2017 – Page 3 – dynaMACS – Sales Agency Software

“dynaMACS is an empowering tool for understanding sales and analyzing trends.”

Lisa Ortega, Operations Manager
Mizzen Marketing

Client Challenge

When it came to tracking sales and commissions, Mizzen Marketing had two primary issues: accuracy and visibility. The agency had used two different tools. With Excel, the agency noticed inaccurate sales numbers, likely due to accidental deletions. Over time, the file grew to a monster of a spreadsheet that was difficult to use and extract data from. Quickbooks provided a more accurate representation of the numbers, but data was only visible in basic reports and was stored on an accounting firm’s system, so Mizzen had to wait for information. Lisa Ortega, Mizzen Marketing’s Operations Manager, knew there must be a better way. “I mentioned to a colleague that I wanted software designed specially for sales agencies. He told me about dynaMACS.”

dynaMACS Solution

From the beginning, it was a smooth transition. “dynaMACS offered the best features minus the headaches. dynaMACS aligned perfectly with how we wanted to track sales and commissions,” Ortega says.

In the audiovisual space, many manufacturers sell products through distribution channels, so Mizzen Marketing must be able to track the distributors’ performance as well as the sales of the customers buying from them. With dynaMACS, the agency creates unique “Manufacturer/ Distributor” codes so they can easily evaluate the manufacturer as a whole or by individual distributor. We can also see the buying trends of the customers – who they buy from and at what volume.”

Because Mizzen Marketing can see trends, the agency is able to be proactive. “It’s insightful on so many levels,” Ortega says. “Everything we need is right at our fingertips.” Even the sales reps in the field have easy access and can pull up data on their laptops before going into a sales meeting.

Ortega calls dynaMACS an “empowering tool for understanding sales and tracking.”

In dynaMACS you can set defaults for some of the reporting options which will save you time by eliminating the need to set them each time you run a report.

You can choose to build State/Region codes on the fly when running a Sales Analysis report if they are missing from the customer record. This feature will combine the State Code plus the first 3 digits of the zip code from the customer address.
When running Sales Analysis reports you can choose to automatically skip to a new page for select codes if the Customer ABC code contains any one of the pre-selected codes.
Print Sales Analysis reports sorted alphabetically by the Look-Up code rather than Customer code.
Set Agency Commission printing options to Print Always, Never, or Prompt the user.
Set default to turn off automatic page skipping on all general reports.

Access Reporting Options

From the dynaMACS main screen select Other Functions> Administration>System Information Setup.
Select the Reporting Options tab from the System Information Setup screen.

Select Options for Sales Analysis Reports

To build the State/Region code “on the fly” in Sales Analysis reports, select the checkbox.
To set Page Skipping for customers with the pre-selected ABC codes, enter the ABC code here.
To print Sales Analysis reports sorted in alphabetical order using the Look-Up code rather than the Customer code, select the checkbox.

Select Options for Sales Entry/Commission Reconciliation/Open Invoice reports

Select your preference for Printing Agency Commission from the drop down box.
- Prompt will prompt the user to print Agency Commission for users that can see commissions.
- Never Print will set the default so Agency Commission will never print for all users.
- Always Print will set the default so Agency Commission will always print for users that can see Agency Commissions.
To disable automatic page skipping, check the box next to “Default for Don’t Skip Page on Level Break”.
After all of your Reporting Options have been selected, click on the Save button.

dynaMACS BlogArchive for year: 2017