You have found this page because you are trying to get through the fog of information regarding choosing CRM software for franchisors, you know what a great CRM can do for any business, and you also know that choosing the right shortlist of systems is critical to the ability of your idea to work!
How you handle the issues below (and others) will determine the success of your CRM system choice and overall success of the complete project.
- Advisory group/feedback. Utilising the full network available to you, understanding business needs of your franchisees, and most importantly that of your target market/prospects. Without their up front investment and backing, your plan could be dead on inception.
- Not identifying a CRM Lead. Identifying an individual that has the responsibility and accountability to manage this element of initial project and business, ensuring that goals and vision are met.
- Not understanding the details of how the business works in serving Its franchisees AS WELL AS ITS clients. Business models and services change over time, especially during the formation of a growing organisation: most of the time with an absence of documentation and procedures. Creating a CRM ‘system’ without understanding the subtleties of the current activity will not fill any purpose other than frustrating staff who feel that the support team does understand the genuine everyday requests. Visually mapping processes and activity can help overcome this.
- Depending on ‘off the shelf’ systems to meet the custom needs of the complex business. Understanding the complexity of your own organisation, while being clear on the limitations of readily available software is critical. What is your budget, what expertise do you have in house to manage software projects are some of the hard questions that need answering.
- Attempting to fit new technology into your current structure. As you start on the journey to implement CRM innovation, continual change is a fundamental prerequisite. Existing sets of expectations should be re-composed for the new procedures and innovation. Those workers who can rapidly incorporate new innovation enthusiastically in their business to the advantage of the organization should elevated to more administration positions,
When you have clearly mapped out your CRM plans for your organisation, being aware of the issues, and those above, you will be more prepared to handle this task.
You can see that choosing a CRM software for franchisors requires a clear understanding of the full business requiremtns.
Part of the process of growing a business, and even franchising it requires new skills, some of which you possess and others that require learning or acquiring. Mills Consulting Group have a specific skill set with regard to marketing and growth (using SaaS technologies) that may be able to help service based companies grow nationally within the UK. We deliver a no cost strategy session which provides prospects with a strategic overview of their current/future marketing and sales ‘picture’. If you would like to learn more, simply schedule a short or longer demo.
For any trade or engineering service based companies, ServiceM8 also has its own Job Management CRM system for franchisors, for more information see here.