How to Run a SMART Business - Shape Software - Automate your business!

How to Run a SMART Business

What is a SMART Business?

Consider, if you will, the staggering fact from a Nucleus Research study that over 91% of businesses with more than 11 employees use a CRM (2). Now, compare that statistic with this one: just 50% of companies with 10 employees or less use a CRM. Even worse? Only 18% of first-year businesses adopt a CRM.

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.


Hoping your sales team follows up with a prospect before your competition snags them, or doing manual data entry on every incoming new prospect? Use a CRM.

Benefits of a Streamlined Business

  • Spend less money on a bunch of different software tools $$
  • Build repeatable, consistent sales and client onboarding processes
  • Spend less time doing manual client tasks and data entry
  • Keep tabs on your business all in one place


Tired of pouring money into ineffective lead channels online, not knowing what kind of client prospects convert the best, or how efficient every member of your team is? Use a CRM.

Benefits of Measuring Your Metrics

  • Understand your top converting lead sources
  • Use your marketing budget more effectively for best ROI
  • Get insight into your top clients to help nurture relationships and boost referrals
  • Manage your team with more transparency and insight


Still manually following up with every prospect, waiting on an engagement letter, proposal, or a contract to get signed? Tirelessly sending email after email asking for your clients to pay you? Use a CRM.

Benefits of Automating Your Business

  • Puts frequent tasks, like client follow-ups or billing requests on autopilot so you can focus on more important matters
  • Frees up your staff’s bandwidth to focus on client care
  • Keeps projects moving forward without heavy lifting
  • Allows you to give high-touch customer service without the high time investment


Your current CRM is missing the key features and integrations you know you need to succeed? Don’t want to be on the wrong side of the 50% of your competitors who are using CRMs to power their success? Use a CRM.

Benefits of Reimagining Your Business With a CRM

  • More and more services moving online, don’t get left out in the cold
  • Younger generations with spending power prefer vendors who have online services
  • Integrate all the tools you already use into one centralized hub


Tired of investing money into ad spend on channels that don’t convert? Wish you could send better, more targeted email marketing to prospects and clients to nurture relationships that generate more profit? Use a CRM.

Benefits of Running a Targeted Business

  • Stay organized on every client and project detail of your entire business
  • Know which marketing channels work and which are a waste of money
  • Segment and nurture prospects and clients with different messaging and calls to action
  • Create a more personal feel for your clients

Some other stats from the Nucleus Study you should consider:

  • For every $1 you invest in a CRM, you earn back $8.74 – an ROI of 771%
  • 47% of CRM users say that using one helps significantly retain more customers
  • 47% of CRM users also say that using one helps them boost customer satisfaction
  • 65% of companies who use a CRM meet or exceed sales expectations

Looking to make sense of all this data and what it means for your business to run on a CRM?