5 Ways to Put Your CRM to Use and Generate Franchise Leads

A Customer Relationship Management (CRM) system is a tool that most sales teams cannot do without. A CRM is more than just a data storage and retrieval system, and can help your sales team to excel in converting franchise leads.

Here are 5 ways you can use your CRM to power up franchise lead generation.

01. Improved Customer Data Organization

The CRM is a comprehensive tool for capturing and closely following the customer journey. The entire marketing data of your franchise can be collected, stored, and managed in near real-time, giving you a detailed picture of the sales funnel.

With this data, you will know which prospect is at which stage of the sales funnel. That gives the sales team a lot of leverage to sell when the time is just right.

02. Built-in To-do List

Your inside sales team is usually busy with follow-up emails, calls, call backs, booking meetings, etc. This is where the CRM comes in handy, since it streamlines their daily tasks with an auto-generated to-do list.

The team can effortlessly switch from one task to another, from within their CRM login.

03. Better Automation Process

CRMs have the ability to automate everyday processes. You can use CRM for live chat, text messaging, emails, social channel maintenance, etc.

It is advisable to use the CRM to automate as many repetitive tasks as possible.

04. Increased Motivation and Improved Communication

Your CRM documents the daily marketing efforts that generate leads. The built-in reporting facility of your CRM helps the franchise to keep a track of your sale team’s calls, meetings, lead nurturing process, etc.

This report can be viewed by everyone authorized to do so, allowing the unhindered flow of critical information across the franchise without compromising on data security.

Your CRM also saves time in franchise communication. Instead of exchanging email, team members can send a direct link to the relevant information in the CRM, like deal records, prospect requests, etc..

05. Better Transparency with Reports

Your CRM has the capability to convert marketing efforts into meaningful visuals, which can then be viewed and analyzed by the entire team. It is also possible to create specialized reports to communicate key information comprehensively, across the team.

With these reports and strategies embedded into the CRM system, all your team members will be on the same page, and everyone will be aware of the next steps.

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