Overview
Shape Professional Services offer expert guidance and hands-on support to help businesses customize, optimize, and scale their use of Shape. Whether you're onboarding, integrating third-party tools, or fine-tuning automation, Shape’s experts ensure a smooth and efficient experience tailored to your needs.
🔹 Key Professional Services Offered
1️⃣ Onboarding & System Setup
🚀 Customized Implementation – Get personalized setup assistance to ensure Shape is configured to match your business needs.
📊 Data Migration Support – Seamlessly import leads, contacts, and historical data into Shape.
🔧 CRM Customization – Adjust settings, permissions, and workflows for optimal performance.
📌 Pro Tip: New customers can book an Onboarding Consultation to speed up setup!
2️⃣ Workflow Automation & Optimization
🤖 Drip Campaign & Automation Setup – Build automated workflows for lead nurturing and follow-ups.
📩 Email & SMS Customization – Tailor templates and communication sequences to match your sales process.
📈 Lead Scoring & Distribution – Use AI-driven tools like ShapeIQ to route and prioritize leads efficiently.
📌 Pro Tip: Automating daily tasks saves time and improves conversion rates!
3️⃣ Integration & API Support
🔌 Third-Party Integrations – Connect Shape with popular tools like Encompass, Zapier, and more.
💻 Custom API Development – Work with Shape engineers to build custom integrations for unique workflows.
⚙️ Phone & Email Syncing – Ensure seamless communication tracking within Shape.
📌 Pro Tip: Integrations allow for real-time data sync and enhanced automation!
4️⃣ Dedicated Training & Consulting
📚 Team Training Sessions – Schedule live training to onboard teams and maximize efficiency.
🎯 Best Practices & Optimization – Learn how top-performing teams use Shape to increase productivity.
📊 Advanced Reporting Guidance – Get help setting up custom dashboards for data-driven decisions.
📌 Pro Tip: Training is tailored to specific roles, ensuring every team member gets the most out of Shape!
📞 How to Access Shape Professional Services
📅 Schedule a Consultation – Contact Shape Support to discuss your business needs.
📌 View Service Packages – Explore available onboarding, automation, and training plans.
🛠 Request Custom Work – Work directly with Shape experts for advanced customization projects.
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