Shape Software CRM eBook

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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Dani Dunn
Measurable Means More Profitable

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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Automation Saves Tons of Time

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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Reimagine How You Run a Business

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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How Targeted Tools Help You Grow

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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Featured As 1 of 4 New Law Firm CRMs to Consider

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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Streamline Your Business With a CRM

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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How Data & Reporting Can Save You Time and Money

Companies 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?

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Case Closed: The Future of Legal Tech Has Already Been Decided

One 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.

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