Case Study: 7-Eleven creates a unified franchise communications portal with TruPresence

Creating a Unified, One-Stop-Shop Portal for All Franchise Communication

7-Eleven partnered with TruPresence to expand its use of Salesforce and address three key needs: better franchise sales lead management, a more sophisticated portal for franchisees and store managers, and a portal for field managers to conduct quality assurance visits. Using TruPresence’s Salesforce app and Advanced Portals, 7-Eleven aimed to replace a limited legacy lead management system with a more dynamic, personalized experience built on Salesforce.

TruPresence implemented a Salesforce Experience Builder–based franchise sales portal, a store merchandising portal, and a quality assurance portal, integrating with 7-Eleven’s data warehouse, ERP system, and Twilio for SMS. The solution preserved legacy data, migrated 170 email templates, and streamlined lead workflows while improving real-time communication and personalization. Results included greater sales process flexibility, improved efficiency, and an estimated $1.3M in annual cost savings from the unified store communications portal.

7-Eleven