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Tip #1503 – Using the Sales Rep Viewer to List Customers in Various Sequences

dynaMACS can help you make sales calls more efficiently by using the Sort Feature in the Sales Rep Viewer screen.  You can access your customer and contact data sorting it by city, state, zip code, phone # or any column heading in the Sales Rep Viewer screen which will group your customers based on the heading that you sort on.

Sorting in the Sales Rep Viewer Screen

In the following example we will sort Customers by Zip Code for all of Jim Black’s (JB) customers.

  1. From the Sales Rep Viewer screen highlight the sales rep code.
  2. Select the Customers tab.
  3. Click on the column heading Zipcode.  You will notice that all of the customers are now   displayed in order by Zip Code.Sales Rep ViewerNote_SalesRepViewer

Tip #1502 – Searching for dynaMACS Tips on dynaMACS.com

The dynaMACS website, www.dynaMACS.com, has a library of “tips” which will help you with many process, setup, and reporting routines.  We have recently added a search feature which will help you get to the appropriate information quickly.

Using the Tip Search Feature on www.dynaMACS.com

  1. From the main web page select the Previous Support Tips link on the right hand side of the web page.DM Web Site Main Page
  2. From the dynaMACS Support Tips screen, enter the subject to search on and then select the Search button.  In the following example we will use Transfer History as our search subject.DM Web Site Tips Page
  3. The Search Results screen will display any tips related to the search subject as seen below.
  4. Select the Continue reading link to display the complete Tip document.DM Web Site Search Results PageNote

Case Study: Mega Western

 “With dynaMACS, we are able to create reports
faster and easier than any other method we’ve tried.”

Dawn Farabee, Office Manager
Mega Western

Mega_Western_LogoClient Challenge

Mega Western’s previous agency software was no longer being supported or updated. When Mega Western had questions or needed help, they were left to their own devices. As time went by, the agency quickly knew it was time for new sales agency software.

Mega_Western_StatisticsdynaMACS Solution

With dynaMACS, Mega Western has software that is updated regularly and the agency can call when they have questions and need support.

With Sales IQ, the dynaMACS analysis tool, the agency can view information such as sales, commission and performance data. Mega Western sees data such as:

  • Recent sales activity by customers
  • Sales or commissions by factory
  • Manufacturers, sequenced by year-to-date sales
  • Five-year sales history for any combination of manufacturer, customer or sales rep
  • Sales rep performance

Administrative assistant Leanne Waestman says the ability to see which customers are performing well and which are down is very helpful for Mega Western.

dynaMACS also provides the ability to drill down to more detailed data. If a sales rep asks for a particular type of information, the agency is able to provide a detailed – or high-level report.

Office Manager Dawn Farabee says dynaMACS is easier than getting reports any other way– far faster than aggregating data manually. “Creating reports manually would take a lot longer.”

Tip #1501 – dynaMACS HELP Options

The dynaMACS Help menu provides several resource options for information and quick access to assistance within the dynaMACS program.  The following tip will explain the options available.

  1. You can access the Help menu from the menu bar.HelpMenu_Image
  2. Selecting the What’s New… option will open a PDF document that contains information about new functionality in your version of dynaMACS.What's New
  3. Selecting the Previous Release Notes option will open a sub-menu listing available previous release notes in PDF format which details the fixes and enhancements for each release.Help Menu 3
  4. Selecting the Getting Started option will open a PDF document that discusses the pertinent “getting started” subjects when first using the dynaMACS application.Getting Started
  5. Selecting the dynaHELP option will open a PDF document that contains help on functionality of all features of dynaMACS.dynaHELP
  6. Selecting the Remote Support option will open Team Viewer which is a remote access program.  This feature should only be used when talking with a member of the dynaMACS support team.  This will allow dynaMACS support to connect directly with a dynaMACS user during a support call.Remote Support
  7. Selecting the FAQs on the web option will launch your web browser and go directly to the Frequently Asked Questions page on dynaMACS.com.FAQ's
  8. Selecting the Live Demos on our website option will launch your web browser and go directly to the demos page on dynaMACS.com.LiveDemoImage
  9. Selecting the Show Tips option will open the dynaMACS web site displaying all of the dynaMACS Support Tips.  Here you can enter a key word search in the Search Tips field or simply click on a tip from the list.Show Tips
  10. Selecting the Register dynaMACS option will open the Register dynaMACS screen to email your registration to dynaMACS.  This is typically done only when a dynaMACS Support Team representative advises that this be done.Register DM
  11. Selecting the Check for Software Update… option will close your dynaMACS program and open an update program.   It is advised that you check for software updates on a monthly basis.CheckforSoftwareUpdate
  12. Selecting the About dynaMACS option provides information about dynaMACS software.About DM

Tip #1412 – dynaMACS End of Year Checklist

The end of year is an ideal time to review your dynaMACS database.  The following checklist will help guide you to areas that may benefit from a review.

Manufacturer:

Mfr_Status

Commission_Rates

X-Ref_Override

Sales Reps:

SalesRepsSplits

 

Customer:

Cust_Rep_Assignments

Cust_Classifications

 

Customer_Status

Customer_Transfer

Goal Tracking**:

Goals
Goals_Seasonality

Disclaimer

Tip #1411 – Using Smart View in dynaMACS

 Smart View is a feature in dynaMACS that lets you view customers with sales history for a selected manufacturer.  This feature is available from the Sales Entry and the Locator screen.

Example of Using Smart View in Sales Entry

    1. From the Sales Entry screen with a manufacturer selected (the manufacturer LJM has been selected for this example), click on the Customer Search button to display the list of ALL customers.
    2. Notice that in this example there are 287 customer records.Sales Entry - Cust Viewer 1
    3. Click on the Smart View check box to display only customers with history for this manufacturer.
    4. Notice that in this example there are now only 72 customer records displayed.  These are the customers with sales history.Sales Entry - Cust Viewer 2

Example of Using Smart View from the Locator

      1. From the Locator screen enter a manufacturer code i.e. LJM.
      2. Select the Locate button.Locator
      3. Notice that in this example there are 287 customer records.  This displays ALL customers.Customer Viewer 1
      4. Click on the Smart View check box to display only customers with history for this manufacturer.
      5. Notice that in this example there are now only 72 customer records displayed.  These are the customers with sales history for Lee Jacob Mfg.Customer Viewer 2