Tag Archives: splits

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 #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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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 #1607 – Transferring Sales and Commissions History for a Specific Manufacturer and Customer to a Different Sales Rep

Transferring Sales and Commissions History for a Specific Manufacturer and Customer to a Different Sales Rep In our previous Tip #1606 we discussed how to automatically give a sales rep that is not currently assigned to a particular customer, credit … 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 much commission is each sales territory generating and how much are we paying out in rep splits?

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Case Study: RWA

“Data entry time takes a fraction of what it used to. Manually entering thousands of lines of data took a week. With dynaMACS we’re done in 15 minutes.” Continue reading

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