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Compass Sales Solutions Announces New Account Review Reporting Feature for Compass Sherpa

9 Mar, 2015

Boise, ID (March 2015) – Compass Sales Solutions, the industry leader in sales opportunity software, is proud to announce the new feature for Account Review Reporting.

Whether you do monthly, quarterly, or annual reviews with your customers, you can easily pull statistics from E-Automate into a professional, comprehensive Excel workbook. This new tool provides graphing and data highlighting service histories, volumes and meter trends, as well as a full circle assessment of your customer’s overall account.

The new Account Review template will be available for immediate release and will allow you to customize the look to best fit your organization. Troy Casper, President of Compass Sales Solutions says, “We are pleased to announce this reporting tool for dealers to automate their account review process and make this significant data available at the push of a button for any Compass Sherpa user.”

“Our experiences with working with dealers have shown us how important account reviews are to the success of ongoing business with current clients and enhancing their relationship with them. Whether you are a new or seasoned executive, account reviews are at the tip of your fingers,” states Tami Dittemore, VP of Operations with Compass Sales Solutions.

To learn more about this new feature or have it enabled in your Sherpa database contact our Compass Support team at support@compasscontact.net or by calling our offices at (800) 295-0411.

 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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