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“Needs Assessment”




                                  Is dynaMACS a good fit for your agency?


                         Compare your objectives with the way other agencies use dynaMACS
              Analyze sales

              What lines are performing well? Which manufacturers contribute most
              to your bottom line? Which sales reps are selling and which aren’t?     Importance to you
              How is the agency performing for each factory? The answers to           High     Medium     Low
              questions like these are crucial for any successful sales agency. Too
              often, the system that houses this information is hard to use, unable to   Your current ability
              sort data for analysis and not designed for salesmen – making sales     Good    Average    Poor
              analysis merely a by-product of accounting.                             Modules needed
              dynaMACS is a powerful performance analysis tool that lets you
              instantly view sales and commission performance with a few              Standard System
              keystrokes. Sort the data by customer, manufacturer, sales rep, territory, branch, five-year history
              and much more – you have complete control of how you want to analyze data. Convert raw data
              into meaningful information – and easy-to-read reports.

              Pay reps

              Are you struggling to calculate sales reps’ commissions with manual
              tracking processes and cumbersome spreadsheets? Paying your sales       Importance to you
              reps accurately is crucial, and to do so successfully you need a reliable   High     Medium     Low
              system for tracking commission percentages, splits and totals owed.
                                                                                      Your current ability
              dynaMACS provides a flexible but simple way to quickly create and       Good    Average    Poor
              print commission statements. Once a sales amount is entered,
              dynaMACS automatically calculates the commission. Commission            Modules needed
              reports list all commissions received during the month, to ensure       Standard System
              you’re compensating sales reps correctly. Other options include
              splitting the commission between multiple sales reps or overriding standard commission rates at
              any time.


              Track commissions


              Are you trying to keep track of commissions owed to the agency, how      Importance to you
              late those dollars are, and if mistakes are unintentionally made by
              manufacturers? Some agencies match individual invoices to commission     High     Medium     Low
              statements to track payment on items, but this is a daunting task.       Your current ability
              With dynaMACS you can quickly track dollars owed, reconcile              Good    Average    Poor
              payments against invoices, catch errors manufacturers inadvertently
              make and most importantly, recoup money owed. An easy-to-use             Modules needed
              "check-off" procedure makes reconciling a commission statement as        Standard System +
              simple as reconciling a checkbook. Commission reconciliation also        Commission Reconciliation
              provides aging reports and cash-flow forecasts.




                                                                               1-800-321-1788                                                                  7
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