PuroClean
Salesforce
Confidential · PuroClean Corporate Leadership

The Franchise Network
Intelligence Platform

How Salesforce transforms 500+ independently operating franchises — each running their own tech stack, tracking their own jobs — into one governed intelligence network with complete visibility from corporate to crew.

Sales Cloud Mulesoft Tableau Field Service Data Cloud Agentforce
500+
Franchise Locations
Across 50+ states with zero unified corporate data view today
20%
Network Visible
Franchise data reaching corporate — 80% operates in the dark
41%
Estimate Close Rate
At one $22M franchise — 240 open estimates sitting untracked
$0
Storm Revenue
Proactive franchise outreach during weather events today

Hover the cards above · Use ↑↓ arrow keys to navigate

The Problem

Four Revenue Leaks
Draining PuroClean's Growth

Hover each card to reveal the Salesforce solution — or click to keep it open.

Each card flips to show the direct Salesforce solution
Pain 1

Franchise Data Blindspot

Corporate sees only 20% of what's happening across 500+ franchise locations. Dash, PSA, Albi, and PuroLogic all feed data inconsistently — or not at all. CJ: "It drives me crazy."

20%
Network Visible
500+
Untracked Locations
Hover to see solution →
Salesforce Solution

Mulesoft + Tableau Network Intelligence

→

SPAR API standard requires every approved job management system to feed the corporate data lake — standardized nomenclature enforced automatically via Mulesoft Anypoint

→

Tableau surfaces exec dashboards, RD regional scorecards, and franchise-level compliance — Phase 1 goal: 90% network data coverage by December 2026

→

CJ, RDs, and Mark Davis see the entire network live — job volumes by state, compliance rates, close rate benchmarks across all 500+ locations

From 20% visibility to 90% — every franchise location becomes a live data point in a governed corporate intelligence map.

Pain 2

Fragile Integration Architecture

Nick (CIO) hand-codes every point-to-point integration. As SPAR scales from 1 to 5+ vendors, each new system = new custom build. Totality actively blocks APIs. CJ: "If he gets hit by a car, we lose everything."

1→5+
Vendors Growing
0
Governed API Layer
Hover to see solution →
Salesforce Solution

Mulesoft Anypoint — Governed Integration Platform

→

350+ pre-built connectors handle Dash, PSA, Albi, QuickBooks Online, FranConnect, XactAnalysis — no custom code per vendor. CJ: "This is how I sell it to Nick."

→

Full API lifecycle governance with SOC 2 documentation — CJ hands this to every SPAR vendor as a compliance requirement at contract signing

→

Nick governs strategy, not syntax — bus-factor risk eliminated. New SPAR vendors plug in; no new custom builds required ever again

Governed platform replaces single-person dependency — scales automatically with every new SPAR vendor at zero additional custom dev cost.

Pain 3

Franchise Funnel Leakage

One franchise owner had 240 open estimates with zero tracking or follow-up. Close rate: 41% on a $22–23M business. CEO John Suker: "We need to win our singles and doubles." Dash is a technician tool, not a sales tool.

41%
Estimate Close Rate
240
Untracked Estimates
Hover to see solution →
Salesforce Solution

Sales Cloud — Franchise Revenue Engine

→

Every estimate becomes a tracked Sales Cloud Opportunity — stage history, SLA timers, follow-up tasks. 240 open estimates become a managed, visible pipeline

→

BDRs and estimators see what they own, who needs follow-up today, and what their close rate is — right from the mobile app or desktop

→

ATI Restoration proves full restoration operations run on Salesforce — Xactimate integrated, CRM, Field Service all unified at scale in this exact industry

41%→51% close rate on a $22M franchise = $2.2M recovered annually. Multiply across 500 locations for the network opportunity.

Pain 4

No Proactive Revenue Intelligence

Historical job data sits in the lake but PuroClean can't trigger outreach during storm events, hail seasons, or flood windows. No RD scorecards, no compliance alerting, no franchise coaching. Everything is reactive.

