Compass Announces Enhanced Integration With CEO Juice
Monday, October 10, 2016
Compass Sales Solutions has announced an enhanced integration with CEO Juice that allows sales teams to pull advanced quarterly business reviews for current clients from CEO Juice, directly from the Compass application.
With this new integration, sales reps will simply be able to click a button in Sherpa to email themselves CEO Juice's quarterly business review in Excel format for the selected account. This report displays service stats, meter and billing information, supply yields and much more. In addition, the quarterly business review will include information on which of your existing key services an account is using or not using, display responses to surveys sent through CEO Juice's survey system and show the Net Promoter Score, a Satmetrix measurement of customer satisfaction levels.
"We are excited to expand our partnership and integration with CEO Juice," said Troy Casper, president, Compass Sales Solutions. "The automation they can create with our Sherpa software is a huge benefit for our dealers. Partnering with them has been a huge success and we look forward to working on future enhancements to benefit our mutual customers."
"The majority of our customers are now running Sherpa and eliminating admin time running reports for reps has been a frequent request," said Gary Lavin, partner, CEO Juice. "This integration makes it easy, but still secure, for the reps to run the reports themselves."
The quarterly business review integration is available for Sherpa users with e-automate version 8.7 or higher and running CEO Juice's Digital Analytics.