Boise, ID (Jan. 7, 2019) – Compass Sales Solutions, the industry leader in sales opportunity software, is excited to continue offering their enhanced API integration with HubSpot. This integration allows for an at-a-glance HubSpot Lead generator view directly on your Sherpa Dashboard.
Sherpa’s API integration with HubSpot allows sales teams to maximize their marketing strategies by pulling in leads from HubSpot directly to your Sherpa Dashboard view. This integration works with the full CRM version of HubSpot and provides the user complete control of the leads being generated, keeping Sherpa up to date with information entered in HubSpot and eliminating the need to enter data in multiple systems.
Users can review HubSpot leads to determine what is a valid or invalid lead, quickly and easily create activities from any of the valid leads without jumbling their Sherpa activity list with dead ends. If you determine, the lead is not a valid lead you will have the option to remove it from your Dashboards view or as a generated current lead inside the HubSpot Lead. If you have a lead where the account is not found in Sherpa, you can do a quick account add that pre-populates the lead information for you.
Tami Dittemore, VP of Operations with Compass Sales Solutions says, “HubSpot’s integration provides great time-saving features for sales reps. As leads come through your website, HubSpot pushes them directly into Sherpa for the sales rep to pursue. Streamlining incoming website leads and contact information in addition to putting marketing data at your reps’ fingertips in Sherpa ensures they are making the most of their time and resources.”
Email us if you would like to know more about pricing and availability of the new HubSpot integration.
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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 8 countries with over 10,000 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 HubSpot
HubSpot is a leading inbound marketing, sales, and CRM growth stack. Since 2006, HubSpot has been on a mission to make the world more inbound. Today, over 31,000 customers in more than 90 countries use HubSpot’s award-winning software, services, and support to transform the way they attract, engage, and delight customers. HubSpot Marketing includes social media publishing and monitoring, blogging, SEO, website content management, email marketing, marketing automation, and reporting and analytics. HubSpot Sales enables sales and service teams to have more effective conversations with leads, prospects, and customers. HubSpot CRM helps sales teams organize, track, and grow their pipeline. All three platforms integrate right out of the box and are available for free to start. HubSpot has been named a top place to work by Glassdoor, Fortune, The Boston Globe, and The Boston Business Journal.
