10 Quick Tips for SherpaGo

  10 Quick Tips for SherpaGo

1. FLEXIBILITY SherpaGo as a website and not an app allows access from any device with internet or a network signal. Because of this, it uses less data and less battery usage on your mobile device.
2. PROSPECTING Before walking into a business that may be a prospect, you can check SherpaGo to confirm if they are a new prospect or a current customer in your database.
3. DETAILS Easily access an account and look up account information and contact details to phone the account or contact right from the SherpaGo main screen.
4. INCREASE EFFICIENCY Avoid going all the back to the office using SherpaGo you can prospect, enter leads, receive reminders right from your phone!
5. KEEP ACTIVE Access your Activity List and make phone calls, etc. while out in the field and easily complete the activities
6. ADD COMPETITIVE EQUIPMENT When out in the field doing an assessment easily add competitive equipment or equipment details and meter information at the customer location directly into the TCO that is not currently under Service.
7. KNOWLEDGE At current customer visits, answer quick questions on the fly by looking up the lease, meter, and service information right from your phone or tablet
8. QUICK PRICE Access your price list with pricing levels to give a quick quote to a customer to assist with trying to close a deal on the fly
9. OPPORTUNITIES Maximize your time and efforts with the mapping feature in the field to find other opportunities nearby your current location
10. QUICK AND EASY ENTRIES Use your phone's voice to text feature for entering activity notes and save time after stopping numerous places while prospecting or after any scheduled appointment.