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Case Study: Singer Carpet Corp.

 “dynaMACS makes my life easier. I always know
how the business is performing year-over-year.”

Mark Singer, President
Singer Carpet Corporation

Singer_Carpet_LogoClient Challenge

When Singer Carpet Corp. was founded in the late ‘70s, the concept of sales agency software was foreign to most sales agencies. They made due with paper records and rudimentary reports. Singer knew there must be a better way.

Singer_Carpet_StatisticsdynaMACS Solution

When Mark Singer, President of Singer Carpet, learned of a software solution built specifically for manufacturers’ sales agencies, he knew he wanted in and became an early adopter.

Today as a user of dynaMACS, he has a tool for analyzing agency sales, tracking commissions and paying reps. Whereas in the past the only data available was stacks of paper commission statements, today the agency has easily accessible, organized information that can be sorted and filtered for detailed information. With valuable insight into how the agency is performing, Singer says he is able to see the business in ways that without sophisticated software simply weren’t possible.

“dynaMACS makes my life easier. I always know how the business is performing year-over-year,” Singer explains.

To know exactly how the business is doing compared to previous years, Singer can select data for any point in time and view sales history for up to five years. He can view sales by customer – or with a few mouse clicks, track commissions by customer, manufacturer or sales rep. If he has a question on anything, he clicks to get more details. “dynaMACS gives me the information I need for my business, so I know where I stand company-wise and customer-wise.”

Singer sometimes brings reports with him when he visits customers, so he can share real numbers that enable him to have strategic and productive discussions with customers.

Tip # 1504 – Using dynaMACS GlobalView to see your top relationships

Overview

GlobalView is a new analytical concept developed by dynaMACS and is unique to dynaMACS Software.  Users now have the ability to view all Customer/Manufacturer relationships on a single screen.  Prior to this unique feature, users had to drill down from either Customers or Manufacturers to see these records.  Now users can easily and quickly slice and dice these Customer/Manufacturer relationship records on a single screen enabling them to analyze where they are up or down.

Features of the GlobalView Screen

When selecting the GlobalView tab dynaMACS will automatically display the “Top” 20% of the customer/manufacturer records based on the user default sort column.

SIQ Home

Selector Section

The Selector Section is used to determine what records to display in the GlobalView list.  The selector options are described below.

Selector Section 1

Top = This is the default option when first displaying the GlobalView tab and by default the top 20% of all records will be displayed.  This number may be overridden.  For example, if you want the top 10 customer/manufacturer relationships to be displayed, enter “10” in the field next to the Selector field.

All = As the name implies, all records will be displayed when this option is selected.

New = When selecting New you have the option to see new This Month or new This YTD.

Selector Section 2

AutoRefresh  is on when the auto button appears purple in color.  Sorting on a column will reload the records based on the selection criteria for that column.  AutoRefresh is off when the auto button appears grey in color.  Sorting on a column will sort the existing records on the values in that column.

Refresh button will reload based on the selection criteria for the sorted column.

Note

Relationship Names

The performance data is stored in dynaMACS by Manufacturer/Customer/Sales Rep.  In GlobalView, the names for these entities are displayed on each row of the list.

Performance Values

The performance values shown in GlobalView are consistent with the other views in Sales IQ.

Totals (Record Count)

Totals = This number represents the total number of records in the database.  If a filter is used, this number will reflect the number of records in the filtered database.

Selected = Based on the selection criteria used at the top of the list, this will show the number of selected records.  To the left of the record count is the percent value for the selected records as a percent of the total records.

All Others = Based on the selection criteria used at the top of the list, this will show the number of records “not selected”.  To the left of the record count is the percent value for the not selected records as a percent of the total records.

Totals (Performance Values)

Totals = The performance values totals shown in GlobalView are consistent with the other view in Sales IQ.

Selected = These totals represent the performance value totals based on the selection criteria used at the top of the list.

All Others=These totals represent the performance value totals based on the selection criteria used at the top of the list for records “not selected”.

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.”

Case Study: Pacesetter Sales & Associates

 “The savings in overhead costs is astronomical. eSi reduced  data entry time from hours to minutes, and saved us from having to hire another administrative resource.”

Craig Lindsay, CPMR, President
Pacesetter Sales & Associates

PacesetterSalesAssociates_LogoClient Challenge

As Pacesetter Sales & Associates watched business continue to grow, it also saw overhead costs rise, as thousands of sales invoices poured in from factories each month and data entry consumed a significant amount of time. It got to the point where the agency was going to have to hire another administrative person just to keep up. “We don’t have room for high overhead costs,” said Craig Lindsay, CPMR and President of Pacesetter Sales & Associates.

Pacesetter_StatisticsdynaMACS Solution

Pacesetter turned to dynaMACS and its eSi module, which provides the ability to import sales and commission data electronically from factories, thus eliminating much of the agency’s data entry – and the need for that second resource. “Simply put, it’s been a huge time- and cost-saver,” says Office Administrator Debbie Lindsay.

“When we bring on a new manufacturer, we make it a requirement that they send data electronically. We feel it’s that important,” adds Craig. The discussion impresses principals and positions Pacesetter as a technically competent and progressive firm. More than half of Pacesetter’s factories now send sales information electronically.

For field sales reps, the sales analysis reports are invaluable, helping them stay on top of activity in their territory and making them more proactive salespeople. In particular, Debbie says they rely heavily on a report sorted by manufacturer sales for each salesman.

As it turns out, it’s not only the sales agency who is benefiting from the comprehensive reports – manufacturers and customers are as well. They get better service and the agency shares detailed sales data with them. “Many principals don’t have a good reporting mechanism, so they ask me for information. They love the 5-year sales history. It’s the same with customers, who ask me how they’re doing, because they’re not sure. I can quickly email them some very helpful reports. It proves we are a true business partner,” Craig says.

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