Posts

Case Study: Texas Reps

/in /by

“I can’t explain how different life is with dynaMACS eSi. Data entry time went from countless hours a month to just a few minutes. It’s like night and day.”

Ava Sewell, Office Manager/Operator
Texas Reps

Texas_Reps_LogoClient Challenge

Texas Reps sales agency implemented dynaMACS software over a decade ago and has been a loyal customer ever since, touting the benefits of the easy-to-use software that quickly provides sales and commission data with the ability to perform in-depth analysis.
When Ava Sewell, office manager and operator, joined Texas Reps a year ago, she too began using the software. But she was spending several hours every month manually entering sales and commission information from manufacturer reports. However, while exploring dynaMACS, she came upon a module that her predessor in the office did not utilize: eSi (electronic sales information).

Texas_Reps_StatisticsdynaMACS Solution

eSi electronically and automatically processes files (like excel spreadsheets) provided by manufacturers. Manual data entry from paper or emailed reports is virtually eliminated. Sewell quickly realized the possibilities and benefits of using eSi.

As with any new software feature, Sewell was at first a bit intimidated by eSi’s powerful capabilities. She called dynaMACS support, who she says “walked me through using eSi and helped me every step of the way.”

Once she began using eSi, her job changed forever – for the better. Now that she is up and running, Sewell reports, “I can’t explain how different life is with dynaMACS’ eSi. Importing data into our system is so easy now. I used to spend countless hours a month on data entry. With eSi, it literally takes just a few minutes. All I do is click a few buttons, and eSi takes over. It does what it needs to do automatically. It’s a night and day difference.”

Once she imports the data and updates dynaMACS, she emails the information to sales managers. They have current sales and commission data in minutes and with a few mouse clicks, can perform in-depth sales analysis.

Even now, when Sewell has a question, the dynaMACS support team is there to help. In fact, she says, “agencies who don’t utilize dynaCARE support might not use the software to its full potential.”

Case Study: RST Thermal

/in /by

“dynaMACS is a great fit for our agency. It is very user friendly and provides all the information we need, quickly and easily.”

Mary Ellen Hickey, Operations Officer & Support
RST Thermal

RST_Thermal_LogoClient Challenge

As Operations Officer for RST Thermal, Mary Ellen Hickey knew the previous software they had been using for sales and commission tracking was not enabling the agency to operate at maximum efficiency. “The software simply wasn’t providing the level of information we needed,” she says. “We wanted to track wholesalers and see sales broken out by branches, but we weren’t able to do that. In addition, it was difficult to use. We were looking for something much more user friendly.”




RST_Thermal_StatisticsdynaMACS Solution

RST Thermal began researching other software options, and when they found dynaMACS, they knew they had a winner. “dynaMACS is a great fit for our agency. It is very user friendly and provides all the information we need, quickly and easily,” Hickey says.

Since switching to dynaMACS, RST Thermal is seeing data in ways they never could before. Now RST Thermal can easily:

* See sales and commissions by branch, manufacturer, customer or sales rep.

* Compare year-to-year sales, or see any previous point in time.

* Drill down for more detailed information from any screen.

* Split commissions and change commission rates for different customers and/or manufacturers.

* Post invoices to the month in which the sale occurred – rather than when the agency received the information.

Eliminate data entry, by using eSi to import manufacturers’ commission reports electronically.

“With eSi, we receive the information on the same day that the factory sends it – no waiting for invoices to arrive in the mail.” The agency can process the file immediately, so its database it much more up-to-date.

With dynaMACS, RST Thermal has software that enhances efficiency, rather than prohibits it.