Senior Project Manager, Shape Software
Dani Dunn leads enterprise client management at Shape Software, where her team supports some of the platform's largest customers. She has been with Shape for over a decade, giving her deep hands-on expertise in CRM implementation and workflows.
Referral relationships can be some of the most valuable sources of business, but only if you can clearly see who is sending opportunities, what happened to those referrals, and which partnerships are actually producing results. Shape Referral Tracking connects referral partners directly to the records they generate so you can follow those relationships over time. […]
How to Utilize Outbound Webhooks from Shape A webhook is a way for an app to provide other applications with real-time information. A webhook delivers data to other applications as it happens, meaning you get data immediately. Creating an Outbound Webhook The first step in creating and consuming a Shape webhook is getting the URL […]
How do you Search for Records in Shape? If you’re new to Shape, you may be wondering where to find certain customers. You can search for records either in a specific record type list, or you can search system-wide. To search on Shape, follow these steps: Use the Master Search feature To do a system-wide […]
SMS templates in Shape Software help your team send faster, more consistent text messages without making every conversation feel scripted. Instead of repeatedly typing the same follow-up, reminder, introduction, or check-in, you can create reusable SMS templates that users can quickly select when texting. Those same templates can also support larger workflows, including bulk texting, […]
Configuring User Permissions to your Reporting Pages Manage access to your system reporting pages and analytics through Report Access Permissions. Define what admins, directors, managers and basic users can see in their “Reports” section. Utilize the check boxes on this page to determine what User roles (user, manager, director, admin, portal user, partner user, and […]
In this guide, we will outline the workflow between EverQuote and Shape to ensure a smooth integration and transition for new EverQuote customers starting with Shape. The following sections detail the steps for getting started and provide information about the integration process. Integration Requirements Shape Account with Admin Access EverQuote Account Integration Capabilites Receive new […]
Tracking Your Marketing Data Shape’s Marketing Compliance tab allows you to track the effectiveness of your marketing campaigns, optimize your marketing spend, and gain insights into customer behavior. By capturing UTM (Urchin Tracking Module) data, you can measure which campaigns drive traffic and conversions, calculate key metrics like CPC (Cost Per Click) and CAC (Customer […]
Integration Requirements Shape Software Account with Admin Access RETR Account Integration Capabilities Receive Agents from RETR automatically to Shape Receive Loan Officer Recruits from RETR automatically to Shape How to Connect Shape to RETR Connecting Shape to RETR is very easy and can be accomplished in just a few steps: Once connected, endpoints for each […]
Enhance your sales team’s effectiveness with visually appealing, customized marketing templates seamlessly integrated into your Shape instance. To get started with the Content Management System (CMS), reach out to your Account Manager or email us at help@setshape.com. Using Pre-Built Design Templates in Shape’s CMS Platform Shape’s CMS platform provides a wide range of pre-built design […]
What is EZLynx? EZLynx is a valuable platform for insurance agencies, primarily known for its comparative rating engine and agency management system. It enables agents to generate real-time quotes from multiple carriers, manage policies, handle claims, and store documents efficiently. Integration Benefits Shape and EZLynx work seamlessly together by combining Shape’s lead management and CRM […]
Keeping Notes on Records in Shape Although there are a few places to add notes in your CRM, depending on your template and tabs enabled, the primary area to add and view notes about a record in the system is on the left-hand productivity sidebar. Here, you can and, edit, and view record note history […]
What is a Marketing Source in Shape? Marketing Sources in Shape are utilized by your lead providers to post lead data automatically into Shape! With the Marketing Sources settings page, you can effortlessly add and edit your lead sources within the system, gaining insights into the most successful ones. This feature offers a range of […]
Shape gives sales and marketing teams one place to capture leads, automate follow-up, and close more deals. Book a walkthrough and we’ll show you how it maps to the way your team already works.