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.
Shape’s DNC.com integration allows organizations to incorporate Do Not Call screening, Established Business Relationship checks, consent-based rules, and internal DNC management directly into their Shape workflows. Instead of requiring users to manually check phone numbers outside of Shape, administrators can configure when DNC checks occur and how Shape should respond to the results returned by […]
Shape CRM integrates directly with leadPops to provide lenders with a seamless workflow that helps double your leads while boosting closing rates. With leadPops you can create engaging and high-converting lead forms that will flow prospect information directly into Shape to help you start working deals—and building great client relationships— instantly. Never miss out on […]
Connect with active buyers on Zillow and Trulia as soon as they begin their home search into your Shape Software system. Immediately follow up through Shape with drip campaigns for speed to contact and nurture throughout the sales process. What You’ll Need: Your Zillow Rep’s Contact Information A Premium Zapier Account: http://zapier.com A “Zillow” Marketing […]
Why Clear Your Cache & Cookies? Browser cache and cookies should they be cleared regularly because websites and cloud software like Shape are a composition of hundreds to thousands of files at any point to display content in your browser. Browsers (Like Chrome, FireFox, etc) try to do their part to speed up the loading […]
DMARC is a core part of modern email authentication. Major mailbox providers now expect properly authenticated email, particularly from organizations sending at higher volumes. Google requires SPF or DKIM for all senders to Gmail accounts and requires SPF, DKIM, and DMARC for senders sending roughly 5,000 or more messages per day to personal Gmail accounts. […]
Learn how to create, manage, and use pre-recorded voicemail messages in Shape Software to leave consistent voicemail messages faster while remaining compliant with industry regulations. Outbound Voicemail Drop Outbound Voicemail Drop allows users to leave a pre-recorded voicemail message instead of repeating the same message throughout the day. repeating the same message throughout the day. […]
There are very small differences between deleted and inactive users in Shape Software. Deleted users are removed entirely from your system. Inactive/disabled users (a user with an “Inactive” status) remain in the list of users in case you would like to re-activate them at some time in the future. Disabled users essentially have no access […]
Centralized Oversight With Branch-Level Flexibility As organizations grow, their operational needs often become more complex. One branch may specialize in a different product or market than another. An insurance agency may have separate offices dedicated to different lines of business. A mortgage company may have branches with their own branding, lead sources, marketing strategies, phone […]
Prioritized Views help turn your CRM data into organized, actionable work queues. Instead of asking users to search through hundreds or thousands of records to figure out who needs attention next, administrators can build Prioritization Rules that automatically organize records into sections based on your organization’s workflow. Prioritized Views can be used to: Build daily […]
Learn how to connect your Lightspeed Voice account to Shape Software to enable click-to-dial functionality from list pages, records, and other supported areas of the CRM. Lightspeed Voice Click-to-Dial Integration If your organization uses Lightspeed Voice for calling, Shape makes it easy to initiate outbound calls directly from the CRM using your existing Lightspeed Voice […]
Learn how to transfer calls in Shape Software using warm transfers, cold transfers, direct line transfers, ring groups, and QuickFire Blasts. Transferring Calls in Shape Software Whether you’re handing a customer off to another loan officer, transferring a prospect to an insurance agent, connecting a borrower with processing, or routing a policyholder to customer service, […]
Using Google Chrome To start, we highly recommend using Google Chrome as your browser for Shape Software. Chrome supports the latest JavaScript updates and is where we conduct quality assurance testing for new features and improvements. While other browsers can function without issues, using Chrome ensures the best performance and compatibility for daily operations with […]
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.