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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 PORTCO SETUP:
Map existing business processes into future HubSpot configurations.
Simplify training and onboarding for new Portcos.
Customize portflio-wide HubSpot portals that meet portfolio standards.
- Customized Contact Records and Properties
- Customized Company Records and Properties
- Customized Deal Records and Properties
- Customized Sales Pipelines
- Marketing Email Templates
- Tailored Automation
ROLL UP REPORTING FOR REGIONAL AND EXECUTIVE VIEWS:
Aggregated reporting from all brands and locations.
Offer insights into key performance indicators (KPIs) such as sales, customer engagement, and operational efficiency.
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.