Now offering even more capabilities


AccountManager (CRM):

  1. Sell from Microsoft Outlook. Update your opportunities, contacts, accounts and more right in your Outlook in-box on your PC, Mac or phone.
  2. Sell from your phone. Update your opportunities, contacts and more with voice to text as you walk out of meetings with our new AccountManager App. Then sync your opportunity with your principal’s Salesforce CRM in one click.
  3. Create a custom layout for each Principal. Create custom opportunity layouts so that you hit the target and maximize user productivity with just the fields that are required.
  4. Manage Quotations. No more hunting for quotations, simply link them to your opportunity, so they’re where they need to be. You won the business, turn the quote directly into an order.

Keep an eye out for more in our upcoming blog:

AccountManager Office 365 (CRM from your In-box)

SalesAnalysis (Sales, Commission and Order Management)

If you can’t wait contact us today!

Tip #1712 – How to Delete a Customer from the dynaMACS Database

Follow the steps below to delete a customer that has merged with another customer or is no longer in business.

Move the history to another customer

  1. Go to Edit drop-down menu.
  2. Select File Transfer/Combine.
  3. Choose Mfr/Cst/Rep Transfer (1).
  4. The Manufacturer/Customer/Sales Rep Transfer/Combine window will appear.
  5. Type in the customer that you want to delete on the left side (Example:  Abbott Health Products) and the customer that you want the history to go to on the right side (American Instruments).
  6. Select the Proceed.
  7. Choose Yes at the prompt for Are these correct?
  8. Select the printer and print out the audit trail.
  9. Please confirm … choose Yes.
  10. The FYI window will appear, select OK.
  11. At the 2nd FYI, choose OK.
  12. Follow steps 1-11 until you are done will moving the customers.
  13. Then select Cancel to exit this screen.
  14. Go to Edit drop-down menu.
  15. Select File Transfer/Combine.
  16. Choose Mfr/Cst/Rep Transfer (2).
  17. The Manufacturer/Customer/Sales Rep Transfer/Combine (2) screen will appear.
  18. Select your printer and print the audit trail.
  19. Choose OK at the Please confirm window.
  20. Go to Edit drop-down menu.
  21. Select File Transfer/Combine.
  22. Make Customer Deletable
  23. Select Range of Records.  Leave the from field blank and type in zzzz in the To field. Then choose OK.
  24. Select Yes at the next window.
  25. At the end you will get a message that tells you how many customers were deletable. Choose OK.
  26. Select Exit when done.
  27. Go into the Customer Maintenance screen and select one of the customers that you transferred the history for and select the Delete button.

Tip #1709 – Using dynaMACS’ Sales IQ Graph to Show the difference in “House” Commission percentages for this year versus last year

In our previous tip #1708 we talked about using dynaMACS’ Sales IQ to analyze “House” commission. The following will show you how to create a graph from that information.

Using the Graphing Feature in dynaMACS

  1.  From the Sales IQ screen select the Filter button.
  2.  Select Active from the Manufacturer Status drop down list.
  3.  Select the Apply button.
  4. From the Sales IQ screen with your selections displayed, click on the down arrow to the right of the Graph button and select Graph.
  5. Check the boxes for Jan-Aug 19 and Jan-Aug 18 in the Select Columns to Graph screen.
  6. Once you have made your selections click on the Graph button in the lower left hand corner of the screen.
  7. The graph will default to a bar chart.  Select the Customize button to change the type of graph that will appear.
  8. Select the Line chart (or Pie etc.) to customize the look of your graph.
  9. When you have completed your selections select the OK button.

From the Sales IQ Graph screen you can:

  1.  Print the graph.
  2. Customize the look of the graph.
  3. Copy to Clipboard.

Tip #1707 – We are Please to Announce the Launch of Our Newly Designed dynaMACS Website!

Our new website is designed with a new look and provides for ease of use.  We believe you will find it to be more responsive, informative and interactive.  Please visit our new website at on your computer or mobile device. (The website address has not changed.)

Navigating the New dynaMACS Website

We have made navigating through our website easier providing information right at your fingertips.  To get to a subject on our website simply scroll over the subjects at the top of the dynaMACS home page where you can select an item from the drop down list.  Below is an example of the display of the STANDARD SYSTEM list.  Selecting one of these items will take you directly to that page for more information.  You can do the same for OPTIONAL MODULES, RESOURCES, BLOG, ABOUT US and SUPPORT.

