Compass Sales Solutions – Proposal & Quote Generation, MPS, CRM
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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


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