Compass Announces IT Services as a Part of Compass Sherpa

Boise, ID (November 2018) – As the industry leader in sales opportunity software for the office technology and managed print services (MPS) sector, we at Compass Sales Solutions are always looking for ways to provide a better return on investment to our partners. As such, we are excited to announce our newest Sherpa integration: IT Services.

New fields and tools will be added to make quoting, forecasting, and reporting on IT Services quicker and easier in Sherpa. This exciting integration will allow our partners to not only price out new models and accessories but will also add the flexibility to present combined IT Services and IT Hardware proposals.

To accommodate the frequent pricing changes within this industry, the module will feature live pricing, and inventory status from Synnex and Ingram Micro – no spreadsheet prepping or importing will be necessary. Partners will also have different pricing options, such as one-time fees, recurring fees, and pass-through fees, and the flexibility to add as many different customizable fees as necessary.

Our Development Manager, Casey Taylor, weighs in on what really makes this module great:

“The IT Services feature will allow your hardware reps to continue utilizing Sherpa as they do today but will open new doors to Sherpa for IT hardware and services sales teams. Building off Sherpa’s foundation for quickly building accurate proposals and then being able to forecast and track those proposals, this new feature will offer the flexibility and growth options dealerships need within a full sales ERP package. You can use one tool for all your teams, streamlining processes and software programs to keep your teams in sync and working towards the same goal.”

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