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.
Knowing that a lead entered your CRM is useful. Knowing where they came from, which campaign generated them, what they consented to, and how that information was captured gives you a much more complete picture. Shape includes extensive marketing attribution and consent tracking fields that can travel with the record throughout its lifecycle. Depending on […]
Managing a team in Shape involves more than looking at sales results. Managers often need to understand whether users are logging in, receiving leads, making calls, responding to opportunities, participating in Shark Tanks, and staying available for the work being assigned to them. Shape includes several user and activity reports that give managers visibility into […]
Getting an inbound call is only part of the story. Managers also need to know whether the call was answered, who received it, how long the conversation lasted, and what happened when a call didn’t connect. Shape’s inbound call reporting gives teams visibility into how incoming calls are handled across their organization. You can use […]
Shape Link Shortener automatically turns long URLs into shorter, cleaner links for text messages and email. It is especially useful for SMS, where long links take up valuable message space, can look cluttered, and may be harder for recipients to recognize or trust. Once enabled, Shape automatically shortens URLs in supported communications, including both manual […]
Shape Phone Validation lets you verify phone numbers in bulk directly from your CRM, helping your team identify invalid numbers before spending time trying to contact them. Whether you are preparing an outbound calling campaign, importing contacts from another system, working aged leads, or cleaning up an older database, Phone Validation gives you more information […]
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.