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Case Study: Pepco Sales & Marketing

October 15, 2012/in Case Studies, Featured /by dynaMACS Software

“dynaMACS saved us tens of thousands of dollars when a manufacturer inadvertently made an error in commissions. We absolutely love the software.”

Charlie Parham, General Manager
Pepco Sales & Marketing

Client Challenge

Founded in 1965, Pepco Sales & Marketing has established itself as a reputed industry leader. Technology has changed by leaps and bounds since then. When Microsoft Excel first came out, the agency thought it would be a good way for tracking commissions. However, a linear spreadsheet, with no ability to see the sales history, or drill down for more information, was not providing enough flexibility or features to manage the business effectively.

dynaMACS Solution

Pepco selected dynaMACS due to its ease of use and ability to analyze sales and track commissions. “Anyone can hop on dynaMACS and be up and running after a 5-minute training session,” Parham says.

Pepco has a powerful tool for viewing and analyzing data. “There are so many to ways analyze sales and commissions. I look at:

· Sales performance of various manufacturers and salespeople

· What customers are buying from which manufacturers

· How individual salespeople are performing

· Analyze commissions dollars realized per manufacturer

And so much more!”

The software has paid for itself ten times over, by identifying commission errors made by manufacturers. “While running a year-end review of customer purchases from each manufacturer, we noticed a large discrepancy in the actual commissions paid versus the amount tracked by dynaMACS,” Parham explains It turns out a manufacturer had inadvertently made an error that added up to tens of thousands of dollars. “If it weren’t for dynaMACS Commission Tracking we probably would never have found the error.”

Parham’s favorite feature is the ability to get-in depth information with a single mouse click. I can sort by customer, manufacturer or salesperson. “I always know where the sales are coming from. We absolutely love dynaMACS!”

Tip #1209 – Locating a Dealer/Manufacturer by ZipCode

September 12, 2012/in dynaMACS Support Tips /by dynaMACS Software

As a sales agency you may get a request from an “end user” to locate a customer in a specific area. dynaMACS has the capability to quickly look up a customers for a manufacturer by zip code and then further identify the best customer in that area based on sales volume.

To Locate a Dealer by Zip Code:

From the main dynaMACS screen select the Locator button.
Enter the Manufacturer Code in the Manufacturer field.
Enter the Zip Code in the Zip Code field.
Select the Locate button.
The Customer Viewer screen will appear displaying all customers starting with the zip code entered in the Locator search screen.
Select a customer from the list, right click and select Open Sales IQ.
The Sales IQ screen will be displayed for the selected customer.
From the Sales IQ screen you can use the Up Arrow and the Down Arrow buttons to go from one customer to the next to review the sales volume and identify the best possible customer for the zip code area.

Case Study: Mullen Corporation

September 11, 2012/in Case Studies /by dynaMACS Software

“dynaMACS is the best tool we’ve ever purchased to help our salespeople sell. The payback on this investment was immediate.”

Eric Lewis, President
Mullen Corporation

Client Challenge

Mullen Corporation had used a DOS-based program for years, and it worked sufficiently for inventory management. But as technology became more sophisticated, the agency began to think there had to be a better way to manage sales and commission information. “It was taking a tremendous amount of time to enter information into the system,” says Eric Lewis, President of Mullen Corporation. The agency found that reports were not accurate due to the large number of manual entries. The agency was limited in the type of reports it could generate, and salespeople could not see up-to-date information on their own computers.

dynaMACS Solution

Mullen Corporation was correct. There was a better way: dynaMACS was able to address all of the agency’s issues. The agency’s Return on Investment (ROI) was immediate – and far-reaching.

Most of the agency’s monthly commission statements are now imported electronically in minutes, rather than hours. As a result, Mullen Corporation reduced its accounting staff from two full-time accounting resources to one part-time person. “Before dynaMACS we had more people doing accounting, and the tools we were providing to the outside sales team were mediocre at best. Now, we’ve significantly reduced resources, and the quality of reports is right on the money,” Lewis says.

With dynaMACS, the agency knows if manufacturers are paying accurately, or making mistakes. As for the sales team, the ROI in that area is crystal clear: “The salespeople are organized, up-to-date, and have all the tools they need to outsell our competitors,” Lewis says. The sales team can access up-to-date data from the office, at home, in a hotel, and even during meetings with customers. “We now have the ability to sit in front of a customer and utilize up-to-date sales numbers during our meetings,” Lewis explains. “They are very impressed by that, and many comment on how nice it is to have us share these reports with them.”

