Case Study: PG Tool Sales Agency, LLC

“dynaMACS is always innovating and continually enhancing the software. I would recommend dynaMACS to anyone.”

Diane Geiger, Treasurer / Inside Sales
PG Tool Sales Agency

PG_Tool_LogoClient Challenge

PG Tool Sales Agency had been a customer of dynaMACS’ predecessor, MACS software, since 1989. When dynaMACS was introduced in 2003, PG Tool didn’t hesitate to upgrade. “We’d been happy with the software from the beginning. When dynaMACS came out, we wanted to have the newest product – the latest and greatest version,” says Diane Geiger, Treasurer and Inside Sales Director for PG Tool. “We went with dynaMACS because of our good track record with MACS – and we are glad we did. It’s been great.”

PG_Tool_StatisticsdynaMACS Solution

In fact, long-time customers like PG Tool have helped make dynaMACS the most powerful, easy-to-use software on the market. “The dynaMACS team is very open to input. They’ve listened to our feedback over the past 25 years, and they constantly work to improve the product based on how sales agencies like ours use the software on a day-to-day basis. dynaMACS is truly designed for professional sales agencies that need multi-level sales and commission analysis,” Geiger says.

Geiger says dynaMACS delivers intelligence on customers and manufacturers that help the sales team be more effective. “We can recognize trends by customer, manufacturer and sales reps. This helps us determine the types of promotions to offer based on the income generated. It also helps with up-sells and cross-sells.

The agency also knows who is not buying, or whose purchasing has dropped off, so salespeople can spend their time on the accounts that need the most attention. Salespeople can use their time more efficiently, by sorting customers by zip code, analyzing sales and setting up call days and planning the most efficient routes.  

What’s next? PG Tool is preparing to step into the next-generation of innovation. dynaMACS recently introduced processing on the Cloud. PG Tool will be among the first dynaMACS customers to process on the Cloud. This gives salespeople access to real-time data that is accessible from anywhere, on most smart devices, like smart-phones and tablets, at any time.

Case Study: J T Chapman Company

“Knowing where sales & commissions are day-to-day keeps us at the pulse of the business.”

Alan Chapman
J.T. Chapman Company

JT_Chapman_CompanyClient Challenge

J.T. Chapman calls its old software “stagnant.” The data was static, with no ability to “slice and dice” information, segment data or drill down for more details. Furthermore, the agency could not gauge sales throughout the month because they had to wait until the month-end closing procedure was finished before seeing updated numbers.

JT_Chapman_Company_StatisticsdynaMACS Solution

Today, J.T. Chapman is happy to report that dynaMACS addresses each of these issues – and more. “dynaMACS gives us the flexibility that we were lacking,” says Alan Chapman. “We can drill down to get more detailed information from any screen and we can select any combination of manufacturer, customer or sales rep,” which enables the sales agency to view and analyze numbers in a multitude of ways.

dynaMACS enables the agency to select data for any previous point in time, view sales and commissions for the past five years, and compare sales information to any prior month or year.

Chapman also points out, “Waiting for month-end for sales numbers is a thing of the past. Knowing where we are day to day keeps us at the pulse of the business.”

J.T. Chapman has dynaMACS Mobile for all of its salespeople, and Chapman says, “My top salesman looks at numbers every day. It helps him do his job more effectively.”

Another feature that helps J.T. Chapman is the ability to manipulate numbers based on fiscal year. “Our fiscal year runs October to September, but if a manufacturer or customer is on a calendar year, I can click a button and match theirs.”

Asked how his old software (CAS) compares with dynaMACS, Chapman laughs, “There’s no comparison.”

Case Study: Kelly Mincks

“When comparing dynaMACS and our old software, the screens are easier, the report format is more useful and the networking capability is more convenient.”

Bill Kelly, Partner

Kelly_Mincks_LogoClient Challenge

As part of re-structuring after a failed merger, Kelly-Mincks decided it was time to take a look at the agency sales software, to see if it could be better serving the agency and its operations. The agency compared its old software and a competitor side-by-side. How did the softwares stack up?

Kelly_Mincks_StatisticsdynaMACS Solution

“For me, personally dynaMACS is a better system,” says Partner Bill Kelly. He surmised that “the screens are easier, the report format is more useful and the networking capability is more convenient.” Plus, dynaMACS has a feature that Kelly-Mincks’ old software didn’t have: mobile, the ability for sales rep to take sales and commission information with them on the road.

Kelly-Mincks has 3 mobiles for its sales team, and each rep can access sales and commission data for his territory at any time. The reps’ information is as up-to-date as the offices’. “We really like the ease of getting information out to the laptops,” Kelly says.

Furthermore, dynaMACS is installed on the agency’s network, to allow access by all users at different computers. “Previously, we only had access from one computer, so one person couldn’t be printing reports if another was entering data,” Kelly explains. Due to the powerful reporting and analysis capabilities of dynaMACS, the agency decided that multiple users would need to access dynaMACS concurrently.

