Follow

Compass Sherpa Alerts

Here is a list of our alerts for Compass Sherpa CRM:

 

In order for us to access your Compass Sherpa data tables, Sherpa must be locally hosted OR hosted on an Azure database (SherpaNSR, NoServerRequired). Compass will need to send us the server address, database name, login and password to the Azure SQL database so we can create a Linked Server from your SQL to the Azure SQL.

ID258: QBR report, option to add functionality in Compass for reps to trigger

Please see THIS LINK for more info

ID939: Request for Last X months Contract Invoices, to trigger inside Compass

Please see THIS LINK for more info

ID741: Track changes for Opportunities

ID741.png

ID845: Forecast sale close date expired (to fall off the alert, an opportunity has to be assigned a Status of 'Closed' or 'Lost') 

ID845.png

ID846: Sales Forecast Due next week -To Rep (shows only forecasts with estimated closedate in the next week, use ID845 to capture all of the past close dates.)

ID846.png

ID847: Sales Forecast Due next week Summary to Sales Manager and Owner

ID847_1.png

ID847_2.png

ID145: Send survey after sales appointment is completed

Please see THIS LINK for more info

 

ID850: Show appointments of Activity Type W or Excluding Activity Tupe X that are not complete (per your alert subscription)

ID850.png

ID852: High Profile Accounts not contacted in X days

ID852.png

ID317: Compare Compass Service Rates to Minimum Acceptable Rate by Model

ID848: (in development) No Decision maker 

ID849: (in development) Sales person marks a deal as won/lost

ID311: (in development): If you store lease info in Compass but not eAuto, this alerts allows us to pull in this lease info for our lease alerts

ID653: Update key customer information into Compass. We use the Compass ERP# to match up to eAuto Customer Number. We can update SalesRep/Primary Rep, CustomerName, Address, City, State, Zip, County, Phone and Fax# OR exclude any of these - just let us know what you would like to sync. (The alert will not consider or change any secondary rep assigned in Compass.)

We will need a SQL Authentication user that has full read/write permissions into the Compass database before installing this alert for you. 

*We will install in test mode first so you can review what changes would be made once running live.*

 

 

 

You can search for these Compass Alerts on our website www.ceojuice.com/alerts and 'Filter by Tags' named "Compass Sherpa":

Please email us at help@ceojuice.com if you have any questions or need assistance with subscribing.

If upgraded to Compass Sherpa 4.0, please email us at help@ceojuice.com as we need to complete an update to these any of these alerts for you

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk