Which section of the Byrider FDD outlines how to track activities in CRM (Customer Relationship Management)?
Byrider Franchise · 2025 FDDAnswer from 2025 FDD Document
| Purpose | 10.1 |
|---|---|
| Sales Associate's Timetable Overview | 10.2 |
| Finding a customer in Discover Sales Control | 10.3 |
| PROCEDURE: Locate a customer using "Last 20 Customers" in Discover | 10.3 |
| Tracking your activities in Discover | 10.4 |
| The Activity Sheet in Discover – My Goals and the Plan to Get There | 10.21 |
| The Applications tab in Discover | 10.09 |
| PROCEDURE: Monitoring applications using the Applications tab in Discover | 10.09 |
| Sold customers – red alert (Discover) | 10.13 |
| PROCEDURE: In Discover, initiating a red alert for a sold customer with an active account | 10.13 |
| Customer Relationship Management (CRM) | 10.14 |
| Tracking your activities in CRM (Customer Relationship Management) | 10.16 |
| Help features on the CRM dashboard | 10.17 |
| Dashboard notifications in CRM | 10.18 |
| Tracking your goals on the CRM dashboard | 10.19 |
| The lead book on the CRM dashboard | 10.23 |
| Using the customer profile screen | 10.28 |
| PROCEDURE: Completing a call in CRM (Customer Relationship Management): | 10.33 |
| PROCEDURE: Recording a customer referral in CRM | 10.35 |
| PROCEDURE: Revert a lead to the "New" category | 10.39 |
Source: Item 23 — Receipts (FDD pages 88–335)
What This Means (2025 FDD)
According to Byrider's 2025 Franchise Disclosure Document, Item 23 outlines various procedures related to Customer Relationship Management (CRM). Specifically, section 10.16 details how to track activities within the CRM system. This is crucial for Byrider franchisees as it provides a structured approach to managing customer interactions and sales processes.
Additionally, the FDD provides further guidance on CRM usage in other sections. Section 5.34 explains how to record prospect information in CRM, while section 5.40 details the procedure for recording customer reminders, notes, and memos. Section 5.51 outlines the process for scheduling appointments using the CRM system. These multiple references highlight the importance of CRM in Byrider's operational framework.
Furthermore, the document includes procedures for assigning leads (section 11.40), monitoring recent leads (section 11.42), and managing 'dead' deals (section 11.43) within the CRM. There are also instructions for setting up and editing Sales Associate goals in CRM (section 11.32). These detailed instructions suggest that Byrider places a strong emphasis on utilizing CRM for lead management, sales tracking, and overall customer relationship management, which are all vital for a franchisee's success.