Revolutionizing Franchise Management
for 7-Eleven

7-Eleven faced several challenges that hindered operational efficiency and franchise management. The existing systems were not equipped to manage franchise sales leads dynamically or provide a centralized portal for franchisees and store managers. Additionally, field managers lacked an effective tool for conducting audits and ensuring quality assurance across various locations.

To address these issues, 7-Eleven collaborated with TruPresence to leverage Salesforce CRM capabilities and develop three specialized portals. These included a franchise sales lead management CRM, a merchandising portal for franchisees, and a quality assurance portal for field managers. The integration of Salesforce Experience Builder and the TruPresence app from the AppExchange enabled the creation of these tailored solutions.

The implementation process involved designing a data model that aligned with 7-Eleven’s legacy systems while incorporating new functionalities to streamline franchise operations. The franchise sales portal was designed to enhance lead management with automated credit checks and integrated communication tools like Twilio for seamless interactions with applicants. The merchandising portal offered real-time communication with the corporate office and personalized merchandising recommendations, enhancing the operational efficiency of franchisees. Similarly, the quality assurance portal facilitated more structured and efficient store visits, allowing for better compliance and reporting.