How Payroll Vault Standardized Sales & Marketing Across 59 Franchisees 

Payroll Vault, a national payroll and HR services franchise network with over 59 independently owned locations, needed to replace its outdated CRM system to standardize sales and marketing processes across the network. The existing platform offered limited visibility, inconsistent reporting, and manual lead routing, hindering both corporate oversight and local franchise efficiency.

To address these challenges, No Bounds Digital led a full CRM transformation to HubSpot, focusing on centralized pipeline management, automated lead routing, and consistent lifecycle tracking.

The result was a high-adoption, unified CRM environment that improved lead conversion, shortened sales cycles, and equipped both corporate and local teams with actionable insights through tailored dashboards and automation.

Download the case study showcasing:

• How No Bounds Digital migrated 59 franchise locations from FranConnect to a centralized HubSpot CRM.
• The creation of a shared global deal pipeline with standardized lifecycle stages.
• Deployment of automated lead routing using postal code logic.
• Delivery of a 12-week enablement plan, training over 200 users across multiple roles.
• How dashboards for corporate and franchisees improved visibility and performance tracking.
• Measurable results in the first 30 days.