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“Needs assessment,” continued




              Let multiple users access the system simultaneously


              While your administrative person is entering data, a sales rep is on the     Importance to you
              phone with a manufacturer and needs to access numbers. Rather than
              yelling across the office to “get out of the database” wouldn’t it be      High     Medium     Low
              easier if multiple users could “get in” at the same time?                   Your current ability
                                                                                         Good    Average    Poor
              dynaMACS can be installed on a network to allow many users to
              access the database at the same time while performing many different          Modules needed
              tasks. Built-in security ensures there is no risk of overwriting crucial
                                                                                          Standard System +
              data. It’s as easy as purchasing one additional simultaneous user          Simultaneous Network
              license for each person whom you want to have access.                             Users



              Access data from anywhere using “the cloud”



              Many agencies are now utilizing the cloud environment for either full processing of all information
              or accessing their information on the cloud.

              dynaMACS offers two options for utilizing cloud technology, each is      Importance to you
              described below.
                                                                                       High     Medium     Low
                  dynaMACS Agency on the cloud                                         Your current ability
                  In this environment, all programs and data is stored on the          Good    Average    Poor
                  cloud.  This is particularly beneficial to agencies with multiple
                  offices or where someone periodically needs to enter data from       Modules needed
                  home.                                                                dynaMACS  Agency  on  the
                                                                                       cloud  +
                  dynaMACS Mobile on the cloud                                         dynaMACS  Mobile  on  the
                                                                                       cloud
                  In this environment, the program and data continues to reside at
                  the agency.  However, the sales reps access their information that is residing on the
                  cloud.  The benefit of this option is that it is very easy to update the cloud information on a
                  regular basis.  Also, the sales reps have access to their numbers using various smart devices
                  including iPads.



              Summary
              During this exercise, you should have identified your agency’s specific needs and the dynaMACS
              modules that will most help you meet your goals. Now, you can go directly to the sections that
              you identified or read from start to finish the Standard System, as well as the Optional Add-on
              Components. Either way, you will see that dynaMACS is a powerful, yet easy-to-use software
              that is changing the way sales agencies manage sales and commission information.


                                                                               1-800-321-1788                                                                  9
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