- Видео 49
- Просмотров 1 588
ShapeConnect
Добавлен 3 апр 2020
ShapeConnect is the ultimate tool for companies to confidently choose the best business software and services. By identifying your specific challenges and connecting you with tailored solutions in essential areas like accounting, marketing, technology, and human resources, we guarantee that you collaborate with trustworthy partners. Say goodbye to the tedious search process and make informed decisions that propel your business forward.
Constructing a connected business
This is a video about Constructing a connected business with the right data and software. Hear insights from ShapeConnect CIO Solutions Experts, Mark Kennedy on the following topics.
00:00 Introduction to Shape Connect and Vendor Presentations
02:36 Exploring the Challenges in Construction Businesses
07:35 Diving Deep into Acumatica's ERP Solutions
22:51 Transition to Job Tread's Project Management Platform
23:31 Navigating JobTread: A Comprehensive Overview
23:52 Financial Management and Progress Tracking
24:29 Enhanced Communication and Documentation
25:18 On-the-Go Accessibility and Customization
26:20 Budgeting and Estimating Made Easy
27:35 Streamlining the Bidding and Contracting Process
29:16...
00:00 Introduction to Shape Connect and Vendor Presentations
02:36 Exploring the Challenges in Construction Businesses
07:35 Diving Deep into Acumatica's ERP Solutions
22:51 Transition to Job Tread's Project Management Platform
23:31 Navigating JobTread: A Comprehensive Overview
23:52 Financial Management and Progress Tracking
24:29 Enhanced Communication and Documentation
25:18 On-the-Go Accessibility and Customization
26:20 Budgeting and Estimating Made Easy
27:35 Streamlining the Bidding and Contracting Process
29:16...
Просмотров: 6
Видео
Connected Insights - Tax Optimization for Audiology Clinics with Fates, Bodily, & Parker
Просмотров 102 месяца назад
In this video ShapeConnect platform member, Tom Parker of Fates, Bodily, & Parker talks about accounting and financial management best practices for audiology clinics and health practices as a whole.
Transforming McNabola Law Firm's Online Presence
Просмотров 192 месяца назад
Transforming McNabola Law Firm's Online Presence | A Success Story with Shape Connect Join Yvonne Petterson, a senior solutions expert at Shape Connect, as she highlights the transformation of McNabola Law Firm's online presence. Learn how the collaboration with AWD Digital and Matchpoint Studios led to a polished, professional website and a successful SEO and social media strategy. Discover th...
Beltone Confrence
Просмотров 73 месяца назад
ShapeConnect at the Beltone Conference: Embracing New Marketing Strategies Brian from ShapeConnect shares insights from the recent Beltone conference, highlighting discussions with Beltone owners about adapting marketing strategies to attract younger patients. The leaders at Beltone have been commended for acknowledging the industry shift and the necessity of attracting a younger demographic. S...
Connected Insights - The Strategic Value of MSPs and MSSPs in Modern IT Management
Просмотров 263 месяца назад
An interview with Adam Barney, President of Framework IT, explores the comprehensive role of Managed Service Providers (MSPs) and Managed Security Service Providers (MSSPs) in today's business environment. It highlights the cost-effectiveness, scalability, and improved security associated with MSPs compared to traditional IT support models. Framework IT's unique pricing model, focused on best p...
Boost Your Business Growth with Always-On Online Marketing Strategies
Просмотров 83 месяца назад
Boost Your Business Growth with Always-On Online Marketing Strategies This video encompasses our approach and experience with hundreds of companies on growing businesses online through 'Always-On Marketing'. We'll guide you through this strategy to enhance your web presence and visibility. The video contains practical advice about effective use of CRM, the benefits of SEO, how direct mail can g...
ShapeConnect - Confidently select business software & services.
Просмотров 173 месяца назад
Get intelligently matched with the right business software and services to achieve your goals. Companies on ShapeConnect get proactive guidance choosing solutions for the key areas of their business including online marketing, website, HR, accounting, operations & more.
Setting Up Autopayment
Просмотров 164 месяца назад
How to Set Up Auto Payment for Invoices in ShapeConnect Learn how to enable and configure auto payment for invoices within a project on ShapeConnect. This video guide walks you through finding your current engagement, enabling auto payment preferences, selecting a payment method, setting a payment limit, saving your preferences, and disabling the feature if needed. 00:00 Introduction to Auto Pa...
