Sales

Introduction to the Sales Module

Welcome to the Sales module in FranConnect. This easy-to-use tool is designed to help you sell more franchises. It helps you manage your leads, talk to prospects, and understand your sales better. The module is simple to add to your current work and helps you turn more leads into successful franc...

How to Pay the Initial Franchise Fee Using Flywire Integration in FranConnect

We are thrilled to introduce our new "Sign to Pay" feature, a game-changing addition to FranConnect's suite of solutions. Leveraging a strategic integration with Flywire, this feature streamlines the payment process for franchise leads, enabling them to pay their initial franchise fee swiftly and...

How to Request the Initial Franchise Fee From a New Franchisee in FranConnect

FranConnect has recently rolled out a new Sign to Pay feature leveraging an integration with Flywire. Designed with efficiency, security, and simplicity in mind, Sign to Pay redefines the initial franchise fee collection process, streamlining operations, and accelerating transactions. This compre...

How to Use the Beta Sales Import Wizard

At FranConnect, we are thrilled to introduce the latest addition to our product: our Beta Import Wizard for sales leads. Built to simplify and streamline the importing process, the Beta Import Wizard is designed to help you efficiently upload large amounts of data into the system. In this article...

How to Create a New Sales Workflow

Whether you are new to FranConnect or looking to optimize your existing system, this article aims to provide a comprehensive walkthrough on setting up sales workflows. These workflows are designed to automate crucial steps, streamline tasks, and ultimately drive revenue growth. In this article, w...

How to Create a Lead Capture Form and Embed It on Your Website

Growing your franchise business requires a steady influx of new leads. Capturing these leads directly from your website is an efficient and effective way to nurture potential customers and expand your reach. FranConnect provides an easy-to-use lead capture form that can be seamlessly integrated i...

How to Configure Lead Sources in FranConnect

Properly setting up lead sources is crucial for tracking and managing the performance of your franchise's sales pipeline. In the following sections, we will provide you with step-by-step instructions on how to create and customize lead sources, ensuring you have a solid foundation for lead acquis...

Time to Initial Contact of a Lead in Sales

FranConnect’s Dashboard Reports in Sales and other features now allow lead owners to review the initial contact made to leads. Select Dashboard from Sales module, from the drop-down option for Switch to Dashboard, select Contact Report Dashboard. Select the filters: Inquiry Date and Status Catego...

Viewing Complete SMS Messages on Long Text

Once a lead has been set up with a mobile number and the SMS setting have been enabled, texting is a great way to reach them. First, send an SMS Opt-in Message. Once the lead has opted in for receiving text messages you now can send a message to the lead. If the message is longer than a sentence ...

Getting the Most out of your Advertising Budget with Lead Source and ROI Reports

Giving your lead sources credit for the leads they deliver is important in your system. By tracking this data you can see how many leads have closed from the source over the year. If you have a lead source providing that you spend $10,000 a year but only one closes then it is not an effective use...

Remove a Campaign Associated with a Workflow

When Campaigns are associated with workflows, they cannot be removed if the workflow is Active. If you no longer wish for a Campaign to be sent out, but do not see an option for it to be deleted, it is because it is associated with a workflow. In this guide we will cover how to remove the workflo...

Sending Emails by Specific Brand

FranConnect allows you to communicate with your contacts by their brand.You can send an email by doing a search for the brand, then sending an email.See instructions below:Sales > Search > Click on Brands drop down and choose the desired Brand. ​Select All Leads and click on Send email. ​​Choose...

Creating an Automated Sales Group

FranConnect allows you to create Smart/Automated Sales Groups to manage your leads. You can create automated groups from the Groups page. You can also use the Campaign Center to do this. Click on the Sales Module and select Campaign Center from the drop down.  Input Name and Description for the g...

Sending a Sales Campaign to a Group

To send a Sales Campaign to a group of recipients, follow the steps mentioned below: Open the Sales Module and select Campaign Center.  Click the blue Navigation Panel in the top left and select Campaigns. To send an Email campaign click the Send Icon next to the corresponding campaign.  You can...

