Compass Sign-Up Newsletter

Implementation success

Gulf Coast Office Products

Fonda Walsh

Administration Manager

Gulf Coast Office Products

Our Implementation was so painless! The Compass Team was incredibly professional and able to help take all of our data from many different sources and combine them into one Sherpa database for our team! We had a very positive and successful launch of Compass Sherpa; we were up and running in under 45 days. I was extremely impressed with how quickly and efficiently they were able to get our sales team implemented and fully using Sherpa.


Stone’s Office Equipment

Sam Stone


Description: cid:3352788498_30976473
Stone’s Office Equipment

The conversion from our old Structured Web CRM to Sherpa was a seamless switch. With the assistance of our Implementation Coordinator we were able to stick to our timeline and our reps were up and running quickly with accurate information. The Implementation Team did a great job keeping us on track for a successful launch.



Dorothy Jones

CRM Administrator/ Trainer

Description: cid:3352788498_30976473
RJ Young

The implementation process was a very positive experience. Our Implementation Coordinator was wonderful, very professional, but friendly as well. She was very organized and kept us updated and on track! Her patience and enthusiasm helped ease the stress of such a large undertaking. We also had access to several teams of individuals with different areas of expertise- training, support, implementation, and development who all pitched in to help us whenever we needed it. This was definitely a team effort and I am very pleased with how the whole team has dealt with us.


Da-com corp

Teresa Wehner Admin Assistant/Compass Administrator

Description: cid:3352788498_30976473
Da-Com Corp

The Compass Product is a great sales product. It has really given our Sales Reps a lot more power when it comes to being able to track when to follow up with customers and when a lease is going to expire. It has also put information at their fingertips. So they don't have to wait on someone to get them certain information anymore.



J. Mark DeNicola, CFO & Executive Director, Sales/Marketing

Thermocopy, TN Ricoh, Kyocera

Compass Sales Solutions On-site Training and Implementation processes were TOP NOTCH! It was an absolute pleasure working with everyone from the Compass Teams!



Jennifer Dunn, Executive Administrator/Marketing Database Manager

Copytronics Information Systems Konica

I truly enjoyed working with the Compass Implementation Team. They were always there to answer my questions for a successful launch! We are excited to be using Sherpa and are looking forward to our continued Partnership with Compass for years to come.


Meridian Office Systems

Keith Pitts, IT Director

Meridian Office Systems, Inc, TX

This is our 3rd try at a CRM and quoting software Implementation. We were positive that we chose the right solution with Compass. I couldn't be happier with the Compass implementation and support team! I support hundreds of users, so I know exactly what it takes and we have not seen this type of High Quality Service before! Implementation means everything with this type of software. Compass went out of their way to ensure that everything was up and running, even going the extra step to solve non-Compass related technical issues that could have easily been passed off. I look forward to continuing to work with Compass in the future would reassure anyone that Compass is the way to go!


Impact Networking

Raven Monnig, Consultant

Impact Networking, IL

The Implementation and Support teams at Compass were very helpful during our robust Implementation! They do a great job checking in and were always ready to assist us with any questions or training issues that we had. Their persistence helped keep us on task so that we could keep on schedule with our target dates. We are excited about Sherpa's capabilities and to have Compass Sherpa fully launched.


Vision Office Systems

Jason Habbal, Vice President/Sales Manager

Vision Office Systems, Inc, NC

The Compass Implementation Team are true professionals and were there every step of the way to support us through our set up process and launch. The Implementation process went smoothly, on schedule and their detailed, step by step process ensured we had a successful and timely launch with our sales team.


Applied Imaging

Casey Lowery, Director of Sales

Applied Imaging, MI

The Compass Implementation Team’s follow through was EXELLENT! Their experience and knowledge of the product was apparent during our implementation process. Changing software vendors is not an easy thing to do but the Compass Implementation Team helped us to make the transition a seamless process!



Sherri Wilbers, President


Since the day we signed on with Compass, the Compass Implementation team has been working diligently with us during the implementation process. Their knowledge and attention to detail have aided in keeping our company on track during this exciting transition. They are not only thorough, but also easy to work with, and always willing to take the time to discuss our concerns and quickly respond to questions. They suggested that we utilize the professional services division and that proved to be a wonderful tool for us! A product is only as good as the people who stand behind it, and I am extremely pleased with our choice to come on board with Compass!



Douglas McCrae, Vice President

CIP, Calgary, AB

The migration and implementation of the Compass CRM solution project has been seamless. It did not strain my organization or my management resources in any way. I wish to thank the entire Compass implementation and support teams for the fantastic job they have done. They exceeded my expectations!



Jim Green, Director of IT

West Coast Copiers, FL

The Compass Implementation Team was fantastic to work with! They drove the implementation process and were pushing us to hit our goals, which ensured a successful on-time launch of Compass Sherpa to our Sales Team. This type of extraordinary service installed a sense of confidence that Compass took interest in our use of Sherpa and was a stark contrast of the last year we had using Soaring! We are extremely excited about continuing our new partnership with Compass as they have already provided us with excellent communications, Support, and Training!


mid-ohio strategic technologies

JD Hoskins, II, Vice President

Mid-Ohio Strategic Technologies

We really enjoyed working with the Compass Implementation Team, and were impressed with their ability to guide us through the process from start to finish. Their attention to detail and knowledge of the industry empowered us to successfully and efficiently launch Compass Sherpa to our Sales Team. We have true peace of mind that our reps are saving time and pricing out accurate deals with Compass Sherpa.

Advanced Imaging Solutions

Ryan Keating, Sales Manager

Advanced Imaging Solutions

Compass Sherpa is AWESOME! Through the Compass Implementation Process I became so motivated and enthused to use the product that I was using the testing database before our launch to the Sales Team. We were able to fine tune everything in our database and have it fully set so our Sales Reps were able to easily transition from our current product to Sherpa.

Copying Concepts

Linda Nava, Administrative Manager

Copying Concepts

From the beginning of implementation through fully converting to Compass Sherpa, I have been very impressed with the Compass team’s knowledge and the support they provide. No matter what question or problem I have, they always go above and beyond to help. They are wonderful to work with!