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7 Ways Salesforce Helps Our Online Food Ordering Franchisees

We recently implemented Salesforce to streamline processes for our online food ordering franchise partners all over the country and here in Baltimore at headquarters. We’re already saving a lot of time and seeing big results from this implementation—the benefits for both our franchise partners and for HQ are huge.

I wanted to talk about Salesforce here for two reasons. First, because learning about our process might help any other business that’s implementing Salesforce. Second, and most importantly, because many of our franchise partners had to decide whether to start their own businesses or join a franchise, and we believe access to tools like Salesforce should weigh into that decision. At OrderUp, our model makes growing a business so much easier than starting from scratch, and this new Salesforce implementation makes it even even easier. Salesforce is a key example of how we give our local franchise partners access to top-of-the-line technology that they may not be able to afford and manage on their own.

 

While we largely use Salesforce to help our franchise partners sign up restaurants for OrderUp’s online food ordering service, SalesForce’s benefits have a wide scope. Read on to find out just how SalesForce is helping our franchise partners.

Salesforce’s Benefits for Franchise Partners

  1. Salesforce supports their sales teams. Many of our franchise partners, especially those with multiple territories, hire people to help them with sales. Before Salesforce, each franchise partner had their own way of handling the sales process. Some kept track of their sales by using a notepad, others a spreadsheet, others not at all. With Salesforce, we can help our franchise partners manage their teams of salespeople—or even just their individual sales efforts. They can take advantage of a set sales process, while still having the freedom to do what’s best in their territory.

  2. Salesforce increases efficiency. Using Salesforce is so much more efficient than using a notepad or spreadsheet. Our franchise partners won’t have to page through old files or written notes before a meeting with a restaurant owner. They can simply open up that owner’s account on Salesforce and see everything they need to know—and then quickly record progress when the meeting is over.

  3. Salesforce puts more transparency in the sales process. This works for franchise partners who have sales employees, but it also gives headquarters the ability to be proactive, not reactive, in supporting low-performing franchise partners. For example, we can go in and see that one franchise partner is generating a lot of leads, but not converting them. That gives our team a window to reach out and say, “Hey, you have all these leads, but you’re not converting. Let’s talk it out. What can you do to move forward?” Before Salesforce, sometimes we didn’t know about these issues until the franchise partner came to us for help. This transparency also lets us see which territories are doing well. Everyone can learn from what they’re doing right, and of course congratulate them on a job well done.

  4. Salesforce streamlines restaurant onboarding. Before Salesforce, this was a big issue. Franchise partners were submitting information about new restaurants via email, so one restaurant’s submission could be made up of four or five emails. We’d constantly be going back and forth with emails because someone would forget a certain form, or not remember to write in hours. It was a mess. With Salesforce, a lot of back and forth communication got eliminated. Salesforce doesn’t allow franchise partners to submit a restaurant unless every piece of information is there. That way, they don’t have to wait from an email from headquarters to know they’re missing something. This saves a lot of time for franchise partners and for headquarters.

  5. Salesforce helps with restaurant support. Salesforce integrates with our help desk, which is powered by ZenDesk. This integration streamlines communications between help desk staff and franchise partners. Any tickets, whether they’re generated by the restaurant owner or the franchise partner, display underneath the appropriate restaurant’s account in Salesforce. That way, the franchise partner can see everything going into the call center in one place. Before Salesforce, the restaurant owner might have called the franchise partner and asked about an issue that the franchise partner didn’t know about. Of course, that wasn’t good for relationships with restaurant owners. Now, if the franchise partner is getting ready for a meeting with a restaurant owner, they can go through recent tickets so that they know up front what’s been going on, and they’re not caught off guard. That’s extremely powerful for the franchise partner.

  6. Salesforce integrates with a variety of other apps. We’ve already taken advantage of many of Salesforce’s integrations, and we plan on adding more in the future. One integration that’s really helping franchise partners out now is EchoSign, which helps them get e-contracts signed quickly. They can go into a restaurant, agree on terms, pull the specifics into a templated contract, and get a signature right there, either on an iPad or via email. No one has to bother with scanners or fax machines to get an electronic record of a contract.

  7. Salesforce helps franchise partners collaborate with each other and HQ. We’re looking to make our collaboration on data even more robust in the future, but franchise partners are already starting to use the data in Salesforce to collaborate. For example, if a franchise partner is trying to sign up a national chain restaurant, they can use Salesforce to find out about other experiences with that chain. They can get tips, and even ask if that chain owner can serve as a reference for the chain owner in their territory.

Conclusion

Now that we have Salesforce, it’s hard to imagine how we did business without it. Our franchise partners’ jobs are so much easier now, and we have fewer headaches here at headquarters. We’re looking forward to streamlining our sales and support processes even more, so that we can go even further in empowering local entrepreneurs.