How to Pay an Invoice
Просмотров 114 месяца назад
How to Pay Invoices on Shape Connect In this video, learn how to easily pay an open invoice within Shape Connect. We'll guide you through viewing your open invoices from the dashboard, navigating to the invoices and payments section, and the step-by-step process to finalize a payment. Watch this tutorial to manage your invoices efficiently using Shape Connect. 00:00 Introduction to Paying Invoi...
Setting Up Payment Methods
Просмотров 54 месяца назад
ShapeConnect Payment Setup: Linking Your Bank Account and Paying Invoices In this video, learn how to set up a payment method within ShapeConnect and pay an invoice. The guide starts with using the dashboard's 'pay now' button for an open invoice, then moves on to setting up payment preferences. Detailed steps are provided for linking a bank account via ACH using Stripe, searching for a local b...
How to Create Recurring Invoices
Просмотров 64 месяца назад
In this video, learn how to create recurring invoices within the ShapeConnect platform. This feature is useful for setting up monthly fees to be automatically invoiced to customers. Follow the steps to log in, navigate to engagements, select the project, and configure the recurring invoice settings including start date, number of invoices, amount, and due date. The video provides a preview of t...
How to Create an Invoice
Просмотров 124 месяца назад
How to Create Your First Invoice in ShapeConnect In this video, learn how to create your first invoice in ShapeConnect during an engagement with a customer. The steps include logging in, navigating to engagements, selecting a project, and filling out the necessary invoice details. Additional options such as editing, sending reminders, and deleting the invoice are also covered. 00:00 Introductio...
Connected Insights - The Growing Importance of Cybersecurity for Small- and Mid-Sized Businesses
Просмотров 304 месяца назад
Unlocking Affordable Cybersecurity for Small Businesses with Brian Fritton of Havoc Shield Join us for an insightful conversation with Brian Fritton, CEO and founder of Havoc Shield, as he discusses the pressing issue of cybersecurity for small businesses. Learn about the affordable and effective platform Havoc Shield has developed to help SMBs implement robust cybersecurity programs. Brian sha...
Connecting your Calendar in ShapeConnect
Просмотров 324 месяца назад
This is a video about Connecting your Calendar in ShapeConnect
QuickConnect - from a partners perspective
Просмотров 104 месяца назад
How To: help.shapeconnect.com/article/12-quickconnect-vendor-intro This video tutorial explains the process for handling customer meetings booked through ShapeConnect. It covers receiving notification emails, logging in to the dashboard, reviewing prospective matches under Operations and Practice Consulting, understanding client needs through their intake form, uploading proposals, dismissing o...
The benefits of constructing a connected business for attracting talent - Co-Summit Insights.
Просмотров 144 месяца назад
The benefits of constructing a connected business for attracting talent - Co-Summit Insights.
Beltone 2024 Conference Insights - Growing Your Online Presence and Physician Outreach
Просмотров 345 месяцев назад
Beltone 2024 Conference Insights - Growing Your Online Presence and Physician Outreach
Updating Your Company Profile on ShapeConnect for Automated B2B Matching
Просмотров 356 месяцев назад
Updating Your Company Profile on ShapeConnect for Automated B2B Matching
JobTread: Your One-Stop Shop for Project Management
Просмотров 318 месяцев назад
JobTread: Your One-Stop Shop for Project Management
Building Your Online Presence to Grow Your Business
Просмотров 139 месяцев назад
Building Your Online Presence to Grow Your Business
Top Solutions for Improving Small Business Performance
Просмотров 159 месяцев назад
Top Solutions for Improving Small Business Performance
How to Grow with CRM & Customer Journey Automation
Просмотров 3910 месяцев назад
How to Grow with CRM & Customer Journey Automation
How does connecting software and data increase the bottom line?
Просмотров 2710 месяцев назад
How does connecting software and data increase the bottom line?
Top Tech Solutions and Projects Improving the Bottom Line
Просмотров 14Год назад
Top Tech Solutions and Projects Improving the Bottom Line
Connected Insights - How Small Businesses can get in the News with PR
Просмотров 28Год назад
Connected Insights - How Small Businesses can get in the News with PR
The importance of mapping a customer journey for a business
Просмотров 43Год назад
The importance of mapping a customer journey for a business
Establishing your customer journey and leveraging a CRM for growth
Просмотров 27Год назад
Establishing your customer journey and leveraging a CRM for growth
The Sunk Cost Fallacy of the Wrong Software and Technology
Просмотров 44Год назад
The Sunk Cost Fallacy of the Wrong Software and Technology
Madden & Bergstrom Matches with Vetted Marketing Providers for Growth
Просмотров 10Год назад
Madden & Bergstrom Matches with Vetted Marketing Providers for Growth