INDUSTRIES
TaskRay for Franchise Onboarding
Twenty percent of new businesses fail in the first year, which is why it’s critical to start every franchise off on the right foot. There are plenty of uncertainties for franchise owners and franchisees when opening a new operation. Because of this, the ability to provide critical guidance and clear steps to launch are the difference between a fast and successful on-ramp and a bumpy start.
Our Value for Franchise Management
TaskRay is a 100% Salesforce-native solution specifically designed for customer onboarding. We not only help you onboard new franchisees faster, but we also simplify operations and enable your business to scale, all while staying compliant to your core brand.
Rinse and Repeat
Utilize proven best practices for a repeatable templated approach that helps you open locations without having to reinvent the wheel each time.
Speed Up Time-to-Market
Set and communicate clear ownership and actions, manage key deliverables such as timelines and task dependencies, and share critical brand requirements.
Uncover Insights
Use real-time data to see trends, bottlenecks, and overall performance at an individual or portfolio level, enabling you to make lasting improvements.
Engage Franchisees
Customize a Salesforce Community to allow external stakeholders to access only the information they need, so they can focus on what matters.
BUILD YOUR BRAND
In a business where brand is everything, TaskRay enables you to get your franchisees everything they need to maintain brand consistency.
“The onboarding process often comes down to the franchisor attempting to pack as much information as possible into the training session and overwhelming the franchisee. In order to have a less frustrating and more meaningful orientation process, however, onboarding should begin as early as the recruitment stage.”
LANE FISHER, ‘Onboarding New Franchisees’
Set Your Franchisees Up for Success
Starting a franchise relationship off with transparency and strong processes leads to the retention of driven, happy, and profitable franchisees. TaskRay makes a win-win scenario possible by ensuring that everyone is following the same playbook.
Everything You Need to Deliver A Flawless Onboarding Experience
Plan
ONBOARDING
Journey
- Professionalize your customer onboarding process and ensure a single source of truth.
Deliver
ONBOARDING
Collaboration
- Involve all the right people and get the visibility you need to deliver every project with excellence.
Analyze
ONBOARDING
Operations
- Monitor, improve the quality of your initial customer experience, and scale onboarding efficiently.
Grow
Expansion Revenue
- Uncover opportunities and nurture relationships with new customer champions.
FULL SUITE PROJECT & RESOURCE MANAGEMENT
TaskRay’s foundation is a beautifully designed Agile project management solution built inside Salesforce.
100% SALESFORCE NATIVE
Because TaskRay is built on Salesforce, you get all the features and benefits you already know and trust.
Don’t Just Take Our Word For It
JENNI DOYLE, Director of Information & Technical Services, Papa Murphy’s
There’s A Reason We Have 250+ 5-Star Reviews
CAROLYN HUSHEK, Concept3D
Turn Every Customer Into A Champion
TaskRay helps you build relationships and trust with your customers. The result? More referrals and long-term success for your business. If you’re ready to improve customer satisfaction, increase up-sells and cross-sells, and generate new business from referrals, let’s talk!