One of the many challenges sales agencies face is dealing with the many forms and documents received from each of the manufacturers that the agency represents. Whether a document gets entered into dynaMACS, QuickBooks or just filed, it is helpful to document the process for each unique manufacturer document received. We suggest that you create […]
“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 […]
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 […]
Restore points in dynaMACS are important when performing some functions such as posting sessions or doing transfers. (Please see Tip #1308 on the importance of creating a restore point.) In dynaMACS you can control when your Restore Points are required or set a warning when the Restore Point SHOULD be done. The following tip will […]
dynaMACS Sales IQ has a unique feature that can map the customers you want to visit with Google Maps. The example below will show you how to filter the criteria and customize which customers you visit. Example First we will focus on the geographic area in the state of Illinois where the sales manager from […]