Maid2Clean Franchise Blog |

Franchise collaboration invited – state of the art online franchise lead prospect database.

Hi All

Considering having an intuitive online database developed to manage franchise prospects with as much automation as possible. Salesforce has been recommended but I’m keen to remove reliance on heavy license fees each year. Happy to share hosting costs.

Any other franchisors/consultants presently managing prospects interested in working with me to share costs? Once developed & working well there is the potential to refer it to industry peers.

System Fields

1. First name

2. Surname

3. E-mail address

4. Additional e-mail address on lead

5. Telephone no landline

6. Telephone number mobile

7. Additional Mobile no.

8. Address line 1

Address 2

Address 3

9. Postcode

10. Lead Status

11. lead source dropdown box needed with ability to add new sources

12. Lead History – IE date entered, capture narrative of e-mail sent & date

13. Timescale to buy

14. Amount to invest

15. Needs Finance?

16. 6 renamable fields – System flexible enough for user to use if required

17. Manual notes facility on client record

Here below is a system wish list. What’s missing from your dream wish list?

1A. System must be online & be capable of being manage from any PC in the world & able to automatically capture e-mails sent from franchise lead generation sites.

1. Search /sort by surname, firstname, e-mail address, postcode, source, status & 6 fields mentioned above

2. System automatically records ‘date entered’ & updated fields

3. Facility for e-mail lead to automatically populate database or for manual input.

4. Filtering system built in programmable by user to populate the database for new lead sources. Facility to add new lead sources.

5. System sends e-mail acknowledgement to prospects & user on lead receipt. Initial test e-mail sent by system on acceptance of lead to request click back from user. System acknowledges click back from test e-mail & captures e-mail IP address – to enable future personalised e-mail tracking.

6. Call back – system reminds user when to call prospect

7. Import / export facility built in

8. System to be as intuitive as possible. User guide / handover & systems documentation needed or inbuilt into system & training

9. System allows users to create / hold & send personalised e-mails / HTML templates to prospects on the database. System allows user to use the previous newsletter & change it for the next newsletter

10. Mailbomber facility – System can mailshot all / selection of prospects with personalised e-mail & records history of mailings on each record

11. Prospect records which e-mail & email blasts lead has received

12. System to allow user to SMS multiple prospects at once (E.g. Hi its xxxx from yyyy. Is it convenient to call you?)

13. Analysis reporting facility. Lead quantities with filters e.g. by source site, lead status etc. per month / per annum or by lead status etc.

14. E-mail send delay/timer needed – so future Mailings can be entered & programmed /automated to go on specific date/time?

15. System automatically creates history – e.g. correspondence with lead & date are captured by system not just notes. E.G. autoresponses captured showing the information already sent, e.g. quantity of e-mails, date sent including the recording any click-backs from propsect.

16. Facility to test mailshots in advance of sending

17. Ability to e-mail 5000 prospect subscribers for example & only spend time calling the ones that have clicked to request a call back.

18. System can highlight & delete duplicate names / postcodes upon authorisation by user

19. Secure User IDs & password access to database

20. Facility to add new database so concurrent businessses can be run alongside with separate User ID & Password. Each database can be customised with its own logo.

Ideally would like to deal with someone that has done something similar. Job includes IP rights for system code.

Can anyone recommend someone with this technical capability? All input / interest appreciated. Please contat me at sales@maid2clean.co.uk