Boise, Idaho (August 2017) - Compass Sales Solutions, the industry leader in sales opportunity software, is proud to announce Accessory Exclusions, an enhancement that allows administrators to set exclusion rules on items being proposed.
Now in addition to setting model and accessory dependencies in Item Pricing, this new enhancement provides the ability to set exclusions, or accessories that cannot be configured with certain other accessories, that apply when sales reps are configuring their proposed solutions. This ensures sales reps are creating correct configurations quickly and easily in Sherpa.
When setting accessory exclusions, an administrator can choose to prevent the accessory from being able to be selected when another specific accessory is chosen. Or, the administrator can choose to warn the user that the accessory may not be compatible with other accessories selected, prompting a pop-up notification to the user.
“This new enhancement will prevent reps from pricing out the wrong or duplicate accessories when configuring deals,” says Tami Dittemore, VP of Operations for Compass Sales Solutions. “It also puts configuration information at their fingertips in Sherpa, eliminating the need to cross-check accessory selections after the fact.”