$0
Storm Revenue Today
0
RD Live Dashboards
Hover to see solution →
Salesforce Solution

Tableau + Agentforce Storm Intelligence

→

Tableau overlays weather event data with historical job addresses — every storm becomes a proactive outreach opportunity, automatically identified before competitors call

→

RD scorecards give each regional director a live view of franchise compliance, job volumes, and close rates — coaching becomes data-driven, not gut feel

→

Phase 3: Agentforce triggers automated text outreach to franchises in storm-affected regions — converting weather events into tracked revenue within hours

From reactive to proactive — historical job data + weather intelligence = revenue opportunities found before competitors arrive.

The Platform

Four Clouds, One Intelligence Network

Sales Cloud
Phase 1 · 10 Seats

BizDev (8 seats) + SPAR program (2 seats). Every estimate is a tracked Opportunity — Elizabeth wants to start today. ATI Restoration runs their full restoration operation on Sales Cloud + Xactimate.

Opportunity Mgmt Pipeline Visibility Mobile App
Mulesoft Anypoint
Phase 1 · API Governance

350+ pre-built connectors. Dash, PSA, Albi, QuickBooks Online, FranConnect, XactAnalysis — all governed in one platform. No more custom Nick builds. SOC 2 docs become a SPAR vendor contract requirement.

SPAR API Standard 350+ Connectors SOC 2 Docs
Tableau
Phase 1–2 · Network Intelligence

Phase 1: CJ + Mark Davis get the full executive network dashboard. Phase 2: Each RD sees their region. Phase 3: Franchise profitability coaching powered by QuickBooks + Tableau. Storm intelligence overlay in Phase 3.

Exec Dashboards RD Scorecards Storm Overlay
Agentforce + Data Cloud
Phase 3 · Proactive Revenue

Historical job addresses + weather event data = Agentforce triggers automated text outreach to franchises in storm-affected areas. First restoration company to turn weather intelligence into proactive revenue at scale.

Storm Outreach AI Agents Unified Data

Industry Proof: ATI Restoration runs their full restoration operation on Salesforce — CRM, Field Service, and Xactimate integrated end-to-end. Signal Restoration (also owned by Mark Davis) is already a Salesforce CRM customer. The path is walked by companies PuroClean already knows. CJ Bailey is pioneering the first open-vendor network intelligence platform in the industry — and three other franchise restoration groups are watching.

Data Architecture

How Franchise Data Becomes
Network Intelligence

Click each step in the flow to see how data moves from individual franchise operations to executive intelligence at corporate. Today only 20% of this data reaches its destination — Salesforce closes the gap.

Franchise
Job completes

500+ franchises each record jobs in their own system — Dash, PSA, Albi, or PuroLogic. Today: inconsistent data, inconsistent fields, no standardization.

SPAR API
Standardized

CJ's SPAR API standard enforces uniform field nomenclature across all approved job management systems. New vendors must comply at contract signing — Mulesoft enforces it automatically.

Data Lake
Governed store

PuroClean's existing corporate data lake receives all franchise feeds. Mulesoft adds API governance and error handling. Historical job addresses, job types, and franchise performance all stored and queryable.

Tableau
Live intelligence

Tableau surfaces exec dashboards, regional director scorecards, and franchise-level compliance metrics. Phase 2: weather overlay identifies storm revenue opportunities automatically for every affected franchise.

Agentforce
Proactive action

Historical address data + live weather events → Agentforce automatically triggers franchise outreach texts during storm events. First restoration network to turn weather intelligence into proactive revenue capture.

Click any step to see how data flows through PuroClean's new intelligence architecture.

Integration Architecture

From Spaghetti Architecture
to Governed API Platform

✕

Before: Nick's Custom Code

Risk

Every vendor = new custom build by Nick personally

Bottleneck

One CIO is the entire integration layer — bus factor = 1

Vendor Resistance

Totality blocks APIs — no visibility, can't enforce SPAR

Data Quality

Inconsistent field names, missing records, silent failures

Result

20% of franchise data reaches corporate — 80% dark

✓

After: Mulesoft Anypoint

Governance

350+ pre-built connectors — no custom code per vendor

Scalability

New SPAR vendors plug in at contract — zero dev cost

Compliance

SOC 2 docs become vendor contract requirement via SPAR

Data Quality

Standardized nomenclature enforced at every feed point

Result

90%+ franchise network coverage — CJ sees everything

CJ

"I want to be able to tell Totality: you need to open your APIs or you're off the SPAR approved vendor list. Mulesoft gives me the compliance documentation and the governance framework to enforce that conversation."

