This tip will demonstrate a very simple and quick way to get your quarterly sales numbers by using the dynaMACS Sales IQ feature. In the following example we will show the last three months of sales data for all manufacturers. With the Manufacturers tab selected in the Sales IQ screen, choose 3 Months in the […]
The following tip will show you how to switch to the dynaMACS Sample Database so that you can explore and perform agency activities on a sample database which will not affect your live data. Switching to the Sample Database From the dynaMACS main menu select File>Preferences. 2. Select Sample from the drop down list in […]
“dynaMACS’ commission reconciliation module saves us thousands of dollars each year. We would be lost without it.” Kelly Hodges, VP of Finance / Marketing Coordinator Don Green Sales Co., Inc. Client Challenge When Don Green Sales Co. Inc., compares “the old days” of manually tracking sales and commissions to today with dynaMACS software, Marketing Director […]
The Source Code field in the Manufacturer X-Reference file provides dynaMACS users with a powerful reporting tool. As an example, all customers that buy that “line” through a buying group could be identified using the “Source Code”. This tip will explain how to accomplish this. Updating the Manufacturer/Customer Cross-Reference with a Source Code. From the […]
“dynaMACS is designed specifically for sales agencies, so it has all the features I need to manage my business more effectively. There’s nothing like it in the industry.” Ron Remer, Partner Big East Sales Team Client Challenge When Ron Remer founded IdeaRep (which now does business as Big East Sales Team, with Dan Pigott of […]
The following tip explains how to categorize certain manufacturer’s customers so that you can include them or exclude them from the Sales IQ screen by using the Filter option. Adding a Type Code and Updating the Manufacturer/Customer Cross-Reference Maintenance From the Manufacturer Viewer screen, highlight the manufacturer. In this example we have selected the manufacturer Lee […]