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“Needs assessment,” continued
Provide field reps up-to-date information

For effective selling and account management, it is crucial that sales
reps have a reliable source for in-depth sales information on customers Importance to you
and manufacturers. How many times have your field sales reps been at High Medium Low
a customer while crucial numbers are back at the office? They can
bring stacks of printed reports, but sorting through to find numbers is a Your current ability
waste of time. Speaking of time wasted, how long does your sales Good Average Poor
agency spend printing and mailing individual rep reports?
dynaMACS equips your agency to quickly distribute up-to-date data to Modules needed
field reps, automatically via email. Sales reps download the file from Standard System +
their email and update their database then they can sort and sequence dynaMACS Mobile
data how they like, and print to take on the road – or access data from
their laptop while traveling.

Receive factories’ data electronically

Entering stacks of invoices or commission statements that come in
from all of your manufacturers is a time-consuming task that often Importance to you
requires a full-time resource just to keep up with data entry. High Medium Low

With dynaMACS, you can replace data entry by automatically Your current ability
importing sales information from manufacturers, who send it via email, Good Average Poor
a CD or have you download it off their website. Your database is
automatically updated. Easy on-screen error correction and the ability Modules needed
to add new customers on the fly make importing data a breeze. You Standard System +
then have instant access to updated information, with little-to-no data eSi
entry.

Track agency/rep sales goals

To motivate sales reps and ensure the agency increases revenues,
goals must be set. In addition, manufacturers may set quotas for your Importance to you
agency to meet. Successful agencies need to not only set goals, but High Medium Low
also track performance to ensure objectives are met and address any
areas that did not perform well. Your current ability
Good Average Poor
dynaMACS enables you to enter sales and commission goals and track
your agency’s process toward achieving those goals, address problem Modules needed
areas and see results, in the form of increased revenues. The flexible Standard System +
format enables you to see how a specific sales rep, manufacturer Goal Tracking
and/or customer are doing, or combine into one comprehensive report.

8 www.dynamacs.com