How to Use Evolved Office and Compass Sherpa Integration

Evolved Office and Compass Sherpa have partnered to deliver a seamless integration that empowers your marketing and sales efforts like never before. From precise contact filtering to dynamic email and drip campaigns—all activity and engagement is tracked, reported, and actionable inside your existing systems.

What This Integration Does

• Filters Sherpa account data to build segmented, targeted lists
• Syncs lists directly into Evolved Office for campaigns and automation
• Uses rep-specific login and activity tracking within Sherpa
• Sends email engagement metrics (opens, clicks) back to Sherpa
• Allows sales managers to create actionable tasks based on engagement

Step-by-Step: From Sherpa to Evolved Office

1. Filter and Segment Your Target Audience in Sherpa
   You can build your campaign lists in two places
   1. Option A: From the Home Screen
      1. Navigate to Home → Account → Filter
         
         
         
          
      2. Use a saved filter or build a new one using:
         • Location (City, State)
         • Account Type or Classification
         • Equipment details
         • Lease expiration (e.g., “End Lease Date” is between X and Y)
           
            
   2. Option B: From Sherpa Navigator
      1. Go to Reports → Sherpa Navigator
         
          
      2. Select data type (e.g., “Accounts and TCO”).
         
          
      3. You need to select at least one display column.
         • Example: “End Lease Date” and “Make Model”
           
           
           
            
      4. Click Advanced Filter for deeper targeting:
         • Example: Filter “End Lease Date” (e.g., in the next 180 days) and “Make Model” (e.g., Brother)
           
            
      5. Review results and click Campaign (top right)
         
          
2. Create a Campaign List
   • Choose to add accounts to an existing list or create a new one.
     
      
   • Assign reps that have accounts tied to EO (Evolved Office).
     
      
   • This syncs the filtered list into Evolved Office for outbound marketing.
     
      
3. Launch EO from Sherpa (Inside Evolved Office (Directly from Sherpa))
   • Go to Account → Account Tools → “Evolved Campaigns”.
     
      
   • Your EO credentials are embedded, and you’ll be taken directly to the Evolved Campaign Home.
4. Monitor Campaign Stats & Engagement
   • Access the Evolved Stats Dashboard within Sherpa
   • Review:
     • Email Opens
     • Clicks
     • Bounces
       
        
5. Create Follow-Up Tasks (Turn Engagement into Sales Activities)
   1. In Sherpa, go to Campaign Activity
   2. Click the “+” icon next to a campaign to see engaged contacts
   3. Select contacts and click “Create Activities”
      
       
   4. Choose:
      • Date
      • Activity Type (Call, Follow-up, Meeting)
      • Assigned Rep
      • Objective
   5. Confirm with “Create”
      
      
      ✅ Activities are logged and accessible from your Sherpa home screen.
      

🎯 Best Practices

• Build filters around lease end dates or specific equipment lines for timely outreach
• Use drip campaigns inside EO for multi-touch engagement
• Use Sherpa activity creation to assign leads based on real-time email behavior

📈 Why This Matters

This integration removes silos between your CRM and marketing platform. It provides:

• Easier list creation and targeting
• Better campaign performance tracking
• Clear follow-up workflows for reps
• More meaningful metrics tied directly to sales activity
   

Need help getting started? Contact our support team or watch the walkthrough video below for a full visual guide.