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Case Study: RWA

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“Data entry time takes a fraction of what it used to. Manually entering thousands of lines of data took a week. With dynaMACS we’re done in 15 minutes.”

Mary Elizabeth Faulkner
RWA

RWA_LogoClient Challenge

RWA sales agency was using sales and commission software that had some basic functionality, but wasn’t delivering the level of information the agency needed to analyze performance and uncover ways to grow the business.

The agency was introduced to dynaMACS at a trade show when the President and CEO of RWA, Ron Wallace, as speaking to a colleague from another agency. Talk turned to sales and commission software and the other agency highly recommended the software they used, which was dynaMACS.

RWA_StatisticsdynaMACS Solution

RWA did some research and found dynaMACS to be a powerful sales and commission tool with the ability to analyze sales, pay reps, track commissions and access in-depth reporting.

Mary Elizabeth Faulkner supports the salespeople from the main office and says, “Reps get information that can be shown by manufacturer, distributor and much more. They always know what’s happening in their territory.”

Comprehensive reporting is essential for any agency. “dynaMACS shows meaningful, easy-to-understand reports that provide us vital information,” she says. The agency can sort and filter for more in-depth data and analyze the business in numerous ways.

RWA also reconciles manufacturer commission statements and runs reports to pay the sales reps. With dynaMACS eSi, the agency imports manufacturers’ sales invoices and reports electronically, with minimal manual processes. “Data entry time takes a fraction of what it used to. Entering thousands of lines of data manually took a week. With dynaMACS we’re done in 15 minutes.”

RWA saves time and resources and gains a wealth of knowledge about the agency.

Case Study: R C Bremer Marketing Associates, Inc.

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 “Before implementing dynaMACS eSi, four people manually entered thousands of invoices. With eSi, one person enters all data. It saves us huge amounts of time and money. ”

Joe Falk, President
R.C. Bremer Marketing Associates, Inc.

RCBremer_LogoClient  Challenge

 Since beginning his career with R.C. Bremer 18 years ago, Joe Falk was a sales rep, obtained CPMR certification, specialized in safety and eventually purchased the company from Bob Bremer in 2007.

During the transition, Falk was glad that he and the team had selected dynaMACS as its agency software in 2003 because “it’s rep-specific. dynaMACS understands how we work and what we’re looking for,” Falk says. Having the right software in place was one less thing that required Falk’s time and attention during the transition.

RCBremer_StatisticsdynaMACS Solution

R.C. Bremer reaps the benefits of dynaMACS’ features that enable the agency to operate more efficiently and effectively, including:

eSi

With dynaMACS eSi the agency imports manufacturers’ sales invoices and reports electronically. “Before implementing eSi, end-of-month was a nightmare. Four people manually entered thousands of invoices. Now, one person enters all data. It saves us huge amounts of time and money,” Falk says.

Sales IQ

With Sales IQ, he looks at customer data in various ways. For example: “I look at this year’s versus last year’s data to see which lines are up or down.” he says. He is able to monitor the agency’s performance using recent sales and commission figures.

Commission tracking

Falk also tracks commissions. “Manufacturers are 30 to 60 days behind. We don’t get paid until they get paid.”

dynaMACS Mobile

R.C. Bremer sales reps can “take dynaMACS on the road.” They are able to download up-to-date numbers, so they have complete information on their territory.

For R.C. Bremer, dynaMACS has been the trusted solution for tracking sales and commissions and paying reps for more than 12 years…and going strong.

Case Study: BNT Sales Agency Limited

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 “Before buying software, I did my homework. For every question or need I had, dynaMACS had a solution.”

Wade Wohlford, President / Welding Specialist
BNT Sales Agency

BNT_Sales_Agency_LogoClient Challenge

Spreadsheets used to be the rudimentary but necessary tool for BNT Sales Agency to track agency performance. The utilitarian process was time-consuming and limiting, showing only basic information. BNT needed more: the ability to see in-depth, organized sales and commission information.

When Wade Wohlford, President of BNT Sales Agency, saw a demonstration of dynaMACS at a trade show, he saw a world of opportunity; a wealth of sales and commission data at his disposal anytime – and the ability to see the agency in ways never before possible.




BNT_Sales_Agency_StatisticsdynaMACS Solutions

“I did my homework, comparing various brands of software. For every question or need I had, dynaMACS had a solution,” Wohlford says.

dynaMACS combines sales and commission information for all manufacturers, customers and sales reps in one database. Sortable, filterable data enables Wohlford and his team to see exactly the information they need, in the ways they want to see it.

