Salesforce Customer 360 for Franchise Pipeline and Growth Acceleration

Smartbridge Use Case Collection

Unify the franchise lifecycle! By connecting sales, marketing, service, and analytics in one platform, franchise teams gain the visibility and automation needed to grow faster and smarter.

Use Case Overview

Large restaurant chains depend on consistent franchise growth, yet their franchise development teams often manage hundreds of leads, applications, and site approvals across disconnected systems. Without a unified view of franchise relationships, tracking progress, forecasting growth, and ensuring brand consistency becomes difficult.

APPLICABLE CAPABILITIES:

Artificial Intelligence
Data & Analytics
Automation
Development
Customer Relationship Mgmt
  • Centralize franchise development, marketing, and onboarding processes
  • Gain a single view of every franchise prospect and partner
  • Improve collaboration between sales, finance, and operations teams
  • Accelerate decision-making with real-time data and predictive insights
  • Reduce time from inquiry to franchise agreement

This isn’t just a CRM. It’s a growth engine for franchise development, powered by Salesforce and delivered by Smartbridge.

APPLICABLE SOLUTIONS:

Salesforce

Target Reduction:

<60 days

Objective:

Inquiry-to-agreement cycle time

Baseline before:
90–120 days

Target Increase:

20–25%

Objective:

Franchise lead conversion rate

Baseline before:
~10%

Target:

Unified

Objective:

Data consistency across departments

Baseline before:
Fragmented

Target:

100% real-time dashboards

Objective:

Executive visibility into franchise growth

Baseline before:
Limited

Target Reduction:

80%

Objective:

Manual coordination tasks

Baseline before:
High

Strategic Business Goals Supported

  • Unify all franchise-related data and processes across the Customer 360 platform

  • Improve speed and transparency in franchise approvals and openings
  • Strengthen brand consistency and franchise partner relationships
  • Empower leadership with analytics for forecasting and market expansion
  • Enable a connected digital foundation for long-term growth
Restaurant Customer 360 for Franchise Pipeline and Growth Acceleration

Solution Capabilities

  • Customer 360 Integration: Connect Salesforce Sales, Service, and Marketing Clouds to create a unified view of franchise prospects and partners.

  • Franchise Development CRM Layer: Configure franchise-specific objects, workflows, and dashboards to track inquiries, agreements, and openings.

  • Marketing & Lead Nurture Automation: Leverage Marketing Cloud or Pardot to automate follow-ups, targeted campaigns, and franchise event invitations.

  • Operational Collaboration: Use Experience Cloud for franchise onboarding, document management, and compliance tracking.

  • Real-Time Dashboards & Forecasting: Customer 360 Analytics provides executive dashboards showing franchise pipeline health, territory performance, and revenue projections.

  • AI-Powered Insights: Einstein AI predicts conversion likelihood, identifies at-risk leads, and recommends next-best actions.

Customer 360 Integration
Franchise Development CRM Layer
Marketing & Lead Nurture Automation
Operational Collaboration
Real-Time Dashboards & Forecasting
AI-Powered Insights

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Smartbridge Use Case Library is a collection intended to spark ideas, inspire innovation and get you thinking about real world value.

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