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

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Sherpa Trek is our most robust version of the Compass Sherpa product. Included with Sherpa Trek is a complete Sales ERP capability including full integration with Outlook or Google’s Gmail, 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. It also includes integration with your ERP billing system, Lease Tracker to track your current customers, including Risk Reports, in-depth data-mining and filtering for opportunities, as well as SherpaGo, giving your reps mobile capability for completing activities, viewing and editing customer information including equipment and on-the-road view of their ERP data.


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 plan their activities for the day or week. Reports also 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.

Executive Portal - The Executive Portal is a tool for Executives / Managers on Sherpa Trek 4.0 or higher. This tool is designed for Executives and Managers who may not have a full understanding of Sherpa to be able to run reports and look up sales information without an in-depth knowledge of Sherpa.

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

SherpaGo - SherpaGo enables your Sales Team to securely and easily access your client and prospect information in Sherpa, from any web enabled device. This feature allows for complete and secure access to your Sherpa database from the field using smart phones, PDA’s, iPads, Android tablets and any other device with web access. SherpaGo also allows you to view, edit & update client information, such as addresses, contacts, activities, and equipment while in the field, and will sync to your SQL version immediately.

Intelligent Device Mapper – Scan a floor plan, map equipment and allocate volumes in the field. Show your customer a visual of their before and after scenario. – Scan a floor plan, map equipment and allocate volumes in the field. Show your customer a visual of their before and after scenario.

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.

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.

Account Strategy Module – Give reps the tools to have a complete strategy in place before presenting to the customer.

Sherpa NSR/Azure – 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.

HubSpot - Sherpa’s API integration with HubSpot allows sales teams to maximize their marketing strategies by pulling in leads from HubSpot directly to your Sherpa Dashboard view. This integration works with the full CRM version of HubSpot and provides the user complete control of the leads being generated. Users can review HubSpot leads to determine what is a valid lead, quickly and easily creating activities from those valid leads without jumbling their Sherpa activity list with dead ends.

  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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