Tracking Code for Web Forms

FranConnect SKY provides the ability to create web forms to post on your website. It is common to add tracking code such as Google Analytics to your forms. Go to Admin > Sales > Manage Web Form Generator under the Action button, select “Add Tracking Code”. There are 2 places to enter your track...

Removing Leads from a Group in Sales

A successful organization is always looking to develop business all over the country and internationally. One way to develop is by communicating with leads since it is crucial for success in a fast-growing competitive world. Every now and then, it is helpful to communicate to leads with similar a...

Sending a Quick Email Blast to your Leads in a Few Clicks

The FranConnect email tool allows you to send emails to your entire lead database or a defined list of leads (via the "Groups" feature), such as a list of leads who filled out a specific form on your company site. The FranConnect Sales module offers various ways to send out automated email campai...

How to Associate a Co-Applicant to a Current Lead

When leads are being qualified for a new franchise location, they may have a business partner with whom they wish to work. Frequently, it is a spouse joining them on this business venture.  In some cases, the co-applicant may not be included when the prospect first signs up, and the business part...

How to Search for Lead Killed Reason from Advanced Search with Search Tab in Sales

Advanced Search Feature within the Search Tab in Sales Application is very handy for those specific searches of fields that are not available in basic Search. FranConnect system gives you the flexibility to review the data and run an export report of these search features. In a recent case study,...

SMS - How to receive SMS reply notification

How can lead owners get notified when a lead replies to an SMS? In the system, users can configure a workflow to send out email notifications whenever a lead replies to an SMS.  Steps to create the workflow: In Sales > Workflows > click Create Workflow. Name your workflow, and make sure you're c...

Merging Leads

Often, leads come into your Sales system more than once. A lead can submit from your website, from a Franchising Portal, or from other sources. When this occurs, it is best to merge the leads into one record to avoid confusion and causing duplicate efforts communicating with your prospect.  To fi...

Accessing Archived Leads

During data cleanup, you may find that archiving leads is the best way to manage old leads and duplicate leads. But every now and then, you also would want to access these archived leads for anything from reference to audit purposes.  This can be done by selecting the button for Archived Leads un...

Recovering (Un-Merging) a Merged Lead

For information on merging leads, please click here. There are a few different reasons why you would want to un-merge a lead record. Maybe the wrong selections were made in the fields that you wanted to merge. Or, maybe they should remain as two, active lead records if the lead is inquiring about...

Groups, Templates, Campaigns: The Sequence for Best Results

 There are two ways you can communicate with your leads in FranConnect: - Sending a Campaign. - Sending a one-off email. A campaign has the ability to be sent to multiple emails over a period of time. It can also track how many emails were sent, bounced and delivered. While sending an email, you ...

Changing Lead Status Sequence

The sales process can change many times while qualifying leads. FranConnect gives you the option to modify your sales process so that you can stay current within your system. See below on how to change the sequence of the lead statuses: Go to Admin > Configure Sales Process Steps > Status.Select ...

Sales Web Forms Best Practices

A tracking code is a small piece of code that is usually implemented as JavaScript in the HTML source code of a website. You can use FranConnect webforms to collect data from your franchise landing pages. In this guide we will cover how to add a tracking code for a Franchise webform.  Go to Admin...

Recovering Archived Leads

To recover archived leads you first must have leads archived, Sales > Lead Management.  Select the Leads in the Lead Summary with the checkmarks on the left of the lead. Then click the Action button at the top, and select Archive Leads. The system will ask if you are sure you want to archive thes...

Move Sales Leads to Opener/ Info Mgr

If you have the Sales, Opener and Info Mgr modules, it is a typical practice to move your Lead that has converted to a Franchisee into the Opener/ Info Mgr modules. Since the lead is now a Franchisee, you will want to store your agreements and other documents. When moving a lead directly to Opene...

Using the Form Generator

A successful franchise is always looking to expand its business, and generating leads is the key to this success. To help track top leads, FranConnect displays the 5 hottest leads right on the homepage of the Sales module. This list is generated by the lead activity throughout the system. For a m...

Lead Source Report

This report displays the number of leads which came from each of the lead sources.  It is an industry standard to track your leads and from which source and the best performing source. This report is versatile enough to filter leads by source and track by lead owners and their status during a tim...