Tag Archives: commission tracking

Tip #1704 – Quickly Identify New and Inactive Manufacturers in dynaMACS Sales IQ

Quickly Identify New and Inactive Manufacturers in dynaMACS Sales IQ The Sales IQ screen has been enhanced in dynaMACS Version 2016 to quickly identify new manufacturers and inactive manufacturers with a color scheme.  This is based on the Manufacturer Status … Continue reading

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Tip #1703 – Transferring a Portion of One Sales Rep Territory to Another Sales Rep

Transferring a Portion of One Sales Rep Territory to Another Sales Rep dynaMACS makes it easy when you are changing your agency territories.  Instead of moving one customer at a time, dynaMACS can move multiple customers at one time. In … Continue reading

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Tip #1702 – Organizing Your Agency Workflow to Accommodate all the Various Manufacturers

Organizing Your Agency Workflow to Accommodate all the Various Manufacturer Forms 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 … Continue reading

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Case Study: Mizzen Marketing

 “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 … Continue reading

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Tip #1701 – Using the dynaMACS System Information Setup Screen to Pre-Select Reporting Options

Using the dynaMACS System Information Setup Screen to Pre-Select Reporting Options 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 … Continue reading

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Tip #1612 – Using the dynaMACS System Information Setup Screen to Set the Frequency and Warning Messages for Restore Points

Using the dynaMACS System Information Setup Screen to Set the Frequency and Warning Messages for Restore Points Restore points in dynaMACS are important when performing some functions such as posting sessions or doing transfers. (Please see Tip #1308 on the … Continue reading

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dynaMACS Software Overview Demo

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Using dynaMACS to analyze agency performance based on quarterly numbers.

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Tip #1609 – A customer may be known by different names by different manufacturers. This can create unwanted customer duplication during the sales entry process.

A customer may be known by different names by different manufacturers. This can create unwanted customer duplication during the sales entry process. In business it is common that companies merge, create DBA’s or an alias.  dynaMACS has a unique feature … Continue reading

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Case Study: David Gooding, Inc.

 “The accessibility to data we have with dynaMACS is tremendous. It’s extremely user friendly for everyone at the agency.” Patrick Carroll, Information Systems David Gooding Inc. Client Challenge David Gooding Inc.’s old software pulled information from a Microsoft database and … Continue reading

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