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Tip #1708 – Using dynaMACS’ SalesIQ to Analyze “House” Commissions

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dynaMACS’ Sales IQ provides a unique method for analyzing your agency sales and commission numbers.  House commissions are the agency commissions remaining after paying all the sales reps their split of the commissions.

Use the “Data” Control to Display Your “House” Commissions.

In the following example we show data for Agency Commission + Agency Splits listed by manufacturer as of October 2019.  This allows you to examine the total agency commissions and the remaining “House” commissions.

  1.  From the dynaMACS main screen, select the Sales IQ button.
  2.  Select AgyComm + AgySplit from the Data drop down list in the Parameters section of the screen.
  3. We have selected October 2019 from the As-of drop down list in the Parameters section of the screen.
  4. Select the Manufacturers tab.
  5. This column represents the total agency commission amount for Jan-Oct 2019.
  6. This column represents the total agency “House” commission amount for Jan-Oct 2019 after paying the sales reps.

Tip #1707 – We are Please to Announce the Launch of Our Newly Designed dynaMACS Website!

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Our new website is designed with a new look and provides for ease of use.  We believe you will find it to be more responsive, informative and interactive.  Please visit our new website at www.dynamacs.com on your computer or mobile device. (The website address has not changed.)

Navigating the New dynaMACS Website

We have made navigating through our website easier providing information right at your fingertips.  To get to a subject on our website simply scroll over the subjects at the top of the dynaMACS home page where you can select an item from the drop down list.  Below is an example of the display of the STANDARD SYSTEM list.  Selecting one of these items will take you directly to that page for more information.  You can do the same for OPTIONAL MODULES, RESOURCES, BLOG, ABOUT US and SUPPORT.

  • Standard System:  Shows detailed information about the modules that are included when purchasing the Standard dynaMACS system.
  • Optional Modules:  Explains additional modules that are available for purchase along with the dynaMACS Standard system.
  • Resources:  Will take you to our on-line Case Studies and Quick Quotes from our clients, Schedule a Demo, FAQ’s and upcoming Events that we will be attending.
  • Blog:  The blog will give you access to the Case Studies, our Monthly Tips, and Demos which help our users discover the best way to utilize the dynaMACS features.
  • About Us:  Selecting this will take you the History of our company, our Mission Statement, the Information Kit request form and to Schedule a Demo.
  • Support:  While on a dynaMACS support call you may be asked to connect online with the dynaMACS Customer Support Rep.  From the dynaMACS home page simply scroll over SUPPORT at the top and then select Quick Connect (.exe) from the drop down list and follow the prompts. You can also access information on Getting Started, Online Help, System Requirements, how to contact our Support Team via email and the dynaCARE Members area where you can download the software and updates.

Note:  When you select the executable file (.exe) for download, you will need your dynaMACS serial number (Dxxx) and your most recent authorization code.  This information can be found in dynaMACS under Help>About dynaMACS.

You can also access these features by scrolling down on the home page and clicking on dynaMACS Standard System or Optional Modules subject title (i.e. SOFTWARE OVERVIEW) which will take you directly to that page for more information.

Clicking on the Up Arrow  in the lower right hand corner of the screen will take you back to the top of the dynaMACS home page.

If you scroll down a little further on the dynaMACS home page you will find a link where you can schedule a personalized demo of dynaMACS software by selecting the link Sign up for your free, personalized demo now.

At the bottom of the dynaMACS home page you will find dynaMACS Resources.  You can click on a subject title (i.e. BLOG) which will take you directly to that page.

From any page on the website you can click on the dynaMACS logo in the upper left hand corner to get back to the dynaMACS home page.

Tip #1706 – Are you constantly changing the “display by” search in the customer viewer?

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The Display By field in the dynaMACS Viewer screens defaults to “Lookup” which lets you enter the first few characters of the Name i.e. manufacturer, customer or sales rep name in the Start field which will display a list based on that entry.

You can change this default temporarily by selecting the down arrow in the Display By field while in the Viewer screen.  This will change the Display By for the current viewing session.

You can also change the default so that every time you access the Viewer screens it will default to your personal selection.

