogues sales as well as customer information; this data is the lifeblood of any business, especially a franchise system.

An excellent CRM software will also help you to segregate your customers. You want to divide a customer base and categorize your target audience into different groups in order to develop strategic marketing strategies which are specific to the needs of each individual segment. Thus, your marketing strategies are more efficient and will help to increase sales. Segregating customers also makes it easier to engage them about new products or services. An effective CRM software will help you to identify the various needs and desires of your customer.

All of this is key to retain customers and clientele. But to get a CRM software working for you, you must first analyze what your goals and targets are. Look at the type of information your company needs to maximize sales, and from that delineate which is the best CRM software for your franchise system. To successfully increase your profits, you have to choose the right software. But is that software necessarily franchise specific?

How Franchise CRM Helps Your Franchise System

So we’ve seen how effective CRM software can help any business, but when it comes to franchise systems, a franchise-specific software boasts a number of advantages over a generic CRM software. For starters, a franchise CRM software facilitates and eases the process by which new franchisees settle into your franchise system. Once a new franchisee joins the franchise system, having access to important customer information, effective sales processes, and customized reporting dashboards unique to that franchisor’s business, helps to streamline the whole process and help the new franchisee hit the ground running. New franchisees will not waste time and money on trial and error or obsolete methods of organizing large amounts of customer data.

When a franchisee has access to a good CRM software, they can quickly access techniques that increase closing ratio and drive profits. When the employees and franchisees within a franchise system have accurate, up to date information on a prospect, they can make the right decisions to close the deal and finalize a sale. With this information, communications with prospects becomes easier, more efficient, and more enjoyable for the prospect, giving you a crucial advantage over your competition and helping to keep your franchise system growing. A Franchise specific CRM also allows for a consistent process and system that all franchisees can follow, which can be defined by the franchisor and rolled out to all instances for each of its franchisees. It also allows centralization of all leads and customers so the franchisor can have a top down view of the business and broad trends and access to big data.

Contact us

At FranchiseSoft, we offer no-commitment, free demonstrations of our customer management software, as well as all our other modules. Please do not hesitate to contact us. Get in touch today and one of our representatives will get back to you within 24 hours.

#FranchiseSoft #crm #crm software

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franchisesofttech-blog · 9 years ago

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How to Master Franchise Management

Franchise management is not easy. But with the right tools, being a franchisor can be a great way to get a quality product consistently in the hands of your customers through a standardized distribution channel. Having said that, it’s never easy getting your franchise to grow to the point where it becomes stable and runs smoothly. And there will always be bumps in the road.

That’s why, to effectively master franchise management, you need effective franchise software. Good franchise software that offers comprehensive and easy-to-use franchise management modules will allow you ensure that your franchising business goes smoothly. Too many franchisors become too focused on their franchise development and growing their franchise that they don’t spend enough time thinking about how they are managing their franchisees. That is why good franchise software is so essential: it can make all those processes down to the nitty-gritty details run efficiently with minimal manual input.

Franchise management

Franchise management is all about setting up a system that allows the franchisor to focus on the big picture (franchise development) without getting bogged down in details or the minutia of day-to-day tasks. That’s why a franchise software that emphasizes automation, intuition, and efficiency is critically important to successful franchise management. The kind of franchise software that can help your business will include a franchise management module with the following features:

Tracking of active franchisees

Easy management of territories awarded and anniversary dates

Intuitive on boarding of tasks at a glance – as pending, overdue, complete, and so on

Dashboards containing counts by year charts, system summary charts, and much more

Generation of key summary reports

Franchise performance

A big part of effective franchise management is being able to measure your franchise’s performance. That’s why a franchise software with a specific franchise performance module is also a great asset in achieving successful franchise management. A good franchise performance module will include the following features:

