ChainSync Overview

ChainSync Product Overview

What Motivates Us

Founded in 2012, ChainSync is built on the idea that franchising is better when both the franchisor and franchisee are in-sync and information flows freely. We exist to help streamline the process of running a growing chain of businesses. Our platform is packed with capabilities and features unique to service-based franchise enterprises.

Finding a Better Way

Until now, Franchisors had 2 platform alternatives 1.  Build their own proprietary, comprehensive system from scratch. 2.  Combine 2-5 off-the-shelf systems and some paper/email-based systems ChainSync is an online system powered by new web technology - easy to customize, top-notch user interface, no large upfront investment, and more….

•  Dedicated to Franchising: Franchise Brands are our only customers. ChainSync

is 100% focused on creating solutions for Franchise Brands.

•  Proud members of the IFA (International Franchise Association) and the CFA (Canadian Franchise Association).

•  Over 40 Full time staff of which 60+ percent are engineers. All engineers work

at the ChainSync office in the United States and Canada. •  ChainSync engineers are actually engineers. This may sound funny-- but many

engineering companies do not actually use engineers. This is especially true if coding is done off-shore.

About ChainSync

An End to individual User Fee’s

What is wrong with other franchise Systems?

Per user fee’s: The more users you have the more expensive it is every month. This can cause a lot of problems •  To keep costs down, Franchisors only allow a small number of people into the

system. Many employees can’t access the information they need because they don’t have a user account.

•  System gets more and more expensive as you grow. Why should successful

brands be penalized for success? •  Multiple people share a single login. This seems a good way to keep costs

down but comes reduces accountability and no one knows who is doing what.

ChainSync has a Better Way !

ChainSync has no individual user fees: •  No Per User Fee’s: All corporate staff, franchisee’s, and franchise employees can

access ChainSync with no additional fee’s.

•  Since all have access-ChainSync becomes a tool for all to use to keep your brand growing and focused.

•  Companywide system of record: As everyone has access ChainSync—it becomes

the central system used for sharing files, posting updates, discussing ideas, and much more. Everyone is on the same page!

Love your Franchise ! Give everyone the tools they need to succeed.

Desktop, Laptop, Tablet, and Phone - ChainSync works the way you work

The ChainSync Platform

Coding Environment: PHP and HTML Database: My SQL Mobile Compatibility: 100% Hosting: US, Canada, and International available Standard Integrations: QuickBooks Online, E-Mail Marketing, Applications: CRM, Relational CRM, Automated Marketing Email services, News, Dashboards, Triggers, Reporting, E-Commerce, File Library, and much more.

ChainSync Integrates with almost any other System

And many others……..!

Some of our Existing Integrations:!

Tier 1 Data Center hosting for unsurpassed Reliability

Compliance,!Controls,!and!Security!24x7!on8site!security.!Rigorous!controls.!Peace!of!mind.!

High!Performance!Rack!Architecture!BeCer!power,!bandwidth,!and!support!for!each!server.!

Redundant,!Best8in8class!Infrastructure!Redundant!power,!cooling,!and!network!carriers.!

Global!Footprint!More!data!centers.!In!more!locaKons.!Around!the!world.!

Hierarchy of Roles Access and Oversight

Franchisor!(all!locaKons!access)!

Regional!Manager!(regional!locaKons!access)!

Franchisee!(locaKons!owned!access)!

Employee!

Hierarchy of Roles Access and Oversight

Presentation Layer

Business Layer

Data Layer

User Layer (Interface)

Data Sources

POS, CRM, etc.

Services

Platform Structure: User Layer: Customizable user fields, forms, workflows, branding and more. This is the layer that you see as a user. Presentation, Business, and Data Layers: All contain the customizable actions, processes (like email services and marketing automation) and graphics storage. Data Sources/Services: Integrations with outside data such as Quickbooks, POS System, and more. ChainSync’s modern API’s work well with everyone !

•  CRM: Customer tracking, Email

Marketing Automation, and much more.

•  Scheduling: Customer scheduling

booking services, and management.

•  Staff Management: Zee’s have control of staff at their location

•  Learning: Access to LMS with Franchisor provided classes and ability build your own classes for employees.

Applications for the Zee Side

•  Marketing Library: Print Ads, Digital

Ads, Radio, TV, etc. and Zee ad requesting.

•  Financials/Billing Financial reporting and customer invoicing with QuickBooks integration.

•  Shared Library: Access to files uploaded by Franchisor/Regional Management.

•  Dashboards/Reports: Dashboards for KPI’s and Reports.

•  Hierarchy Control: access to all

Zee data company wide, by region, and by location

•  User/Location/Region Management: Admin control of hierarchy.

•  Financials: Access to aggregated sales reports and billing for each Zee location, region, and company wide.

•  Online Store: Supply ordering for Franchisees.

Applications for the Zor Side

•  Dashboards/Reports: Company

wide and regional Dashboards for KPI’s and Reports.

•  Learning Management: Organize training/compliance classes with test taking.

•  Library: Sharing of downloadable files and informational pages.

