Tip #1410 – Using Right Click Options in dynaMACS

Have you discovered the dynaMACS “right click” feature that is available in Sales IQ,  the Viewer screens and cRm for quick navigation?  When using this feature in Sales IQ you can quickly drill down to specific data when analyzing your sales and commissions. If using this feature in any of the Viewers, you can get directly to Sales IQ for the selected manufacturer, customer or sales rep.  If you have cRm you can use this feature from the viewers to access cRm actions such as writing a letter, adding activities, adding customers and manufacturers to the Marketing Center and accessing Sales IQ.

Using Right Click in Sales IQ

The following example we will look at the use of the right click function from Sales IQ to see the sales reps for a manufacturer and who their customers are.

  1. From the Sales IQ screen, select the Manufacturer tab.
  2. Highlight the manufacturer, right click and select Show Sales Reps from the drop down list.  (In this example we are going to look at the manufacturer Lee Jacob Mfg.)SIQ Home Screen 1
  3. The next screen displays all sales reps for the manufacturer Lee Jacaob Mfg.
  4. To see all of the customers for the sales rep Jim Black that buy from Lee Jacob Mfg, highlight and right click on Show Customers from the drop down list.SIQ Drill Down 1
  5. The next screen displays all of Jim Blacks customers that buy from the manufacturer Lee Jacob Mfg.SIQ Drill Down 2

Additional Right Click Options

Now that you know how the right click functionality can make your information search much easier, there are other areas within dynaMACS that have this feature.

Customer Viewer and Manufacturer Viewer

Right clicking on a customer or manufacturer will take you directly to Sales IQ.  In addition, if you have the dynaMACS cRm module, you will also have options to open cRm, add activities, write a letter or add to the marketing center for blast emails or bulk mailings.

Customer Viewer

Sales Rep Viewer

Right clicking on a sales rep will take you directly to Sales IQ displaying the details for the sales rep.

Sales Rep Viewer

cRm Screen

The use of the right click in dynaMACS cRm will help you manage your activities, such as add, edit, delete, etc.  You can also change the status of activities quickly.  Other options are applying a record as a selection and going directly to Sales IQ for a selected record.


Case Study: Paragon Sales and Marketing

 “dynaMACS is a one-stop-shop for sales and commission data. It’s a level of knowledge that helps our business run more efficiently.”

Matt Shearman, Co-Vice President
Paragon Sales and Marketing

Client Challenge

Paragon Sales & Marketing previously had the tedious process of manually entering mounds of data from manufacturer commission statements: industry type, customer, manufacturer, amount, date…the list goes on.

When Paragon bought out another agency, the number of lines and people doubled. “The inefficiency of manual data entry was unacceptable,” says Co-Vice President Matt Shearman.

ParagonSalesandMarketing_StatisticsdynaMACS Solution

When he saw a dynaMACS demonstration at a trade show, he was amazed at the ease with which manufacturers’ data could be imported automatically, practically eliminating data entry.

Next he saw how he could breeze through the screens to get any numbers the agency might need. He saw the ease with which data on sales and commissions, sorted any way he wanted – by manufacturer, customer, sales rep – was available.

There are dozens of layers to the information, and every data point enables Paragon to click and go deeper into the data.

“It’s a level of knowledge that helps our business run more efficiently,” Shearman says. “The near elimination of data entry alone saves money.”

What do the sales reps think? “They love it. They ask for an email report and they have what they need right away.”

Reporting capabilities are also of tremendous value to reps, who during quarterly sit-downs with wholesalers can print sales reports. “We have easy-to-read reports showing where they are selling well and identifying opportunities for improvement.”  

“It’s a tremendous help to us in so many ways,” Shearman says.