Sales IQ has a unique feature that will allow you to identify new customers by identifying those that had no sales activity in the previous year but have purchased in the current year. This can be accomplished by using Display New Sales YTD or MTD. To Identify This Year’s New Customers for a Manufacturer: From […]
The Mfg/Cst/Rep Transfer (1)screen has been modified to include a “wizard” button which when selected will help make the transfer process easier for you. Old Screen . . . New Screen . . . When selecting the Wizard button the File Transfer Wizard screen will open. This screen is designed to help ease you through […]
“The software is so flexible. We can see data in so many different ways and drill down for more details. It gives us a deeper understanding of the agency’s performance.” Helen Degli-Angeli, Operations Manager J & K Sales Associates Client Challenge dynaMACS takes reporting capabilities to new levels. J & K Sales Associates was using […]
Many agencies operate as distributors for some of their lines. Using eSi you can import the distributor sales numbers into dynaMACS which will allow you to analyze your entire business in one place. To achieve this you would first set up Manufacturer Type codes of BS (Buy/Resell) and CM (Commissions) and then relate each manufacturer record […]
It’s crucial that our salespeople are connected to information at all times, no matter where they are. dynaMACS gives us that ability and much more.” Deb Kanne, President Pacific Warehouse Sales Client Challenge Pacific Warehouse Sales knows the power of technology and its ability to fuel efficiency and operations. However, the software they were using […]
This tip is superseded by Tip #1508 In dynaMACS Sales IQ you can modify the display of data by changing the As-of and Year End dates to create a display of sales information for a specified period of time. The following examples explain how to achieve these results. Example 1: To create a Sales IQ […]