  • Standard System:  Shows detailed information about the modules that are included when purchasing the Standard dynaMACS system.
  • Optional Modules:  Explains additional modules that are available for purchase along with the dynaMACS Standard system.
  • Resources:  Will take you to our on-line Case Studies and Quick Quotes from our clients, Schedule a Demo, FAQ’s and upcoming Events that we will be attending.
  • Blog:  The blog will give you access to the Case Studies, our Monthly Tips, and Demos which help our users discover the best way to utilize the dynaMACS features.
  • About Us:  Selecting this will take you the History of our company, our Mission Statement, the Information Kit request form and to Schedule a Demo.
  • Support:  While on a dynaMACS support call you may be asked to connect online with the dynaMACS Customer Support Rep.  From the dynaMACS home page simply scroll over SUPPORT at the top and then select Quick Connect (.exe) from the drop down list and follow the prompts. You can also access information on Getting Started, Online Help, System Requirements, how to contact our Support Team via email and the dynaCARE Members area where you can download the software and updates.

Note:  When you select the executable file (.exe) for download, you will need your dynaMACS serial number (Dxxx) and your most recent authorization code.  This information can be found in dynaMACS under Help>About dynaMACS.

You can also access these features by scrolling down on the home page and clicking on dynaMACS Standard System or Optional Modules subject title (i.e. SOFTWARE OVERVIEW) which will take you directly to that page for more information.

Clicking on the Up Arrow  in the lower right hand corner of the screen will take you back to the top of the dynaMACS home page.

If you scroll down a little further on the dynaMACS home page you will find a link where you can schedule a personalized demo of dynaMACS software by selecting the link Sign up for your free, personalized demo now.

At the bottom of the dynaMACS home page you will find dynaMACS Resources.  You can click on a subject title (i.e. BLOG) which will take you directly to that page.

From any page on the website you can click on the dynaMACS logo in the upper left hand corner to get back to the dynaMACS home page.

Tip #1706 – Are you constantly changing the “display by” search in the customer viewer?

The Display By field in the dynaMACS Viewer screens defaults to “Lookup” which lets you enter the first few characters of the Name i.e. manufacturer, customer or sales rep name in the Start field which will display a list based on that entry.

You can change this default temporarily by selecting the down arrow in the Display By field while in the Viewer screen.  This will change the Display By for the current viewing session.

You can also change the default so that every time you access the Viewer screens it will default to your personal selection.

To Change the Default Display By Field for the Viewer Screens

  1.  From the main dynaMACS screen select File>Preferences.

  2. From the User Preference(s) screen, scroll down to #19 Viewer Look-Up.
  3. Select the drop down arrow to the far right of Viewer Look-Up.
  4.  Select the field which you would like your default Viewer Look-Up to be ( i.e. City).
  5. Select the Save button.
  6. Select the Exit button.

Now when you access any of the viewer screens the Display By field will default to that selection.

Case Study: State Side Sales

 “dynaMACS uses GoogleMaps to plan efficient routes when we visit multiple customers. We spend less time in the car and more time selling.”

Joe Durbin, President
State Side Sales, Inc.

Client Challenge

State Side Sales Agency was using rudimentary sales and commission software that didn’t provide enough useful information to meet their needs. The agency chose dynaMACS and instantly had a wealth of meaningful data to analyze performance, track trends and operate proactively. As the years passed, the agency became accustomed to having all the sales and commission information they needed at their fingertips. When State Side Sales stopped using dynaMACS and tried to get by with different software, they missed many of dynaMACS’ features.


dynaMACS Solution

Joe Durbin, President of State Side Sales, read an article on LinkedIn about dynaMACS’ ability to map routes when visiting multiple customers, and he saw an opportunity to improve his agency’s efficiency. “We were already missing our favorite dynaMACS features. When I saw the GoogleMaps function, I knew it was time to go back to dynaMACS. We now spend less time in the car and more time selling and building relationships.”

While looking at the sales numbers, reps select the customer addresses that they want to visit. A map view of all locations is displayed, along with the most efficient routes and directions between locations. Sales reps can also re-sequence the route if they choose. “We’re increasing efficiency, reducing travel time and maximizing reps’ time.”

The agency also has the ability to select a territory and see performance data for the top 20% of manufacturer/customer relationships (using sales volume). “We use this as a performance indicator and we see trends faster. It’s another level of knowledge that we didn’t have without dynaMACS.”

dynaMACS continually adds new functionality, and the support team is on hand to show State Side Sales tips and tricks for extracting detailed information organized in meaningful ways, with just a few mouse clicks.