•  Marketing Library: Upload and tracking of ads for Zee’s and ad request fulfillment tracking.

About ChainSync’s LMS (Learning Management System)

Simple,(Clean(Interface(Easy%for%learners%and%administrators%to%quickly%focus%on%the%course%material%and%not%the%“system”.%%Branded(Site%Your%learners%experience%and%connect%with%your%brand.%From%the%login%page%through%to%%comple?on%cer?ficates%the%experience%reflects%your%brand%standards.%%%Course(Crea6on%The%courses%are%built%within%the%ChainSync%LMS%%can%use%text,%images,%audio,%video,%and%other%media%assets.%%Course(Management%Complex%franchise%structures%are%well%served%by%the%3J?ered%system%of%categories,%courses%and%classes.%These%map%across%mul?ple%roles%so%that%the%right%training%is%delivered%to%the%right%person%at%the%right%?me.%%%Grading(Op6ons(A%course%can%be%graded%as%percent%and%ques?ons%can%be%automa?cally%randomized%%

Dashboards: The Right Organizational Philosophy

Franchise brands record a ton of information. Organization is the only thing that will make your system efficient. •  Any information can be placed on a dashboard but they are generally used for

statistics and task management

•  Dashboards are viewable based on a users role. A CEO’s dashboard might contain company wide/regional/and unit statistics and reports (same store sales comparison for example) but a general counsel’s dashboard might only contain upcoming franchise renewals and compliance statistics.

•  Dashboards are created with the most up-to-date knowledge on interface design, usability, and best practices.

Sales Dashboard Example

Scheduling Dashboard Example

ChainSync’s Modern CRM:

Multi record-relational CRM for Franchise Brands

CRM is the life blood of any service-based franchise. How your franchisee’s manage their leads, clients, and prospects is going to have more effect on their success than any other application.

ChainSync’s CRM Records track more than a single person but links with other records to form relationships. Here are a couple of examples of multiple record relationships:

•  Teacher/Parent/Student

•  Agent/Home Inspector/client

•  Company/Work Crew (or van)/Workers/Clients

•  Franchisor/Franchisee/Driver/Client

Multi-Relational CRM:

Organized hierarchy and relationships


Franchisor, Regional Manager, Franchisee, Driver, Customer all relate.

Each different part of the workflow: •  Has a unique CRM Record

•  Relates directly to other records

•  An action on the one record can automate and action for a related record.

!Student!

Parent!

Teacher!

Classroom!School!

Franchisee!

Franchisor!


Franchisor, Regional Manager, Franchisee, Driver, Customer all relate.

All of the different people in the workflow interact-- and all of them may get different messages since their tasks and responsibilities are so different. Example: Father (Joshua Customer) calls in because Student (Elyse Customer) isn’t feeling well. By just updating a single record the following will automatically happen: •  Class Schedule updated •  Students schedule updated •  Students goals and education plan updated •  Teacher notified of absence •  Invoice and billing adjusted if necessary •  Re-Scheduling options and cancellation confirmation sent to Father (and any other

parent or guardian also related to the student) And…….Once course is complete an offer is automatically sent to parents for the next level course.

Marketing Automation: Automated and Manual Workflows

ChainSync organizes both AUTOMATED tasks and tasks that need to be manually done (like a phone call) within a client or prospects record.

Marketing Automation

One of the best things about franchising is scalability. A workflow set up for one franchisee can be used by all. •  Franchises rarely have the time and expertise to set up effective

email communications and confirmations with customers, leads, and offers on their own.

•  A standardized automated lead nurturing system converts more

leads to life-time customers. When everyone is consistent it is very easy to judge what processes are effective (Especially since the calculations will be made automatically and data aggregated on dashboards.)

Customer Testimonials

“I#love#that#everything#we#need#to#operate#our#centre#is#on#the#system.##Whether#it’s#process#manuals#or#opera:on#materials,##everything#I#need#is#on#ChainSync.##Now#I#can#track#day#to#day#how#my#centre#is#growing#compared#to#the#exact#same#day#last#year.”#!Marie&Eve)Senecal,),)Oxford)Learning)Franchisee.))Brossard,)Quebec)


The#Beauty#of#ChainSync’s#Program#is#how#seamlessly#it#automates#so#many#tasks:##tracking#lessons#and#appointments,#following#up#with#customers,#tracking#leads.##The#amount#of#:me#it#saves#and#data#it#crunches#is#remarkable.##Coupling#these#features#with#a#fool#proof,#customized,#and#automated#marke:ng#program#gives#us#a#dis:nct#compe::ve#advantage.###ChainSync#keeps#our#business#humming.!!Brian)Nelles,)Owner)of)Britown)Music)London,)Ontario.)


“When#I#first#saw#the#franchise#management#system#that#ChainSync#was#crea:ng,##I#know#this#would#be#the#ideal#solu:on#for#running#my#expanding#Franchise#Organiza:on”!!Nick)Whitehead,)Founder)and)CEO)of)Oxford)Learning)Centers)

Thank You !

[email protected]!Mobile:!!647899189090!!

[email protected]!Mobile:!!202824781781!!

ChainSync Overview

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