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Franchise prospects tracked in spreadsheets
There was no centralized system for franchise inquiries — they arrived via email, were logged in spreadsheets by individual team members, and had no standardized follow-up cadence.
The challenge
As Pluckers began expanding through franchising, leadership recognized that their development process — built entirely on spreadsheets, email chains, and shared drives — wouldn't scale. Franchise inquiries arrived with no routing. Site evaluations had no standardized tracking. There was no pipeline visibility for leadership, no follow-up automation, and no way to measure conversion at any stage of the process.
The approach
Cloud Nerd configured Salesforce Sales Cloud for Pluckers' franchise development model — a custom Site Evaluation object for the multi-step location assessment process, opportunity stages mapped to actual franchise development stages, territory-based lead routing, five workflow automations for the most critical pipeline touchpoints, and six reports and dashboards for franchise leadership visibility.
The outcome
Every franchise prospect now moves through a documented, automated stage process in Salesforce — from initial inquiry through signed franchise agreement. Leadership has real-time dashboard visibility into pipeline, territory distribution, and team performance. Inquiries receive same-day routing and automated follow-up.
