Accounting Case Studies and Success Stories with Shift
CASE STUDY Compass CPA, PC
Shift helped Compass CPA, PC manage close to 30 client and team email accounts in one place. Before Shift, Casey struggled with missed emails and wasted time switching between accounts in Chrome. Aft...er using Shift, he could see all notifications in one view and set preferences for each account. Casey integrated Shift with tools like Asana, WhatsApp, and Evernote. He rolled out Shift to his whole team for better workflow and email management.
Professional Training & Coaching Case Studies and Success Stories with Shift
CASE STUDY Matt Munson
Matt Munson transformed challenges and failure into a successful coaching career for CEOs, enhancing leadership and team motivation, and founded Sanity Labs after selling his company, Twenty20.
Matt Munson used Shift to help run his coaching business for CEOs and founders. He faced big changes after selling his last company, Twenty20, and wanted better tools for focus and team support. Shif...t, along with Trello and Google Workspace, helped him manage tasks, block time, and reduce distractions. These tools made it easier for him to support clients, set goals, and adapt to remote work. Matt says using Shift helped him stay organized and focused on what matters most.
Non-Profit Organization Management Case Studies and Success Stories with Shift
CASE STUDY Project Rousseau
Project Rousseau, a nonprofit, aids youth education through mentoring and online tools. Key challenges include access to Wi-Fi and replacing school services. They collaborate with ISPs and use virtua...l platforms.
Shift helps Project Rousseau keep their nonprofit team organized. Project Rousseau supports youth in need to pursue higher education. They faced challenges with remote learning, like lack of reliable... wifi and missing school services. The team uses Shift to manage multiple email accounts, apps, and shared Workspaces. This keeps communication and resources in one place. Shift makes it easier for the team to help students and expand their outreach.
Marketing and Advertising Case Studies and Success Stories with Shift
CASE STUDY Heartpress
Heartpress uses Shift to help manage communication and productivity. Lori Muñoz Malcolm, the founder, wanted to connect businesses with charities using technology. She uses Shift, Slack, Asana, and C...alendly to organize her team and projects. Lori blocks time for deep work and team calls, helping her balance work and family. Shift supports her mission to build strong relationships between businesses and charities.
Shift helps NOBO Inc, a digital marketing agency, manage multiple email accounts and apps in one place. Daniel Paul, the agency owner, uses Shift to organize his daily workflow and streamline communi...cation with clients. Shift lets him keep all six email accounts open at once, saving time and reducing app switching. He brings together tools like 1Password, Instagram, Facebook, Flipboard, Slack, Notes, and Gmail in Shift. This simple setup boosts his productivity and keeps his agency organized.
Shift helps Sevans Strategy stay organized and manage multiple client accounts. Sarah Evans, founder and CEO, uses Shift to handle several logins and integrate tools like Slack, Calendly, and Zoom. S...hift makes it easy for her to switch between clients and keep her workflow smooth. She also uses Gmail labels and other productivity apps to stay on top of tasks. Shift is a key part of her daily routine, helping her balance work and family life.
Sarah Evans founded Sevans Strategy, a digital PR consultancy, achieving success by using Shift for organization and efficiency, handling multiple clients with customized teams.
Computer Software Case Studies and Success Stories with Shift
CASE STUDY Visme
Respona helped Visme improve their content marketing. Visme used Respona to automate outreach and build backlinks. This boosted their organic website traffic. Visme now gets millions of visitors with...out spending on ads. The team uses Shift to manage daily apps and email. Respona made their marketing more effective and sustainable.
Shift helps Alex Birkett, senior growth and marketing manager at HubSpot, manage multiple email accounts in one place. Alex uses Shift to save time and streamline communication, letting him focus on ...deep work and creative problem-solving. He values Shift for its ability to aggregate emails, making daily follow-ups easier. This tool supports his unique work style and helps him avoid burnout. Shift enables Alex to spend less time on email and more time on meaningful projects.
Shift helps Doist, the company behind Todoist and Twist, support asynchronous and remote work. Chase Warrington, head of business development, uses Shift to manage apps like Todoist, Twist, and email... in one place. This setup reduces context switching and boosts productivity. Doist relies on asynchronous communication, using Twist instead of email for internal messages. Shift enables flexible work schedules and helps the team stay focused and organized.
Alex Birkett at HubSpot emphasizes innovation by embracing risk. His entrepreneurial approach led to founding Omniscient, achieving unique marketing success.
Craver uses Shift to manage their daily workflow and organize all their apps. Craver helps small restaurants build custom mobile apps for delivery and ordering. The platform lets restaurants keep del...ivery in-house and save money on third-party fees. Shift helps the Craver team work efficiently by reducing open tabs and supporting key apps like Unbounce, Hubspot, and Slack. Craver supports small restaurants during the pandemic by making technology affordable and accessible.
Information Technology and Services Case Studies and Success Stories with Shift
CASE STUDY Matt Wade / jumpto365
Shift helps Matt Wade, co-founder of jumpto365, manage multiple Microsoft Teams and Microsoft 365 accounts. Matt uses Shift as a central communication hub to bring together messaging and chat apps li...ke Teams, Slack, WhatsApp, and more. Shift saves computer memory compared to using many browser tabs. Matt finds Shift reduces distractions by keeping work out of the browser. He recommends Shift for remote teams needing better communication and productivity.
Jeff Solomon, a serial entrepreneur, manages 15 Google accounts using Shift, enhancing productivity and career satisfaction while founding successful startups like Markup Hero and Velocify.
Matt Wade’s company, jumpto365, helps businesses navigate Microsoft 365, offering valuable remote work advice. Key practices include clear communication, concise messaging, and shared live document...s.
Other Industry Case Studies and Success Stories with Shift
CASE STUDY PhotoDay
Shift helps Stephanie, Director of Customer Success at PhotoDay, manage her busy team and daily tasks. Before Shift, she struggled with too many browser tabs and lost time switching between tools. Sh...ift lets her organize all her work apps in one place and mute notifications to focus better. She uses Shift's Workspaces to keep work and personal projects separate. Stephanie says Shift gives her the productivity and organization she needs to reach her goals.
