NEWS & PRESS RELEASES

2019 News & Press Releases

 

Compass Sales Solutions Featured in Business Technology Association Magazine

Compass Sales Solutions was featured in the August edition of the Business Technology Association Magazine, which highlighted top Office Technology companies. Compass’s sales software, Sherpa, graced the front cover and was highlighted within the magazine’s article – “Sales Management Solutions, Automating Processes & Document Generation”.

The article highlights the humble beginning of Compass and the evolution of how it became a top office technology solution. Through an interview with Troy Casper, Compass’s founder, the article perfectly captures the immense power of the tool, describing it as more than just a CRM tool. Jim Mcmeel, VP of Business Development, was quoted saying “Dealers save a substantial amount of time because of the depth and breadth of functionality that exists. They’ve replaced manual workarounds with one streamlined solution that gives them the visibility they need to make better business decisions quickly.”

The article expands on Sherpa Trek listing features such as e-automate integration, TCO analysis, proposal, and post-sale paperwork generation, and lease tracking. It also features SherpaGo, giving sales reps mobile accessibility in and out of the office.”

Click here to read the full article.

2018 News & Press Releases

 

Compass Sales Solutions Announces Exclusive Reseller Partnership With Purpose Software

Boise, ID (November 2018) – Compass Sales Solutions, the USA’s leading provider of sales automation software for resellers of office technology and managed print services (MPS), is expanding access to its full suite of products throughout the UK and Ireland with the announcement of a new and exclusive reseller partnership agreement with Purpose Software, the industry’s leading supplier of integrated data management software solutions. Designed by the industry for the industry, Compass Sherpa automates all aspects of the sales process and integrates with all service management systems including 2serv, CBS, Forza, e-automate and Vantage Online… Read More 

Compass Announces Partnership with Vantage!

Boise, ID (August 2018) – Compass Sales Solutions, the industry leader in sales opportunity software for the office technology industry, is excited to announce their partnership with Vantage specializing in service management solutions that maximize workforce productivity, improve customer satisfaction and minimize operational costs…. Read More

Take Compass Sherpa to the next level with DocuSign!

DocuSign will enable users the ability to seamlessly manage the secured digital signing of a document with recipients outside your organization. Help Sherpa users to automate back-end document processing to eliminate manual rekeying of data and associated errors… Read More

Compass Announces New Feature to Pull ERP Pricing into Sherpa!

Boise, ID – June 2018 – Compass Sales Solutions, the industry leader in sales opportunity software, is excited to announce a new feature allowing dealerships the ability to pull item information, pricing, and product numbers directly from e-automate into Sherpa using EA Sync… Read More

Sherpa Announces DocuSign Integration!

Boise, ID – June 2018 – Compass Sales Solutions, the industry leader in sales opportunity software, is happy to announce their latest integration with DocuSign enabling users to send and receive electronically signed agreements and store them within your Sherpa database, assisting with automating the agreement process… Read More

Sherpa offers new fields for GDPR compliance tracking!

Boise, ID – June 2018 – Compass Sales Solutions, the industry leader in sales opportunity software, is happy to announce we have taken steps to ensure that our customers have control over their personal data and that their information is being securely protected under the General Data Protection Regulations (GDPR). In addition, Compass is also offering a new module with contact tracking fields available to make GDPR compliance easier for dealers as well… Read More

MWA Intelligence, Inc. and Compass Sales Solutions Empower Dealerships Through Purposeful Alignment

Scottsdale, AZ – April 2018 – Compass Sales Solutions, the industry leader in sales opportunity software for the office technology industry, is excited to announce its agreement with MWA Intelligence, Inc. (MWA), an SAP Business One OEM and Master Value Added Reseller (MVAR) on the completed integration of Compass Sherpa into the FORZA ERP product as a means to facilitate more freedom and choice for the dealership community… Read More

Sales Leadership Strategies Event Hosted by Compass Sales Solutions!

Boise, ID – (April 2018) – Compass Sales Solutions, the industry leader in sales automation software, is excited to host our Sales Leadership Strategies Event that to provide the dealer channel with ideas, best practice sharing, and winning strategies from Industry leading dealers and partners…Read More

Compass Sales Solutions Launches A Fully Redesigned Website!

Boise, Idaho – (March 2018) – Compass Sales Solutions, the industry leader in sales opportunity software, is excited to announce that we have launched a fully redesigned website!…Read More

Compass Sales Solutions and LEAF Commercial Capital, Inc. Announces a New Integration to Submit Lease Applications!

Boise, Idaho (February 2018) – Compass Sales Solutions, the industry leader in Sales Opportunity Software, is excited to announce its latest integration with LEAF Commercial Capital, Inc. (“LEAF”). The new integration eases the task of submitting credit applications for office technology dealers… Read More

Compass Sales Solutions Announces Sherpa Resource Center!

Boise, Idaho (February 2018) – Compass Sales Solutions, the industry leader in sales opportunity software, is excited to announce the release of a new Resource Center, a free module now available to our partners utilizing Document Storage. Have you ever been in front of a customer and wished that you had that one specific document to present to them?… Read More

Compass Sales Solutions Announces New API Integration!

Boise, Idaho (January 2018) – Compass Sales Solutions, the industry leader in sales opportunity software, is excited to release the new Sherpa API (Application Program Interface). The Sherpa API allows current U.S. users to integrate Sherpa accounts, contacts, activities, and opportunities areas with third-party tools… Read More

Compass Sales Solutions Announces New Enhanced Integration with HubSpot!

Boise, Idaho (January 2018) – Compass Sales Solutions, the industry leader in sales opportunity software, is excited to now offer an enhanced API integration with HubSpot. This new level of integration allows for a new at-a-glance HubSpot Lead generator view directly on your Sherpa Dashboard…Read More

Customer Service Center

Compass Q/A’s