Author Archive for: dynamacs-software
Entries by dynaMACS Software
Tip #1611 – Using Sales IQ and Google Maps to Help Plan for a Sales Manager Visit
dynaMACS Sales IQ has a unique feature that can map the customers you want to visit with Google Maps. The example below will show you how to filter the criteria and customize which customers you visit. Example First we will focus on the geographic area in the state of Illinois where the sales manager from […]
Tip #1610 – Understanding the Symbols and Codes on a dynaMACS Sales Analysis Report
When reviewing your dynaMACS Sales Analysis reports there are two symbols to look for that will easily identify customers with first time sales as well as customers with no sales in 3+ months. There are also codes that are displayed to help you identify Column Settings and Sub Totals that where selected for this report […]
Tip #1609 – A customer may be known by different names by different manufacturers. This can create unwanted customer duplication during the sales entry process.
In business it is common that companies merge, create DBA’s or an alias. dynaMACS has a unique feature that allows you to refer to the correct customer. The instructions below will walk you through how to accomplish this. Add the New Customer Add the new customer (DBA or Alias) which will be related in dynaMACS. […]
Case Study: David Gooding, Inc.
“The accessibility to data we have with dynaMACS is tremendous. It’s extremely user friendly for everyone at the agency.” Patrick Carroll, Information Systems David Gooding Inc. Client Challenge David Gooding Inc.’s old software pulled information from a Microsoft database and applied data tables to it, based on computer code the user had to enter. If […]