Case Study: J T Chapman Company

“Knowing where sales & commissions are day-to-day keeps us at the pulse of the business.”

Alan Chapman
J.T. Chapman Company

JT_Chapman_CompanyClient Challenge

J.T. Chapman calls its old software “stagnant.” The data was static, with no ability to “slice and dice” information, segment data or drill down for more details. Furthermore, the agency could not gauge sales throughout the month because they had to wait until the month-end closing procedure was finished before seeing updated numbers.

JT_Chapman_Company_StatisticsdynaMACS Solution

Today, J.T. Chapman is happy to report that dynaMACS addresses each of these issues – and more. “dynaMACS gives us the flexibility that we were lacking,” says Alan Chapman. “We can drill down to get more detailed information from any screen and we can select any combination of manufacturer, customer or sales rep,” which enables the sales agency to view and analyze numbers in a multitude of ways.

dynaMACS enables the agency to select data for any previous point in time, view sales and commissions for the past five years, and compare sales information to any prior month or year.

Chapman also points out, “Waiting for month-end for sales numbers is a thing of the past. Knowing where we are day to day keeps us at the pulse of the business.”

J.T. Chapman has dynaMACS Mobile for all of its salespeople, and Chapman says, “My top salesman looks at numbers every day. It helps him do his job more effectively.”

Another feature that helps J.T. Chapman is the ability to manipulate numbers based on fiscal year. “Our fiscal year runs October to September, but if a manufacturer or customer is on a calendar year, I can click a button and match theirs.”

Asked how his old software (CAS) compares with dynaMACS, Chapman laughs, “There’s no comparison.”

Tip #1205 – Did you know that you can share eSi data maps with other agencies that are using dynaMACS eSi?

If you share a manufacturer with another agency that uses dynaMACS eSi, you can easily exchange data maps without the risk of sharing your agency data.  Using the Send Map and Receive Map* options in dynaMACS will eliminate having to create new maps.  The following examples will explain how to send and receive maps to and from other agencies.

Sending a Map to another Agency

Sending a map to another agency requires that you have created and saved a map in dynaMACS eSi.

  1. From the dynaMACS main menu, select eSi then Send Map from the drop down menu.Main Screen 1
  2. From the Export Catalog dialog box select the file to be exported
  3. Select the Export button.eSi Import Catalog Record
  4. The file location of the exported map will be displayed in the FYI dialog box.  Select the OK button.FYI Diolog Box 2
  5. Once the file has been exported you can email it to the agency that you are sharing it with.

Case Study: Kelly Mincks

“When comparing dynaMACS and our old software, the screens are easier, the report format is more useful and the networking capability is more convenient.”

Bill Kelly, Partner

Kelly_Mincks_LogoClient Challenge

As part of re-structuring after a failed merger, Kelly-Mincks decided it was time to take a look at the agency sales software, to see if it could be better serving the agency and its operations. The agency compared its old software and a competitor side-by-side. How did the softwares stack up?

Kelly_Mincks_StatisticsdynaMACS Solution

“For me, personally dynaMACS is a better system,” says Partner Bill Kelly. He surmised that “the screens are easier, the report format is more useful and the networking capability is more convenient.” Plus, dynaMACS has a feature that Kelly-Mincks’ old software didn’t have: mobile, the ability for sales rep to take sales and commission information with them on the road.

Kelly-Mincks has 3 mobiles for its sales team, and each rep can access sales and commission data for his territory at any time. The reps’ information is as up-to-date as the offices’. “We really like the ease of getting information out to the laptops,” Kelly says.

Furthermore, dynaMACS is installed on the agency’s network, to allow access by all users at different computers. “Previously, we only had access from one computer, so one person couldn’t be printing reports if another was entering data,” Kelly explains. Due to the powerful reporting and analysis capabilities of dynaMACS, the agency decided that multiple users would need to access dynaMACS concurrently.

Kelly also likes the reporting functionality. “Converting raw sales data into meaningful information is easy.” With dynaMACS’ powerful report generator, Kelly-Mincks can produce summary or detailed reports and choose from pre-defined or customizable formats. The agency creates the reports it needs from thousands of possible combinations. Activity is viewed in many different ways from viewing commission expected to comparing sales this year against last or viewing total agency performance by sales rep.

Tip #1204 – Getting More out of Your Sales IQ Graphs

As you know, dynaMACS Sales IQ has powerful graphing capabilities. You can create a colorful graph for virtually any combination of information that is available to you in Sales IQ. Here are a couple of things to increase your graphics experience.