AI & Analytics

Intelligence Layers — Click to Expand

⚡
Agentforce — Proactive Storm Revenue (Phase 3)
Weather event + historical address → automated franchise outreach

Agentforce monitors weather APIs for hail, flood, and storm events overlaid against historical job addresses in every franchise territory. When a storm event triggers, Agentforce automatically sends franchise-specific outreach messages — "You served 47 properties on this block 3 years ago — they need you again." First restoration network to operationalize weather intelligence as proactive revenue.

📊
Tableau — Network & Executive Intelligence (Phase 1–2)
Exec dashboards, RD scorecards, franchise compliance metrics

Phase 1: CJ Bailey and Mark Davis see the full PuroClean network in a single executive dashboard — job volumes by state, franchise compliance rates, open estimate counts, and close rate benchmarks across all 500+ locations. Phase 2: Each Regional Director gets their own regional scorecard. Phase 3: Franchise-level profitability coaching powered by QuickBooks Online + Tableau — field techs and owners see their own performance metrics.

🔗
Mulesoft Anypoint — Governed Integration Layer (Phase 1)
SPAR API enforcement, 350+ connectors, SOC 2 compliance

Mulesoft sits between every franchise job management system and the corporate data lake. The SPAR API standard becomes a contract enforcement mechanism — vendors who don't publish to the API standard are off the approved list. Nick governs the strategy, not the syntax. Dash, PSA, Albi, QuickBooks Online, FranConnect, and XactAnalysis all connect via pre-built Mulesoft connectors — no custom code per vendor ever again.

🗄️
Data Lake — Existing Foundation (Enhanced)
PuroClean's current data lake — retained, enhanced, governed

PuroClean's existing data lake is not replaced — it's governed. Mulesoft adds API validation and error handling at the ingestion layer. Historical job addresses, job types, franchise performance, and insurance carrier data are all preserved and queryable. Salesforce does not require a rip-and-replace — the lake is PuroClean's asset.

🏠
500+ Franchise Locations — Job Management Systems
Dash · PSA · Albi · PuroLogic — franchise autonomy preserved

Franchises choose their own approved job management system — the SPAR open-vendor model is the entire point. CJ: "I'm not going to mandate the tool they use. I'm going to mandate the data standard." Each franchise keeps their existing system; they only need to ensure their vendor publishes to the SPAR API standard. Franchise autonomy is preserved; corporate visibility is enforced.

Executive View

What CJ & Mark Davis
See on Day 1

487
Active Locations
↑ 12 vs. last quarter
94%
SPAR Compliance Rate
↑ from 20% baseline
$4.2M
Open Pipeline (30-day)
Previously untracked
3
Storm Events Active
Outreach triggered

Franchise-level performance — RDs see their region; CJ sees the full network.

Franchise System Close Rate Open Est. SPAR Status
PuroClean Pacific NWPSA51%18✓ Active
PuroClean SoutheastAlbi41%47⚠ Pending
PuroClean DallasDash48%22✓ Active
PuroClean ChicagoTotality33%84✕ API Blocked

Sales Cloud opportunity pipeline — previously invisible in Dash and spreadsheets.

Qualified
$6.2M
148 opportunities
Proposal Sent
$3.8M
92 opportunities
Close This Month
$1.4M
34 opportunities
⚡

240 previously untracked estimates across the franchise network are now visible, tracked, and assigned. Automated SLA follow-up tasks fire at 48h and 7-day marks for every open opportunity — close rate target: 51%.

Business Value Calculator

What's the Value
for PuroClean?

