Do you find yourself with limited financial and human resources? Compass’s Professional Services team can help you keep your equipment pricing list up-to-date with the newest machines released by your manufacturer, maintain all your pricing for you, bookmark your leasing docs, provide you with customized sales proposals, mps contracts, etc.
Net New Program – Keep your Sherpa Equipment Pricing list up-to-date with the newest machines that are released by your manufacturer. Make sure your reps always have the latest products at their fingertips in Sherpa and save your Administrator the time and hassle of preparing new equipment in Sherpa format. We’ll do it for you! Very affordable monthly service.
Administrative Services – The Sherpa Administrative Subscription is an option for dealers who are in need of additional assistance with maintaining various administrative aspects of Sherpa. This package helps customers with some of the more technical aspects of managing the Compass Sherpa software, in accordance with best practices. With our Sherpa Administrative Subscription, you will be able to best optimize your company resources without needing to worry about the routine items that require regular attention.
Sales Order Packet Optimization – Whether you have a sales order packet in place and would like to have it automated, or you have nothing and need our advice on how to best get started, we are happy to help. Sales Order Packets have many forms and requirements, and the goal is to make sure that your team gets all the information they need while keeping everything streamlined for the sales reps! Let us go through your packet with you and come up with a comprehensive checklist to optimize it for your needs.
Pricing Preparation or Re-Preparation – If your Sherpa Equipment Pricing is a mess, outdated, or just plain unruly and unmanageable, consider talking to us about Equipment Pricing Preparation. We can help you make sure that the pricing and products you have in Sherpa are accurate, current, and as easy as possible for your sales reps to use. With our help, you can take advantage of features you may not even have known existed!
Lease Assist Program – For customers with our Lease Tracker Module, we offer the option of assistance with keeping this feature up-to-date. With this program, get monthly assistance updating your leases in Lease Tracker through new lease imports, reconciliation imports, new mappings as needed, and more. Stay on top of your leases and make sure your reps don’t lose those opportunities!
Product Number Program – Some manufacturers are notorious for changing their product numbers on a regular basis. If you’re working with a moving target, try this affordable program, which allows us to update all of your product numbers 4 times per year to make sure you are ordering the right products and your ERP link works optimally.
Do you have a great idea or need something else? Professional Services are problem solvers, so just ask! New services are being offered regularly so email firstname.lastname@example.org for the latest information.