To Change the Default Display By Field for the Viewer Screens

  1.  From the main dynaMACS screen select File>Preferences.

  2. From the User Preference(s) screen, scroll down to #19 Viewer Look-Up.
  3. Select the drop down arrow to the far right of Viewer Look-Up.
  4.  Select the field which you would like your default Viewer Look-Up to be ( i.e. City).
  5. Select the Save button.
  6. Select the Exit button.

Now when you access any of the viewer screens the Display By field will default to that selection.

Case Study: State Side Sales

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 “dynaMACS uses GoogleMaps to plan efficient routes when we visit multiple customers. We spend less time in the car and more time selling.”

Joe Durbin, President
State Side Sales, Inc.

Client Challenge

State Side Sales Agency was using rudimentary sales and commission software that didn’t provide enough useful information to meet their needs. The agency chose dynaMACS and instantly had a wealth of meaningful data to analyze performance, track trends and operate proactively. As the years passed, the agency became accustomed to having all the sales and commission information they needed at their fingertips. When State Side Sales stopped using dynaMACS and tried to get by with different software, they missed many of dynaMACS’ features.

 




dynaMACS Solution

Joe Durbin, President of State Side Sales, read an article on LinkedIn about dynaMACS’ ability to map routes when visiting multiple customers, and he saw an opportunity to improve his agency’s efficiency. “We were already missing our favorite dynaMACS features. When I saw the GoogleMaps function, I knew it was time to go back to dynaMACS. We now spend less time in the car and more time selling and building relationships.”

While looking at the sales numbers, reps select the customer addresses that they want to visit. A map view of all locations is displayed, along with the most efficient routes and directions between locations. Sales reps can also re-sequence the route if they choose. “We’re increasing efficiency, reducing travel time and maximizing reps’ time.”

The agency also has the ability to select a territory and see performance data for the top 20% of manufacturer/customer relationships (using sales volume). “We use this as a performance indicator and we see trends faster. It’s another level of knowledge that we didn’t have without dynaMACS.”

dynaMACS continually adds new functionality, and the support team is on hand to show State Side Sales tips and tricks for extracting detailed information organized in meaningful ways, with just a few mouse clicks.

Tip #1705 – dynaMACS Helps Agencies get Sales & Commission Information Electronically with this Manufacturer Benefits White Paper

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Electronic Sales Information (eSi) is the electronic distribution of sales information from manufacturer to sales agencies. The dynaMACS eSi module can replace hours of data entry with a quick and easy process of automatically importing sales information from manufacturers that email their sales information in a spreadsheet format.

The move to dynaMACS eSi requires a simple change in an administrative process on the part of the manufacturer.  Instead of paper reports, the manufacturer produces a spreadsheet that contains the same information and sends it via email to sales agencies. The manufacturer buys no special software, no additional hardware and actually saves money by reducing paper, postage and administrative support costs. The agency receives the information on the same day the manufacturer sends it. The agency can then process the information immediately and if desired, distribute it to sales reps in the field.

The eSi process:

  1.  The agency receives data from the manufacturer via email, CD, or Internet download. No more waiting days or months for data.
  2. Data is provided in a standard comma-delimited (.csv) format or spreadsheet, for automatic upload to the agency database. Data entry is eliminated and so are operator errors.
  3. The agency processes the file to identify new or first-time customers and to balance total sales and commission amounts. Files are updated using dynaMACS’ easy on-screen error correction and new customer lookup capabilities. Your manufacturer customer codes are automatically matched to dynaMACS’ codes.

It is literally that easy. Giving you instant access to vital sales analysis and commission information, dynaMACS is a fast, flexible and reliable way of managing sales and commission data.

Click Here to view the white paper

 

If you do not currently have dynaMACS eSi and would like more information about it, please visit www.dynamacs.com/products/esi.shtml or call us at 800-321-1788.

Tip #1704 – Quickly Identify New and Inactive Manufacturers in dynaMACS Sales IQ

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The Sales IQ screen has been enhanced in dynaMACS Version 2016 to quickly identify new manufacturers and inactive manufacturers with a color scheme.  This is based on the Manufacturer Status in the manufacturer record.

  1.  A NEW manufacturer name will now be displayed in the color GREEN.
  2.  An INACTIVE manufacturer name will now be displayed in the color RED.

    Manufacturer Viewer Screen