Simple management of processing of royalties and other fees

ACH integration in processing royalties

Management of Franchise Count for Item 20 in the FDD

Easy management of franchise areas and territories

Collection of P&L data

Intuitive dashboards to track and analyze key performance indicators

Dynamic reports to analyze growth and every financial aspect of your system

Franchise Support

To achieve continued success for your franchising business, you need a simplified solution to customer service needs. A system that integrates numerous support channels, tracks key metrics, and automates frequently repeated tasks will minimize the amount time and effort required to support your franchise and will therefore aid in franchise management. In a useful and reliable franchise support module, you should look for some of the following features:

Powerful ticketing

Detailed reports of key metrics to track, analyze, and improve efforts

A secure help desk for your support

Instructional videos, manuals, and step-by-step procedures to integrate multiple processes

FranchiseSoft

FranchiseSoft offers franchise software complete with all the aforementioned features and modules and much more. So if you want to put your franchise on the right track toward successful and efficient franchise management, then you need the best franchise software available. For a free demonstration of our franchise software, please contact us today.

#Franchising Business #franchise management

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franchisesofttech-blog · 9 years ago

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Can Employee Management Software Help Your Franchise?

Franchising is an interesting business model, in that, the more successful you become at growing your franchise, the more difficult it becomes to manage it. For a business that is just starting out, profits may not be where you want them to be, but it can be relatively easy to manage. Then you find some success and begin to grow and grow your franchise, and take on more and more employees, it can become quite stressful and convoluted. To help manage all the employees of a large and/or growing franchise, you need high quality employee management software. But just how does employee management software help your franchise?

Employee Management Software

Employee management is so much more than just hiring the right people for the job. You need to make sure that all employees are on the same proverbial page. And quality employee management software is imperative if you are to succeed in this endeavor. Employee management software eases and streamlines everything from basic tasks such as communication to more complicated matters of scheduling and payroll files. Human resource management is crucial to the success of a franchise. That is why you need employee management software that provides an intuitive and easy to use module with a robust system to track employee records, orientation and referral sources for employees, hire and separation dates, hourly tracking, and simplified payroll processing.

The Employee Management Module from FranchiseSoft

As a part of employee management software, an employee management module like the one offered by FranchiseSoft can do wonders at easing the complicated process of managing employees across the franchise chain. It allows for effortless management and grants employees access to imperative information.

With the FranchiseSoft Employee Management Module you can:

Simplify communication with all or some employees

Schedule tasks and events related to employees

Access intuitive documentation of all communication shared with every employee

View employee management calendars, with the most recent staff availability

Eliminate scheduling conflicts and be immediately notified of overlapping shifts, overtime, and the like

Eliminate schedule-related absence by giving employees constant access to their schedules and shift changes

Create schedules which are free of conflicts, and import schedules from other sources, and more

Share scheduling responsibilities by permitting employees to set availability and trade shifts, spending less time on managing schedules

Access a visual and interactive approach to scheduling, engaging employees in the scheduling process

See real time updates of schedules, ensuring that schedules are not lost or unsaved

Easily track employee start and end times

Generate payroll files that are export compatible with most payroll vendors

View dynamic reports on employee operations

Utilize a mobile and tablet app that provides employee contact information, employee work schedules, hours worked, and gives employees a comprehensive way to view and set their schedules

Use SMS and email reminders sent to employees to remind them of shifts, changes,etc.

Connect with us today

Employee management software is only one of a plethora of franchise systems offered by FranchiseSoft that can help your franchise. To learn about the Employee Management Module available from FranchiseSoft, or about many of our other franchise systems, please contact us today.

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franchisesofttech-blog · 9 years ago

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What Franchise Systems do you Need to Succeed?

In today’s world, it seems as though you must have the most up to date and cutting edge technology for your franchise to succeed. Indeed, some people talk as though having the best, newest franchise software and systems is all that matters. Of course, this isn’t exactly true: the basic fundamentals of running a franchise still matter as much as they ever did. But when you consider that your competition might well be using franchise systems that streamline and ease the management of their franchise, then you had better make sure your franchise systems are as efficient as can be as well. You do not want to be left behind. So here are some of the franchise systems you need to succeed.

