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