Overview
A rapidly growing franchise organization in the sports industry needed to modernize its sales and reporting system. While they had expanded significantly in recent years, their internal processes hadn’t kept pace. Relying on outdated spreadsheets and manual tracking created roadblocks for franchise owners and leadership alike.
They partnered with Media Junction to design a HubSpot system that would streamline operations, automate key workflows, and give leadership visibility into performance across their national franchise network.
The challenge
The franchise had ambitious growth goals, but their outdated systems were holding them back:
- Disorganized sales tracking: Franchisee sales performance was tracked manually in Excel, with little real-time visibility.
- Complex data needs: Leadership needed detailed monthly sales reporting, including online sales, royalties, and historical comparisons.
- Implementation hurdles: Their small internal team lacked HubSpot expertise and struggled to build a system that could scale.
Without a more automated and centralized CRM, leadership risked bottlenecks in reporting, poor franchisee adoption, and limited insights into overall growth.
The solution
Media Junction took a hands-on, project-based approach to onboarding, customizing HubSpot to fit the client’s unique needs.
- Custom pipelines & data architecture: We designed two distinct pipelines (active and historical), with monthly stages and deal-level tracking. This structure allowed them to capture granular sales data without overwriting past records.
- Automated workflows: We built logic-driven automations that generated deals from form submissions and added calculation properties to handle royalties automatically.
- Reporting & dashboards: Each franchisee gained access to a tailored dashboard showing their monthly sales and KPIs. Leadership could view system-wide trends in real time.
- Training & enablement: Rather than building everything for them, we trained their team to own the system. This ensured long-term adoption and scalability.
Results
- Centralized sales hub: All franchisee sales data now lived in HubSpot, with a clear process for tracking and reporting.
- Better decision-making: Real-time dashboards allowed leadership to spot trends, identify underperforming locations, and make data-driven decisions.
- Scalable framework: With their foundation in place, the team had a roadmap for continued growth and the confidence to expand their HubSpot usage.
- Empowered team: Staff who once struggled with fragmented tools now felt equipped and confident managing their franchise data.
Why it matters
This project was more than a CRM migration—it was a turning point for the client’s business. By embracing HubSpot, they moved from reactive reporting to proactive management. Franchisees gained transparency into their own performance, while leadership could finally see the bigger picture.
For a company built on community and growth, this transformation ensured they could keep serving athletes nationwide while scaling effectively.
Key takeaway
A customized HubSpot implementation, combined with practical training, turned a fragmented, manual process into a streamlined sales hub. The result? Greater efficiency, deeper insights, and a roadmap for sustainable franchise growth.