Upgrade and Replacement of the Leads Management Platform

Client

context

Jan-Pro Systems International is a global organization specializing in franchised commercial cleaning services. Its model operates on a three-tier structure: territories are franchised to Regional Franchise Developers (RFDs), who are responsible for selling cleaning and disinfection franchises to Certified Business Owners (CBOs). These CBOs then deliver services directly to their clients. Currently, JPSI has over 120 Regional Franchise Developers worldwide and more than 10,000 Certified Business Owners.

Jan-Pro Systems International faced data visibility challenges regarding its franchisees, resulting in time-consuming and complex reporting processes. Additionally, the lack of a structured operational platform for some franchisees compromised data quality and required duplicate data entry.

Solutions

Replace multiple CRMs used by franchisees with a single, end-to-end CRM solution.

Implement an integrated solution that can scale and adapt across multiple versions.

Enhance the autonomy of Regional Franchise Developers with reliable and robust technology.

Gains

An optimized solution for sales processes, tailored to the specific needs of target markets and Jan-Pro operations.
Simplified access to sales data analysis and reporting for JPSI franchisees.
Reduction of duplicate data entry through end-to-end integration of lead admission forms (web, call center, etc.), CRM, and operational software.

Satisfaction and achievement of objectives

Satisfaction with interventions

TESTIMONIALS

Working with NSI has been a remarkable experience for both our department and our company. The support and expertise provided by the team have been nothing short of exceptional.

Having Mika as our Main Advisor has been one of the most positive developments for us. His deep understanding of our business, combined with his ability to engage thoughtfully with all our customers, has proven invaluable. Julie, Mika, and Gabriel consistently bring well-thought-out solutions to the table.

The entire NSI staff has been fantastic to collaborate with. Their professionalism, paired with genuine kindness, makes them a breath of fresh air in the industry. We feel truly heard and supported, which has made our partnership both effective and rewarding.

Thank you, NSI, for your outstanding service!

Aleja Isaias
Product Owner

We have been blessed to have Aleja, Andrew, Stephanie and Laura Lee from Empower/JPSI, as well as Mika from NSI alongside my staff for most of our on-boarding. So far, we are impressed with Zoho’s capabilities with creating reports to track our prospects, lead-generation and staff effectiveness. Entering data and editing data already entered is quick too.

Coming from Lodestar with what was an easy interface compared to Masterview, Zoho is even easier for us to navigate, and quicker to utilize with fewer steps to process franchise and account leads. Calendar integration of Zoho with my employees is also better than it was in Lodestar

Sean Hassan
Owner

Switching from one CRM platform to another can often be challenging. However, migrating to Zoho proved to be remarkably smooth. The transition process was not only easy, but the assistance provided by the Project Team significantly simplified the entire experience. From the initial stages to the present moment, I couldn’t be more pleased.

Paul Butka
Director of Sales