logo

Compass Sales Solutions Announces New Executive Portal!

July 11, 2017

Compass Sales Solutions, the industry leader in Sales Automation Software, is proud to announce the release of the new Sherpa Executive Portal. The Sherpa Executive Portal is specially designed for Executives and Senior Management and is accessible via any web enabled device!

Executives and Managers will be able to view, at a glance, sales totals and activity summaries without logging in or needing to have in-depth knowledge of the main Sherpa product. Instantly and easily you can navigate to view team or individual user stats in a graph with a drill down feature. This drill down feature allows you to see individual users within a team and detailed information regarding their closed sales, forecast, and activity benchmarks. You can also set customized email alerts and notifications for items such as closed, lost sales, and activity targets, and be alerted anytime, anywhere on the status of your Team’s achievements.

An Admin Center will allow Administrators to view, add, edit, inactivate and delete any current users added in the system, as well as choose to set your Sales graphs by either Revenue or Gross Profit. The Executive Portal will work based on your Team structure so it is completely customizable for what users can see certain information on any other user, or just their own.

“This release of our new Executive Portal is going to make viewing a user’s Sales and Activities that have been achieved or not achieved within Sherpa quicker and easier for a company’s Executives and Senior Management!” says George Gallian, CEO of Compass Sales Solutions. “Setting email alerts that are sent to you directly and not having to log in or have an in-depth knowledge of Sherpa makes managing your Team easily accessible.”

For more information about this Executive Portal tool, email our sales team at sales@compasscontact.net.

About Compass Sales Solutions

Since 2001, Compass Sales Solutions has been the leading sales force automation provider for the office technology industry in 4 countries with over 10,000 users. Compass Sherpa provides a comprehensive suite that automates all aspects of the sales process and allows your sales professionals to utilize one tool to completely manage their sales goals. This includes prospect/client identification, Outlook integration, product configuration, proposal generation, MPS analysis and mapping, ERP integration, and mobile access via smartphones and tablets. Compass Sherpa will be the tool your team will want to use, not have to use.

Leave a comment

Make sure you enter the (*) required information where indicated.Basic HTML code is allowed.