Tip #1302 – Using SalesRep/ZipCode Maintenance to make adding customers even quicker and easier!

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A new feature has been added which allows you to assign sales reps by zip code ranges. This feature will automatically assign the sales rep when adding a customer if the zip code has been assigned to a sales rep in the Sales Rep/Zip Code Maintenance screen.

Example

Jim Black is responsible for all customers in Kentucky (zip codes 40000-42999).  Let’s look at how simple it is to set up this zip code territory for him.

  1. Select Edit and Sales Rep Zip Codes from the dynaMACS main screen menu options to get to the SalesRep/ZipCode Maintenance screen.dynaMACS Main Screen
  2. Enter the Zipcode Start i.e. 40000 and select the <tab> key
  3. Enter the Zipcode End i.e. 42999 and select the <tab> key
  4. Enter the Description i.e. Kentucky and select the <tab> key
  5. Enter the Sales Rep code OR search for it by selecting the Binoculars button then enter the <tab> key
  6. Select the Save button.Zip Code Maint Screen  Note
  7. To review the records set up in SalesRep/ZipCode Maintenance you can select the arrow buttons in the lower left hand corner of the screen.
    • First_Record_dynaMACS    = Brings you to the first SalesRep/ZipCode record.
    • Last_Record_dynaMACS   = Brings you to the last SalesRep/ZipCode record.
    • Previous_Record_dynaMACS   = Brings you to the previous SalesRep/ZipCode record.
    • Next_Record_dynaMACS   = Brings you to the next SalesRep/ZipCode record

Auto Sales Rep assignment in Customer Maintenance

Once the zip codes and sales rep assignments have been entered into SalesRep/Zipcode Maintenance the sales rep will be automatically assigned when entering new customers in Customer Maintenance.

Example

  1. In the following example a new customer is being added in Customer Maintenance using the zip code 45222.Cust Main Screen 1
  2. After entering the zip code and selecting the <Tab> key or the <Enter> key, you will see that the Sales Rep field is automatically populated with Jim Black (JB) because he is assigned in the SalesRep/Zipcode Maintenance table. Cust Main Screen 2

Case Study: High Performance Tooling

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“Time is money. When we need technical support, dynaMACS response time is immediate. They solve our problem quickly so we can get back to selling.”

Pierce Ellis, Co-Owner
High Performance Tool

 

High_Performance_Tooling_LogoClient Challenge

High Performance Tooling is always in sales mode. The agency needs information on manufacturers and customers instantly. The fast-paced agency needed faster access to more in-depth information than RPMS software could deliver. Even more frustrating was trying to get technical support. “When we called, we always got voicemail. They called you back when they got a chance. It could be hours; it could be the next day,” says Pierce Ellis, co-owner of High Performance Group. “Time is money. We don’t have time to wait for a call-back for technical support.”

High_Performance_Tooling_StatisticsdynaMACS Solution

Ellis came across dynaMACS at a trade show, and was impressed with the level of in-depth information the software provided. Data could be accessed instantly, and he could drill down to in-depth information with just a few mouse clicks. So the agency purchased dynaMACS, and the challenge of getting lightning-fast access to valuable information was solved.

But could dynaMACS live up to the agency’s need for fast technical support? Ellis says the dynaMACS support team has exceeded his expectations. “The dynaMACS response time is immediate. The support team solves our problem quickly so we can get back to selling. “We know we can call dynaMACS, talk to friendly and helpful support staff, get the issue resolved and continue with our day efficiently without waiting around.”

High Performance Group partners have dynaMACS Mobile, so they can take sales and commission data with them wherever they go – and still quickly call for technical support.

Ellis gives dynaMACS the highest recommendation: “We will never switch to different software. We love working with dynaMACS.”

Case Study : The Ranger Group

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“I would recommend dynaMACS to anyone.”

Bob Flint, Partner
The Ranger Group

TheRangerGroup_LogoClient Challenge

After being in business a little over a year, and with sales growing, it quickly became clear that The Ranger Group needed software for tracking commissions, analyzing sales and paying reps. “We were trying to use Excel spreadsheets, but it wasn’t providing the depth of information, or the flexibility we needed. Sales analysis was merely a by-product of accounting,” says Partner Bob Flint. In addition, sales reps did not have timely, reliable and in-depth data on customers and manufacturers, which was inhibiting sales and account management.

TheRangerGroup_StatisticsdynaMACS Solution

Flint was introduced to dynaMACS at a trade show, where he saw a demo of the software and decided it was just what the agency needed.

Since purchasing dynaMACS, top sales reps at The Ranger Group are now equipped with dynaMACS Mobile, so they always have the most recent sales and commission data on the road with them. Rather than preparing individual reports for reps, dynaMACS mobile eliminates the work and automates the process.

In fact, dynaMACS Mobile is so beneficial, The Ranger Group purchased dynaMACS Mobile for three more of its sales reps. “It’s a big help to have up-to-date information before walking into a meeting with a customer,” Flint says.

Manual tracking processes and cumbersome spreadsheets are a thing of the past. The Ranger Group has easy access to higher levels of data intelligence, which enables them to serve manufacturers better.

“Rather than being rows in a spreadsheet, our sales and commission data is transformed into meaningful information. I would recommend dynaMACS to anyone. dynaMACS lets us communicate better with our manufacturers and customers, improving our value to both,” Flint says.