Sherpa Trek is our most robust version of the Compass Sherpa product. Included with Sherpa Trek is complete CRM capability including full integration with Outlook or Google’s Gmail, 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. It also includes integration with your ERP billing system, Lease Tracker to track your current customers, including Risk Reports, in-depth data-mining and filtering for opportunities, as well as SherpaGo, giving your reps mobile capability for completing activities, viewing and editing customer information including equipment and on-the-road view of their ERP data.
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.
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.