Case Study: Gulf Atlantic Marketing, Inc.

dynaMACS has made a world of difference in how efficiently our agency operates.

Jim Warner, Sales Manager
Gulf Atlantic Marketing, Inc.

Gulf_Atlantic_LogoClient Challenge

Gulf Atlantic Marketing battled with a custom software program for years. “Getting information was always a chore; the reports were clumsy and hard to format. Every week, we ran into things the system couldn’t do,” says Sales Manager Jim Warner. Another big frustration: the many hours spent manually keying in thousands of sales invoices from factories. “With paper invoices, we always had a stack that was a foot high waiting to be entered.”

Gulf_Atlantic_StatisticsdynaMACS Solution

dynaMACS changed all that. “When it comes to getting factories’ sales information into the computer with no manual keying, nothing beats eSi,” Warner says. “It’s quick and easy and there are no errors.” The agency receives the information electronically on the same day that the manufacturer sends it and can process the information immediately – taking just minutes and requiring no manual entry.

Warner says the transition to dynaMACS couldn’t have been easier. “dynaMACS moved five years worth of data with no errors and no problems. We had a very useable tool instantly.” The agency has comprehensive sales and commission data at their fingertips – no more struggling with formatting reports. “Everything we need is right there on the screen. We can instantly find the answers we need.” Warner says he is quickly able to answer day-to-day questions and is that come up, such as “where can a prospect buy in Tennessee; did a customer purchase from a certain factory last year; or what invoices haven’t been paid and how old are they?”

Warner goes on to say, “Today, we operate in a proactive mode, whereas before, everything was reactive. dynaMACS has made a world of difference in how efficiently our sales agency operates.”

Tip #1307 – Analyzing Top and Bottom Performing Accounts

The Sales Analysis Report Generator is a powerful feature of dynaMACS that provides you with virtually limitless possibilities for generating vital sales and commission reports.

Using the Sales Analysis Report Generator we will demonstrate how you can create a sales and commission report that will summarize total agency performance and identify the top and bottom 20 customers based on year-to-date sales increase/decrease.

  1. From the dynaMACS main screen select the Reporticon and then the Sales Analysis icon.Main Screen
  2. Select Shipment for the Source of Data.
  3. Select the Column Set of Sales and Agency Commission then highlight G4.
  4. Select Sub-Totals Group of Customer then highlight C1
  5. Check the Descend By box
  6. Select Option 9 – Sales-Comp YTDs from the Descend By Options List.Sales Analysis Reports Screen 1
  7. In the Select Range or Top/Bottom dialog box select the Select Top/Bottom Range radio button.
  8. Enter 20 in the Top field and in the Bottom field and select the OK button.Select Range Dialog Box Note
  9. Check the Summarize Locations box.  This will combine individual locations into a total for the headquarters for customers with multiple locations.Sales Analysis Reports Screen 2
  10. Select the Print button.Sales Analysis Reports Screen 3
  11. The Top 20 customers are displayed with the greatest Y-T-D sales increase.
  12. A Summary of “All Other” customers is displayed
  13. The Bottom 20 customers are displayed with the greatest Y-T-D sales decrease.Sample Report