Boise, Idaho (June 2015) –Compass Sales Solutions, the industry leader in sales opportunity software, is excited to announce that we have partnered with ConnectWise, an MSP (Managed Service Provider) system commonly used with IT or Network Service Companies.
With this new integration, users can view account information while in Sherpa by logging into ConnectWise with their credentials. This interface will allow them to view basic account information and see vital data which includes detailed information on Agreement, Equipment, and Service Tickets.
In addition to viewing account information, ConnectWise users can now easily import accounts into Sherpa adding the account in their database allowing the reps the tools they need to analyze, propose and close a deal.
“This partnership with ConnectWise will allow more options for our customers and give them the ability to view vital account information right out of Sherpa. Having this capability will eliminate the need to navigate through both programs”, states Troy Casper, President of Compass Sales Solutions.
About Compass Sales Solutions:
Since 2001, Compass Sales Solutions has been the leading sales force automation provider for the office technology industry. 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 the sales process including prospect/client identification, Outlook integration, product configuration, proposal generation, MPS analysis and mapping, ERP integration, and mobile access via smartphone’s and tablets. Compass Sherpa will be the tool your team will want to use, not have to use.
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