Compass Sales Solutions – Proposal & Quote Generation, MPS, CRM
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SHERPA Expedition


Sherpa Expedition allows you to continue to use your current CRM if needed, while having access to all the TCO, Proposal Generation and Reporting ability that Sherpa offers. Included with Sherpa Expedition is complete TCO Analysis and reports, DCA integration, Proposal Generation for quick quotes, MPS, or full Managed Fleet Services along with post-sale paperwork generation and forecasting.

Sherpa makes it so easy to track accounts, forecast, and report. With these time-consuming tasks streamlined, your management staff can quickly identify customers in need of assistance and diagnose shortcomings in the process. Determining behaviors that provide more success for certain representatives is just one application of the powerful Sherpa tracking tools. Sherpa comes with a robust reporting package to enable sales growth, proper account management, and territory management. Reporting tools for sales reps allow them to identify key opportunities and provide an overview of prospects in the sales funnel and how they are progressing.

Sherpa also automates the paperwork in the order process and auto-populates forms to get the order started. Some of the forms that can be auto-populated are the initial sales order checklist, movement forms, and financial paperwork and commission worksheets. The entire order process becomes more efficient with Sherpa. This creates more time for interaction between stages and allows your personnel to attend to issues quickly. Instead of spending time on paperwork and data entry, your sales reps can improve the quality of relationships, generate more leads, and close more deals.

ERP Link – Ability to view live equipment information, contract, meter and service history, and transfer equipment information into the TCO tool.

Lease Tracker – This module allows for inclusion of Lease information from Lease vendors into Sherpa. It also has reporting, allowing at-a-glance viewing of current customer lease portfolios and leases-at-risk.

SherpaGo - Allows completely secure access to your Sherpa database from the field using any web enabled device. View customer information, complete activities, update equipment information and view ERP data all at the tip of your fingers.

UCC Tracker – Ability to import UCC information from EDA into Sherpa and set follow-up activities on all UCC equipment.

Order Processing – Control your after sales paperwork with this module and give your reps a view at all times of where their deal is at in the process.


More Products continued....

Email Marketing Integration Powered by Evolved Office –This module with Evolved Office allows creation of marketing pieces that include emails, videos, newsletters, and much more. This integration includes tracking results and activity creation through Sherpa.

SalesScoreKeeper Commission Integration – Integration with SSK’s commission module. Track and monitor all commissions and sales contests at the click of a button.

Sherpa NSR – Optional cloud based version allows you to access your Sherpa database from anywhere with an internet connection without the need for setting up and maintaining a VPN connection or a terminal service application. – Optional cloud based version allows you to access your Sherpa database from anywhere with an internet connection without the need for setting up and maintaining a VPN connection or a terminal service application.

ConnectWise Integration – This module will allow you to connect and view ConnectWise account information while in Sherpa such as detailed information on Agreement, Equipment, and Service Tickets.

IT Services offers fields to make quoting, forecasting, and reporting on IT Services quicker and easier in Sherpa. This integration will allow you to price out new models and accessories along with the added flexibility to present combined IT Services and IT Hardware proposals. To Accommodate the frequent pricing changes within this industry, the module will feature live pricing, and inventory status from Synnex and TechData – no spreadsheet prepping or importing will be necessary. Options to create different pricing options, such as one-time fees, recurring fees, and pass-through fees are available and the flexibility to add as many different customizable fees as necessary.

  1. Compass Sales Solutions’- Support Team strives to always offer the best support and assistance in the industry. We are here from 7:00 AM – 5:00 PM MST ready to help with any break/fix issues, questions, installation assistance, updates to your database, CRM data conversion, etc. Please login below to see common questions and resolutions. For assistance please contact us at: (800) 295-0411

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