The Challenge of Sales

The challenge of any solution is to automate your sales department to enable sales, improve workflow, and minimize the time related to paperwork, while providing the management team the ability to determine what is in the funnel and provide the tools to assist the management staff in coaching their sales team. Compass Sales Solutions Sherpa provides the tools your sales representatives need to track their opportunities and sales while providing the ability to quickly asses a current situation and propose a meaningful and profitable solution for the initial sale as well as the long term service and supplies.

This tool provides a quick way for the sales rep to track what they are doing with a particular account and allows that information to be freely interchanged with your sales reps’ Outlook calendar and email tools. Sherpa acts as a centralized application to manage the sales process and forecasting by integrating information from your Print Analysis tools, your backend ERP and email system so your reps will know exactly what is required to move the account forward and what has already been done. Sherpa also provides the tools needed by the management team to know what is in the pipeline, where time is being spent and how those activities are helping or hindering the sales process. Sherpa provides all the tools the sales staff needs to prospect, propose and manage the sales process. Sherpa is your front end to your office equipment business, helping you to retain your current customer base and growing through the addition of new customers.

Automated Paperwork and Order Process

Compass Sherpa can automate the paperwork involved in the order process, as well as auto populating all the forms required to get the order started, including but not limited to: the initial sales order checklist, financial paperwork and commission worksheet...Sherpa has you covered. The order process can be automated as well, allowing for interaction between the various stages and personnel that are involved in the order process, or the sales representative, to insure that if any issues arise they can be attended to in a timely manner.

 

 

 

 

 

 

 

 

 

 

 

 

 

Tracking and Reporting

Compass Sherpa ensures for accurate account and forecast tracking as well as reporting thus allowing the management staff to quickly identify who might need help, or what behaviors provide more success for certain representatives, giving the tools to the management staff to effectively manage the sales team. Sherpa comes with a robust reporting package to enable sales growth, proper account management and territory management. Even the sales rep has reporting tools to help them identify key opportunities and what they have planned for the day or even the week. Additional reports provide a view of prospects in the sales funnel and how those accounts are progressing through that funnel.

 

 

 

 

 

 

 

 

 

 

 

 

ERP Link

Compass Sherpa™ ERP link tool allows information regarding contract details, service history, payment history and currently or previously installed equipment to be available to the sales representative in a timely manner, thereby speeding up the sales process. An easy to use interface, the ERP link allows the sales representative to retrieve only that information that is pertinent to the current sales situation. Additionally, certain ERP functionality is available to allow equipment that is currently installed to be transferred and presented in the Compass Sherpa™ Total Cost of Ownership model for accurate costing details.

Order Processing

Compass Sales Solutions™ Order Processing module is the electronic solution to the confusion of post-sale paperwork and process. It also allows management and reps to see at a glance where in the process a deal is and how soon it will be delivered. Let Compass show you how this incredible tool can help organize, simplify and streamline your process today.

Lease Portfolio Management

Compass Sales Solutions™ Lease Tracker provides a complete and comprehensive solution for tracking, planning and capturing all of your actual lease information, ensuring you maximize customer retention opportunities and lock out the competition.

SherpaGo-Web & Smart Phone Accessibility

Compass Sales Solutions SherpaGo™ allows a user to access, edit & complete client information, such as addresses, contacts, activities, equipment, etc, while in the field through any web enabled device. This includes smart phones, PDA’s, iPads, Android tablet and any other device with web access.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A Total Solution

Compass Sherpa is a total solution for your Office Equipment business. It isn’t just a software package you implement. Compass Sales Solutions partners with your organization and assists in determining the right fit of options, implementing Sherpa, training your staff and providing ongoing support. Compass is your sales force automation partner, not just your provider. Compass Sherpa, Your guide to Sales Success!

 

 

What is a Sherpa?

Sherpa is a term that is used to reference the people of the mountainous region of Nepal, better known as the Himalayas. These people are usually employed as guides for mountaineering expeditions in the Himalayas and particularly on Mt. Everest. Known for their capabilities as guides and mountaineers in climbing the region’s mountains, Sherpas provide the knowledge and expertise in climbing what is considered to be one of the most treacherous and demanding mountainous regions in the world. Even today they are renowned for their hardiness, expertise and experience in high altitude climbing.

Compass Sherpa assists the dealer staff and sales rep in navigating the treacherous and demanding market of today’s world. It provides the Sales Reps and Management the tools to effectively manage current accounts and prospects, providing everything that is needed, including:

Current account information from the ERP CRM MPS assessment TCO tools Equipment configuration Automatic proposal generation Auto-population of post sales paperwork

Sherpa is your guide in the office equipment industry. Do you have your Sherpa?