Whether you’re in real estate, legal, insurance, mortgage or any other number of industries battling for clients, you’ve probably reached the conclusion that competition online is tightening. Converting your prospects can be an uphill battle. Servicing existing clients takes up tons of bandwidth. Managing a staff requires patience. Using a multitude of apps and services is expensive.
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.
Think of a CRM as a digital file cabinet where every client note, project status, or invoice is organized and never more than a click away. Instead of tabbing through endless spreadsheets, emails, or apps, you can fire up your CRM and get the information you need more efficiently than ever possible.
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. Thrive, not strive, remember?
The key to growing or sustaining a successful business comes down to a few key components: Good market fit, great team, and the right tools. But the truth is, whether your product or service is compelling to the market is relatively secondary to your ability to convert and service the leads and customers you do get.
If you’re running a business and find that client details keep slipping through the cracks, leads aren’t converting as well as they should, or staying on top or projects is difficult, those are clear signs that you need a CRM. Consider these three elements of a well-oiled business that CRMs help provide:
CRMs are incredible for securely storing client data and documents in the cloud. The right CRM will allow you to create more efficient sales and on-boarding processes which means higher conversion rates and increased profits.
Firms using a CRM saw a 41% revenue increase
Without a CRM, 79% of client leads fail to convert
Automating frequent client tasks like getting documents signed or invoices paid means less manual labor, fewer mistakes, and quicker turnaround times.
CRMs gives businesses a 65% boost in sales quotas
Leads that are nurtured in the CRM convert 47% more than those not nurtured
The right CRM will help keep your team in sync collaborating on projects that move the needle for your business. With data reporting, task management, and user permissions, you can ensure your employees are servicing clients to the highest possible standards, which can mean more repeat of referral business for you.
Customer service can improve by 47% with CRM
Overall, 74% of businesses using CRM report better customer relationships
(1) Statistics from Super Office 2018 CRM study
It’s no doubt that if you’ve run your business for some amount of time, you’ve already considered a CRM. Maybe you’re using one right now that you don’t particularly love.
You’ve also probably come to realize that every business has different needs from their CRM: There are the fancy Ferraris of the CRM world costing thousands of dollars a month (and even more to implement), and then there are the low-cost options with small feature sets and limited support designed for the solo owner.
So, when thinking of choosing a new CRM, which of these qualities matter most to you? It’s quite a list, but running a business in today’s competitive landscape requires such investments.
Whether you’re in real estate, legal, insurance, mortgage or any other number of industries battling for clients, you’ve probably reached the conclusion that competition online is tightening. Converting your prospects can be an uphill battle. Servicing existing clients takes up tons of bandwidth. Managing a staff requires patience. Using a multitude of apps and services is expensive.
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.
Think of a CRM as a digital file cabinet where every client note, project status, or invoice is organized and never more than a click away. Instead of tabbing through endless spreadsheets, emails, or apps, you can fire up your CRM and get the information you need more efficiently than ever possible.
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. Thrive, not strive, remember?
The key to growing or sustaining a successful business comes down to a few key components: Good market fit, great team, and the right tools. But the truth is, whether your product or service is compelling to the market is relatively secondary to your ability to convert and service the leads and customers you do get.
If you’re running a business and find that client details keep slipping through the cracks, leads aren’t converting as well as they should, or staying on top or projects is difficult, those are clear signs that you need a CRM. Consider these three elements of a well-oiled business that CRMs help provide:
CRMs are incredible for securely storing client data and documents in the cloud. The right CRM will allow you to create more efficient sales and on-boarding processes which means higher conversion rates and increased profits.
Firms using a CRM saw a 41% revenue increase
Without a CRM, 79% of client leads fail to convert
Automating frequent client tasks like getting documents signed or invoices paid means less manual labor, fewer mistakes, and quicker turnaround times.
CRMs gives businesses a 65% boost in sales quotas
Leads that are nurtured in the CRM convert 47% more than those not nurtured
The right CRM will help keep your team in sync collaborating on projects that move the needle for your business. With data reporting, task management, and user permissions, you can ensure your employees are servicing clients to the highest possible standards, which can mean more repeat of referral business for you.
