Over the past eight years we’ve done many things and and learned a lot of ways to grow a Franchise Consulting business. We cover many of them in our FTI training class, but we’ve always hunted for a single solution to bring everything together. Many solutions are needed to be able to get a business firing on all cylinders. Oftentimes people turn to multiple solutions to track their customers and their process in the deal, keep up with ongoing marketing efforts and drip campaigns, stay on track with their everyday tasks, and hopefully through all that be able to produce meaningful, succinct reports so that they can make informed decisions.
The underlying approach we take with technology is to come up with solutions that aren’t cumbersome or require a heavy learning curve.
Today we are excited to provide more information on the core version of TieiT that all our Franchise Consultant Members will have access to in 2016.
Ultimately, our goal was to be able to provide our consultants with a complete array of scalable services that could grow as their business’ needs did.
How Does this Work?
Well, it’s simple. Starting with members who attend this year’s Conference we will begin rolling out a sweeping update for all members of the FBA. They will all be able to access and use TieiT if they choose to. FBA broker membership will include a version of TieiT with an great deal of solutions that far exceed what anyone would be able to access outside of FBA membership. In addition, the software is rooted on the concept of providing an easy-to-use, positive experience.
All of the below features are included with the core model of TieiT.
Upgrading to a higher tier package will provide you with more contacts, additional email campaigns, the ability to send more emails through the system per month, and of course access to additional features. Over the next few weeks we will continue to release details about those features, but for now let’s dive into what you can expect with FBA Membership in 2016.
More than a CRM
Through TieiT you’ll have an easy-to-use CRM that is tightly integrated with your website and marketing materials. The TieiT system will then act as your assistant, keeping you on track and guiding you through the process.
Processes and Activities
All of the steps and tasks associated with the FBA’s consulting process loaded will be pre-loaded for you and will automatically begin with the appropriate lead type. This includes a step-by-step process with timelines, email templates, voicemail scripts, and useful documents for your use. You can then choose to keep everything as it is, or begin modifying it as you see fit.
Task Management / Calendar Integration
Starting your day has never been easier. From just looking at your dashboard you’ll have a complete daily, weekly, and monthly agenda of your tasks and activities. These activities are created based on where each of your contacts are in the process and will ensure that nothing falls through the cracks.
Email Marketing Campaigns
You’ll never have to use another email marketing solution again. Everything you’ll need is right here. You’ll now be able to send trackable emails to contacts to see when it was delivered and viewed.
Easily create your own email campaigns with designed email templates or choose from FBA created content. Everything is available on demand and able to be personalized to suit your needs.
Through list segmentation you’ll be able to separate your contacts into lists so that you can send each of them unique campaigns.
Email Templates & Canned Responses
Quickly create email templates before you need them and insert them at any point of your sales process. Each email can be customized at the last minute before you send them.
Deal Tracking & Sales Reporting
With the reporting features you’ll always stay informed of where you and each of your clients are at through every stage in the process. We’ve custom built several reports that are readily available with the click of a button. Filter your report based on date, lead type, lead source, and stage. This is one feature you have to see to believe.
That’s it for now! We hope you’re as excited for this update as we are. If you have questions or would like to learn more comment below, contact us, and stay tuned to the blog! There is a lot more to come!