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Submit Credit Apps, Generate Lease Docs, and Obtain Signatures Digitally

Remain in Your CRM and Automate Your Sales Process with Our Sherpa CRM by White Cup Technology Integration

How Does the Sherpa CRM by White Cup Integration Help Me?


The Sherpa CRM by White Cup Integration provides a completely digital document process and sales process.

With Sherpa CRM by White Cup you can now:

  • Calculate monthly payments based on your specific programs for greater accuracy
  • Submit applications directly into the GreatAmerica credit system for increased efficiency
  • Gain visibility into all areas of your lease portfolio
  • Receive application status updates
  • Create agreements digitally
  • Bundle your GreatAmerica agreement with your ancillary documents and send for digital signature
New Feature

Sherpa CRM Adobe Sign Digital Signature Overview

With the Sherpa CRM by White Cup and GreatAmerica integration, you now have the ability to digitally sign documents with your customers. Because you are funding transactions through GreatAmerica, you gain access to the GreatAmerica Adobe Sign digital signature platform, creating a significant monetary savings!

Media

Common Questions

Browse the below FAQs for information on processes, documents and costs for the Sherpa CRM by White Cup Integration.

Why should I bundle all documents into one email for digital signature?

Do ancillary documents have to be sent with the GreatAmerica agreement?

What format should my documents be in?

How many documents can be used?

Who embeds the sign codes in the ancillary documents?

Does a credit application need to be submitted in order to allow ancillary documents to be digitally signed with a GreatAmerica agreement?

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About Compass Sherpa

COMPASS SALES SOLUTIONS™ was founded in 2001. In the summer of 2000, its founder, Troy Casper, began formulating the idea of creating an all-inclusive software package. His goal was to design a simplified process for a sales representative to not only manage his accounts, but to also write cost-per-print contracts from start to finish. His first product, Compass Contact, was the launching point for Opportunity Manager and then later Compass Sherpa™, a complete contact and sales productivity solution for office equipment dealers competing in the cost-per-print market.

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