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Compare Shape Software vs Merchant Relationship Management

Comparison Summary

For Shape Software vs Merchant Relationship Management comparison, Our AI algorithm looked at 2188 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Shape Software and Merchant Relationship Management to solve their respective business needs.

Pros and cons of Shape Software and Merchant Relationship Management

Shape Software is more suited to businesses that require Capturing Leads with Promotions and Lead Nurturing with Promotions where as Merchant Relationship Management is focused towards Sales Document Management and Lead Management .

Both Shape Software and Merchant Relationship Management are CRM software, peers recommend Shape Software for capturing leads and lead nurturing where as Merchant Relationship Management is more known for helpdesk management and sales call management .

logo Shape Software

Focus area

Shape Software is better than Merchant Relationship Management for

Software Failure Risk

  • low

logo Merchant Relationship Management

Focus area

Merchant Relationship Management is better than Shape Software for

Software Failure Risk

  • low

About

CRM that connects team, applications, and clients in one centralized hub.

CRM & Underwriting Platform

Financials

PRIVATE

Business Need

Total Processes
(we found evidences for)

44

53

Total Goals
(we found evidences for)

6

11

Top Processes

Evidences indicate better relative satisfaction





sales document management

contract management

proposal & quote management


workflow management



engagement management

engaging and following up


campaign management

campaign monitoring


generation of new leads


communication management

sending & publishing communications

tracking & monitoring communications




competitive intelligence



sales call management


helpdesk management


billing and invoice management


advocacy management


conversion management


training & onboarding



social media management

social media analytics


lead qualification

lead qualification: technographic

lead qualification: demographic


relationship management


contact list management



products & pricelist management


payment management





lifetime value management


performance management


calendar management


Top Goals

Goals Achieved

  • Acquire customers

  • Scale best practices

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Improve internal communications

  • See 3 more
  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Manage risk

  • Improve efficiency

  • Improve visibility

  • Improve internal communications

  • Improve stakeholder relations

  • Launch new products

  • Improve digital and social presence

  • Reduce bounce

  • See 8 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • text SMS

  • social media

  • Facebook

  • offline

  • point of sale

  • causes and charity

  • support groups

  • See 11 more
  • phone calls

  • e-mail

  • website

  • user generated content

  • blogs

  • chat

  • Slack

  • text SMS

  • social media

  • Facebook

  • offline

  • point of sale

  • causes and charity

  • support groups

  • See 11 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

low

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low

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Migration Risk

medium

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low

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Business Setting