Create brand recognition, run personalized marketing and communications efforts, and communicate with potential prospects on their preferred platforms. As leads connect with your website, learn more about them to drive higher interaction across channels like email, digital advertising, text, and video marketing with tailored campaigns.
Service interruptions and missed upsell opportunities result from mismanaging warranty coverages. You can store customer data and manage a wide range of entitlements for both warranty and service contracts with Shape Warranty CRM, all of which are tailored to increase upsell opportunities and customer happiness.
Shape makes contract and warranty information easily accessible and provides everyone in your service organization with the information they need to perform at peak levels. Assign several department users to a single record – no more unassigning and re-assigning people for record access. Views in Shape’s multi-object database can be adjusted based on departmental requirements and permissions.
Discover innovative ways to organize your pipeline with qualified leads, especially those who are most likely to buy. Easily track how you’re doing against management objectives, from funnel management to estimating profit forecasts. Create repeatable processes, measure outcomes, and take action all in one place.
Sync all of your meetings and tasks between your Google or Outlook calendar and Shape, and use Calendly and Acuity reservations to make scheduling appointments easier. A shared calendar view is available in Shape’s transparent events workspace for managerial oversight.
Shape IP target marketing and digital advertising provides an all-in-one solution that automates leads, as well as retargets upsell opportunities. With DNS lookup and reverse IP, you can track who visits your website and remarket to visitors with personalized digital ads.