Boise, ID (October 2016) — Compass Sales Solutions, the industry leader in sales opportunity software, released general maintenance enhancements and new modules to current Sherpa customers starting October 17, 2016. These enhancements draw from customer feedback and suggestions as Compass aims to continually add functionality and improve usability for all Sherpa users.
Enhancements include bulk Account Classification assignment from Navigator, new features for administrators to better keep clean data with added features in the Merge Tool, and new bookmarks for account ID and item category information to populate on custom templates.
For Sherpa users who have upgraded to the latest 4.0 version, additional enhancements include greater visibility of item promos in Solution Configurator, additional customizability of the Sales Stages view, and the ability to set up quotas across different revenue categories and break down quota attainment by those categories. If you have yet to upgrade to our latest 4.0 version, please reach out to support@compasscontact.net for more info.
New available modules offer additional functionality as well. Sherpa’s Contract Services module enables sales teams to add service items to proposals in Sherpa without adding additional margin to those items. Outlook Meeting Invite gives users the option to add additional attendees to a meeting when creating an activity in Sherpa, streamlining the process for those using both Sherpa and Outlook. Sherpa now also integrates with CEO Juice, allowing your sales team to pull an advanced Quarterly Business Review for a current client. These new modules are free enhancements for current customers and can be activated upon request.
“Customer feedback is always appreciated as we look for ways to improve or enhance our product. Our Development team works hard to develop these enhancements that provide our customers with tools they need to help in their continued sales accomplishments,” says Tami Dittemore, VP of Operations at Compass Sales Solutions. “We hope you enjoy and take advantage of these new enhancements.”
To learn more about these enhancements or to request any of the modules, please contact support@compasscontact.net.
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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.
