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Case Study: Texas Reps

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“I can’t explain how different life is with dynaMACS eSi. Data entry time went from countless hours a month to just a few minutes. It’s like night and day.”

Ava Sewell, Office Manager/Operator
Texas Reps

Texas_Reps_LogoClient Challenge

Texas Reps sales agency implemented dynaMACS software over a decade ago and has been a loyal customer ever since, touting the benefits of the easy-to-use software that quickly provides sales and commission data with the ability to perform in-depth analysis.
When Ava Sewell, office manager and operator, joined Texas Reps a year ago, she too began using the software. But she was spending several hours every month manually entering sales and commission information from manufacturer reports. However, while exploring dynaMACS, she came upon a module that her predessor in the office did not utilize: eSi (electronic sales information).

Texas_Reps_StatisticsdynaMACS Solution

eSi electronically and automatically processes files (like excel spreadsheets) provided by manufacturers. Manual data entry from paper or emailed reports is virtually eliminated. Sewell quickly realized the possibilities and benefits of using eSi.

As with any new software feature, Sewell was at first a bit intimidated by eSi’s powerful capabilities. She called dynaMACS support, who she says “walked me through using eSi and helped me every step of the way.”

Once she began using eSi, her job changed forever – for the better. Now that she is up and running, Sewell reports, “I can’t explain how different life is with dynaMACS’ eSi. Importing data into our system is so easy now. I used to spend countless hours a month on data entry. With eSi, it literally takes just a few minutes. All I do is click a few buttons, and eSi takes over. It does what it needs to do automatically. It’s a night and day difference.”

Once she imports the data and updates dynaMACS, she emails the information to sales managers. They have current sales and commission data in minutes and with a few mouse clicks, can perform in-depth sales analysis.

Even now, when Sewell has a question, the dynaMACS support team is there to help. In fact, she says, “agencies who don’t utilize dynaCARE support might not use the software to its full potential.”

Tip #1303 – dynaMACS Software Help Resources

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From within dynaMACS you can select the Help option and a complete list of resources is displayed. Some of these resources are documents that you can print and keep for quick reference. Others, such as our live demos, will take you directly to our website where you can view videos and FAQ’s. There are also some interactive resources such as checking for software updates and registering your dynaMACS software.Below is an outline of the resources available and how to access them.

To Access the Help Menu

  1. From the dynaMACS main screen select the Help option from the menu bar.Main Screen

List of Help Topics

Help Topic

What it Does
What’s New . . . Displays a .PDF file containing all of the enhancements and corrections for the latest version of dynaMACS.
Live Demos on our Website Opens the dynaMACS website displaying the webpage for viewing online demo videos.
Getting Started Opens a .PDF file with instructions on getting started with dynaMACS.
dynaHELP Opens a .PDF file of dynaHELP which contains help on all of the dynaMACS features.
Remote Support You may be asked to select this feature by a dynaCARE support rep which will enable them to direct connect to your computer via Team Viewer in order to trouble shoot any problems you are having.
Previous Release Notes Opens a .PDF file containing all of the enhancements and corrections from previous versions of dynaMACS.
FAQ’s on the web Opens the dynaMACS website displaying the webpage for Frequently Asked Questions (FAQ’s).
Show Tips Opens the dynaMACS website displaying the webpage for the dynaMACS Support Tips library.
Register dynaMACS Opens a dialog box which will send an email to dynaMACS to register your dynaMACS software program.
Check for software updates Opens a TrueUpdate dialog box to check for available software updates.
About dynaMACS Opens a dialog box displaying information about your dynaMACS software such as serial number, software version, etc.

 

Case Study: Wes Coast Marketing

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“Access to sales & commission data is instant. No waiting. dynaMACS eliminates the time lapse.”

Chris Mitchell
Operations Manager, Wes-Coast Marketing

Wes_Coast_Marketing_LogoClient Challenge

Like most agencies back in 1998, Wes-Coast Marketing was using Excel spreadsheets for sales and commission data. The agency “got by” with it, but reporting and analysis capabilities were bare-bones. A few years after launching, Wes-Coast experienced exponential growth in a relatively short period of time. Spreadsheets no longer filled the bill. The agency needed a powerful, technologically sophisticated software solution to manage and track sales and commission data, Operations Manager Chris Mitchell explains.

Wes_Coast_Marketing_StatisticsdynaMACS Solution

Wes-Coast chose dynaMACS software and was immediately impressed with the instant on-screen access to all sales information. For the first time, the agency was able to combine and analyze sales for all manufacturers in one database and provide sales reps with up-to-date sales reports. Principal Jim Marino remembers the pre-dynaMACS days. “It was an antiquated, paper-driven process that resulted in lengthy delays in getting information.”

Since switching to dynaMACS, Wes-Coast realizes the value of powerful agency software and takes advantage of the newest features as they are released.

First, the agency’s field salespeople and principal were equipped with dynaMACS Mobile on their laptops, so they had access to sales and commission information from anywhere as soon as the agency distributed it electronically. “Before dynaMACS Mobile, once a month we would mail out reports. By the time the reps saw the data, it was a month-and-a-half to 2-months old,” says Marino.

Next, the agency became an early adopter of the latest dynaMACS advancement: cloud processing. The team sees real-time data. They have the most recent figures, can get high-level sales information, drill down to detailed information, and send reports to reps – even email up-to-date reports to customers.