Customer Relations Management Software

Good business is not just about supplying a quality product or service and hoping enough customers like it so that you turn a profit. You need to create and maintain a positive relationship with your customers. This way your customers feel cared about, which inspires loyalty, and allows you to know just who your customers are, which helps you to mold and tweak your business to suit them better.

As such, customer relations has a direct impact on a franchise’s profits, which makes it pretty important. That’s why a good franchise needs good Customer Relations Management (CRM) software. A franchisee using good CRM software can easily access techniques that increase closing ratio and drive profits. All communication with prospects is logged so sales and development reps can communicate with that prospect accordingly. CRM software is also essential in acclimating new franchisees to the franchise model. With the customers’ information, proven sales processes, customized reporting dashboards, system wide KPIs, and workflows built in the franchise, new franchisees can learn and be accustomed to the model in record time.

Enterprise Resource Planning Software

Simply put, trying to run a large franchise without Enterprise Resource Planning (ERP) software is a fool’s errand. Indeed, it’s not even really possible. ERP software allows a franchise to manage their business processes in an automated manner.

With ERP, a franchise can optimize its inventory levels and supply chain by allowing the placement of purchase orders based on min/max inventory levels and connects to the supplier chain. An automatic stock replenishment tool allows individual franchisees access to seasonal trends and historical data all along the franchise chain. Good ERP software also improves franchise marketing by permitting individual franchisees to conduct their own, limited marketing. As a result, every business owner in the franchise chain has more independence and flexibility. The software allows the schematics of a marketing campaign to be shared with head office as well as other franchises. A marketing campaign can then be adopted, improved, monitored, and altered in real time.

Connect with us today

Customer Relations Management software and Enterprise Resource Planning software, crucial though they are to a franchise’s success, are only two of a number of franchise systems a franchise needs to succeed. They are also two of a number of additionalfranchise systems/features available from FranchiseSoft. To learn about some other franchise systems and software available from FranchiseSoft, or to get started with us, please contact us today.

#CMS #customer management software

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franchisesofttech-blog · 9 years ago

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How Customer Management Software can Benefit your Franchise

Effective customer management is the keystone of many great franchises. After all, customers really are the end all and be all of your business. If you can’t find, maintain, and satisfy your customers, you are sunk. And you can’t do all of that if you can’t effectively manage –or don’t even really know– your customers. That’s where customer management software for your franchise comes in handy. Good customer management software allows you to get to know your customer base, thus strengthening customer relations, and ultimately, increase profits.

Franchise Customer Management Software

Customer management software is an important franchise system because it allows you to streamline communication with customers and leads. It may sound rather simple, but it can be integral to the overall success of a franchise. Streamlining this communication means you have more time, can easily view and understand all the correspondence, and better know the details of your leads and customers. Knowing all this provides a giant boost to your business and is why customer management software is so important. What’s more is that customer management software allows for streamlined invoice and payment processing, which is important because without it you may have to deal with excess administration time and slower Accounts Receivable for your business.

Customer Management Module

High quality customer management software should include an intuitive and effective customer management module. A good customer management module, like the one offered by FranchiseSoft, includes the following features:

Seamless conversion of leads to customers

Simplified communication with all, some, or individual customers

Task and event scheduling as it relates to customers

Simple and accessible documentation of correspondence with customers

Intuitive customer invoice and statement generation

Application of payment against invoices

Interfacing with Authorize.net for credit card processing

Revenue reports processing

Detailed reports on customer operations

A mobile app that provides customer contact details to franchisees

Why is this all important?

Customer management software is not just a luxury, it is a necessity for a growing franchise. You can’t expect to be successful without customer management software that gives you the largest possible amount of information about your customer base. There is just so much else that goes into running and growing a successful business that the last thing you need to be doing is wasting time on inefficient methods of customer management. Or worse still, operating in the dark because you do not have enough information about your customer base.

