Case Study: Paragon Sales and Marketing

 “dynaMACS is a one-stop-shop for sales and commission data. It’s a level of knowledge that helps our business run more efficiently.”

Matt Shearman, Co-Vice President
Paragon Sales and Marketing

Client Challenge

Paragon Sales & Marketing previously had the tedious process of manually entering mounds of data from manufacturer commission statements: industry type, customer, manufacturer, amount, date…the list goes on.

When Paragon bought out another agency, the number of lines and people doubled. “The inefficiency of manual data entry was unacceptable,” says Co-Vice President Matt Shearman.

ParagonSalesandMarketing_StatisticsdynaMACS Solution

When he saw a dynaMACS demonstration at a trade show, he was amazed at the ease with which manufacturers’ data could be imported automatically, practically eliminating data entry.

Next he saw how he could breeze through the screens to get any numbers the agency might need. He saw the ease with which data on sales and commissions, sorted any way he wanted – by manufacturer, customer, sales rep – was available.

There are dozens of layers to the information, and every data point enables Paragon to click and go deeper into the data.

“It’s a level of knowledge that helps our business run more efficiently,” Shearman says. “The near elimination of data entry alone saves money.”

What do the sales reps think? “They love it. They ask for an email report and they have what they need right away.”

Reporting capabilities are also of tremendous value to reps, who during quarterly sit-downs with wholesalers can print sales reports. “We have easy-to-read reports showing where they are selling well and identifying opportunities for improvement.”  

“It’s a tremendous help to us in so many ways,” Shearman says.

Case Study: Garnett Component Sales

 “Working with dynaMACS, we are all on the same team. They truly want their software to help my business be more successful. And it does.”

Tommy Garnett, Owner
Garnett Component Sales

Client Challenge

Since founding Garnett Component Sales, Tommy Garnett committed to always strive for excellence in customer service, quality and integrity. He expects the same from his providers and vendors. When he investigated sales agency software, he had a list of requirements. In fact, he used three different software programs before finding one that met his standards.

Garnett_Component_StatisticsdynaMACS Solution

Garnett says dynaMACS is the top performer at providing critical information on sales and commissions. Garnett uses features that weren’t even available on either of the other two software programs.

But the most important component that dynaMACS brings to the table, Garnett says, is that, “dynaMACS didn’t just bring me on as a revenue source. Working with dynaMACS, we are on the same team. They truly want to help my business succeed. And it does.”

As part of that partnership, dynaMACS is there when Garnett has questions, and needs answers now. “There’s no filling out a help ticket, or waiting two days for someone to call back. dynaMACS calls within 15 minutes and helps me until my problem is solved.”

Some dynaMACS features that help Garnett stay on top of sales and commission information:

  • Reconciling commission checks with commission reports
  • Easily tracking sales history with one click of a button
  • Using graphs and charts – much more effective than spreadsheets – to visually show trends to factories
  • Tracking goals for next year based on prior-year sales data by each rep

As for usability, Garnett finds dynaMACS easy to use, straightforward and intuitive. “It’s easy to get information in a few clicks and the reporting is by far, the best.”

Case Study: Conveying & Power Transmission Solutions (CPTS)

 “Having real-time data available wherever and whenever we need it has greatly improved the way we operate.”

Vicki Cockerham, General Manager
Conveying & Power Transmission Solutions

Client Challenge

Conveying & Power Transmission Solutions (CPTS) had some major issues with their prior sales and commission software. It was difficult to use, manual data entry took over a week and reports couldn’t be exported. “We needed software that helped us operate more efficiently, while also providing sales reps a way to access data while on the road,” says General Manager Vicki Cockerham. “It was time to find a solution that better fit our needs.”

CPTS_StatisticsdynaMACS Solution

When CPTS was introduced to dynaMACS, they saw that the software had extensive reporting capabilities, yet was surprisingly easy to use. As an added bonus, dynaMACS saved the agency days of manual data entry time and ensured everyone could access information from anywhere, anytime.

Three powerful features work together to deliver the complete solution that CPTS was looking for:

dynaMACS Mobile: Sales reps have mobile access to data anywhere they go: On the road, at a client office or home – anytime they need it. Information is always there.

Cloud: Not only can reps access the information, but because CPTS processes on the cloud, reps can see real-time information data from most smart devices. As the agency enters data, the data is uploaded to the cloud and reps can see the very latest sales information.

Reporting: The reporting process has done a complete 180°. From reports that couldn’t be exported and were difficult to generate, to present day, in which reports are generated in seconds. dynaMACS converts raw data into useful information.  The agency can choose from pre-defined reports or custom reporting options. Saving even more time, the reps can run reports themselves, rather than having to call the office.

Access to real-time data, anytime and anywhere has forever changed the way the agency runs its business.

