We are all creatures of habit. It is so easy to get “set in your ways”, stuck in your routine. But what if by doing that, you are hindering your own success? 

Our Franchise Sales CRM has an entire component dedicated to reaching your potential client and keeping them in your pipeline. Use that and let it be your guide, you will be surprised how easy AND effective it is.


Make that first phone call!
 Of course, we urge you to pick up the phone and try the lead by phone for that personal connection. Making that call plants the seed in your clients mind that you are present.  Clicking that first phone call button will automatically set a next contact date in your calendar so you stay on top of your lead.

Schedule your drip.

Once that call is made, initiate your drip campaign. When you vary your means of contact and increase the amount of times you try and contact a lead, your chance of actually getting them on the phone goes up a lot! Did you know that the average sales person only makes 2 attempts to reach a prospect? According to TeleNet and Ovation Sales Group, in 2007 it took an average of 3.68 attempts to reach a prospect. Today it takes an average of 8. So even in 2007, simply 2 attempts were not enough. Look at all the leads that could’ve been converted if more contact was made.

Use the calendar.

It is so easy. The next contact date was set for you when you made that first call.  Simply stick to the appointment. My advice, go into your CRM calendar at the same time every day. Check your calendar to make sure the leads that need to be, are given that second, third or fourth phone call. Open the leads record while you are making that call, so you have all the information you need in front of you. If they don’t answer, click on the attempt number and another future date will be generated.


YOU’VE MADE CONTACT! Now what?

Move them into the “Initial Discussions” status in your CRM under “Sales Process.” This will stop the default drip so no “I’m sorry we didn’t connect” emails are being sent.  Take notes. Use the quick note, the Franchise Categories and the add note feature.  The more you can find out about them the better for future follow ups. People thrive on personal connection and having all information in this record will only help you later in the sales process.

Keep using your calendar.

As you move them through, set times for follow up calls and meetings. If all of your leads are in one place, this should be the only calendar you will need for sales leads. The appointments from the CRM can be integrated with Google and Outlook calendars for those times you are away from your desk.

Most importantly, be consistent!

Our CRM was made specifically to help increase your contact ratio and track your leads through the Franchise sales process. If you let it guide you, instead of you guiding it, you will be well on your way to closing more deals.

Are you ready to start selling more franchises?                                                             

For more information on the the simplest, most effective franchise sales CRM, call 1-888-977-4374 ext 108 or click here to request a demo.

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