Adjust the sliders to model the potential business impact. All formulas are transparent — hover any output card for the calculation logic.

Active Locations Tracked500
Avg. Revenue per Location ($M)$1.2M
Current Estimate Close Rate (%)41%
Close Rate Improvement (pts)10
Annual Revenue Recovered
$0
From improved estimate close rate across active locations
Net Margin Impact
$0
At ~60% gross margin on tracked service revenue
Pipeline Uncovered (30-day)
$0
Previously untracked estimates now in Sales Cloud
Estimated ROI
0×
Based on 10-seat Sales Cloud deployment
Custom Integrations to Retire8
Dev Hours Saved / Yr (per int)120h
Avg. Dev Cost ($/hr)$175
Network Data Coverage Gain (%)70%
Dev Cost Savings / Year
$0
Custom integration maintenance eliminated via Mulesoft
Bus Factor Risk Eliminated
High → Zero
Nick's custom code retired; governed platform takes over
Additional Visible Revenue
$0
Franchise revenue now visible to corporate from dark 80%
3-Year Integration Savings
$0
Dev savings compounded; new SPAR vendors at zero add'l cost
Storm Events / Year (network)18
Franchises Triggered per Event22
Avg. Job Value ($)$4,200
Conversion Rate from Outreach (%)8%
Outreach Messages / Year
0
Automated Agentforce messages to franchise contacts
Jobs Created via Storm Intelligence
0
Jobs that would not have been booked without proactive outreach
Storm Revenue Captured
$0
Net new revenue from weather event outreach — was $0 today
3-Year Storm Revenue
$0
Compounded across all storm seasons, all franchise territories
Growth Roadmap

Three Phases to Full
Network Intelligence

Phase 1

Foundation & BizDev

Now → December 2026
🏗️
  • →Sales Cloud — 10 seats (8 BizDev + 2 SPAR program)
  • →Mulesoft Anypoint — Dash + PSA live feeds
  • →Tableau Phase 1 — executive network dashboard
  • →90% network data coverage target
  • →CJ Bailey: December 2026 go-live target

Champion: CJ Bailey, VP Software Management
Stakeholder: Nick (CIO) governs Mulesoft architecture

Phase 2

Network Intelligence

Q1 2027
📊
  • →Add Albi + QuickBooks Online integrations
  • →RD regional scorecards — each director sees their region
  • →Franchise close-rate tracking and SLA compliance alerts
  • →Field Service on SPAR approved vendor list
  • →FranConnect integration for franchise compliance

Signal Restoration also in scope — Mark Davis already a Salesforce customer. Parallel deployment possible.

Phase 3

Agentforce & Profitability

Q2–Q3 2027
⚡
  • →Agentforce storm outreach live — automated per-franchise texts
  • →Full franchise profitability view — QuickBooks + Tableau
  • →Franchise coaching scorecards driven by real performance data
  • →XactAnalysis integration for insurance carrier workflows
  • →Industry first: weather intelligence → automated revenue pipeline

3 other major franchise restoration groups are watching CJ's implementation. SPAR model becomes the industry standard.

Next Steps

Three Steps to
December 2026 Go-Live

CJ has a stated December 2026 target. Three other franchise restoration groups are watching. This is the moment to move.

1

Q4 2026 Technical Review

Confirm Mulesoft + Data Lake architecture with Nick and CJ. Scope the Dash and PSA API feeds. Validate SPAR enforcement mechanism.

2

Sales Cloud BizDev Pilot

Elizabeth's team starts Day 1. 10 seats, all estimates in the system, SLA follow-up automated. Close rate benchmark established in 30 days.

3

Exec Dashboard Live

CJ and Mark Davis see the full network in Tableau. December 2026: the first time PuroClean corporate can see the entire franchise network in real time.

Schedule Q4 Technical Review → 📄 View Executive Summary

The Stakes: CJ Bailey is building the first open-vendor franchise intelligence platform in the restoration industry. Three other franchise groups are watching. ATI Restoration already proves Salesforce runs full restoration operations. The question is whether PuroClean leads — or watches someone else set the standard first.