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Compass Announces New Enhancements to SherpaGo

Boise, ID July 2018 – Compass Sales Solutions, the industry leader in sales opportunity software for the office technology industry, is excited to announce recently released New Enhancements to our SherpaGo software. SherpaGo mobility suite brings the power and functionality of Sherpa to your sales professional’s smartphone and allows for such items as completing activities, equipment, opportunities, pricing, and live ERP data.  All, from the palm of their hand!

Our users that utilize SherpaGo will be as excited as we are to see the changes that have been implemented to make your SherpaGo experience a more streamlined process.  At Compass we realize how hectic things can get when out in the field, calling on your clients and wanting to access the information you have diligently stored within your Sherpa database.  We are continually striving to accommodate those daily needs.

Recent enhancements include:

  • Activities – When creating a follow-up activity in SherpaGo, it will default the Activity Date to tomorrow rather than today (mirrors Sherpa functionality).
  • Search – When searching for accounts within the SherpaGo mapping tool it will default to the first 25 results and provide an option to display 50 or 100 account results then if desired.
  • Account Add – When adding a new account in SherpaGo, the # of employees field will default to blank now rather than the first item in the list.
  • Accounts – If you have the Split Accounts module turned on and if you choose to check the box for “disable split accounts” on any users, this checkbox will now apply in SherpaGo the same as it does in Sherpa.
  • Activity Notes – Easily view activity notes from the Activity List or Activities section of an account, without needing to click into each activity. If it is a long note, you can choose to “expand,” and it will show the complete note section, choose “close,” and it will then close out.  There is no need to reload the screen or anything.
  • Emails – While you can’t save emails in SherpaGo you can now view emails previously saved to an account in Sherpa. You will also have the “expand/Close” feature in this area as well.

For additional information, please visit the Compass Sales Solutions corporate website: www.compasscontact.net.

About Compass Sales Solutions

Since 2001, Compass Sales Solutions has been the leading sales force automation provider for the office technology industry in 8 countries with over 13,000 users.  Compass Sherpa provides a comprehensive suite that automates all aspects of the sales process and allows your sales professionals to utilize one tool to manage their sales goals completely. This includes prospect/client identification, Outlook integration, product configuration, proposal generation, MPS analysis and mapping, ERP integration, and mobile access via smartphones and tablets.  Compass Sherpa will be the tool your team will want to use, not have to use.

About the Author:

Troy Casper
Troy Casper – Compass Sales Solutions, President • 25 plus Years in the Industry • Started as territory Sales Rep, promoted to Management • Owner of Printer company specializing in selling HP cost per print programs • Sold MPS solutions back in 1997 • Full understanding of Cost per page programs from financials to presentation • MFS and MPS consultant • Founder of Compass Sales Solutions • Initial Developer and Programmer Compass software products Troy Casper has 25 plus years of industry experience and is currently the President of Compass Sales Solutions, a company who specializes in Sales Force Automation, Solution Selling, Fleet Management, TCO Analysis and Proposal Generation. Expert Strategist on MPS, Business Assessments and CRM, who has spoken at all of the industry’s largest conferences such as ITEX, CDA, BPCA, SDG and Major Manufactures including Sharp, Lexmark and Kyocera, as well as ERP companies such as E-Automate, OMD and Nextgen.

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