In our Tip #1309 we talked about using the Global Update feature to update customer information. When using that feature to change sales reps, history records are not updated. This allows for multiple sales reps to have history under a single customer. However, many agencies DO want to have all prior sales history assigned to […]
“Once we used dynaMACS we were hooked. We wouldn’t use any other software for tracking sales and commissions.” Cathy Pierstorff Ralph E. Russell Co., Inc. Client Challenge Back in 2002, Ralph E Russell, a sales agency in the automotive hardware, industrial and agriculture industry, had had it with their old software. “It was a custom-written […]
The Customer Global Update feature in dynaMACS allows you to perform a simple global customer update by filtering on specific fields and replacing fields with a new value. You can update the following customer fields using this feature: Example #1 In this example we will update the current sales rep for all customers in the […]
“We’re more efficient, better at planning and better at allocating resources to the areas where we’re earning the most income.” Brandon Flack, President Atlantic Marketing Company Client Challenge While Atlantic Marketing Company thrives on efficiency, the sales agency identified two areas that needed improvement. First, reduce the amount of time it took to manually enter […]
The dynaMACS Restore Point feature allows you to take a “snapshot” of your dynaMACS database that can be saved and used as a “backup” should you need to revert to a prior point in time.It is highly recommended that you create a Restore Point on a regular basis such as at the beginning of each […]
“With my old software, the reporting format was less intuitive and more cumbersome. dynaMACS flows easily and has already resulted in more profitability.” Dan Beaudet, President Dan Beaudet Co. Client Challenge With Dan Beaudet’s old sales agency software, RPMS, getting timely data was an issue. Printed reports provided by the data entry person at month-end […]