A couple of years ago, Forrester analyst, Andy Hoar famously declared, "we believe one million [sales] jobs will be net displaced by 2020." Let's face it. For most people, navigating the mortgage application process is no walk in the park. What can you do to make it as simple and seamless as possible?
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When it comes to marketing, attorneys get a bad rap. From ambulance chasers to piggybacking the firm next door, there's a reputation of resorting to all kinds of lows to get leads. But will those things really give you the ROI you want? We consulted with some of the legal industry's biggest experts to help you cut through the hype and find out what tactics really work for generating free or low-cost leads for your business.
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The use of e-signature solutions once felt as revolutionary as email, and if your law firm used any kind of e-signature software, you felt at least a half-step ahead of the competition. Now, though, everyone from real estate companies to financial institutions to your competition has caught up, meaning it’s important to take that next step. To continue as a client-first practice with an up-to-date toolset, as well as improve your relationship with your clients, you must combine e-signature solutions with your customer relationship management software.
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We are excited to announce that the newest addition to the Shape team is longtime digital marketer Adam Wood. As the company's new Marketing Director, Adam will help craft the content and marketing strategy and oversee the nascent Marketing team to help Shape expand its footprint in a variety of new and existing verticals.
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Whether it's live transfer leads, trigger leads or anything in between, if you're looking to bring in a steady source of online leads for your lending business, you better be ready to put some serious cash on the table. Focus your efforts on the best sources of low- to zero-cost leads. If you're not sure where to start, don't sweat it. We've rounded up actionable tips from some of the best originators in the biz.
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The real estate industry is no exception to the technological disruptions caused by constantly evolving business practices and innovations. Traditional methods of conducting business are increasingly falling out of favor due to their inherent inefficiencies that restrict growth and limit success. The transition to technology-intensive methodologies and processes drives efficiency, increases productivity, and escalates your digital presence.
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Despite its reputation as an analog and legacy industry (paper intake forms, anyone?), the legal profession has been slowly but surely moving into a 21st-century mindset thanks in part to some cutting edge software tools aimed at improving the client conversion and retention process. Now more than ever, practices large and small, from immigration to PI, have a wealth of options to help them nurture and convert more leads, get documents signed online, and increase client satisfaction.
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One of the best ways to prepare is to leverage your existing data resources and squeeze every cent of profit from your lead list. A practical and powerful CRM can help you accomplish this goal. In this piece, we will explore some CRM-centric steps that real estate professionals can use to prepare for the next downturn.
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We are proud to welcome Daniel Kimm to Shape Software as Vice President of Sales. In this role, Daniel will help lead our team and will consult with new clients to provide them with the best software solution for their needs. Daniel will also be part of the executive leadership team and will help develop Shape’s strategic initiatives.
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More and more services are moving online. As of writing this, millennials have the most spending power of any generation in America today). Thinking forward about which parts of your daily operations can move online to appeal to this growing prospect segment is a critical part of the paradigm shift we mentioned above. Don’t worry, when it comes to implementing these processes with Shape, you truly have nothing to fear. Here are a few ways we can help you avoid getting left behind.
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Do you know your marketing ROI? Most effective lead channels? How many projects you took on last year and what your total profit margin was? Any successful business owner, whether they have five employees or 500, knows the ins and outs of this kind of data. Should you be trying content marketing to attract prospects? Are the leads you buy online actually converting? The right CRM will give you all these answers and more.
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Running your business on a CRM provides the unique advantage of automation. According to Gartner research, 85% of consumers expect to deal with some form of AI (artificial intelligence or automation) from small and medium-sized businesses by 2020. Whether it comes via online lead capture, custom email sequences, text messaging, or streamlining your onboarding, with a good CRM you can leverage automation in dozens of ways to improve your business!
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To really compete in the new business landscape, you need to embrace change. A CRM is more than just a tool (though it is an awesome one). It represents a paradigm shift for you, your staff, and your customers. Yet thousands of businesses we speak to every year are hesitant to make the switch. Why? In a word, fear. Fear of change. Fear of the unknown. Fear of learning a new system. Fear of doing it all on your own.
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In today’s competitive landscape, precision is key. Potential clients want to know that you understand their fears, concerns, and questions and can provide the advice and answers that will instill trust and win their business. You can’t do this by sending out the same mass emails to everyone in your database. Instead of taking a half-hearted one-size-fits-all-needs approach, you can use a CRM that will help you segment and target different sets of prospects and clients with unique, specific, and helpful messaging.
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Practice management solutions handle the entirety of the firm’s business functions — including accounting, reporting and even marketing. Case management systems, on the other hand, focus on the firm’s internal needs regarding the processing and storing of case and client data. CRM software helps you manage your business relationships effectively and assist with the logistics of handling your client relationships, allowing you to manage leads and extract data to help you analyze relationships, your sales pipeline, and your success rate with leads and clients.
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How can you expect to grow if you cannot effectively and efficiently service your leads and clients? Instead of consistently putting in extra hours, hiring more staff, or repeating the same work over and over again, it’s time to become a SMART business that runs on a CRM.
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How can a CRM help you streamline your business? For starters, think about all the various tools and subscriptions you may already be using on a daily basis. What if you could take all of these costly tools that serve just a singular purpose, and replace them with one affordable solution that helps you more effectively achieve your business goals? That’s precisely what a CRM like Shape does!
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A CRM makes business owners’ (and operators’) lives so much easier through powerful automation tools and workflows, which keep projects moving, improve transparency across organizations, and generate meaningful data reporting. With the details of the day-to-day handled, that leaves space for more strategic and significant business decisions to occur.
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