“Everything is instant. No printing stacks of paper. No waiting. The time lapse is eliminated,” says Mitchell.

Tip #1302 – Using SalesRep/ZipCode Maintenance to make adding customers even quicker and easier!

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A new feature has been added which allows you to assign sales reps by zip code ranges. This feature will automatically assign the sales rep when adding a customer if the zip code has been assigned to a sales rep in the Sales Rep/Zip Code Maintenance screen.

Example

Jim Black is responsible for all customers in Kentucky (zip codes 40000-42999).  Let’s look at how simple it is to set up this zip code territory for him.

  1. Select Edit and Sales Rep Zip Codes from the dynaMACS main screen menu options to get to the SalesRep/ZipCode Maintenance screen.dynaMACS Main Screen
  2. Enter the Zipcode Start i.e. 40000 and select the <tab> key
  3. Enter the Zipcode End i.e. 42999 and select the <tab> key
  4. Enter the Description i.e. Kentucky and select the <tab> key
  5. Enter the Sales Rep code OR search for it by selecting the Binoculars button then enter the <tab> key
  6. Select the Save button.Zip Code Maint Screen  Note
  7. To review the records set up in SalesRep/ZipCode Maintenance you can select the arrow buttons in the lower left hand corner of the screen.
    • First_Record_dynaMACS    = Brings you to the first SalesRep/ZipCode record.
    • Last_Record_dynaMACS   = Brings you to the last SalesRep/ZipCode record.
    • Previous_Record_dynaMACS   = Brings you to the previous SalesRep/ZipCode record.
    • Next_Record_dynaMACS   = Brings you to the next SalesRep/ZipCode record

Auto Sales Rep assignment in Customer Maintenance

Once the zip codes and sales rep assignments have been entered into SalesRep/Zipcode Maintenance the sales rep will be automatically assigned when entering new customers in Customer Maintenance.

Example

  1. In the following example a new customer is being added in Customer Maintenance using the zip code 45222.Cust Main Screen 1
  2. After entering the zip code and selecting the <Tab> key or the <Enter> key, you will see that the Sales Rep field is automatically populated with Jim Black (JB) because he is assigned in the SalesRep/Zipcode Maintenance table. Cust Main Screen 2

Case Study: High Performance Tooling

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“Time is money. When we need technical support, dynaMACS response time is immediate. They solve our problem quickly so we can get back to selling.”

Pierce Ellis, Co-Owner
High Performance Tool

 

High_Performance_Tooling_LogoClient Challenge

High Performance Tooling is always in sales mode. The agency needs information on manufacturers and customers instantly. The fast-paced agency needed faster access to more in-depth information than RPMS software could deliver. Even more frustrating was trying to get technical support. “When we called, we always got voicemail. They called you back when they got a chance. It could be hours; it could be the next day,” says Pierce Ellis, co-owner of High Performance Group. “Time is money. We don’t have time to wait for a call-back for technical support.”

High_Performance_Tooling_StatisticsdynaMACS Solution

Ellis came across dynaMACS at a trade show, and was impressed with the level of in-depth information the software provided. Data could be accessed instantly, and he could drill down to in-depth information with just a few mouse clicks. So the agency purchased dynaMACS, and the challenge of getting lightning-fast access to valuable information was solved.

But could dynaMACS live up to the agency’s need for fast technical support? Ellis says the dynaMACS support team has exceeded his expectations. “The dynaMACS response time is immediate. The support team solves our problem quickly so we can get back to selling. “We know we can call dynaMACS, talk to friendly and helpful support staff, get the issue resolved and continue with our day efficiently without waiting around.”

High Performance Group partners have dynaMACS Mobile, so they can take sales and commission data with them wherever they go – and still quickly call for technical support.

Ellis gives dynaMACS the highest recommendation: “We will never switch to different software. We love working with dynaMACS.”

Case Study : The Ranger Group

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“I would recommend dynaMACS to anyone.”

Bob Flint, Partner
The Ranger Group

TheRangerGroup_LogoClient Challenge

After being in business a little over a year, and with sales growing, it quickly became clear that The Ranger Group needed software for tracking commissions, analyzing sales and paying reps. “We were trying to use Excel spreadsheets, but it wasn’t providing the depth of information, or the flexibility we needed. Sales analysis was merely a by-product of accounting,” says Partner Bob Flint. In addition, sales reps did not have timely, reliable and in-depth data on customers and manufacturers, which was inhibiting sales and account management.

TheRangerGroup_StatisticsdynaMACS Solution

Flint was introduced to dynaMACS at a trade show, where he saw a demo of the software and decided it was just what the agency needed.

Since purchasing dynaMACS, top sales reps at The Ranger Group are now equipped with dynaMACS Mobile, so they always have the most recent sales and commission data on the road with them. Rather than preparing individual reports for reps, dynaMACS mobile eliminates the work and automates the process.

In fact, dynaMACS Mobile is so beneficial, The Ranger Group purchased dynaMACS Mobile for three more of its sales reps. “It’s a big help to have up-to-date information before walking into a meeting with a customer,” Flint says.

Manual tracking processes and cumbersome spreadsheets are a thing of the past. The Ranger Group has easy access to higher levels of data intelligence, which enables them to serve manufacturers better.

“Rather than being rows in a spreadsheet, our sales and commission data is transformed into meaningful information. I would recommend dynaMACS to anyone. dynaMACS lets us communicate better with our manufacturers and customers, improving our value to both,” Flint says.