Boise, ID (August 2016) — Compass Sales Solutions, the industry leader in sales opportunity software, is proud to announce an enhanced integration with CEO Juice allowing your sales team to pull an advanced Quarterly Business Review for current clients from CEO Juice, directly from your Compass application.
With this new integration, sales reps will be able to simply click a button in Sherpa to email themselves CEO Juice’s Quarterly Business Review in Excel format for the selected account. This report displays service stats, meter and billing information, supply yields, and much more! In addition, the Quarterly Business Review will include information on which of your existing key services an account is using or not using, display responses to surveys sent through CEO Juice’s survey system, and show the Net Promoter Score, a Satmetrix measurement of customer satisfaction levels.
Troy Casper, president of Compass Sales Solutions, says, “We are excited to expand our partnership and integration with CEO Juice. The automation they can create with our Sherpa software is a huge benefit for our dealers. Partnering with them has been a huge success and we look forward to working on future enhancements to benefit our mutual customers.”
“The majority of our customers are now running Sherpa and eliminating Admin time running reports for reps has been a frequent request. This integration makes it easy, but still secure, for the reps to run the reports themselves,” says Gary Lavin, partner at CEO Juice.
The Quarterly Business Review integration is available for Sherpa users with eAuto version 8.7 or higher and running CEO Juice’s Digital Analytics. To learn more about the CEO Juice module, please contact Compass Support at support@compasscontact.net. To see other Sherpa processes available from CEO Juice, go to www.ceojuice.com/alerts and select a TAG of Compass Sherpa.
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About Compass Sales Solutions:
Since 2001, Compass Sales Solutions has been the leading sales force automation provider for the office technology industry in 4 countries with over 15,000 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 completely manage their sales goals. 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 CEO Juice:
CEO Juice provides Automated Best Practices for Copier Dealers. From managing and motivating sales, to service performance, to communicating with customers. Juice ensures nothing falls through the cracks.
