Tag Archives: goals

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 #1606 – How to automatically give a sales rep, that is not currently assigned to a particular customer, credit for a sales based upon the manufacturer

How to automatically give a sales rep, that is not currently assigned to a particular customer, credit for a sale based upon the manufacturer. dynaMACS makes it easy to automatically assign a sales rep to each entry. By default, this … Continue reading

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Tip #1605 – Analyze Sales & Commission data for Multiple Customers in a specific Buying Group

Analyze sales & commission data for multiple customers in a specific buying group in Sales IQ. By relating customers to a “buying group” customer, you can analyze the combined sales and commission totals for all the related customers. In addition, … Continue reading

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Tip #1604 – Did you Know that the Customer State and City can be Printed on Your Sales IQ Reports?

Did You Know That the Customer State and City Can Be Printed on Your Sales IQ Reports? When selecting the Print button from the Sales IQ Customer screen, the report does not display the customer’s state and city as you … Continue reading

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Tip #1603 – How to Delete a dynaMACS Mobile User

How to Delete a dynaMACS Mobile User You must first delete the mobile user from the dynaMACS Mobile Configuration screen and then delete it from the User Class Maintenance screen.  Below are the steps required to delete a dynaMACS Mobile … Continue reading

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Tip #1602 – Did You Know That You Can “Catalog” (Save) Your Commonly Used Reports

Did You Know That You Can “Catalog” (Save) Your Commonly Used Sales Analysis Reports? This Enables You to Easily Print the Same Report in the Future. The Sales Analysis report feature in dynaMACS provides the ability to save a sales … Continue reading

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Tip #1601 – Looking up and Changing Information “on-the-fly” in Sales Entry

Looking up and Changing Customer, Manufacturer and Sales Rep Detail Information During the Sales Entry Process dynaMACS provides the ability to look up detailed information, make changes or add a location  “on-the-fly” during sales entry. Example: In the following example … Continue reading

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Tip #1512 – Finding Customers for a Certain Manufacturer Easily Using the Smart View Locator

Finding Customers for a Certain Manufacturer Easily Using the Smart View Locator You can find customers in a zip code that buy from a particular manufacturer by using the Smart View Locator from the Manufacturer Viewer screen. Example: In the … Continue reading

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Case Study: R C Bremer Marketing Associates, Inc.

 “Before implementing dynaMACS eSi, four people manually entered thousands of invoices. With eSi, one person enters all data. It saves us huge amounts of time and money. ” Joe Falk, President R.C. Bremer Marketing Associates, Inc. Client  Challenge  Since beginning … Continue reading

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Case Study: BNT Sales Agency Limited

 “Before buying software, I did my homework. For every question or need I had, dynaMACS had a solution.” Wade Wohlford, President / Welding Specialist BNT Sales Agency Client Challenge Spreadsheets used to be the rudimentary but necessary tool for BNT … Continue reading

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