Chief Revenue Officer, Shape Software
Kevin Benner is the Chief Revenue Officer at Shape Software, where he leads revenue, marketing, and customer growth. He brings over 23 years of experience in mortgage lead generation and sales technology.
Looking for the best CRM for your financial or wealth management business? You’re in the right place. In 2024, financial advisors navigate a landscape brimming with complex client needs and dynamic market changes, making specialized CRM systems essential. These CRMs, designed specifically for financial advisors, excel in seamlessly integrating with portfolio management systems to provide […]
Are you seeking a simple CRM that cuts through the complexity and makes your business life a breeze? Look no further! We’re here to guide you through the world of the most straightforward, user-friendly CRMs that don’t compromise on functionality. In this article, we delve into how intuitive each CRM interface is, ensuring that you […]
In 2024, the growing need for efficient lead management has reached unprecedented heights, particularly with the increase in digital transactions and online business operations. Recognizing this demand, the tech landscape has ushered in innovative Lead Distribution Software that goes beyond just basic lead allocation. These systems are crafted to cater specifically to the evolving needs […]
In 2024, the solar industry has seen substantial growth, leading to increased competition and complexities in managing customer relationships, installations, and post-sale services. As a response, the market has produced specialized Customer Relationship Management (CRM) tools designed precisely for solar businesses. These CRMs are not just generic tools repurposed; they’re built to address the unique […]
Tired of cold calling and getting dead leads? Well, we’re here to help! This article provides a highly detailed analysis of advanced strategies for generating free mortgage leads, balancing cost-efficiency with amazing results. We cover both sides of the spectrum: from strategies for acquiring top-tier leads through top lead generation companies to methods for generating […]
Searching for the perfect CRM to help you achieve rocket ship sales growth? It’s no easy feat, there are now hundreds of CRM options specifically designed for sales teams on the market. Every business is different, every sales process has nuance and a CRM stack that works for business A may not work for business […]
As the world of investor relationship management becomes increasingly complex, it’s essential firms adopt CRM tools to streamline workflows, encourage efficient processes and maintain effective communication with investors. By implementing a CRM, you’ll be able to successfully acquire and onboard new parties and ultimately grow your business. Over the past weeks, we have done extensive […]
Choosing the best CRM for insurance agents in 2026 is no longer just about strong contacts – it’s about managing leads, policies, renewals, and client relationships in one centralized insurance CRM software. In today’s competitive insurance market, agents need CRM software that automates follow-ups, organizes client data, and supports consistent communication across email, phone, and […]
Are you a loan officer struggling to drive referrals? Do your current marketing strategies yield poor results? Unsure how to ask a realtor for business? Shape is here to help! In this comprehensive blog post, we’ll show you how to market to realtors as a loan officer, and make your mortgage business attractive to real […]
Let’s start with a simple assumption to make this article worth your time: you care about your business. Because if you don’t, there’s really no point in going further. The bottom line? Whether you’re already using CRM technology, or you’re planning to start using one soon, you’re probably asking yourself one simple question: “Is it […]
In today’s digitized age, the evolution of email communication is paramount. The tried-and-tested email is no longer a tool for simply sending periodic newsletters or transactional messages; it’s now a sophisticated medium to nurture leads, engage customers, and drive conversions. As we venture into 2024, email automation software is at the forefront of this transformation, […]
CRMs are now ubiquitous for businesses across all industries with up to 91% using a CRM to grow and maintain their operations. In 2024, there are hundreds of options on the market, from general purpose CRMs to those specifically designed to service almost any industry. We know first hand how challenging it can be to […]
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.