By: GreatAmerica on October 5th, 2022
What To Know About the Sherpa CRM Integrations
Updated 10/5/2022. Originally published 1/21/2020
If you ask anyone in the workforce today - in the imaging industry or otherwise - they will likely agree one of the high points of friction related to their job is working in multiple systems. Bouncing from program to program not only creates user-fatigue, but it is inefficient and leaves opportunity for distraction and error.
In recent years, our solution provider customers have acknowledged this as a major obstacle when it comes to reaching their business objectives. That’s why they are finding it increasingly valuable to invest in solutions that streamline and automate their processes.
GreatAmerica solution provider customers who use an industry customer relationship management (CRM) software called Sherpa CRM by White Cup can realize significant time savings through integrations that reduce the number of programs they must utilize throughout the sales and credit-approval process.
Today, we are going to answer some of the most common questions around these integrations with Sherpa CRM. Let’s dive in.What are all the integrations available through Sherpa CRM and GreatAmerica?
Below is a high-level overview of all the steps that can be automated through the GreatAmerica and Sherpa CRM integrations. These integrations allow users to:
- Create a quote
- Submit a credit application
- Check the status of an application
- Generate digital lease documents
- Obtain a digital signature
- Receive lease data updates automatically
What is new with the Sherpa CRM integrations?
As mentioned, GreatAmerica highly prioritizes our work and investments in the tools our customers already use to make doing business as seamless as possible. The two latest enhancements with Sherpa CRM do just that.
1. Automated Daily Lease Data Updates
Our most recent collaboration with White Cup facilitates a daily integration for the solution provider that sends lease data from the GreatAmerica system directly to the Sherpa CRM automatically. This means GreatAmerica can send daily automatic updates on equipment payment, remaining payments, or buyout and upgrade totals for end-customer contract information to the solution provider's Sherpa CRM Lease Tracker. Previously this was a manual process involving a spreadsheet containing updated lease data on the solution provider's portfolio and could only occur up to twice a month.
Not only does this enhancement eliminate this manual process, but in today’s environment of increased cybersecurity threats, it offers an extra layer of protection to the data housed within each system. Additionally, solution providers especially appreciate how this enhancement provides virtually live lease data updates for both sales reps in the field and their lease administrators.
How does the updated Sherpa CRM Lease Data module simplify things for reps in the field?
The Sherpa CRM Lease Data module allows reps in the field to view live, accurate contract information with the touch of a button. This reduces prep time for meetings and allows them to easily identify new opportunities for the lessee on the go.
Additionally, when upgrading or creating new agreements for their customers, all their information is saved in the system so it can be prepopulated to make future applications a snap.
How Do I start receiving Lease Data Updates?
To start receiving the daily lease data updates, simply contact email@example.com, or your Sherpa support team for the update.
2. New Special Instructions Field
Additionally, we’ve also added the ability for the solution provider to automatically include special instructions related to the credit application or booking process. Solution providers can add these special instructions right within their Sherpa CRM system and they are passed automatically to GreatAmerica when the credit application is submitted directly through Sherpa. Previously, these special instructions would have needed to be sent in a separate correspondence, via email or phone. However, capturing all this information right within the Sherpa CRM system ensures nothing important is missed.
Why should I use the full spectrum of GreatAmerica and Sherpa CRM integrations?
Time is money, and inefficiencies lead to an unnecessary expenditure of both. Seemingly small interactions or manual steps in a process can add up to time wasted and mistakes made.
Through the Sherpa CRM, solution providers can capture digital signatures and submit electronic documents by bookmarking GreatAmerica lease documents within the Sherpa CRM. Solution providers can easily send documents to their customer for signing, and once signed, the docs will be sent back directly to the solution provider in addition to GreatAmerica. The sales process is streamlined even further through the ability to create quotes, submit credit apps, receive real-time credit status updates, and generate lease documents. In combination with the other core functions of these integrations, solution providers no longer need to spend time printing, manually signing, and scanning documents into the system. In fact, it completely closes the loop on their sales process, allowing users to carry out all the tasks involved in their sales cycle without leaving the Sherpa CRM platform.
Can I create my agreement using GreatAmerica documents in Sherpa CRM?
Absolutely! Documents can be created in two ways:
- Our digital document integration allows Sherpa CRM users to stay within the system and simply select which agreement they’d like to use.
- GreatAmerica documents can also be bookmarked directly in Sherpa CRM system for even easier access!
How does Sherpa CRM make it easier to generate lease documents?
In addition to being able to submit a credit application without leaving the Sherpa CRM, this integration also facilitates the generation of our Digital Documents. Solution providers can conveniently auto-populate the end-customer’s information from the application and send it for digital signing, ultimately saving time and energy in the sales process.
How can I get started?
You don’t need to be enrolled in all of the GreatAmerica and Sherpa CRM integrations to take advantage of one. For example, perhaps you’d like to start by adding the ability to automate the quote creation and credit application processes. We can set you up with only those two, while maintaining the flexibility to expand into other integrations, as needed.
Whether you are brand new to these integrations with Sherpa CRM, or are hoping to expand to take advantage of the latest enhancements, we encourage you to contact your GreatAmerica sales rep or email firstname.lastname@example.org for more information on getting started.
If I’m already using these integrations, how do I ensure I am running the latest version?
To make sure you're on the latest version of the GreatAmerica integrations module for Compass Sherpa, please inquire at email@example.com. The White Cup team will provide you with their help documentation which outlines step-by-step set up directions.
By taking advantage of these enhanced integrations, you’ll streamline your sales process and easily execute all steps in a single system. With the competitive nature of today’s market, it’s good to get an edge wherever you can find one. Eliminating the inefficiencies that come with printing, manually signing, and scanning documents will not only improve efficiency and accuracy, but you and your team will find more enjoyment and success in your day-to-day work.
Questions about this or any of our other integrations? We’d love to hear from you! Email us at firstname.lastname@example.org.
[WEBINAR] What’s New with GreatAmerica & White Cup: How the New Sherpa CRM Lease Tracker Update Impacts You
Register for our FREE webinar, taking place on Tuesday November 8th at 11:00 AM CST hosted by GreatAmerica Financial Services and White Cup!
Robin Fonck, Director of Strategic Technology at GreatAmerica hosts Kristen Thom, Director of Product Management at White Cup as they provide an overview of an exclusive new integration enhancement coming to the Sherpa CRM Lease Tracker. Kristen will demo how the integration now supports daily lease data updates, automatically sending information, like equipment payment, remaining payments, or buyout and upgrade totals for end-customer contract information, from the GreatAmerica System directly to your Sherpa CRM instance. This eliminates the timely, manual upload this step previously required. Kristen and Robin will also explain how this update provides an enhanced layer of security in the ever-growing environment of increased cyber threats. Join us to learn about this new enhancement and find out how you can enable this feature in your Sherpa CRM.
GreatAmerica is the largest independent, family-owned national commercial equipment finance company in the U.S. and is dedicated to helping manufacturers, vendors, and dealers be more successful and keep their customers for a lifetime. GreatAmerica was established in Cedar Rapids, Iowa in 1992 and now has offices in Iowa, Georgia, Minnesota, and Illinois. In addition to financing, GreatAmerica offers innovative non-financial services to help our customers grow.