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Sherpa scout

Sherpa Scout

Sherpa Scout is for those customers who just need a CRM tool designed for this industry. Included with Sherpa Scout is complete CRM capability including full integration with Outlook or Google’s Gmail, TCO Analysis and reports, DCA integration, Lease Tracker to track your current customers, including Risk Reports, in-depth data-mining and filtering for opportunities as well as live integration with your ERP billing system.

Sherpa makes it so easy to track accounts, analyze, and report. With these time-consuming tasks streamlined, your management staff can quickly identify customers in need of assistance and diagnose shortcomings in the process. Determining behaviors that provide more success for certain representatives is just one application of the powerful Sherpa tracking tools. Sherpa comes with a robust reporting package to enable sales growth, proper account management, and territory management. Reporting tools for sales reps allow them to identify key opportunities and provide an overview of prospects in the sales funnel and how they are progressing.


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

UCC Tracker – Ability to import UCC information from EDA into Sherpa and set follow-up activities on all UCC equipment.

Intelligent Device Mapper

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.

Account Strategy Module

Account Strategy Module – Give reps the tools to have a complete strategy in place before presenting to the customer.

Sherpa NSR

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

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.