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Case Study: Garnett Component Sales

 “Working with dynaMACS, we are all on the same team. They truly want their software to help my business be more successful. And it does.”

Tommy Garnett, Owner
Garnett Component Sales

Client Challenge

Since founding Garnett Component Sales, Tommy Garnett committed to always strive for excellence in customer service, quality and integrity. He expects the same from his providers and vendors. When he investigated sales agency software, he had a list of requirements. In fact, he used three different software programs before finding one that met his standards.




Garnett_Component_StatisticsdynaMACS Solution

Garnett says dynaMACS is the top performer at providing critical information on sales and commissions. Garnett uses features that weren’t even available on either of the other two software programs.

But the most important component that dynaMACS brings to the table, Garnett says, is that, “dynaMACS didn’t just bring me on as a revenue source. Working with dynaMACS, we are on the same team. They truly want to help my business succeed. And it does.”

As part of that partnership, dynaMACS is there when Garnett has questions, and needs answers now. “There’s no filling out a help ticket, or waiting two days for someone to call back. dynaMACS calls within 15 minutes and helps me until my problem is solved.”

Some dynaMACS features that help Garnett stay on top of sales and commission information:

  • Reconciling commission checks with commission reports
  • Easily tracking sales history with one click of a button
  • Using graphs and charts – much more effective than spreadsheets – to visually show trends to factories
  • Tracking goals for next year based on prior-year sales data by each rep

As for usability, Garnett finds dynaMACS easy to use, straightforward and intuitive. “It’s easy to get information in a few clicks and the reporting is by far, the best.”

Tip #1408 – The Sales IQ Top Row Button Operation has Changed in Version 2013

We have redesigned and rearranged the buttons on the dynaMACS Sales IQ screen to make navigation easier and more intuitive.  There are two new buttons on the Sales IQ Home screen, the Back button and the Home button.  You will also notice that some of the buttons have a different cosmetic look.

Old Screen . . .

Old Screen Buttons

New Screen . . .

New Screen Buttons

New Back Button

The new Back button is active on any “Drill-Down” screen.  Drill-Down screens are accessed by right clicking on a record and selecting Show Manufacturers, Show Customers, Show Sales Reps or Show Details from the Manufacturers, Customers or Sales Reps tabs in Sales IQ (Sales IQ Drill-Down).  The Back button will take you back to the previous Sales IQ screen.

  1. Notice that the Back button is disabled in the Sales IQ Home screen in the example below.  We selected the manufacturer Lee Jacob Mfg, right clicked and selected Show Customers.
  2. In the Sales IQ Drill Down screen you will see that the Back button is now activated.  By selecting this button you will be returned to the previous screen (Sales IQ Home).SIQ Screen 1

New Home Button

The new Home button will close all of the Drill-Down screens and bring you back to the Sales IQ Home screen Overview tab.

  1. In the following example we have selected the Home button from the 3rd Sales IQ Drill Down screen.SIQ Screen 2
  2. After selecting the Home button you will be returned to the Sales IQ Home screen.SIQ Screen 3

Saving Sales IQ Filters

The Sales IQ Filters are now saved after exiting Sales IQ.  You can access the saved filters by toggling between Filtered data and Normal data.

SIQ Screen 4

Case Study: Sullivan & Associates

“dynaMACS has made my job so much more efficient. ”

Reyna Vargas, Office Manager
Sullivan & Associates, Inc.

Sullivan_Associates_LogoClient Challenge

Cumbersome and time consuming. That was the problem with Sullivan & Associates Sales, Inc.’s former sales and commission software.

The team knew time was being wasted on outdated software that was difficult to use and required the agency to enter non-essential information. But they didn’t realize the extent of the lost time until they used dynaMACS.




Sullivan_Associates_StatisticsdynaMACS Solution

A referral led Sullivan & Associates to dynaMACS, and they liked what they saw from the start. The first time-saver was the ease of use and intuitive screens that made the implementation simple. “We really didn’t need any assistance. We were up and running in no time,” says office manager Reyna Vargas.

Shortly after the agency began using dynaMACS it became even more apparent how much more efficient dynaMACS is than their prior software. “The amount of time it takes to enter commission statements has dropped from two weeks to four days,” Vargas says. That’s 112 hours of data entry time reduced to 32 – one third of the time it previously took!

One reason for the time savings: the old software required the agency to enter extraneous data. “We had to enter a lot of data that we didn’t need, but it was mandatory.”

Not so with dynaMACS. Agencies can customize data entry fields to collect only relevant information. For example, Vargas can set up her system to enter customer name, date, part number, quantity, sales rep split, PO number and more. Or if she doesn’t need some of that information, the fields are not required. They will be automatically skipped as she enters data.

Vargas’ overall impression of dynaMACS? “It’s made my job so much more efficient.”

