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Compass Sales Solutions is Partnering with Wells Fargo for Lease Document Automation

27 Feb, 2015

Boise, Idaho – February 2015 – Compass Sales Solutions, the industry leader in sales opportunity software, is proud to announce that we are partnering with Wells Fargo for Lease Document Automation.

Compass is proud to announce a new partnership with Wells Fargo, allowing Compass Sherpa users to automate Wells Fargo lease documents. If you love your automated proposals and lease documents from other leasing companies, you can now have the same time-saving automation for your Wells Fargo lease documents and go from unprofessional hand written lease documents to zero effort populated lease paperwork!
Dealers who use Wells Fargo are now eligible to receive up to 3 Word lease documents bookmarked at no charge! This free bookmarking will include inserting bookmarks into the protected lease documents approved for your dealership by Wells Fargo. Dealers using both Compass Sherpa and Wells Fargo can email services@compasscontact.net for more information.

“We are excited to work with Wells Fargo to further automate lease document automation and provide dealers with reduced time filling out forms, and reducing entry error” said Troy Casper, President of Compass Sales Solutions. “We see this partnership being a great asset to our customers and allowing this process to be more streamlined.”

Tami Dittemore, VP of Operations adds, “This new partnership with Wells Fargo is an exciting new feature. We can now save our dealers time in preparing lease documents and allowing the reps to utilize another automated item in their sales process.”

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.

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