But with customer management software everything from lead conversion, to customer invoice and statement generation, to processing revenue reports is made easier, faster, simpler, and more accessible.

Connect with us

If you would like to learn more about customer management software and the the customer management module offered by FranchiseSoft, or if you would like to learn about how some of the many other franchise systems can benefit your franchise, please do not hesitate to contact us today. We offer demonstrations of our software and explanations of how different franchise systems can help in the growth of your franchise.

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franchisesofttech-blog · 9 years ago

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Franchise Solutions to Grow your Business

Let’s say that you run a franchise business and it has become fairly successful. The product or service you provide is in high demand and well regarded. Great! Now, let’s say that you’re looking to grow your business, say, through franchise development. And let’s even suppose that others are interested in becoming franchisees in your business. Super! Everything’s peachy, right?

Well, maybe not. Even if all of that goes right for you, how are you going to manage your growing business? How are you going to ensure you are growing your business at a sustainable rate? How do you maximize the number of people who see and learn about your business? And how do you keep everybody, franchisor and franchisees alike, on the same page? You need some franchise solutions to grow your business and here are some of your best options:

Franchise Development To ensure a successful franchise development you need a Franchise Development Module that will maximize your amount of time to contact prospects by minimizing time spent on administrative tasks. You will need to track communication, send out disclosure documents, schedule tasks and events, log calls and track lead sources for franchise candidates, not to mention managing the relationships and tracking leads from franchise brokers or consultants. These are hallmarks for not just any CRM, but a CRM designed specifically for Franchise Development needs.

Franchise Performance A good Franchise Performance Module simplifies the management of processing royalties and other fees, help you to easily manage franchise areas or territories, and provide you with dynamic reports to analyze growth and every financial aspect of your system. In addition, tracking royalty streams from regions that fall under an Area Representative or a Regional Developer are important because the royalty structure for those regions may be different.

Lead Management You need to keep track of your leads to turn leads into sales quickly and easily. These are leads for people that actually need your franchisees’ services or products.Essentially a CRM that resides on both sides of the house, the franchise development side and the consumer facing side. A Lead Management Module can help you do this with simple tools to capture lead information, a seamless importing of lead details, and a referral source tracker, among other features.

Marketing A good franchise solution for marketing will involve a customizable email campaign builder so you can tailor your email marketing to suit your every need, a marketing collateral manager such as a digital library to keep everyone consistent with brand messaging and designs, and flexibility so marketing can be done via email or SMS based on the customers; preferences.

Employee Management A franchise solution with a good Employee Management Module will simplify your communication with your employees, provide schedules for tasks and events, and eliminate scheduling conflicts and notify you about overlapping shifts, overtime, and the like. In addition, it must house all employee data so you can have all information at your fingertips. This solution again must be able to work for the Franchisor and the franchisees.

Customer Management A franchise solution with a Customer Management Module that provides you with a seamless conversion of leads into customers, simplifies communication with customers, and grants you intuitive customer invoice and statement generation, among other things, is a major asset.

Franchise Management A good Franchise Management Module will be a part of any decent franchise solution and with it you can track active franchises, inactive franchisees, easily manage territories awarded and anniversary dates, and generate key summary reports.

Franchise Support Automation of frequent tasks such as ticket assignment and closure, a secure help desk, and an updatable FAQ for repeated tasks are just some of the franchise support features of excellent franchise solutions.

Intranet An Intranet Module that allows seamless integration with third-party applications for uninterrupted workflow, digital libraries for franchise related information, and private libraries for individual use, among other things, is an integral part of franchise solutions.

Franchise solutions

As you can no doubt see by now, you need top of the line franchise solutions if you are to have success in growing your business. All of the above modules and features are part of the franchise solutions offered by FranchiseSoft. To learn more or get started, contact us today!

#franchise support

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franchisesofttech-blog · 9 years ago

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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.

#customer management software

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franchisesofttech-blog · 9 years ago

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