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Case Study: Mizzen Marketing

 “dynaMACS is an empowering tool for understanding sales and analyzing trends.”

Lisa Ortega, Operations Manager
Mizzen Marketing

Client Challenge

When it came to tracking sales and commissions, Mizzen Marketing had two primary issues: accuracy and visibility. The agency had used two different tools. With Excel, the agency noticed inaccurate sales numbers, likely due to accidental deletions. Over time, the file grew to a monster of a spreadsheet that was difficult to use and extract data from. Quickbooks provided a more accurate representation of the numbers, but data was only visible in basic reports and was stored on an accounting firm’s system, so Mizzen had to wait for information. Lisa Ortega, Mizzen Marketing’s Operations Manager, knew there must be a better way. “I mentioned to a colleague that I wanted software designed specially for sales agencies. He told me about dynaMACS.”

dynaMACS Solution

From the beginning, it was a smooth transition. “dynaMACS offered the best features minus the headaches. dynaMACS aligned perfectly with how we wanted to track sales and commissions,” Ortega says.

In the audiovisual space, many manufacturers sell products through distribution channels, so Mizzen Marketing must be able to track the distributors’ performance as well as the sales of the customers buying from them. With dynaMACS, the agency creates unique “Manufacturer/ Distributor” codes so they can easily evaluate the manufacturer as a whole or by individual distributor. We can also see the buying trends of the customers – who they buy from and at what volume.”

Because Mizzen Marketing can see trends, the agency is able to be proactive. “It’s insightful on so many levels,” Ortega says. “Everything we need is right at our fingertips.” Even the sales reps in the field have easy access and can pull up data on their laptops before going into a sales meeting.

Ortega calls dynaMACS an “empowering tool for understanding sales and tracking.”

Tip #1612 – 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 importance of creating a restore point.)  In dynaMACS you can control when your Restore Points are required or set a warning when the Restore Point SHOULD be done.  The following tip will walk you through setting this up.

Setting the Restore Point Frequency/Warning Message

  1. From the main dynaMACS screen select Other Functions>Administration>System Information Setup.
  2. Select the Restore Points tab at the top of the System Information Setup screen.
  3. There are three processes for which you can setup warnings or required defaults.
  4. Select the appropriate radio button.
    • Required Everytime will force the user to create a restore point each time this process is run.
    • Required Once Daily will force the user to create a restore point the first time this process is run each day.
    • Warning Everytime will display a warning to create a restore point each time this process is run.
    • Warning Once Daily will display a warning to create a restore point the first time this process is run each day.
    • Never will not show a warning or force a restore point when this process is run.

5.   Once your selections have been made click on the Save button.

Tip #1611 – 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 to filter the criteria and customize which customers you visit.

Example

First we will focus on the geographic area in the state of Illinois where the sales manager from Lee Jacob wants to visit.

  1.  From the Sales IQ screen, select the Filter button.sales-iq-screen-filter
  2. In the Customer State/Region field enter “IL” and “IL” (from and through) and select “Include This Range”.
  3. Select the Apply button to create a filtered database.filter-screen
  4. You will be back at the Sales IQ screen.  Select the Manufacturers tab.
  5. Highlight and right click on the manufacturer. In this example it is Lee Jacob Mfg.
  6. Select Show Customers from the drop down menu.sales-iq-screen-show-customers
  7. A new Sales IQ Drill Down window will open displaying all of the customers that buy from this manufacturer Lee Jacob in Illinois in descending sequence of year to date sales.
  8. Highlight the customers that you wish to map.
  9. Right click and select Launch Maps from the drop down menu.sales-iq-screen-launch-maps
  10. The selected customer locations will now appear in Google Maps.  Within Google Maps you are able to select which locations to visit and you can also re-sequence the route if desire.google-maps-screen

Tip #1610 – 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 sales in 3+ months.  There are also codes that are displayed to help you identify Column Settings and Sub Totals that where selected for this report as well as filters that may have been used.

  1.  The Column Set displays the Column Set that was chosen when creating the report.  In the following example G1 was selected.
  2.  The Subtotals displays the Subtotals Code that was selected when creating this reportIn the following example S1 was selected.
  3. Customers that have a Less-Than (<) sign to the right of the Last Activity date are those that have no sales in 3 months or longer.
  4. Customers that have an Asterisk (*) to the right of the Last Activity date are first time buyers.report-screen-1
  5. The Filter field at the bottom left hand corner of the report will display all of the filter    selections chosen when creating this report.  In this example we have selected Mfg Code IRC thru MNC, Rep Code is JB and Cust Type A thru Z.report-screen-2

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.

David_Gooding_LogoClient Challenge

David Gooding Inc.’s old software pulled information from a Microsoft database and applied data tables to it, based on computer code the user had to enter. If that sounds complicated, it was. The tedious process was built for programmers. Attempting to run a sales report practically required the user to have a degree in Computer Science. The sales agency was in dire need of a more user friendly software.




David_Gooding_StatisticsdynaMACS Solution

Then David Gooding was introduced to dynaMACS. Patrick Carroll, Gooding’s Information Systems Manager, knew right away that dynaMACS had the ease-of-use the agency was looking for. “The accessibility to data that we have with dynaMACS is tremendous. It is extremely user friendly for everyone.”

“With one mouse click, you can drill down to more information from any screen,” he says. “The ability to get any information you need, instantly and easily, is a big benefit to everyone at the agency.”

Various people at the agency access dynaMACS in different ways. The owner has remote access, and the lead salesperson has dynaMACS Mobile on his laptop. Both have access to up-to-date information on manufacturers, customers and sales reps from anywhere they are – at home, on the road or at the office.

One of Carroll’s favorite features is the ability to email reports directly from dynaMACS Sales IQ. The agency can email reports instantly to manufacturers, customers and salespeople. Selecting the email button creates the email with the report attached in PDF format. dynaMACS pulls up the appropriate customer, manufacturer or sales rep which the report will be sent to – and the user never has to open Outlook – the process is automatic.

“With dynaMACS, we’re well informed about our business,” Carroll says. “During the month, we can quickly see where all manufacturers stand, what groups of product categories are being sold and much more. It’s an invaluable sales tool.”