Understanding the challenge
The franchise group struggled with fragmented customer data across their locations, leading to inconsistent marketing efforts and a lack of visibility into individual store performance. Manual reporting processes were time-consuming and prone to errors, hindering strategic decision-making.
Our approach
We implemented a centralized CRM solution using Dynamics 365 to unify data from all franchise locations. This provided a single source of truth for customer information, sales data, and marketing campaign performance.
Key elements of our solution included:
•Customized Dynamics 365 implementation to track and manage customer data across all franchise locations
•Integration with their existing POS system for real-time sales data synchronization
•Automated royalty and performance reporting dashboards for franchisees and corporate management
•Centralized marketing campaign management and performance tracking
Technical innovation
Our solution leveraged the power of Dynamics 365 to create a fully integrated system that provided a 360-degree view of the entire franchise network. We developed custom dashboards and reports that gave both franchisees and the corporate team real-time insights into sales trends, marketing ROI, and operational efficiency.
Outcome
Within six months of implementing the new CRM system, the franchise group saw a 45% increase in marketing ROI. The centralized data and automated reporting freed up valuable time for both franchisees and corporate staff, allowing them to focus on strategic growth initiatives.







