CEO Juice and Compass Sherpa have now teamed to allow for quick easy access to various resources. There is no additional charge for this integration.
Below are the steps needed for setting the Compass / CEO Juice connection.
The minimum requirements are: Compass 4.0 and eAuto 8.7
You will need to reach out to Compass (support@compasscontact.net) to ask them to set up the features you are interested in and once that is done, follow the CEO Juice Integration steps below and then let CEO Juice know (help@ceojuice.com) which features you're interested in. We will then be sure to install needed alerts to get things going for you.
Available features:
(right click on image to enlarge)
1. Net Promoter Score field (ID695) - just need to be on latest version for results to push through. You will need to work directly with Compass to allow users to view Net Promoter Score directly in Compass Sherpa. Any user with access to a particular account in Compass Sherpa will be able to view these fields for that account.
2. Key Services field (ID789), you will need to be sure this alert is running (not in test mode) and is pushing needed Custom Properties into e-automate for Key Services to populate in Compass. You will need to work directly with Compass to allow users to view Key Services directly in Compass Sherpa. Any user with access to a particular account in Compass Sherpa will be able to view these fields for that account.
3. Invoices report (ID939), be sure to complete needed variables for this alert subscription. Invoice(s) will send to email associated with Sales Rep email in Compass.
4. CEO Juice Reports button is ONLY for Survey Responses (ID877), pull Survey Responses from Sherpa directly and export to PDF if needed.
5. QBR (Quarterly Business Review) report (ID258), please see THIS LINK for needed variables on this alert subscription that affect filters. You will need to work directly with Compass to allow users to email the report from Compass Sherpa. Any user with access to a particular account in Compass Sherpa will be able to run the report for that account and can expect to receive email of report (in excel format) within 15 minutes of request. Report will send to email associated with Sales Rep email in Compass.
*The QBR pulls all child accounts from parent. It’s not built currently to be ‘the’ account. It works from the account selected to identify the ‘Parent’ account and then runs all accounts.
**Anyone listed in to:/cc: of your ID258 alert subscription will also receive the QBR requested from Compass. (bcc: will not send to anyone as it is intentionally not connected). Email will come from the email address listed in from: of your ID258 subscription. Subject line will start with "Requested Customer Review", followed by Account Name
See this link for a full list of Compass related process with CEO Juice
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SET UP:
Set Up:
Step 1:
REQUIRED Server Settings in Compass:
Once Compass Sherpa has set the module up for integration, you will need to set tab in the Administration -> Control Panel -> Third Party Tools -> CEO Juice as follows:
Please create a new SQL Login to your e-automate database or use the Sherpa SQL login. This user needs at least read/write/execute permissions to CEOJuice database and at least read rights to your eAuto database. We strongly recommend creating a separate login so as to keep track of what login is making which changes (if any).
*for ECi Hosted clients:
Server: Name of SQL Server where your e-automate database (which is also the EA SQL Server)
Database: CEOJuice
Username & Password: The SQL Login and Password per Step 1 above.
*for ECi Hosted clients:
Step 2:
Only used for Survey Responses (ID877) access - REQUIRED Report Settings in Compass:
**YOU WILL NEED TO REACH OUT TO SUPPORT@COMPASSCONTACT.COM TO LET THEM KNOW YOU NEED THE UPDATE TO RUN THE NEW CEO Juice Report**
1. Enter the report number for the CEO Juice report/alert (ID877/Survey Responses) you’d like access to. Enter a report name which will be what your reps will select from to run the report, and click Add Report.
2. in Sherpa, go to Admin > Manage Users > Add/Edit Users. For any user you’d like to have access to a CEO Juice report from Sherpa, open their user record and under the CEO Juice Reports tab (bottom left), choose from the Available Reports which that particular user will have access to.
3. Once setup, your user can click the 'CEO Juice Reports' button from the eAuto interface in Sherpa.
4. The user will have a drop down of reports they are allowed to access (based on the Manage Users settings). They will (1) pick the report they want to run and (2) enter a number of months to run the report for.
*currently only the survey response report ID877 can be set up here
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For the Quarterly Business Review (QBR):
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TROUBLESHOOTING:
If a user is seeing this error:
Check that the user setup has the correct ERP ID in Compass Sherpa. (Will need to contact Compass directly for further info on correct ERP ID, if needed.)
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