  • The ability to change the default title of your graph
  • Using the Copy to Clipboard feature which allows you to paste your graph into an email, Microsoft Power Point presentation, Microsoft Word document, or any other word processing document.

The following tips will help you better understand how to use these Graph features in dynaMACS.

Changing the Default Title on a Graph

In the following example we have selected the Sales IQ button and then selected Sales Reps tab.

  1. Select the Graph button from the Sales IQ screen.Sales IQ Home
  2. After selecting the data to be included in the graph, override the default Graph Title with the desired title.
  3. Select the Graph button.Select Columns To Graph
  4. You will see the newly created graph with the overridden Graph Title.Sales IQ Graph

Copy to Clipboard Feature

The dynaMACS graphing feature allows you to copy and paste any graph that you have created in dynaMACS into an email or other document.

  1. From the Sales IQ Graph screen select the Customize button.Sales IQ Graph 2
  2. In the Customize Graph screen select the System tab.Customize Graph
  3. Select the desired Format.
  4. Select Clipboard for a target.
  5. Select the Copy button.Export Image
  6. Your graph is now on the clipboard and ready for pasting into the desired document by using that applications paste function (or by using Ctl V on your keyboard while in the application.)

Case Study: Electrical Sales Associates, Inc.

“We replaced Excel with dynaMACS. Now, we can get sales figures anytime we need them. It’s been a big time saver.”

Mike Jones, Owner
Electrical Sales Associates, Inc.

Electrical_Sales_Associates_LogoClient Challenge

Electrical Sales Associates, a well-respected representative of the electrical industry, needed sophisticated software for tracking and reporting sales and commissions, to ensure the sales agency and its reps were providing top-notch service to manufacturers and customers. The busy agency was wasting time trying to sort data and generate meaningful reports from Excel. Also, the sales reps were at a disadvantage because their sales reports were months outdated. Due to factory’s lag time, information is always behind, but lack of an efficient reporting process made matters worse.

Electrical_Sales_Associates_StatisticsdynaMACS Solution

When the sales agency began using dynaMACS, the need for Excel vanished. “This has been a big time saver for us,” says agency owner Mike Jones. Entering data is faster and simpler, with easy-to-use data entry screens.

dynaMACS’ flexibility is another big advantage: “We can get sales figures anytime we need them, and we are able to look at information any way we want, by customer, manufacturer or line. We just click and change how the data is sorted,” Jones explains.

Electrical Sales Associates is able to see “who is up and who is down” and important trends developing over time, such as how a manufacturer, customer or sales rep performed this year, versus last year. “Essentially, dynaMACS is an easy way for us to stay on top of what is happening.”

Today, Electrical Sales Associates uses dynaMACS exclusively for sales analysis, commission tracking and reporting.

Tip #1203 – Understanding Preference Settings in dynaMACS

User Preferences in dynaMACS is a way for individual users to set certain preferences for their own purposes.  For example, a user may want to have his/her dynaMACS timeout (log them off) after 10 minutes of non-use. Or, they may want to always print their reports landscape vs. portrait. These are just some of the options that can be set in the User Preferences option in dynaMACS.

The following tips will help you better understand how to set up the preferences that best suit your needs as a dynaMACS user.

Accessing User Preferences

  1. From the dynaMACS main screen select File>Preferences.Main Screen - Preferences
  2. The User Preferences screen is displayed as shown below.

List of User Preference Descriptions


Note 1

By using the Preferences utility in dynaMACS you can set your logo to print on your reports. It is suggested that the bitmap format is 160 x 80 Pixels.

  1. From the User Preference(s) screen with the Preferences field selected for #5 Default Bitmap to print on Reports, select the Browse button at the bottom of the screen to find the location and file name of the .bmp file for your logo.User Preferences 2
  2. From the dialog box select the .bmp file (in this example we are using YourLogo.bmp.
  3. Select the Open button.Default Bitmap to Print on Reports
  4. You will see the path and file name appear in preference field #5.
  5. Select the Save button and then select the Exit button.User Preferences 3

Change the dynaMACS Timeout (Log off)

The timeout default in dynaMACS is “00” minutes which means that it DOES NOT time you out. You can modify this by changing the Timeout in Minutes feature in Preferences.

  1. From the User Preference(s) screen select the value of 30 from the drop down list in the Timeout in Minutes field.
  2. Select the Save button and then select the Exit button.User Preferences 4