Case Study: C. R. Kinsman & Associates, Inc.

“All of our data is on the cloud, so we never have to worry about losing invaluable sales and commission information.”

Craig Kinsman, CPMR & President
C.R. Kinsman & Associates, Inc.

Client Challenge

Technology has changed the world since C.R. Kinsman & Associates Inc. (CRK) was founded in 1976. At the time, data was recorded 100% manually on paper. When computers were introduced, the agency was an early adopter. A custom sales and commission software was developed, and at the time it was cutting edge.

But as technology continued to evolve, the software became outdated. “Running reports was labor intensive, data entry was still manual and the reports were archaic.” says Craig Kinsman, CPMR and President. Like so many agencies, CRK continued to use it because “that’s the way it had always been done.”

CRK_StatisticsdynaMACS Solution

As the agency expanded its executive team, it was the perfect time to look into new sales and commission software. “We asked other agencies. dynaMACS was the software of choice,” Kinsman says.

dynaMACS transferred a two-year history of CRK’s data from Microsoft Access system with no loss of information.

The team was apprehensive about the learning curve in using new software, but Kinsman says, “We were shocked at how easy dynaMACS was. We wish we’d gotten it years ago.”

The agency chose to process on the cloud, giving the sales agency access to data anytime, from anywhere. Cloud processing also protects data because all sales and commission data is backed up on the cloud.

The days of archaic reports are ancient history. CRK generates the reports from more than 5,000 choices – or customizes reports for their specific needs. “The possibilities are endless,” Kinsman says. “We can get reports on any aspect of our sales and commission data and overall agency performance.”

With dynaMACS, inefficiency and costly downtime are a thing of the past for CRK.

Case Study: Sullivan & Associates

“dynaMACS has made my job so much more efficient. ”

Reyna Vargas, Office Manager
Sullivan & Associates, Inc.

Sullivan_Associates_LogoClient Challenge

Cumbersome and time consuming. That was the problem with Sullivan & Associates Sales, Inc.’s former sales and commission software.

The team knew time was being wasted on outdated software that was difficult to use and required the agency to enter non-essential information. But they didn’t realize the extent of the lost time until they used dynaMACS.

Sullivan_Associates_StatisticsdynaMACS Solution

A referral led Sullivan & Associates to dynaMACS, and they liked what they saw from the start. The first time-saver was the ease of use and intuitive screens that made the implementation simple. “We really didn’t need any assistance. We were up and running in no time,” says office manager Reyna Vargas.

Shortly after the agency began using dynaMACS it became even more apparent how much more efficient dynaMACS is than their prior software. “The amount of time it takes to enter commission statements has dropped from two weeks to four days,” Vargas says. That’s 112 hours of data entry time reduced to 32 – one third of the time it previously took!

One reason for the time savings: the old software required the agency to enter extraneous data. “We had to enter a lot of data that we didn’t need, but it was mandatory.”

Not so with dynaMACS. Agencies can customize data entry fields to collect only relevant information. For example, Vargas can set up her system to enter customer name, date, part number, quantity, sales rep split, PO number and more. Or if she doesn’t need some of that information, the fields are not required. They will be automatically skipped as she enters data.

Vargas’ overall impression of dynaMACS? “It’s made my job so much more efficient.”

Case Study: Bowerman Marketing Group

“dynaMACS takes reporting capabilities to new levels.”

Judy Tingley, Office Manager
Jane Janosik, Customer Service
Bowerman Marketing Group

Bowerman_Marketing_Group_LogoClient Challenge

In 2004, Bowerman Marketing Group learned that the sales agency software they had been using was discontinued. The software had been sufficient and provided the agency with good information about sales and commissions. When seeking new software, Office Manager Judy Tingley visited dynaMACS at a trade show. She quickly realized that dynaMACS provided everything that their old software did and much more.


dynaMACS Solution

“I was pleased with the reporting capabilities. The number of choices to sort sales and commission information was greatly enhanced,” she says. “dynaMACS provides the flexibility in reporting that we need. Our sales force benefits from territorial reports by salesman. The specific agency reports provide valuable overall information by manufacturers and customers. It enables us to view where the most activity is, where we need to improve our efforts and to cover our territory more effectively and efficiently”.

Jane Janosik, primary user of dynaMACS, provides the owner with weekly and monthly reports. She notes, “The software helps us run the business.”Janosik likes the monthly and year-to-year comparison data and uses this to assess reports from the manufacturers.

Tingley recalls the process of transferring data from the old software to dynaMACS. “dynaMACS customer service helped us every step of the way and nothing was lost in the process.”

Now, years later, dynaMACS is there whenever the agency needs assistance. “We always get a timely response and the representatives are very helpful and patient. They answer our questions, resolve our issues and continue to make improvements to the software.