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system admin

System Administrator Training is a monthly 2 day event held in Southern California. Are you a new administrator to your organization or need a refresher? This 2 day event covers hands-on training of all areas of Sherpa from both a User’s and Administrator’s perspectives.

Learn how to:

  • » Train and Assist New users and understand the TCO & solution process from a Sales Rep's perspective

  • » Manage Users and set up security and territories

  • » Get the most from your links to ERP, Outlook and Meter Devices

  • » Learn how to data-mine your Sherpa database for opportunities and run reports

  • » Update and create pricing for both MPS and Hardware, using our new user-friendly Export and Import features

  • » Import MPS pricing from your Suppliers

  • » Import your Lease Portfolio for quick access to current leases and lease expirations

  • Import UCC data from EDA to track competitive equipment

  • » Create and update Word and Excel Templates (Bookmarking) to automatically populate sales proposals and paperwork from the information in Compass

  • » Best Practices Guidelines

    Click here for our schedule and more info!