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.
Read MoreMore 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.
Read MoreDo 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.
Read MoreRunning 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!
Read MoreTo 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.
Read MoreIn 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.
Read MorePractice 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.
Read MoreHow 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.
Read MoreHow 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!
Read MoreA 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.
Read MoreCompanies often overlook the importance of gathering data on their leads and current customer base. Running reports on this data offers you a chance to decrease costs and save you time because you are learning more about your prospects and what it takes to convert them into long-lasting customers. Focus your efforts on marketing strategies that actually work, because why money and put in excess effort on campaigns that do little to benefit your business?
Read MoreA new wave of marketing methodology that has popped up across all industries. By decreasing the barriers for entry and streamlining everyday business offerings with Shape Mortgage Software, companies can provide a level of service that exceeds expectations.
Read MoreGood new sellers! 2018 is proving to be a strong year across the board. With more prospects than properties, the real estate industry is thriving. Do you have everything it takes to keep your business successful? Check out our top picks for how to make the most of this prosperous time now while continuing to scale grow
Read MoreAt Shape, we believe in giving you all the tools necessary so that disaster never has an opportunity to strike. Shape’s solar specific software will prepare you for the onslaught of business that is heading your way, giving you every advantage to manage new leads and nurture current relationships.
Read MoreOne way to better connect with customers while still engaging in a culture of excellence is with the right CRM. By documenting client conversations, streamlining paperwork processing, and making business decisions based on accurate reports that state facts (not opinions), you’ll be able to tap into the really specific tasks required for keeping your clients and your firm happy at the same time.
Read MoreIntroducing Shape. You know, for minor things like increased profits, and an empowered workforce. Dare we say – a happy workforce? Yes, you really can have it all with Shape’s features, workflows, integrations, and cloud software you can grow like a company twice your size by leveraging technology and automation.
Read MoreHow can real estate agents and brokers expected to connect to the public without adding to the frustrating surge of obvious promotional material? We’ve put together some tips for how to authentically communicate with your audience in a way they’ll actually enjoy.
Read MoreShape’s comprehensive, intuitive, cloud software is specifically built for the solar industry, giving you real-time results for increased productivity with the ability to deliver faster, more accurate proposals, leading to your share of those 4 million installations.
Read MoreShape is an all-inclusive cloud software specifically built for the mortgage industry. Now instead of managing the massive details of every customer and every loan with multiple systems, you can streamline, exhale and behave as if you’ve just returned from a spa vacation.
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