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Bayard Bradford helps franchise businesses solve for multi-brand/multi-location, scalable deployment, and roll-up reporting using HubSpot.
MANAGE MULTIPLE LOCATIONS & MULTIPLE BRANDS:
Manage Sales & Marketing across locations to ensure consistency.
Support multi-portal teams who need to keep data separate with hierarchical reporting structure.
Sync leads between portals if needed to support cross-sell/up-sell across locations.
TURNKEY NEW FRANCHISEE SETUP:
Easily deploy standardized HubSpot configurations.
Simplify training and onboarding for new franchisees.
Customize dozens, hundreds, or thousands of HubSpot portals that meet corporate standards.
- Customized Contact Records and Properties
- Customized Company Records and Properties
- Customized Deal Records and Properties
- Customized Sales Pipelines
- Marketing Email Templates
- Pre-Built Automation
- Automated Leads from Corporate
- Additional Marketing Assets as pushed by Corporate
ROLL UP REPORTING FOR REGIONAL AND EXECUTIVE VIEWS:
Aggregated reporting from all franchise locations.
Offer insights into key performance indicators (KPIs) such as sales, customer engagement, and operational efficiency.
Sync between parent and child portals, roll up data from individual franchise portals into consolidated reports, and provide a comprehensive view for strategic decision-making.
White Glove Service
Our consulting team will create a statement of work based on the project needs of the customer including timeline, cost, deliverables, expected time from the client, roles and expectations.