Shape Software Blog

    They say nothing in life is free, but when it comes to software for your solar business, we’ve gotta disagree. No matter what stage your business is in, the number one tool or “hack” that is going to save you tons of time and money is CRM software to make you more efficient. In fact, a recent study from Nucleus Research shows that for companies that use a CRM, the average return on their technology investment is $8.71 for each dollar spent.  Not yet using a CRM? That kind of return on investment is like printing money for your business.  This how-to guide will dive deep on the automation essentials for solar business, how the right solar software will pay for itself, and what the ideal features you need in your next CRM. CRM Automation is Your Solar Business’s Secret Weapon Whether it’s streamlining your process workflow, integrating all the tools you use into one central place, automating customer follow-up and marketing, or anything in between, the benefits of ...

  Shape Software , a customer relationship management (CRM) and marketing automation tool for mortgage companies, has announced the launch of a new integration with LendingPad , a leading cloud-based loan origination system. Through the integration, lenders can now use these two platforms in tandem to streamline and automate their mortgage processes, as well as gain the power and flexibility to manage their lead & customer databases in one place.  With Shape and LendingPad working together, originators can now seamlessly create new loans in LendingPad directly from within Shape, migrate existing LendingPad loan borrower contact records into Shape, instantly start a new LendingPad loan file from within a Shape, and synchronize borrower information between Shape and LendingPad automatically on a regular basis as LendingPad loan files are updated. To celebrate the launch of this integration, existing LendingPad customers can get a free month of Shape, and existing Shape custo...

  Enrollment rates on the decline? Don’t put your school’s revenue at risk. Here’s everything you need to know to take your enrollment marketing to the next level and secure more students for your privately owned college or trade school. “If higher education marketers aren’t paying attention to enrollment issues, they are not paying attention to job one.”  That no holds-barred quote is from Terry Flannery , vice president for communications at American University and CASE Treasurer. And while it may sound a little harsh at first, we think Terry hit the nail right on the mark. Enrollment marketing is one of the biggest areas for improvement among colleges, trade schools and privately-owned universities, with only 34% of institutions reporting to have met their enrollment goals in 2017. And while the recent crisis means that trade schools and private colleges will likely see a surge of interest from potential students, the competition will be fiercer than ever.  Let’s take...