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Jul. 9, 2010 — Contacts Quickly and concisely create and categorize contacts, organize notations, and communicate information |
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Jul. 9, 2010 — Contracts Comprehensively and efficiently administer, manage and evaluate contracts |
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Jul. 9, 2010 — Market Manager Quickly and cost-effectively monitor prices, analyze trends, educate clients, and share market information in real time |
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Jul. 8, 2010 — Account Management Consistently and accurately enroll clients, set up client’s online portfolios, and complete a portfolio review process |
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Jul. 8, 2010 — Announcements Instantly and effectively categorize, create, and share announcements |
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Jul. 8, 2010 — Meetings Quickly and thoroughly manage, schedule, and collaborate meetings |
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Jul. 8, 2010 — Tasks Instantly and concisely create, view, share, and archive tasks |
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Jul. 8, 2010 — Schedules Comprehensively and transparently manage, view, and share schedules |
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Jul. 8, 2010 — Emails Instantly and universally create emails, associate messages with service requests, and archive all communications |
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Jul. 8, 2010 — Documents Quickly and efficiently archive, categorize, and share documents |
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Jul. 7, 2010 — Consumption Reports Instantly and accurately monitor, analyze, and audit energy consumption with SherpaSoft’s Portfolio Manager |
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Jul. 7, 2010 — Cost Reporting Instantly and accurately monitor, analyze, and audit energy cost with SherpaSoft's Portfolio Manager |
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Jul. 7, 2010 — Reporting Instantly create custom reports including consumption and cost, account detail, meter data, and missing data reports. |
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Jul. 6, 2010 — Bill Audits Thoroughly and accurately analyze, report, collaborate and resolve all bill issues with SherpaSoft’s Portfolio Manager |
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Jul. 6, 2010 — Knowledgebase The Knowledgebase is an online support forum that gives users detailed directions on how to use each application |
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Jul. 6, 2010 — Budgets Instantly and accurately create, share, monitor, compare, and archive budgets with SilentSherpa’s Portfolio Manager |
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Jul. 6, 2010 — Client Portfolios Effectively manage client portfolios by creating, viewing, analyzing, reporting, and collaborating |
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Jul. 6, 2010 — Quotes Comprehensively and efficiently administer, evaluate, and execute quotes with SherpaSoft’s Portfolio Manager |
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Jul. 6, 2010 — Client Support Create support tickets, use SherpaSoft's Knowledgebase, and become educated on the latest market opportunities |
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Jul. 4, 2010 — SherpaSoftSolutions.pdf PowerPoint presentation providing an overview of SherpaSoft Web Solutions |
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