Case Study: BNT Sales Agency Limited

 “Before buying software, I did my homework. For every question or need I had, dynaMACS had a solution.”

Wade Wohlford, President / Welding Specialist
BNT Sales Agency

BNT_Sales_Agency_LogoClient Challenge

Spreadsheets used to be the rudimentary but necessary tool for BNT Sales Agency to track agency performance. The utilitarian process was time-consuming and limiting, showing only basic information. BNT needed more: the ability to see in-depth, organized sales and commission information.

When Wade Wohlford, President of BNT Sales Agency, saw a demonstration of dynaMACS at a trade show, he saw a world of opportunity; a wealth of sales and commission data at his disposal anytime – and the ability to see the agency in ways never before possible.




BNT_Sales_Agency_StatisticsdynaMACS Solutions

“I did my homework, comparing various brands of software. For every question or need I had, dynaMACS had a solution,” Wohlford says.

dynaMACS combines sales and commission information for all manufacturers, customers and sales reps in one database. Sortable, filterable data enables Wohlford and his team to see exactly the information they need, in the ways they want to see it.

With the ability to view data, sorted by manufacturer, customer or sales rep – and much more, “I can look at a quick snapshot of customer and manufacturer numbers, or analyze in-depth data,” he says. Wohlford sees which territories are up or down, “We can identify which product lines to focus on.”

Wohlford says he also looks at year-over-year data, comparing this year to last for a full understanding of agency performance.

When it comes to analyzing sales, paying reps and tracking commissions, dynaMACS went beyond meeting BNT Sales Agency’s individual and specific needs. It changed the way agency operates.

Tip #1510 – Newly Enhanced Graphing Features in 2015

dynaMACS has made the graphing capability easier than ever.  We have created an instant graph option and a simpler way of placing the graph in other software.  The following outlines the changes to this feature.

Quick Graph

In dynaMACS 2015 you have the option for a Quick Graph which will directly open up a graph based on the selections in the Sales IQ screen.  This is now the default for the Graph button.

  1.  From the Sales IQ screen, click on the Graph button or the Down Arrow next to the Graph button and then select Quick Graph.
  2. The Graph screen will appear displaying the information based on the selections that were made in the Sales IQ screen.Graph Screen with Note

Graph

You can also use the regular graphing feature to change column headings and the graph title.

1.  From the Sales IQ screen, click on the Down Arrow next to the Graph button and then select Graph.
Graph Button

 

 

 

2. This feature will display the Select Columns to Graph screen where you can change the default column headings for your graph.

Columns to Graph

Graphs Can Now be Easily Copied to Clipboard

Copying the graph has never been easier.  By selecting the Copy to Clipboard button while in the Graph screen the graph will be copied to the clipboard and you can easily paste it into any document.

Sales IQ Graph - Copy to Clipboard