Customer service can improve by 47% with CRM
Overall, 74% of businesses using CRM report better customer relationships
(1) Statistics from Super Office 2018 CRM study
It’s no doubt that if you’ve run your business for some amount of time, you’ve already considered a CRM. Maybe you’re using one right now that you don’t particularly love.
You’ve also probably come to realize that every business has different needs from their CRM: There are the fancy Ferraris of the CRM world costing thousands of dollars a month (and even more to implement), and then there are the low-cost options with small feature sets and limited support designed for the solo owner.
So, when thinking of choosing a new CRM, which of these qualities matter most to you? It’s quite a list, but running a business in today’s competitive landscape requires such investments.
Whether you’re in real estate, legal, insurance, mortgage or any other number of industries battling for clients, you’ve probably reached the conclusion that competition online is tightening. Converting your prospects can be an uphill battle. Servicing existing clients takes up tons of bandwidth. Managing a staff requires patience. Using a multitude of apps and services is expensive.
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.
Think of a CRM as a digital file cabinet where every client note, project status, or invoice is organized and never more than a click away. Instead of tabbing through endless spreadsheets, emails, or apps, you can fire up your CRM and get the information you need more efficiently than ever possible.
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. Thrive, not strive, remember?
The key to growing or sustaining a successful business comes down to a few key components: Good market fit, great team, and the right tools. But the truth is, whether your product or service is compelling to the market is relatively secondary to your ability to convert and service the leads and customers you do get.
If you’re running a business and find that client details keep slipping through the cracks, leads aren’t converting as well as they should, or staying on top or projects is difficult, those are clear signs that you need a CRM. Consider these three elements of a well-oiled business that CRMs help provide:
CRMs are incredible for securely storing client data and documents in the cloud. The right CRM will allow you to create more efficient sales and on-boarding processes which means higher conversion rates and increased profits.
Firms using a CRM saw a 41% revenue increase
Without a CRM, 79% of client leads fail to convert
Automating frequent client tasks like getting documents signed or invoices paid means less manual labor, fewer mistakes, and quicker turnaround times.
CRMs gives businesses a 65% boost in sales quotas
Leads that are nurtured in the CRM convert 47% more than those not nurtured
The right CRM will help keep your team in sync collaborating on projects that move the needle for your business. With data reporting, task management, and user permissions, you can ensure your employees are servicing clients to the highest possible standards, which can mean more repeat of referral business for you.
Customer service can improve by 47% with CRM
Overall, 74% of businesses using CRM report better customer relationships
(1) Statistics from Super Office 2018 CRM study
It’s no doubt that if you’ve run your business for some amount of time, you’ve already considered a CRM. Maybe you’re using one right now that you don’t particularly love.
You’ve also probably come to realize that every business has different needs from their CRM: There are the fancy Ferraris of the CRM world costing thousands of dollars a month (and even more to implement), and then there are the low-cost options with small feature sets and limited support designed for the solo owner.
So, when thinking of choosing a new CRM, which of these qualities matter most to you? It’s quite a list, but running a business in today’s competitive landscape requires such investments.
Whether you’re in real estate, legal, insurance, mortgage or any other number of industries battling for clients, you’ve probably reached the conclusion that competition online is tightening. Converting your prospects can be an uphill battle. Servicing existing clients takes up tons of bandwidth. Managing a staff requires patience. Using a multitude of apps and services is expensive.
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.
Think of a CRM as a digital file cabinet where every client note, project status, or invoice is organized and never more than a click away. Instead of tabbing through endless spreadsheets, emails, or apps, you can fire up your CRM and get the information you need more efficiently than ever possible.
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. Thrive, not strive, remember?
The key to growing or sustaining a successful business comes down to a few key components: Good market fit, great team, and the right tools. But the truth is, whether your product or service is compelling to the market is relatively secondary to your ability to convert and service the leads and customers you do get.
If you’re running a business and find that client details keep slipping through the cracks, leads aren’t converting as well as they should, or staying on top or projects is difficult, those are clear signs that you need a CRM. Consider these three elements of a well-oiled business that CRMs help provide:
CRMs are incredible for securely storing client data and documents in the cloud. The right CRM will allow you to create more efficient sales and on-boarding processes which means higher conversion rates and increased profits.
