This document provides 20 reasons to use a contact management system called FZM. Some key benefits mentioned include having a centralized location to store all contact details, automating lead and store opening processes, archiving emails and communications, integrating with other systems like accounting or POS, automating franchise fee invoicing and communications, and allowing for custom modules and integrations to be built. It also notes benefits like tracking recruitment processes, field visits, leases and other assets, and having various calendar functions.

1. 100 reasons you
should be using:

2. Contact Management
Store all your contact details in a centralised location that
everyone can access from the web. No more conversations
like…
“Remember that shop fitter in Toowoomba who did a great
job on that fit out six years ago?”
Instead a full history of all person’s contact details for all
projects, leads, recruitment candidates and franchisees are
available and searchable.
#1

3. Set up an automated lead process, so when an enquiry for
a new franchisee comes through things “just happen”
without fail
e.g. send off an email response using a template, schedule
a call and create a follow up task
Lead Management #2

4. Opening a new store or franchise?
Let’s face it, it’s the same 150 tasks that must get done
everytime. In FZM you just create a template store opener
project ONCE.
Then every time you open a new store you use the
template to kick start your project planning. 150 tasks
created, all driven from the store opening date and
managed online. Simple.
Store Opener #3

5. Use the MS Outlook plug-in to archive an email to FZM.
Attach a copy of your email to just about any record in the
system without even logging into the system.
It will be stored and accessible to everyone.
So you can effortlessly keep a full record of all your
communications and interactions – as you never know
when you might need it in the future.
Archive Emails (easily) #4

6. Do you get your leads from FranchiseBusiness.com.au, or
Seek.com.au or your website enquiry form?
Set up as many “web-to-lead” forms as you need. Basically
connecting these form to your FZM installation.
People fill in some details on these websites and those
details will automatically be loaded into FZM. No manual
entry required.
Web-to-lead forms #5

7. Yes, FZM has “TimeLine” which is similar to Facebook. You
can open a franchisee and see everything that has
happened to that franchisee in a methodical stream of
activity since it started.
Track tasks, warning letters, visits and the like. But don’t
stop there, TimeLine is also active on user accounts so you
can see how your staff are using FZM.
Nothing motivates better than seeing other people achieve.
Track Everything #6

8. Under ACCC requirements franchisors must maintain a
reminder system to notify franchisees no later than six
months before the end of the agreement term as to whether
the franchise agreement will be renewed.
Well, it’s important, so why not let the FZM remind you
automatically? Create a process to send an email
notification to someone, then set a task, and just to be sure
have that task be escalated to their boss if the task isn’t
completed within a week.
ACCC Compliance #7

9. Set up your recruitment process and have the Candidates
module match your process.
You instantly have a transparent view of your recruitment
pipeline. Where each candidate is at, who said what to
whom with your compliance requirements covered.
Recruitment Processes #8

10. Check what’s happening in the field. Use the pre-built Visits
module to track contact notes, agendas, and agreed action
points from each meeting.
Are you sure the visit call cycle is being met? Simply run
the scheduler and get a gantt view of your entire field visit
schedule. Quickly see visually that all meetings are
occurring when they should.
Field Visits #9

11. In a dispute with a franchisee? Or an ACCC random audit
of your franchise system?
You need to ensure your compliance regimes are
complete, that notes are documented, that conversations /
emails / breach letters and documents between your staff
and the franchisee are in place.
Simple, the FZM tracks all this effortlessly, allowing you to
maintain a single (and documented) version of the truth.
Franchisee Dispute #10

12. FZM has an inbuilt notification system. It’s fast, it’s
lightweight and it will cut your email inbox in half.
If you’re working on any record in the system, just click the
notification button to send a short internal message to
another user of the system.
Drowning in Email #11

13. Expand the FZM by requesting a customised module to
help you/your franchisees manage their business.
Because we build the software we can add ANY kind of
module or functionality you require. Just ask.
Expansion #12

14. Still sending your Franchise Fee invoices manually from
your accounting system?
Set up FZM to calculate your fees, generate a pixel perfect
PDF invoice and email to the franchisee.
Automated. Fail-proof. Simple.
Royalties #13

15. Still emailing your franchisees a newsletter?
What about an important announcement?
Just login, post it on the FZM noticeboard. Add
attachments, or even embed PowerPoint presentations or
video.
Need to ensure they have read it? Then create a SMS
notification too, at the click of the button you can inform all
300 franchisees that there’s an important announcement
they should read.
Communicate #14

16. Answering the same franchisee questions over and over
again?
Just post them on the FAQ board and refer franchisees to
it. They can search and discover without bothering your
staff.
F A Q’s #15

17. Retain knowledge in your company when an employee
leaves.
What happens when a long time employee leaves your
company, or goes on maternity leave? Usually a lot of
knowledge and experience walks out the door with her.
FZM decreases the effect of this, everything is centralised,
stored, and searchable and back-up nightly. You decrease
your business risk by getting things out of people’s heads
and into FZM.
Keep the Knowledge #16

18. Use the Lease (Site) Manager Module to record and
manage your lease information.
If you maintain retail leases you know the paperwork
involved.
Start storing all the key information such as expiration
dates, increases, outgoings, lease terms, square meters
and the actual scanned leases in FZM. Report on it, set up
notifications, and never lose track of your leases again.
Leases #17

19. We can integrate your FZM installation with your other
management systems.
Perhaps start pulling in management accounting data from
your POS or accounting system. Track, report and display
data on your franchisees to your staff (or the franchisees).
So when the next field visit by your area manager comes
around they have all the data they need to get the full
picture.
Integration #18

20. Create as many calendars as you like.
Training. Field Visits. Corporate events. Resources.
We can set up shared, individual and online calendars to
work in any way you want.
p.s. you even sync them with your Google calendars
Calendars #19

21. You got us.
We’re only up to 20 but we have hundreds still to come.
Check back in a little while and see how we’re going!
Oops! #20