Good day,
I have 20 clients that i work with (head offices). Each of these clients have multiple branches and are franchisees.
Example:
- The main account is Wallmart Head office
- We manage 100 branches for Wallmart
- Each branch is invoiced differently, has different contact info and addresses
- I also have 400 NEW leads of Wallmart branches
I am looking for the best way to set up ZOHO CRM so this is easy to add new store leads, then convert where they are automatically associated to the Head office account.
I know there are multiple ways, but i am looking for the best possible method to avoid confusion with my team, but also for the purpose of analytics (ie. how many sales did we have for Wallmart Head office, how many callouts accross the whole group etc..).
Please can someone who has done this before or knows let me know? Surely this a recommended way to handle this. All other CRM tools have this as a standard feature.
I look forward to hearing back
Thanks