BrandWide Review

BrandWide provides corporate headquarters with the tools to nurture, manage, and convert franchise leads, onboard new locations, and share resources, leads, and branding materials with locations. Users can also run social and email campaigns and gain real-time KPIs and insights from franchise locations.
BrandWide helps bring all locations together on a single platform to simplify management processes. It allows organizations to organize sales and marketing activities through the CRM and generate leads via social and email marketing. Users also have access to tools to manage all projects, activities, and tasks. The platform also offers an API that makes it easy to integrate with various third-party applications such as DocuSign, G Suite, and MS Office.

BRANDWIDE – TUTORIAL

BRANDWIDE – FEATURES

• Lead capture: enter leads directly into the franchise CRM from websites and other sources
• Sales process tracking: follow a sales process with stages, activities, and reminders
• Automated campaigns: add leads to automated campaigns
• Pipeline management: manage multiple sales pipelines
• Electronic signatures: offer e-signatures and automatically archive them in the franchise CRM
• Sales dashboards: review progress and to-do items through sales dashboards
• Activity logging: automatically store calls, emails, and SMS in the activity history
• Centralized lead view: view all critical information (address, phone numbers, email addresses, contacts, notes, activities, pending tasks and appointments, attachments) from a single screen
• Audit trail: all changes and interactions are automatically tracked and available as historical data
• Custom fields: expand lead information with custom fields
• Back-office data tracking: track critical back-office information such as sold items and invoices using custom tables
• Sales forecasting: accurately forecast future franchise sales and monitor the sales pipeline
• Email and calendar integration: integrate email and calendar using MS Office and G Suite
• FDD management: sign and track FDDs within the CRM using DocuSign integration.