Tag Archives: Reps

Tip #1704 – Quickly Identify New and Inactive Manufacturers in dynaMACS Sales IQ

Quickly Identify New and Inactive Manufacturers in dynaMACS Sales IQ The Sales IQ screen has been enhanced in dynaMACS Version 2016 to quickly identify new manufacturers and inactive manufacturers with a color scheme.  This is based on the Manufacturer Status … Continue reading

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Tip #1703 – Transferring a Portion of One Sales Rep Territory to Another Sales Rep

Transferring a Portion of One Sales Rep Territory to Another Sales Rep dynaMACS makes it easy when you are changing your agency territories.  Instead of moving one customer at a time, dynaMACS can move multiple customers at one time. In … Continue reading

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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 #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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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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Case Study: David Gooding, Inc.

 “The accessibility to data we have with dynaMACS is tremendous. It’s extremely user friendly for everyone at the agency.” Patrick Carroll, Information Systems David Gooding Inc. Client Challenge David Gooding Inc.’s old software pulled information from a Microsoft database and … Continue reading

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Tip #1608 – Save Time by Using the Manufacturer Customer Code During Manual Entry

Save Time by Using the Manufacturer Customer Code During Manual Entry. When entering Sales and Commissions directly from a manufacturer’s spreadsheet or invoice, it may be quicker to enter in Sales Entry using the Manufacturer Customer Code.  The following tip … Continue reading

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