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Case Study: David Gooding, Inc.

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 “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.

David_Gooding_LogoClient 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 that sounds complicated, it was. The tedious process was built for programmers. Attempting to run a sales report practically required the user to have a degree in Computer Science. The sales agency was in dire need of a more user friendly software.




David_Gooding_StatisticsdynaMACS Solution

Then David Gooding was introduced to dynaMACS. Patrick Carroll, Gooding’s Information Systems Manager, knew right away that dynaMACS had the ease-of-use the agency was looking for. “The accessibility to data that we have with dynaMACS is tremendous. It is extremely user friendly for everyone.”

“With one mouse click, you can drill down to more information from any screen,” he says. “The ability to get any information you need, instantly and easily, is a big benefit to everyone at the agency.”

Various people at the agency access dynaMACS in different ways. The owner has remote access, and the lead salesperson has dynaMACS Mobile on his laptop. Both have access to up-to-date information on manufacturers, customers and sales reps from anywhere they are – at home, on the road or at the office.

One of Carroll’s favorite features is the ability to email reports directly from dynaMACS Sales IQ. The agency can email reports instantly to manufacturers, customers and salespeople. Selecting the email button creates the email with the report attached in PDF format. dynaMACS pulls up the appropriate customer, manufacturer or sales rep which the report will be sent to – and the user never has to open Outlook – the process is automatic.

“With dynaMACS, we’re well informed about our business,” Carroll says. “During the month, we can quickly see where all manufacturers stand, what groups of product categories are being sold and much more. It’s an invaluable sales tool.”

Case Study: Mega Western

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 “With dynaMACS, we are able to create reports
faster and easier than any other method we’ve tried.”

Dawn Farabee, Office Manager
Mega Western

Mega_Western_LogoClient Challenge

Mega Western’s previous agency software was no longer being supported or updated. When Mega Western had questions or needed help, they were left to their own devices. As time went by, the agency quickly knew it was time for new sales agency software.

Mega_Western_StatisticsdynaMACS Solution

With dynaMACS, Mega Western has software that is updated regularly and the agency can call when they have questions and need support.

With Sales IQ, the dynaMACS analysis tool, the agency can view information such as sales, commission and performance data. Mega Western sees data such as:

  • Recent sales activity by customers
  • Sales or commissions by factory
  • Manufacturers, sequenced by year-to-date sales
  • Five-year sales history for any combination of manufacturer, customer or sales rep
  • Sales rep performance

Administrative assistant Leanne Waestman says the ability to see which customers are performing well and which are down is very helpful for Mega Western.

dynaMACS also provides the ability to drill down to more detailed data. If a sales rep asks for a particular type of information, the agency is able to provide a detailed – or high-level report.

Office Manager Dawn Farabee says dynaMACS is easier than getting reports any other way– far faster than aggregating data manually. “Creating reports manually would take a lot longer.”

Case Study: Paragon Sales and Marketing

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 “dynaMACS is a one-stop-shop for sales and commission data. It’s a level of knowledge that helps our business run more efficiently.”

Matt Shearman, Co-Vice President
Paragon Sales and Marketing

Client Challenge

Paragon Sales & Marketing previously had the tedious process of manually entering mounds of data from manufacturer commission statements: industry type, customer, manufacturer, amount, date…the list goes on.

When Paragon bought out another agency, the number of lines and people doubled. “The inefficiency of manual data entry was unacceptable,” says Co-Vice President Matt Shearman.






ParagonSalesandMarketing_StatisticsdynaMACS Solution

When he saw a dynaMACS demonstration at a trade show, he was amazed at the ease with which manufacturers’ data could be imported automatically, practically eliminating data entry.

Next he saw how he could breeze through the screens to get any numbers the agency might need. He saw the ease with which data on sales and commissions, sorted any way he wanted – by manufacturer, customer, sales rep – was available.

There are dozens of layers to the information, and every data point enables Paragon to click and go deeper into the data.

“It’s a level of knowledge that helps our business run more efficiently,” Shearman says. “The near elimination of data entry alone saves money.”

What do the sales reps think? “They love it. They ask for an email report and they have what they need right away.”

Reporting capabilities are also of tremendous value to reps, who during quarterly sit-downs with wholesalers can print sales reports. “We have easy-to-read reports showing where they are selling well and identifying opportunities for improvement.”  

“It’s a tremendous help to us in so many ways,” Shearman says.

Case Study: J & K Sales Associates

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“The software is so flexible. We can see data in so many different ways and drill down for more details. It gives us a deeper understanding of the agency’s performance.”

Helen Degli-Angeli, Operations Manager
J & K Sales Associates

J_&_K_Sales_LogoClient Challenge

dynaMACS takes reporting capabilities to new levels. J & K Sales Associates was using custom-built reporting software to track agency sales and commissions in conjunction with their distributor software. But the two didn’t play well together.

