Tagged With "Sherpa"

Compass Sales Solutions Announces Ben Bounds as Director of Business Development, ezMPS! Boise, Idaho - (September 2015) Compass Sales Solutions, the industry leader in sales opportunity software, is proud to announce that Ben Bounds has joined the company as our new Director of Business Development, ezMPS. Ben will be working with our dealer partners to achieve productivity gains from their sales professionals specifically focused on the MPS Sales Process. Ben comes to Compass with over 10...

Compass Sales Solutions Announces New Account Review Reporting Feature for Compass Sherpa ! Boise, ID - March 2015 – Compass Sales Solutions, the industry leader in sales opportunity software, is proud to announce the new feature for Account Review Reporting. Whether you do monthly, quarterly, or annual reviews with your customers, you can easily pull statistics from E-Automate into a professional, comprehensive Excel workbook. This new tool provides graphing and data highlighting service...

Compass Sales Solutions Announces New UCC Tracker Module! Boise, ID – February, 2014 – Compass Sales Solutions announces its newest module, UCC Tracker. This streamlined tool will allow companies to import their UCC information from EDA to help sales rep track UCC filing information right in their Sherpa database. Using the new UCC Tracker, reps will be able to see all UCC filings for a particular account at a glance. They can also transfer the equipment into the TCO tab in Sherpa to use...

Compass Sales Solutions Boasts 4 Full-Time Trainers with the Addition of Sarah Reyes! Boise, Idaho – August 2014 – Compass Sales Solutions, the industry leader in sales opportunity software, is proud to announce that, with the addition of Sarah Reyes to the Training team, they now have 4 full-time trainers assisting their customer base. Sarah joins the team with a background in Operations and Billing in the Imaging Industry. She spent several years at MWB Business Systems, followed by Ricoh...

Compass Sales Solutions Announces an Integration Partnership with CEO Juice! Boise, ID – January, 2014 - Compass Sales Solutions, the leader in sales opportunity management software and CEO Juice, a leader in automated processes and customized alerts for copier dealers, today announced an integration partnership. The integration of these two industry leading companies will help dealers maximize their investment with Compass Sherpa and its EAutomate Interface to increase sales. “This...

Compass Sales Solutions has launched its Major Account Care (MAC) program for its largest, most active dealerships using Sherpa. As Compass continues to grow, the MAC program aims to make sure all of its users have the tools needed to ensure long-term success with Sherpa. Compass want to make certain teams are utilizing Sherpa to the fullest and maintaining high rep adoption. MAC provides additional support for larger accounts that have more than 100 paid users. The benefits of this program...

Compass Sales Solutions Announces Enhanced Microsoft Outlook Integration! Boise, ID (June 2017) – Compass Sales Solutions, the industry leader in sales opportunity software, is proud to announce an enhanced Outlook Sync integration. This latest enhancement provides users with improved bi-directional syncing of emails, contacts, and appointments. The enhanced Outlook Sync integration allows for the same syncing of contacts, emails, and calendar appointments between Sherpa and Outlook that was...

Compass Sales Solutions Announces Newly Redesigned Intelligent Device Mapper Interface! Boise, ID (November 2016) – Compass Sales Solutions, the industry leader in sales opportunity software, is proud to announce a new and enhanced look to the Intelligent Device Mapper (IDM). In addition to its newly redesigned and enhanced user interface and current capabilities, we have completed some overall maintenance to the product. This innovative application enables your Sales Team to securely and...

Compass and GreatAmerica Announce Enhanced Integration Office Technology Dealers Can Now Seamlessly Submit Credit Application Boise, ID (April 2017) – Compass Sales Solutions, the industry leader in Sales Opportunity Software, is excited to announce its latest integration with GreatAmerica Financial Services Corporation. The new integration eases the task of submitting credit applications for office technology dealers. Dealers can now submit credit applications directly to GreatAmerica from...

Compass Sales Solutions Announces Enhancement to Set Accessory Exclusions! Boise, Idaho (August 2017) - Compass Sales Solutions, the industry leader in sales opportunity software, is proud to announce Accessory Exclusions, an enhancement that allows administrators to set exclusion rules on items being proposed. Now in addition to setting model and accessory dependencies in Item Pricing, this new enhancement provides the ability to set exclusions, or accessories that cannot be configured with...

Compass Announces Integration with MWA Forza Built on SAP Business One! Boise, ID – May 2018 – Compass Sales Solutions, the industry leader in sales opportunity software for the office technology industry, is excited to announce its agreement with MWA Intelligence, Inc. (MWA), an SAP Business One OEM and Master Value Added Re seller (MVAR) on the completed integration of Compass Sherpa into the FORZA ERP product as a means to facilitate more freedom and choice for the dealership community.