Case Study: E.H. & Associates

 “dynaMACS is designed specifically for sales agencies’ unique needs with features and functions to help us operate efficiently and grow the business.”

Greg Baumker, President
E.H. & Associates, LLC

EH_Associates_LogoClient Challenge

E.H. & Associates had built a custom sales tracking software using Microsoft Access. But the agency had to continually re-write the program to update or add features. The software wasn’t keeping pace with E.H. & Associates’ business, says Vice President Barry Karlson.

“We needed software designed for sales agencies with features and functionalities that would help us operate more efficiently,” Greg Baumker, President, says. In addition, Karlson says E. H. & Associates also wanted to be unburdened from the time-consuming responsibility of managing the software.

EH_Associates_StatisticsdynaMACS Solution

By switching to dynaMACS, the agency uses software made specifically for manufacturers’ sales agencies. E.H. & Associates now has the tools to see comprehensive data in ways that are useful, meaningful and tailored to agencies’ distinct needs. The agency is able to focus on its core competency: sales.

“We have complete information about our customers, manufacturers and sales reps in a system that is easy to use, allows for growth and provides the information that we need to help us grow the business,” says Office Manager Lori Pelzel.

Unlike before, reporting is not limited to a few standard templates. dynaMACS has thousands of reports to choose from. “Flexibility is key. Reports can be as simple or as detailed as we need,” Pelzel explains. “We can sort data in so many ways. With dynaMACS we are able to identify trends, follow up on leads, monitor the status of customers and work proactively, all of which increases sales.”

E.H. & Associates also finds that sharing information with customers and manufacturers is extremely useful. “When I visit accounts, I pull up reports on my iPad,” Karlson says. “They provide detailed sales and commission data.” It’s a great way to gain insight and lead the conversation regarding sales, business challenges and opportunities to sell other lines.

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