“Running reports took forever,” says Operations Manager Helen Degli-Angeli. In addition, there was a limited selection of reports available. Slowing processes more, any new reports or report changes required a programmer.

J_&_K_Sales_StatisticsdynaMACS Solution

While the custom software drained agency resources, dynaMACS freed up time. Degli-Angeli sums up dynaMACS in two words: faster and easier.

Degli-Angeli discussed other benefits of dynaMACS:

Streamlined

Processes like report generation and importing manufacturer sales and commission information are streamlined. The powerful software does the heavy lifting, reducing the agency’s administrative tasks.

Singular

From one complete database users can see buy-sell sales, rep commissions and more, for a complete view of the agency’s performance.

Flexible

The flexibility to select data by manufacturer, customer or rep is key Degli-Angeli says, “The flexibility to see data in so many different ways and drill down for more information gives us a deeper level of understanding into our agency’s performance.”

Accurate

dynaMACS reduces the human error involved with manually re-typing data to transfer it from one system to another. Importing information with dynaMACS eSi is automatic and instantaneous.

Case Study: Dan Beaudet Co.

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“With my old software, the reporting format was less intuitive and more cumbersome. dynaMACS flows easily and has already resulted in more profitability.”

Dan Beaudet, President
Dan Beaudet Co.

Dan_Beaudet_LogoClient Challenge

With Dan Beaudet’s old sales agency software, RPMS, getting timely data was an issue. Printed reports provided by the data entry person at month-end was the only access Beaudet had to sales data. During the month, he often felt he was in the dark.

Furthermore, Beaudet says, “There was no way to manipulate the data, no way to review the information in different ways, such as looking at a particular customer’s sales figures. With my old software, the reporting format was less intuitive and cumbersome. dynaMACS flows easily and has already resulted in more profitability.”

Dan_Beaudet_StatisticsdynaMACS Solution

When the agency switched to dynaMACS, Beaudet saw an immediate difference. “dynaMACS’ Sales IQ tells me everything I need to know quickly. It cross-references everything, so no matter what screen I’m on, I can click and filter the data in many different ways. It is so easy to get the information you want.”

Because Beaudet purchased eSi, a feature that enables him to import sales and commission information that his manufacturers send electronically, data entry is a thing of the past – as is waiting for month-end to see sales figures.

Beaudet now spends less time managing invoices and commission statements and more time with his customers. In fact, his sales information enhances his meeting with customers.

“It’s very impressive to a customer when you can pull up sales information at his desk, on your laptop. I bring up data on the lines I represent, and show how each did year-to-date this year versus last. Then with a mouse click, I show a graph illustrating that data. The response is always a “wow.” They know that I am on top of what’s happening and that’s very reassuring to them.”

When asked to rate his old software with dynaMACS, Beaudet says, “It doesn’t compare.”

Case Study: Michel Sales Agency Inc.

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“Using ‘dynaMACS Mobile on the Cloud’, our sales reps have information at their fingertips whenever and wherever they need it.”

Rick Michel, Outside Sales
Michel Sales Agency Inc.

Michel_LogoClient Challenge

“Michel Sales Agency Inc. was struggling with its sales and commission software. “It was difficult to navigate, and we had trouble getting important sales information like year-to-date sales for customers, manufacturers and sales reps. As a result, reps weren’t using it effectively,” says Rick Michel, outside sales rep and unofficial software manager for the agency. “We don’t have an IT person, so easy-to-use software that requires little training is key for us,” he says.




Michel_StatisticsdynaMACS Solution

Michel saw dynaMACS at a trade show. He asked for a software demo. After seeing how easy it was to use and how the user could drill down to detailed information with a few mouse clicks, Michel “decided to pull the trigger.” The agency purchased dynaMACS and hasn’t looked back. Michel said dynaMACS support provided training, but little was needed, because dynaMACS is extremely intuitive. Now, the agency can sort data by customer, manufacturer, sales rep, territory, five-year history and much more, with complete control of how they want to analyze data. dynaMACS made it possible to convert raw data into meaningful information and easy-to-read reports.

Michel Sales Agency is using dynaMACS on the cloud, so they have real-time data. When the operator enters sales and commission information, it is updated instantly on the cloud. Sales reps access the most up-to-date information at any given moment – no downloading of files or updates needed. This enables them to be productive from any location – a feature the agency never dreamed was possible when they were using the former software.

Sales reps are equipped with dynaMACS Mobile, so they can access data from any device – laptop, iPad, etc. Reps often pull up data before sales calls, to see where sales are up or down. “Communication with manufacturers is key to our business. Now we have a way to share valuable information,” he says.