We recently implemented Salesforce to streamline processes for our online food ordering franchise partners all over the country and here in Baltimore at headquarters. We’re already saving a lot of time and seeing big results from this implementation—the benefits for both our franchise partners and for HQ are huge.

I wanted to talk about Salesforce here for two reasons. First, because learning about our process might help any other business that’s implementing Salesforce. Second, and most importantly, because many of our franchise partners had to decide whether to start their own businesses or join a franchise, and we believe access to tools like Salesforce should weigh into that decision. At OrderUp, our model makes growing a business so much easier than starting from scratch, and this new Salesforce implementation makes it even even easier. Salesforce is a key example of how we give our local franchise partners access to top-of-the-line technology that they may not be able to afford and manage on their own.

While we largely use Salesforce to help our franchise partners sign up restaurants for OrderUp’s online food ordering service, SalesForce’s benefits have a wide scope. Read on to find out just how SalesForce is helping our franchise partners.

Salesforce’s Benefits for Franchise Partners

  1. Salesforce supports their sales teams. Many of our franchise partners, especially those with multiple territories, hire people to help them with sales. Before Salesforce, each franchise partner had their own way of handling the sales process. Some kept track of their sales by using a notepad, others a spreadsheet, others not at all. With Salesforce, we can help our franchise partners manage their teams of salespeople—or even just their individual sales efforts. They can take advantage of a set sales process, while still having the freedom to do what’s best in their territory.

  2. Salesforce increases efficiency. Using Salesforce is so much more efficient than using a notepad or spreadsheet. Our franchise partners won’t have to page through old files or written notes before a meeting with a restaurant owner. They can simply open up that owner’s account on Salesforce and see everything they need to know—and then quickly record progress when the meeting is over.

  3. Salesforce puts more transparency in the sales process. This works for franchise partners who have sales employees, but it also gives headquarters the ability to be proactive, not reactive, in supporting low-performing franchise partners. For example, we can go in and see that one franchise partner is generating a lot of leads, but not converting them. That gives our team a window to reach out and say, “Hey, you have all these leads, but you’re not converting. Let’s talk it out. What can you do to move forward?” Before Salesforce, sometimes we didn’t know about these issues until the franchise partner came to us for help. This transparency also lets us see which territories are doing well. Everyone can learn from what they’re doing right, and of course congratulate them on a job well done.

  4. Salesforce streamlines restaurant onboarding. Before Salesforce, this was a big issue. Franchise partners were submitting information about new restaurants via email, so one restaurant’s submission could be made up of four or five emails. We’d constantly be going back and forth with emails because someone would forget a certain form, or not remember to write in hours. It was a mess. With Salesforce, a lot of back and forth communication got eliminated. Salesforce doesn’t allow franchise partners to submit a restaurant unless every piece of information is there. That way, they don’t have to wait from an email from headquarters to know they’re missing something. This saves a lot of time for franchise partners and for headquarters.

  5. Salesforce helps with restaurant support. Salesforce integrates with our help desk, which is powered by ZenDesk. This integration streamlines communications between help desk staff and franchise partners. Any tickets, whether they’re generated by the restaurant owner or the franchise partner, display underneath the appropriate restaurant’s account in Salesforce. That way, the franchise partner can see everything going into the call center in one place. Before Salesforce, the restaurant owner might have called the franchise partner and asked about an issue that the franchise partner didn’t know about. Of course, that wasn’t good for relationships with restaurant owners. Now, if the franchise partner is getting ready for a meeting with a restaurant owner, they can go through recent tickets so that they know up front what’s been going on, and they’re not caught off guard. That’s extremely powerful for the franchise partner.

  6. Salesforce integrates with a variety of other apps. We’ve already taken advantage of many of Salesforce’s integrations, and we plan on adding more in the future. One integration that’s really helping franchise partners out now is EchoSign, which helps them get e-contracts signed quickly. They can go into a restaurant, agree on terms, pull the specifics into a templated contract, and get a signature right there, either on an iPad or via email. No one has to bother with scanners or fax machines to get an electronic record of a contract.

  7. Salesforce helps franchise partners collaborate with each other and HQ. We’re looking to make our collaboration on data even more robust in the future, but franchise partners are already starting to use the data in Salesforce to collaborate. For example, if a franchise partner is trying to sign up a national chain restaurant, they can use Salesforce to find out about other experiences with that chain. They can get tips, and even ask if that chain owner can serve as a reference for the chain owner in their territory.

Conclusion

Now that we have Salesforce, it’s hard to imagine how we did business without it. Our franchise partners’ jobs are so much easier now, and we have fewer headaches here at headquarters. We’re looking forward to streamlining our sales and support processes even more, so that we can go even further in empowering local entrepreneurs.

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