Summarizing his thoughts the ROI dynaMACS has provided, Lewis says, “I wish we had switched to dynaMACS years earlier.”

Case Study: ISK Industries

August 21, 2012/in Case Studies /by dynaMACS Software

“dynaMACS is dramatically better than our old software in terms of ease of use, reporting capabilities and the ability to automatically import manufacturer reports.”

Bob Johnson, CFO
ISK Industries Inc.

Client Challenge

ISK Industries Inc. used a custom-built sales and commission software for many years. But when the time came to update the program, CFO Bob Johnson says, from a bottom line perspective, the cost far outweighed the benefits. The software was not particularly user friendly and had limited reporting capabilities.

dynaMACS Solution

For ISK Industries, the switch to dynaMACS can be summed up in one word: Dramatic. “Compared to our old software, the difference is dramatic. dynaMACS is dramatically better in terms of ease of use, reporting capabilities and the ability to automatically import manufacturer reports,” Bob says.

It’s also been a big timer saver, helping the agency to be more productive. Resources are able to focus on revenue-generating activities, rather than administrative tasks. Bob cites more benefits in four key areas:

Sales IQ: “There are countless ways to sort the data. It’s extremely flexible, and any type of report is available in a couple of clicks.” Data can be viewed on-screen, saved or printed in a matter of seconds. Users can move from summaries to detailed information on manufacturers, sales numbers, commissions-paid, customer and sales rep performance, and more.

eSi: “Nowadays, the vast majority of commission information comes from manufacturers via an Excel spreadsheet. We are able to use what they send, without having to manually enter data.”

dynaMACS Mobile: “Distributing information is so simple. We can quickly send out a file and all of our reps have the most up-to-date information. We are also able to select what data is sent to which sales reps.”

Support: “After just an hour of training, we were up and running. I didn’t get inundated with questions about how to use the software. It’s extremely intuitive.”

Tip #1208 – Checking for Software Upgrades

August 12, 2012/in dynaMACS Support Tips /by dynaMACS Software

Keeping up with the latest version of dynaMACS software will provide all users with the latest changes in dynaMACS functionality. We continually listen to your feedback in order to make dynaMACS a more user friendly tool and to add or improve features that will help you and your agency become more successful. It is recommended that you periodically check for software updates.

To Check for dynaMACS Software Updates

1. From the dynaMACS main screen select Help>Check for software update…
2. From the True Update Welcome dialog box select the Next button.
3. If the following Already Updated dialog box appears, this indicates that you are already on the most recent version of dynaMACS. Select the Close button and restart dynaMACS.
4. If the Update Available dialog box appears indicating that there is a newer version of dynaMACS than the one installed on your system, select the Next button.
5. The Updating Software dialog box will appear displaying the status of the download process. This may take several minutes.

When the download completes the dynaMACS installation process will start. Please follow the prompts and instructions until the installation of the update is complete.

Tip #1207 – Using Sales IQ to Identify Sales Problems

July 24, 2012/in dynaMACS Support Tips /by dynaMACS Software

The dynaMACS Sales IQ feature is a powerful tool that allows you to monitor and analyze all of your sales and commission performance. Did you know you can also identify customers that have not bought in a period of time?

Example

In the following example we will look at a quick and simple way in Sales IQ to see what customers have not purchased from a particular manufacturer in the past three months.

From the dynaMACS main screen select the Sales IQ button.
From the Sales IQ Home screen select the Manufacturers tab.
As you can see in the list of manufacturers displayed below, there are 4 manufacturers with a negative YTD Variance, B.C. Industries being one of them.
To view the customer sales activity for this manufacturer we will select and right click on the manufacturer B.C. Industries and then select Show Customers from the drop down box.
From the Sales IQ: Drill-Down (1) Manufacturer>Customers screen select 3 Months from the No Sales Activity In: drop down box which is in the lower right hand corner of the screen.
Select the Refresh button.
The list will refresh displaying the 15 customers that buy from B.C. Industries that have NOT purchased in the past 3 months.
As you can see, the YTD Variance is a negative value in most cases.
The customer All Others displays the combined values of all other customers that HAVE purchased from B.C. Industries in the past 3 months.
The last two columns show what percent of the total sales for B.C. Industries each customer represents, this Year-To-Date and Last Year Total. Using these values you can determine the significance of each customer.
By using the Up or Down arrows in the upper left hand corner of the screen you can quickly go from manufacturer to manufacturer to identify other customers meeting the same criteria of no sales in 3 months.