Tip #1212 – Using Dropbox simplifies the process of sending and receiving dynaMACS Mobile update files

Dropbox helps you store files and access them any time wherever you are. Using Dropbox with dynaMACS will eliminate the need for sending and receiving your dynaMACS files via email. Dropbox creates a special folder on all your devices. Any time you need to save a file, drag it into the folder and at a blink of an eye it will appear in the same folder on all the other devices, be it laptops, PCs, mobile phones or tablets. For more information on obtaining a Dropbox account visit their website at www.dropbox.com.

Note

Setting up the dynaMACS Mobile Configuration for Dropbox Access

To save dynaMACS Mobile files to Dropbox you must set up each dynaMACS Mobile user configuration to save these files to a Dropbox folder.

  1. From the main dynaMACS screen select Other Functions>Administration>dynaMACS Mobile Configuration to open the dynaMACS Mobile Configuration screen.dynaMACS Main Screen
  2. With the configuration selected for the mobile user, select Copy Exported file To This Folder from the drop down box in Send/Copy Options
  3. Enter the path on your computer for the Dropbox Bin
  4. Select the Save button then the Exitbutton.Mobile Config

Accessing Agency Files from Dropbox

Since your agency file is sitting in a Dropbox folder, there is no longer a need to receive it via email and copy it to a folder on your computer before importing. You can go directly to the Dropbox folder during the Import Agency File process.

  1. From the Import Agency File screen select the Binoculars button to locate the agency (.DMF) file in the Dropbox folder and proceed with the import.Import Agency File

 

Case Study: Michel Sales Agency Inc.

“Using ‘dynaMACS Mobile on the Cloud’, our sales reps have information at their fingertips whenever and wherever they need it.”

Rick Michel, Outside Sales
Michel Sales Agency Inc.

Michel_LogoClient Challenge

“Michel Sales Agency Inc. was struggling with its sales and commission software. “It was difficult to navigate, and we had trouble getting important sales information like year-to-date sales for customers, manufacturers and sales reps. As a result, reps weren’t using it effectively,” says Rick Michel, outside sales rep and unofficial software manager for the agency. “We don’t have an IT person, so easy-to-use software that requires little training is key for us,” he says.




Michel_StatisticsdynaMACS Solution

Michel saw dynaMACS at a trade show. He asked for a software demo. After seeing how easy it was to use and how the user could drill down to detailed information with a few mouse clicks, Michel “decided to pull the trigger.” The agency purchased dynaMACS and hasn’t looked back. Michel said dynaMACS support provided training, but little was needed, because dynaMACS is extremely intuitive. Now, the agency can sort data by customer, manufacturer, sales rep, territory, five-year history and much more, with complete control of how they want to analyze data. dynaMACS made it possible to convert raw data into meaningful information and easy-to-read reports.

Michel Sales Agency is using dynaMACS on the cloud, so they have real-time data. When the operator enters sales and commission information, it is updated instantly on the cloud. Sales reps access the most up-to-date information at any given moment – no downloading of files or updates needed. This enables them to be productive from any location – a feature the agency never dreamed was possible when they were using the former software.

Sales reps are equipped with dynaMACS Mobile, so they can access data from any device – laptop, iPad, etc. Reps often pull up data before sales calls, to see where sales are up or down. “Communication with manufacturers is key to our business. Now we have a way to share valuable information,” he says.