CEO Juice Overview
This no-cost integration with CEO Juice allows your sales team to pull an advanced reports for current clients from CEO Juice, directly from your Sherpa application.
With this integration, sales reps will be able to simply click a button in Sherpa to email themselves CEO Juice’s Quarterly Business Review in Excel format for the selected account. This report displays service stats, meter and billing information, supply yields, and much more! In addition, the Quarterly Business Review will include information on which of your existing key services an account is using or not using, display responses to surveys sent through CEO Juice’s survey system, and show the Net Promoter Score, a Satmetrix measurement of customer satisfaction levels.
Reach out to our support team to request the CEO Juice integration.
CEO Juice Administration Set-Up
Go to Administration > Control Panel >Third-Party Tools tab >CEO Juice. Here, you can set up your connection to your CEO Juice account and Reports. Just enter your server information.
The CEO Juice integration also adds the ability to set up access to other reports to run from Sherpa’s EA Interface under the Report Settings section. Please reach out to CEO Juice (firstname.lastname@example.org) to request a list of reports that are supported.
In Administration > Manage Users > Add/Edit Users, Admins have the ability to limit access to each report by user.
In the E-Auto Interface there are 3 CEO Juice buttons.
CEO Juice Invoice- Clicking this button will email the customer invoice report to the logged in user based on how many months are chosen. This will need to be requested from CEO Juice to be set up.
CEO Juice Reports-Clicking this button will give the user the option to choose a report that they have access to as set up in the user's profile by the admin from the dropdown. They can choose how many months and the report will be emailed to them.
CEO Juice QBR-Clicking this button will email the Quarterly Business Review report to the logged in user based on how many months are chosen. This will need to be requested from CEO Juice to be set up.
NOTE: reports will only be sent to users if they are assigned as primary to the account in Sherpa. Territory reps will not receive the reports.
Last updated 8/16/2023