Sherpa Expedition allows you to continue to use your current CRM if needed, while having access to all the TCO, Proposal Generation and Reporting ability that Sherpa offers. Included with Sherpa Expedition is complete TCO Analysis and reports, DCA integration, Proposal Generation for quick quotes, MPS, or full Managed Fleet Services along with post-sale paperwork generation and forecasting.
ERP Link – Ability to view live equipment information, contract, meter and service history, and transfer equipment information into the TCO tool.
Lease Tracker – This module allows for inclusion of Lease information from Lease vendors into Sherpa. It also has reporting, allowing at-a-glance viewing of current customer lease portfolios and leases-at-risk.
SherpaGo - Allows completely secure access to your Sherpa database from the field using any web enabled device. View customer information, complete activities, update equipment information and view ERP data all at the tip of your fingers.
UCC Tracker – Ability to import UCC information from EDA into Sherpa and set follow-up activities on all UCC equipment.
Intelligent Device Mapper – Scan a floor plan, map equipment and allocate volumes in the field. Show your customer a visual of their before and after scenario.
Order Processing – Control your after sales paperwork with this module and give your reps a view at all times of where their deal is at in the process.
Email Marketing Integration Powered by Evolved Office –This module with Evolved Office allows creation of marketing pieces that include emails, videos, newsletters, and much more. This integration includes tracking results and activity creation through Sherpa.
SalesScoreKeeper Commission Integration – Integration with SSK’s commission module. Track and monitor all commissions and sales contests at the click of a button.
Sherpa NSR – Optional cloud based version allows you to access your Sherpa database from anywhere with an internet connection without the need for setting up and maintaining a VPN connection or a terminal service application.
ConnectWise Integration – This module will allow you to connect and view ConnectWise account information while in Sherpa such as detailed information on Agreement, Equipment, and Service Tickets.