Kelly also likes the reporting functionality. “Converting raw sales data into meaningful information is easy.” With dynaMACS’ powerful report generator, Kelly-Mincks can produce summary or detailed reports and choose from pre-defined or customizable formats. The agency creates the reports it needs from thousands of possible combinations. Activity is viewed in many different ways from viewing commission expected to comparing sales this year against last or viewing total agency performance by sales rep.

Case Study: Electrical Sales Associates, Inc.

“We replaced Excel with dynaMACS. Now, we can get sales figures anytime we need them. It’s been a big time saver.”

Mike Jones, Owner
Electrical Sales Associates, Inc.

Electrical_Sales_Associates_LogoClient Challenge

Electrical Sales Associates, a well-respected representative of the electrical industry, needed sophisticated software for tracking and reporting sales and commissions, to ensure the sales agency and its reps were providing top-notch service to manufacturers and customers. The busy agency was wasting time trying to sort data and generate meaningful reports from Excel. Also, the sales reps were at a disadvantage because their sales reports were months outdated. Due to factory’s lag time, information is always behind, but lack of an efficient reporting process made matters worse.

Electrical_Sales_Associates_StatisticsdynaMACS Solution

When the sales agency began using dynaMACS, the need for Excel vanished. “This has been a big time saver for us,” says agency owner Mike Jones. Entering data is faster and simpler, with easy-to-use data entry screens.

dynaMACS’ flexibility is another big advantage: “We can get sales figures anytime we need them, and we are able to look at information any way we want, by customer, manufacturer or line. We just click and change how the data is sorted,” Jones explains.

Electrical Sales Associates is able to see “who is up and who is down” and important trends developing over time, such as how a manufacturer, customer or sales rep performed this year, versus last year. “Essentially, dynaMACS is an easy way for us to stay on top of what is happening.”

Today, Electrical Sales Associates uses dynaMACS exclusively for sales analysis, commission tracking and reporting.

Case Study: RST Thermal

“dynaMACS is a great fit for our agency. It is very user friendly and provides all the information we need, quickly and easily.”

Mary Ellen Hickey, Operations Officer & Support
RST Thermal

RST_Thermal_LogoClient Challenge

As Operations Officer for RST Thermal, Mary Ellen Hickey knew the previous software they had been using for sales and commission tracking was not enabling the agency to operate at maximum efficiency. “The software simply wasn’t providing the level of information we needed,” she says. “We wanted to track wholesalers and see sales broken out by branches, but we weren’t able to do that. In addition, it was difficult to use. We were looking for something much more user friendly.”

RST_Thermal_StatisticsdynaMACS Solution

RST Thermal began researching other software options, and when they found dynaMACS, they knew they had a winner. “dynaMACS is a great fit for our agency. It is very user friendly and provides all the information we need, quickly and easily,” Hickey says.

Since switching to dynaMACS, RST Thermal is seeing data in ways they never could before. Now RST Thermal can easily:

* See sales and commissions by branch, manufacturer, customer or sales rep.

* Compare year-to-year sales, or see any previous point in time.

* Drill down for more detailed information from any screen.

* Split commissions and change commission rates for different customers and/or manufacturers.

* Post invoices to the month in which the sale occurred – rather than when the agency received the information.

Eliminate data entry, by using eSi to import manufacturers’ commission reports electronically.

“With eSi, we receive the information on the same day that the factory sends it – no waiting for invoices to arrive in the mail.” The agency can process the file immediately, so its database it much more up-to-date.

With dynaMACS, RST Thermal has software that enhances efficiency, rather than prohibits it.

Case Study: Hammond Group

“For the first time ever, our sales reps receive up-to-date sales reports – and believe in the accuracy of the numbers. They are equipped to be more proactive and productive.”

Barbara Hammond
Hammond Group

Hammond_Group_ImageClient Challenge

Until a year ago, The Hammond Group used CAS-rep as its software, and the agency always behind in reporting sales and commission figures. Why? The entire process, from data entry and viewing reports, to customizing sales rep reports and sending them via mail, was a manual and very cumbersome process. “Essentially, it was a useless tool,” Hammond recalls.

Hammond_Group_StatisticsdynaMACS Solution

When dynaMACS was implemented (a process Hammond recalls took just a few hours: “dynaMACS converted our files, and we literally flipped the switch with no problems.”) the manual nightmare became an automated dream. Data entry, reporting and distribution became nearly effortless:

Using dynaMACS’ eSi, The Hammond Group receives sales and commission statements electronically from six of its largest factories – virtually eliminating data entry. With a few clicks of the mouse, files are transferred and the agency’s database is updated. Rather than wasting time on data entry, the staff is adding value to the agency.

Even for those factories still sending paper invoices, statements are entered as soon as they are received, resulting in always up-to-date sales figures.

And, dynaMACS Mobile eliminated mailing long, printed reports to the field. Sales reps receive their sales reports electronically. Even when traveling or at home, they simply log on to email and download the most recent figures – an amazing advantage when preparing for customer meetings.

Additionally, dynaMACS has enabled The Hammond Group to collect commissions on past due orders, send updated information any time a sales rep requests it and be more proactive in sales strategies and customer service.