It’s crucial that our salespeople are connected to information at all times, no matter where they are. dynaMACS gives us that ability and much more.” Deb Kanne, President Pacific Warehouse Sales Client Challenge Pacific Warehouse Sales knows the power of technology and its ability to fuel efficiency and operations. However, the software they were using […]
This tip is superseded by Tip #1508 In dynaMACS Sales IQ you can modify the display of data by changing the As-of and Year End dates to create a display of sales information for a specified period of time. The following examples explain how to achieve these results. Example 1: To create a Sales IQ […]
In our Tip #1309 we talked about using the Global Update feature to update customer information. When using that feature to change sales reps, history records are not updated. This allows for multiple sales reps to have history under a single customer. However, many agencies DO want to have all prior sales history assigned to […]
“Once we used dynaMACS we were hooked. We wouldn’t use any other software for tracking sales and commissions.” Cathy Pierstorff Ralph E. Russell Co., Inc. Client Challenge Back in 2002, Ralph E Russell, a sales agency in the automotive hardware, industrial and agriculture industry, had had it with their old software. “It was a custom-written […]
The Customer Global Update feature in dynaMACS allows you to perform a simple global customer update by filtering on specific fields and replacing fields with a new value. You can update the following customer fields using this feature: Example #1 In this example we will update the current sales rep for all customers in the […]
“We’re more efficient, better at planning and better at allocating resources to the areas where we’re earning the most income.” Brandon Flack, President Atlantic Marketing Company Client Challenge While Atlantic Marketing Company thrives on efficiency, the sales agency identified two areas that needed improvement. First, reduce the amount of time it took to manually enter […]