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BTA Hotline: News

Compass Sales Solutions Announces New Executive Portal

Tuesday, July 11, 2017  
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Compass Sales Solutions has announced the release of its new Sherpa Executive Portal. The Sherpa Executive Portal is specially designed for executives and senior management, and is accessible via any web-enabled device.

Executives and managers will be able to view, at a glance, sales totals and activity summaries without logging in or needing to have in-depth knowledge of the main Sherpa product. Instantly and easily you can navigate to view team or individual user stats in a graph with a drill-down feature. This drill-down feature allows you to see individual users within a team and detailed information regarding their closed sales, forecasts and activity benchmarks. You can also set customized email alerts and notifications for items such as closed, lost sales and activity targets, and be alerted anytime, anywhere on the status of your team's achievements.

An Admin Center will allow administrators to view, add, edit, inactivate and delete any current users added in the system, as well as choose to set your sales graphs by either revenue or gross profit. The Executive Portal will work based on your team structure, so it is completely customizable for what users can see certain information on any other user, or just their own.

"This release of our new Executive Portal is going to make viewing a user's sales and activities that have been achieved or not achieved within Sherpa quicker and easier for a company's executives and senior management," said George Gallian, CEO, Compass Sales Solutions. "Setting email alerts that are sent to you directly and not having to log in or have an in-depth knowledge of Sherpa makes managing your team easily accessible."

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