Firms using a CRM saw a 41% revenue increase
Without a CRM, 79% of client leads fail to convert
Automating frequent client tasks like getting documents signed or invoices paid means less manual labor, fewer mistakes, and quicker turnaround times.
CRMs gives businesses a 65% boost in sales quotas
Leads that are nurtured in the CRM convert 47% more than those not nurtured
The right CRM will help keep your team in sync collaborating on projects that move the needle for your business. With data reporting, task management, and user permissions, you can ensure your employees are servicing clients to the highest possible standards, which can mean more repeat of referral business for you.
Customer service can improve by 47% with CRM
Overall, 74% of businesses using CRM report better customer relationships
(1) Statistics from Super Office 2018 CRM study
It’s no doubt that if you’ve run your business for some amount of time, you’ve already considered a CRM. Maybe you’re using one right now that you don’t particularly love.
You’ve also probably come to realize that every business has different needs from their CRM: There are the fancy Ferraris of the CRM world costing thousands of dollars a month (and even more to implement), and then there are the low-cost options with small feature sets and limited support designed for the solo owner.
So, when thinking of choosing a new CRM, which of these qualities matter most to you? It’s quite a list, but running a business in today’s competitive landscape requires such investments.
Whether you’re in real estate, legal, insurance, mortgage or any other number of industries battling for clients, you’ve probably reached the conclusion that competition online is tightening. Converting your prospects can be an uphill battle. Servicing existing clients takes up tons of bandwidth. Managing a staff requires patience. Using a multitude of apps and services is expensive.
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.
Think of a CRM as a digital file cabinet where every client note, project status, or invoice is organized and never more than a click away. Instead of tabbing through endless spreadsheets, emails, or apps, you can fire up your CRM and get the information you need more efficiently than ever possible.
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. Thrive, not strive, remember?
The key to growing or sustaining a successful business comes down to a few key components: Good market fit, great team, and the right tools. But the truth is, whether your product or service is compelling to the market is relatively secondary to your ability to convert and service the leads and customers you do get.
If you’re running a business and find that client details keep slipping through the cracks, leads aren’t converting as well as they should, or staying on top or projects is difficult, those are clear signs that you need a CRM. Consider these three elements of a well-oiled business that CRMs help provide:
CRMs are incredible for securely storing client data and documents in the cloud. The right CRM will allow you to create more efficient sales and on-boarding processes which means higher conversion rates and increased profits.
Firms using a CRM saw a 41% revenue increase
Without a CRM, 79% of client leads fail to convert
Automating frequent client tasks like getting documents signed or invoices paid means less manual labor, fewer mistakes, and quicker turnaround times.
CRMs gives businesses a 65% boost in sales quotas
Leads that are nurtured in the CRM convert 47% more than those not nurtured
The right CRM will help keep your team in sync collaborating on projects that move the needle for your business. With data reporting, task management, and user permissions, you can ensure your employees are servicing clients to the highest possible standards, which can mean more repeat of referral business for you.
Customer service can improve by 47% with CRM
Overall, 74% of businesses using CRM report better customer relationships
(1) Statistics from Super Office 2018 CRM study
It’s no doubt that if you’ve run your business for some amount of time, you’ve already considered a CRM. Maybe you’re using one right now that you don’t particularly love.
You’ve also probably come to realize that every business has different needs from their CRM: There are the fancy Ferraris of the CRM world costing thousands of dollars a month (and even more to implement), and then there are the low-cost options with small feature sets and limited support designed for the solo owner.
So, when thinking of choosing a new CRM, which of these qualities matter most to you? It’s quite a list, but running a business in today’s competitive landscape requires such investments.
When a banker walks into their office and looks at a stack of loan applications, how do they decide which one to call back first? They look at credit profiles, financial histories, assets, debts—everything that constitutes their profile of a “good borrower.” But today, a banker doesn’t need to shuffle through those loan applications manually. Instead, they can use automated lead scoring solutions.
