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New CRM Bundle with Microsoft 365 for dynaMACS customers

Thinking about starting a CRM program, we have an entry-level CRM bundle that includes integration with Outlook 365.

Our solution lets you start off slow by entering sales calls but with the ability to add-on other features when you are ready. Most CRM programs are all or nothing. AccountManager lets you decide the features that your business needs now and in the future.

You can also add AccountReporter Analytics. AccountReporter Analytics offers pre-configured dashboards making it easy to tap into the data you need to run your business and meet the needs of your business partners. The visual analytics will provide you with a whole new way to work on your business, spot trends before they happen, measure success, and find the most profitable manufacturers and customers.

Click the link below for more information:

https://empoweringsystems.com/2020/10/26/empowering-systems-announces-the-release-of-accountmanager-team-365/

Why Do Reps Need Analytics?

You’re probably using CRM. Hopefully, it’s CRM for manufacturers reps, so it’s easy to use and works how you work.  Your people are updating opportunities, your managing your commissions but what now? What do you do with all the data you’ve accumulated?  How can you use it to show your manufacturers what you’ve sold right down to the product level and what’s in the pipe?  Analytics will do all that and more. Take all your data and easily run visual reports showing trends and drop-offs, what products are doing well and who from your firm is selling the most. Techopedia explains Sales Analytics as “the process used to identify, model, understand and predict sales trends and sales results while helping in the understanding of these trends and finding improvement points. … Relevant data is mined and then analyzed in order to forecast future sales.” Learn more from Techopedia here. Sounds good right – but who has the time? Empowering Systems has taken the work out of analytics. As an add-on to AccountManager CRM Empowering Systems developed AccountReporter Analytics with pre-configured dashboards and filtering so you can skip over the work and start learning about your business trends right out of the box. 

Want to learn more – Contact April, aslepian@empoweringsystems.com or 800-321-1788 Ext. 720

Why CRM for dynaMACS Customers?

Manufacturers’ representatives use CRM to stay competitive and to have one central place for everyone to stay on the same page. They use CRM to keep manufacturers informed about what they are working on and the value that they provide as a partner. Manufacturers hire the best rep first and the best reps firms use CRM to manage their customer information.

You can:

  • Create or update sales call notes
  • Opportunities
  • Review Sales numbers
  • Look up Quotes
  • Keep your customer contact information up to date

If you’re going to have a CRM, have one that’s designed for a rep firm. Empowering Systems AccountManager is just that, a sales solution designed for you and how you work, from your phone, from your inbox, offline or online.

Email April to learn more

or get a link to a demo.

New dynaMACS Update and Report Enhancements coming in 2020.

We are excited to announce an updated version of dynaMACS that will expedite future updates so we can deliver enhancements to you more quickly.

We are working on improving the usability of reporting making them even easier to use and improving the look and feel. With this new update, you will find the ability to do reporting exports. You’ll be able to unlock your sales data by exporting reports from Sales Analysis reporting right into a CSV file and open it in your favorite spreadsheets like Microsoft Excel or Google Sheets with ease. Stay tuned for more updates throughout 2020!!

Never forget a password again

In today’s digital world everything needs a password. Your passwords should be strong and changed on a regular basis. Who can remember every password by memory now that they must be secure?  A password of “password” is ancient history. The best way to manage all your passwords is with a ‘password manager’.  There are many available that are free (or almost free) and often will even help you create “strong” secure passwords. While we can’t recommend any one, here are a few of our favorites, check them out and give them a try: LastPassDashline1Password. Here is a great article on why, how, and what the top password managers are out there. “The best password managers for 2019
by David Gewirtz

Video Tip – How to create a restore point

dynaMACS has a “mini backup” for sales rep agencies’ convenience

dynaMACS has created a restore point utility to help save time if you need to revert back to a prior period and start over again.  For example:  Posted a session to the wrong month, posted a commission statement to the wrong manufacturer or transferring history to the wrong customer/manufacturer or sales rep.

This DOES NOT replace an offsite backup.  The restore point is located in the same directory as your dynaMACS Software.  This means that if your dynaMACS folder crashes then all the restore points will not work.

 

Watch the Create a Restore Point Video Below:

For written instructions visit Tip #1308.