By: Josie Heskje on December 9th, 2019
GreatAmerica and Compass Sherpa to Expand Technology Integration
Digital Signature Capture Helps Office Imaging Dealers Shorten the Sales Cycle
(Boise, ID) – GreatAmerica Financial Services Corporation and Compass Sales Solutions announced today that they expanded Compass Sherpa Lease Tracker to capture digital signatures and submit electronic documents. The two companies share a mutual interest in improving the customer experience and accelerating in-the-field sales for office equipment Dealers.
Printing, manually signing, and scanning documents is now in the past. The integration streamlines the Compass users’ sales process by creating quotes, submitting credit apps, receiving real-time credit status updates, generating lease docs, all without leaving the Compass Sherpa platform.
Compass Sales Solutions is the nation’s leading provider of sales automation software for resellers of office technology and managed print services (MPS).
“We are very excited about this new enhancement to the existing integration between Sherpa and GreatAmerica that will allow our current dealer partners the ability to seamlessly get credit decisions and automate document signature capture,” said Jim McMeel, VP of Business Development at Compass Sales Solutions. “It will bring great efficiencies to the Sherpa users and their clients.”
“We are pleased to take our collaboration with Compass to the next level and help enhance the sales process for our mutual Dealers,” said Jennie Fisher, Senior Vice President and General Manager, Office Equipment Group at GreatAmerica. “Digital signature capabilities should help our Dealers shorten and close the sales loop, while elevating their reputation as tech-savvy solution providers,” she added.
About Compass Sales Solutions
Since 2001, Compass Sales Solutions, the leading sales force automation provider with more than 13,000 users in 8 countries, delivers a comprehensive suite that automates the sales process allowing sales professionals to manage the sales process including: prospect/client data, proposal generation, MPS analysis, ERP integration and mobile access. www.compasscontact.net
About GreatAmerica Financial Services
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 today is organized into seven business units. It has a staff of over 600 employees with offices in Georgia, Minnesota, and Missouri. Our commitment to understand the office equipment industry has positioned us as the unparalleled leader in single invoice solutions (MPS, Managed IT, and other specialized billing options). We also offer innovative non-financial services to help our dealers evolve their businesses. www.greatamerica.com
Josie Heskje is Director, Strategic Marketing for the Office Equipment Group at GreatAmerica Financial Services. Using over 20 years of marketing experience, she helps guide the strategic marketing direction of the Office Equipment Group, and is responsible for the marketing and public relations planning and execution for the business unit. She is the former Marketing & Communications Chair of the Managed Print Services Association (MPSA) (and current committee member) and was awarded a 2018 Global MPSA MPS Leadership Award for "Outstanding MPS Contribution" for an individual. She was also named an industry "Difference Maker" in ENX Magazine in both 2015 and 2017.