Tag Archives: reporting

Tip #1702 – Organizing Your Agency Workflow to Accommodate all the Various Manufacturers

Organizing Your Agency Workflow to Accommodate all the Various Manufacturer Forms One of the many challenges sales agencies face is dealing with the many forms and documents received from each of the manufacturers that the agency represents. Whether a document … Continue reading

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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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Tip #1609 – A customer may be known by different names by different manufacturers. This can create unwanted customer duplication during the sales entry process.

A customer may be known by different names by different manufacturers. This can create unwanted customer duplication during the sales entry process. In business it is common that companies merge, create DBA’s or an alias.  dynaMACS has a unique feature … Continue reading

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How can I see each of the manufacturers a customer buys from?

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How much commission is each sales territory generating and how much are we paying out in rep splits?

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Who are the highest volume customers in each sales territory?

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How to analyze sales territory performance by manufacturer.

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Using Sales IQ to evaluate sales territory performance.

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