Tip #1406 – dynaMACS Software Start Options

You can set your preferences in dynaMACS so that either the Sales IQ, Process, eSi or cRm screens open first upon launching dynaMACS.  You can also set preferences so that when your Sales IQ screen opens, the Source field defaults to Sales or Commission Received.  The following explains how to set these preferences.

Setting the dynaMACS Main Screen Focus

You can select what screen you would like to appear when first launching dynaMACS by selecting it in the Preferences screen.  In the following example we will change the start screen from the dynaMACS Home screen to the Sales IQ screen.

  1. From the main dynaMACS screen select File>Preferences.Main Screen
  2. From the User Preferences screen go to field 29 – Start screen.  Select the down arrow to the right under the Preference column.  This will display all of the start options available.  Select SalesIQ from the drop down list and select the Save button and then the Exit button.  The next time you log into dynaMACS you will be in the Sales IQ screen.User Pref Screen 1

Setting the Sales IQ Screen Source Default

You can choose to have the Sales IQ screen start with the Source field defaulted to Sales OR Commission Received by setting it in the Preferences screen.  In the following example we will change the preference to start Sales IQ with the source of Commission Recd.

  1. From the main dynaMACS screen select File>Preferences.Main Screen
  2. From the User Preferences screen go to field 28 – Start Sales IQ As:.  Select the down arrow to the right under the Preference column.  This will display all of the start options available.  Select Commission Recd from the drop down list and select the Save button and then the Exit button.  The next time you log into Sales IQ the source will be defaulted to Commission Recd.User Pref Screen 2

Tip #1405 – Maximize the dynaMACS State/Region Zip Code Feature

dynaMACS has a powerful feature that automatically populates the State/Region field based on the Zip Code entered when adding or updating customer records (provided a valid 5 digit zip code is used).  The use of the State/Region code is beneficial when generating reports in either Sales IQ or a Sales Analysis report.  The following instructions show you how to activate this feature.

***IMPORTANT!  PLEASE create a restore point before activating this feature and running the utilities!***

Example of a State/Region Report printed from Sales Analysis Rpt Generator:

Report Sample

Step 1:  Turn on the Auto Build State/Region Feature in System Information Setup

  1. From the dynaMACS main screen select Other Functions>Administration>System Information Setup.dynaMACS Main Screen 1
  2. Select the System Options tab.
  3. Check the box Automatically build State/Region upon Zip Code Change?
  4. Select the Save button.Sys Info Setup Screen

Step 2:  Run System Utility 1007 (Creates Customer State/Region codes table)

  1. From the dynaMACS main screen select Other Functions>Utilities>System UtilitiesdynaMACS Main Screen 3
  2. Select Utility #1007
  3. Select the Run buttonSys Utilities Screen 1
  4. Select the Yes button on the Confirmation dialog box.Confirmation Dialog Box  Delete Confirmation Box

Step 3:  Run System Utility 1008 (Replaces Customer State/Region codes in customer records)

  1. From the dynaMACS main screen select Other Functions>Utilities>System UtilitiesdynaMACS Main Screen 2
  2. Select Utility #1008
  3. Select the Run button to complete the update.Sys Utilities Screen 2

Case Study: Bowerman Marketing Group

“dynaMACS takes reporting capabilities to new levels.”

Judy Tingley, Office Manager
Jane Janosik, Customer Service
Bowerman Marketing Group

Bowerman_Marketing_Group_LogoClient Challenge

In 2004, Bowerman Marketing Group learned that the sales agency software they had been using was discontinued. The software had been sufficient and provided the agency with good information about sales and commissions. When seeking new software, Office Manager Judy Tingley visited dynaMACS at a trade show. She quickly realized that dynaMACS provided everything that their old software did and much more.

Bowerman_Marketing_Group_Statistics

dynaMACS Solution

“I was pleased with the reporting capabilities. The number of choices to sort sales and commission information was greatly enhanced,” she says. “dynaMACS provides the flexibility in reporting that we need. Our sales force benefits from territorial reports by salesman. The specific agency reports provide valuable overall information by manufacturers and customers. It enables us to view where the most activity is, where we need to improve our efforts and to cover our territory more effectively and efficiently”.

Jane Janosik, primary user of dynaMACS, provides the owner with weekly and monthly reports. She notes, “The software helps us run the business.”Janosik likes the monthly and year-to-year comparison data and uses this to assess reports from the manufacturers.

Tingley recalls the process of transferring data from the old software to dynaMACS. “dynaMACS customer service helped us every step of the way and nothing was lost in the process.”

Now, years later, dynaMACS is there whenever the agency needs assistance. “We always get a timely response and the representatives are very helpful and patient. They answer our questions, resolve our issues and continue to make improvements to the software.