Often times an agency picks up new lines and also loses lines. When looking at sales numbers in Sales IQ, these numbers can often be distorted when you display both new manufacturers and lost manufacturers along with your active manufacturers. The following examples will help you to identify your true sales numbers by excluding these […]
“All of our data is on the cloud, so we never have to worry about losing invaluable sales and commission information.”
“dynaMACS has made my job so much more efficient. ” Reyna Vargas, Office Manager Sullivan & Associates, Inc. Client Challenge Cumbersome and time consuming. That was the problem with Sullivan & Associates Sales, Inc.’s former sales and commission software. The team knew time was being wasted on outdated software that was difficult to use and […]
You can set your preferences in dynaMACS so that either the Sales IQ, Process, eSi or cRm screens open first upon launching dynaMACS. You can also set preferences so that when your Sales IQ screen opens, the Source field defaults to Sales or Commission Received. The following explains how to set these preferences. Setting the […]
dynaMACS has a powerful feature that automatically populates the State/Region field based on the Zip Code entered when adding or updating customer records (provided a valid 5 digit zip code is used). The use of the State/Region code is beneficial when generating reports in either Sales IQ or a Sales Analysis report. The following instructions […]
The Sales IQ Filters screen has been redesigned to include or exclude “ranges” of selection criteria. For example, instead of selecting one State/Region code you can now enter a range of State/Region codes to filter on and then include them or exclude them from the list. The new features include: Selection Criteria field with options […]