When your sales representatives sit down at their desk, they need to make the calls that matter faster. Lead scoring gives your sales professionals the information they need to call the right people at the right time. It’s not just about who is most likely to commit—it’s about who is likely to be most valuable.
ShapeIQ automatically assigns a score that corresponds to your company’s ideal client profile, allowing you to simply work the leads with the best likelihood of closing today. Shape provides industry-specific, automated lead grading and lead scoring software solutions that connect smoothly for a simple and powerful user experience.
Artificial intelligence employs continuous machine learning and re-calibration based on conversion data particular to your business. AI will discover patterns based on your customers’ behavioral data and then forecast when a consumer will convert. See how ShapeIQ artificial intelligence can analyze your lead conversion history to help you target the best leads in the future.
Your company receives a large number of broad-spectrum leads, but you only have so many salespeople, so it’s critical that they maximize their time. Some leads are hot and only require a rep to seal the deal, while others are cold and never convert. ShapeIQ analyzes and back-tests over 700 data points, so your users don’t have to filter through leads with a fine-tooth comb. Shape’s intelligent algorithms remove the uncertainty from lead qualification, allowing your team to focus on selling more.
Filter out prospects that are not a good fit and focus on deals that are likely to close. Allow ShapeIQ to prospect your most qualified leads before devoting all of your reps’ focus to closing a deal—a process that can take hours, weeks, or even months, depending on your sales cycle. As a result, they focus their time and effort exclusively on deals that are likely to close.
ShapeIQ, when used in conjunction with Shape’s prioritization rules, allows your team to focus on the opportunities that can be closed, rather than wasting time on leads that have a low chance of converting. Your team’s most valuable asset is productivity and reps can be more effective if they know when to contact clients with the appropriate offer at the right time. Allow ShapeIQ to pick the best prospects to reach out to from thousands in your sales funnel, making you more money, and closing faster with higher conversion rates each month.
State legislation, market movement, changing industry rules, and other real-time data are regularly updated. Artificial intelligence, machine learning, and all other intelligence software are only as good as their data and inputs. Take advantage of 15 years of data, billions in closed transactions, and 500,000+ closed deals.
ShapeIQ combines the power of business intelligence, historical data, and your organization’s information—all to take the guesswork out of lead contact. Build a consistent, reliable, and scalable sales system through ShapeIQ’s smart algorithms. The more you use ShapeIQ, the more accurate it becomes.
Find the leads most likely to commit. ShapeIQ combines an extensive archive of historical business data with your own organization’s data silo to identify and score prospects. Over time, ShapeIQ’s artificial intelligence will learn from your organization’s interactions, feedback, and lead profiles, becoming smarter and more accurate.
Qualifying information may include credit scores, employment history, location, and demographics.
Find the customers with the greatest levels of engagement. ShapeIQ uses positive interactions and behaviors to calculate success probabilities. The more positive experiences a customer has, the more motivated they’ll be to convert.
Positive interactions may include newsletter and email subscriptions, email opens, clicks, status changes, and inbound calls.
Identify the tire-kickers and the time-wasters. ShapeIQ accounts for known behavioral patterns associated with customers not likely to commit. Through ShapeIQ, team members can de-prioritize accounts less likely to lead to a sale by taking into account negative feedback.
Negative feedback may include: unsubscriptions, mismatched goals, unqualified customers, and declined outbound calls.
Managing your time successfully with so many different activities can be challenging. Without a proper procedure in place, this can result in low conversion rates, and sales funnel dropouts.
Knowing when to contact a lead can help salespeople stay on track, focus on the right leads, and be more productive. Empower your sales staff to work more efficiently.
We were able to identify that the client was converting leads from California 4x higher than prospects from other states on average. This data was implemented into the ShapeIQ data set and along with other identified data the client’s conversion percentage increased from 8% to 14% the second month of using ShapeIQ—an increase of 75%.
A Shape Business Intelligence Consultant was able to identify that some loan officers were better at closing certain lead sources (LendingTree, leadPops funnels, and POS), and others were better at closing particular loan types (FHA, conventional, etc). Through ShapeIQ’s intelligent lead scoring software and lead distribution adjustments, the organization increased its revenue by $185,000 within three months.
