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Sales ERP
Automating the Entire
Sales Process
INCREASE PROFIT & GP
Uncover Opportunities
Increase Revenue
ENHANCE SALES PRODUCTIVITY
Industry Specific CRM
& Proposal Generation
ADVANCED INTEGRATION
ERP & DCA Integration
Outlook & Google Integration
MOBILE ACCESS
Access CRM, ERP, TCO
Lease & Equipment Data
MPS
Assess, Strategize, Floor Plan Map
Price, Propose and Close

REACH YOUR SALES SUMMIT! COMPASS SHERPA iS YOUR SALES ERP!

Compass Sherpa will be the tool your team will want to use, not have to use
Succeed
with us!

Compass Sales Solutions™ is the copy and print industry’s premier sales force automation and print management software developer. Our clients are dealerships looking to increase their bottom line and monthly revenue...Read more

Resources
& Services
Compass Sales Solutions™ has an experienced team of trainers, support technicians, developers, professional services and implementation specialist...Read more
Be successful,
Its easy!

Increase gross profit by determining your customer’s TCO in less than 5 minutes and create professional proposals to win new opportunities...Read more Its all just a click away. Schedule your demo now

Success Stories :


Sherpa Helped Score a $115,000 Deal in Only 3 Days!

Art Diaz, Sales Consultant

Nevill Document Solutions, TX

Last year’s fastest success was with Integrity Transitional Hospital who had just signed a new 48 mo lease 6 mos prior and were unhappy with the service. Sherpa helped me analyze the entire account and provide me with an overview of what this customer was doing and needing. I was able to redistribute the volumes and equipment to critical areas while not limiting the output capabilities of the remaining areas. This transaction only took 3 days to do and was a $115,000.00 sale and my fastest turnaround over 75K!... Read more

Compass Sherpa Makes MPS Turnaround Time so Much Faster!

Tim Lamberson, Document Workflow Solutions

Advanced Office Systems Inc, PA

Compass Sherpa has become completely necessary for my continued success. In the past year we’ve taken on multiple MPS clients, thanks in large part to Sherpa. Instead of using a spreadsheet and a calculator as before, Sherpa allows our turnaround time to be much quicker and also our presentation to be much more professional and informative. Print management can be a hard sell, but one thing that helps us stand out is the great detail we’re able to provide clients in regards to cost and efficiency of their printer fleet... Read more

Sherpa Made It Possible For a New Rep to Sign a $58,000 Deal Right Before the Holidays!

Pat Pallardy, Production Print Specialist

Datamax St Louis, MO

I just signed an order with total revenue of $58,000 the day before Thanksgiving. Being a new rep, I had no experience with our system for ordering equipment. The Compass software provided one place to go for all the paperwork needed for both my customer and my internal order administrator. When last-minute changes to the order were necessary, I was able to quickly make the change in Compass and have it populate to all the other documents... Read more

 

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News / Events: 2015


Compass Sales Solutions Announces Charlotte Radtke as a new member to the Compass Training Team!

Boise, Idaho – june 2015

Compass Sales Solutions, the industry leader in sales opportunity software, is proud to announce that Charlotte Radtke has joined the company as our new Regional Trainer.  Charlotte will be responsible for assisting the Compass Training Team in their industry recognized training programs such as webinars, on-site training, and personalized one-on-one training, Sherpa product, MPS, and overall industry knowledge...Read more

Compass Sales Solutions Announces Partnership with ConnectWise!

Boise, Idaho – june 2015

Compass Sales Solutions, the industry leader in sales opportunity software, is excited to announce that we have partnered with ConnectWise, an MSP (Managed Service Provider) system commonly used with IT or Network Service With this new integration, users can view account information while in Sherpa by logging into ConnectWise with their credentials. This interface will allow them to view basic account information and see vital data which includes detailed information on Agreement... Read more

Compass Sales Solutions Announces Newly Redesigned Home Screen with Dashboard Reporting!

Boise, Idaho – may 2015

Compass Sales Solutions, the industry leader in sales opportunity software, is proud to announce the release of the newly redesigned Sherpa home screen with new comprehensive Dashboards. This new dashboard layout on the Home Page will allow users enhanced at a glance view and drill down ability by teams for easier views of data in the database. In addition to the current Home Page, which has access to view Activity List, view Completed Activities, Forecasts...Read more