Tag Archives: Mobile

Tip #1612 – Using the dynaMACS System Information Setup Screen to Set the Frequency and Warning Messages for Restore Points

Using the dynaMACS System Information Setup Screen to Set the Frequency and Warning Messages for Restore Points Restore points in dynaMACS are important when performing some functions such as posting sessions or doing transfers. (Please see Tip #1308 on the … Continue reading

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dynaMACS Software Overview Demo

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Tip #1611 – Using Sales IQ and Google Maps to Help Plan for a Sales Manager Visit

Using Sales IQ and Google Maps to Help Plan for a Sales Manager Visit. dynaMACS Sales IQ has a unique feature that can map the customers you want to visit with Google Maps.  The example below will show you how … Continue reading

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Tip #1610 – Understanding the Symbols and Codes on a dynaMACS Sales Analysis Report

Understanding the Symbols and Codes on a dynaMACS Sales Analysis Report When reviewing your dynaMACS Sales Analysis reports there are two symbols to look for that will easily identify customers with first time sales as well as customers with no … Continue reading

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Using dynaMACS to analyze agency performance based on quarterly numbers.

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Case Study: Maschmedt & Associates

“With dynaMACS cloud, our data is secure, always backed-up and easily accessed from anywhere.” Continue reading

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Case Study: Kitchin & Sons

“When traveling, I use dynaMACS daily to look up customer sales, territory sales and more. It’s extremely convenient.” Thomas M. Kitchin, President Kitchin & Sons Client Challenge When Kitchin & Sons experienced significant growth due to an acquisition, President Tom … 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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How to analyze sales territory performance by manufacturer.

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How do I identify the new customers this year, for a particular manufacturer?

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