Case Study: Pacesetter Sales & Associates

 “The savings in overhead costs is astronomical. eSi reduced  data entry time from hours to minutes, and saved us from having to hire another administrative resource.”

Craig Lindsay, CPMR, President
Pacesetter Sales & Associates

PacesetterSalesAssociates_LogoClient Challenge

As Pacesetter Sales & Associates watched business continue to grow, it also saw overhead costs rise, as thousands of sales invoices poured in from factories each month and data entry consumed a significant amount of time. It got to the point where the agency was going to have to hire another administrative person just to keep up. “We don’t have room for high overhead costs,” said Craig Lindsay, CPMR and President of Pacesetter Sales & Associates.

Pacesetter_StatisticsdynaMACS Solution

Pacesetter turned to dynaMACS and its eSi module, which provides the ability to import sales and commission data electronically from factories, thus eliminating much of the agency’s data entry – and the need for that second resource. “Simply put, it’s been a huge time- and cost-saver,” says Office Administrator Debbie Lindsay.

“When we bring on a new manufacturer, we make it a requirement that they send data electronically. We feel it’s that important,” adds Craig. The discussion impresses principals and positions Pacesetter as a technically competent and progressive firm. More than half of Pacesetter’s factories now send sales information electronically.

For field sales reps, the sales analysis reports are invaluable, helping them stay on top of activity in their territory and making them more proactive salespeople. In particular, Debbie says they rely heavily on a report sorted by manufacturer sales for each salesman.

As it turns out, it’s not only the sales agency who is benefiting from the comprehensive reports – manufacturers and customers are as well. They get better service and the agency shares detailed sales data with them. “Many principals don’t have a good reporting mechanism, so they ask me for information. They love the 5-year sales history. It’s the same with customers, who ask me how they’re doing, because they’re not sure. I can quickly email them some very helpful reports. It proves we are a true business partner,” Craig says.

Tip #1501 – dynaMACS HELP Options

The dynaMACS Help menu provides several resource options for information and quick access to assistance within the dynaMACS program.  The following tip will explain the options available.

  1. You can access the Help menu from the menu bar.HelpMenu_Image
  2. Selecting the What’s New… option will open a PDF document that contains information about new functionality in your version of dynaMACS.What's New
  3. Selecting the Previous Release Notes option will open a sub-menu listing available previous release notes in PDF format which details the fixes and enhancements for each release.Help Menu 3
  4. Selecting the Getting Started option will open a PDF document that discusses the pertinent “getting started” subjects when first using the dynaMACS application.Getting Started
  5. Selecting the dynaHELP option will open a PDF document that contains help on functionality of all features of dynaMACS.dynaHELP
  6. Selecting the Remote Support option will open Team Viewer which is a remote access program.  This feature should only be used when talking with a member of the dynaMACS support team.  This will allow dynaMACS support to connect directly with a dynaMACS user during a support call.Remote Support
  7. Selecting the FAQs on the web option will launch your web browser and go directly to the Frequently Asked Questions page on dynaMACS.com.FAQ's
  8. Selecting the Live Demos on our website option will launch your web browser and go directly to the demos page on dynaMACS.com.LiveDemoImage
  9. Selecting the Show Tips option will open the dynaMACS web site displaying all of the dynaMACS Support Tips.  Here you can enter a key word search in the Search Tips field or simply click on a tip from the list.Show Tips
  10. Selecting the Register dynaMACS option will open the Register dynaMACS screen to email your registration to dynaMACS.  This is typically done only when a dynaMACS Support Team representative advises that this be done.Register DM
  11. Selecting the Check for Software Update… option will close your dynaMACS program and open an update program.   It is advised that you check for software updates on a monthly basis.CheckforSoftwareUpdate
  12. Selecting the About dynaMACS option provides information about dynaMACS software.About DM