Compass Sales Solutions is an e-automate Premier Partner. Since 2001, Compass has been the leading sales force automation provider for the office technology industry. Compass SHERPA™ provides a comprehensive suite that automates all disparate sales processes and allows your sales professionals to utilize one tool to completely manage the sales process including prospect/client identification, complete detailed TCO analysis, have full Outlook integration, product configuration, proposal and sales paperwork auto-generation, MPS analysis and mapping, ERP integration, and interactive mobile access via smart phone’s, ipads and tablets. Compass SHERPA™ will be the tool your team will want to use, not have to use.

Solution Overview

Compass SHERPA™ (Sales Headway ERP Automation) provides your managers and sales representatives with a comprehensive solution for efficiently managing both current accounts and new prospects. From generating more leads to closing more sales to training staff and managing your business, Sherpa is the full-service solution. It can help you more efficiently manage your printer dealership and increase your sales productivity, reduce your output costs, and become a leaner operation.

Compass SherpaGo™ allows our customers to access Sherpa in the field from any web-enabled device. Users can view, edit, and complete client information such as addresses, contacts, activities, current equipment, lease information, and live views of the customer’s e-automate information including service history, meter history and contract information.

Integration FAQs

Average implementation time: Less than 1 hour

Status: Live

Investment: Usually included with purchase of Sherpa

Who supports it? Compass Sales Solutions

Description of installation: We offer 4 ways to integrate e-automate data with Sherpa – all in 1 tool:

Integration points to include:

Key contacts

Compass Sales Solutions