With the ability to view data, sorted by manufacturer, customer or sales rep – and much more, “I can look at a quick snapshot of customer and manufacturer numbers, or analyze in-depth data,” he says. Wohlford sees which territories are up or down, “We can identify which product lines to focus on.”

Wohlford says he also looks at year-over-year data, comparing this year to last for a full understanding of agency performance.

When it comes to analyzing sales, paying reps and tracking commissions, dynaMACS went beyond meeting BNT Sales Agency’s individual and specific needs. It changed the way agency operates.

Case Study: Cutler Industrial Sales, Inc.

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“dynaMACS is 110% better than our old software.  If a sales agency is using anything other than dynaMACS then they are missing out.”

Margaret Legnosky, Office Manager
Cutler Industrial Sales, Inc.

Cutler_Industrial_LogoClient Challenge

Cutler Sales Office Manager Margaret Legnosky can sum up the impact their old sales and commission tracking software had on the agency in four words: “We were always behind.”

Only one month of data could be entered at a time, so the previous month had to be closed before the next could be started. The reports were difficult to work with and could not be emailed, so extra time was spent creating, printing and sending reports to the field. Sales invoices had to be entered manually, with no ability to import information from manufacturers electronically. And the list goes on. In addition, help desk support was basically non-existent. This busy agency didn’t have time to be held back by antiquated software.

Cutler_Industrial_StatisticsdynaMACS Solution

So Cutler Sales made the switch from CAS to dynaMACS. Legnosky calls dynaMACS “a blessing. Everything is faster and easier: entering commissions, creating reports, sending information out to the reps, looking up customer information…I can do it all in a fraction of the time. Our old software was primitive in comparison.”

Manual entry of sales and commission data is virtually eliminated, because manufacturers send sales and commission data electronically and Legnosky imports it with dynaMACS eSi in seconds. Heavy month-end processing is a thing of the past, because data for any month can be entered at any time. Sales reps equipped with dynaMACS Mobile have 24/7 access to up-to-date territory information. The agency has instant on-screen access to all manufacturers, customers and sales territories. And technical support is just a phone call or mouse click away anytime Cutler Sales needs it.

Initially, Cutler Sales considered having a custom software program built. But it quickly became apparent that dynaMACS could do everything a custom application could do – for a fraction of the cost. “dynaMACS is designed specifically for sales agencies, so it meets all of our needs. Anything I need to do, dynaMACS can do it…and more,” Legnosky says.

Case Study: E.H. & Associates

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 “dynaMACS is designed specifically for sales agencies’ unique needs with features and functions to help us operate efficiently and grow the business.”

Greg Baumker, President
E.H. & Associates, LLC

EH_Associates_LogoClient Challenge

E.H. & Associates had built a custom sales tracking software using Microsoft Access. But the agency had to continually re-write the program to update or add features. The software wasn’t keeping pace with E.H. & Associates’ business, says Vice President Barry Karlson.

“We needed software designed for sales agencies with features and functionalities that would help us operate more efficiently,” Greg Baumker, President, says. In addition, Karlson says E. H. & Associates also wanted to be unburdened from the time-consuming responsibility of managing the software.

EH_Associates_StatisticsdynaMACS Solution

By switching to dynaMACS, the agency uses software made specifically for manufacturers’ sales agencies. E.H. & Associates now has the tools to see comprehensive data in ways that are useful, meaningful and tailored to agencies’ distinct needs. The agency is able to focus on its core competency: sales.

“We have complete information about our customers, manufacturers and sales reps in a system that is easy to use, allows for growth and provides the information that we need to help us grow the business,” says Office Manager Lori Pelzel.

Unlike before, reporting is not limited to a few standard templates. dynaMACS has thousands of reports to choose from. “Flexibility is key. Reports can be as simple or as detailed as we need,” Pelzel explains. “We can sort data in so many ways. With dynaMACS we are able to identify trends, follow up on leads, monitor the status of customers and work proactively, all of which increases sales.”

E.H. & Associates also finds that sharing information with customers and manufacturers is extremely useful. “When I visit accounts, I pull up reports on my iPad,” Karlson says. “They provide detailed sales and commission data.” It’s a great way to gain insight and lead the conversation regarding sales, business challenges and opportunities to sell other lines.

Case Study: Pacesetter Sales & Associates

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 “The savings in overhead costs is astronomical. eSi reduced  data entry time from hours to minutes, and saved us from having to hire another administrative resource.”

Craig Lindsay, CPMR, President
Pacesetter Sales & Associates

PacesetterSalesAssociates_LogoClient Challenge

As Pacesetter Sales & Associates watched business continue to grow, it also saw overhead costs rise, as thousands of sales invoices poured in from factories each month and data entry consumed a significant amount of time. It got to the point where the agency was going to have to hire another administrative person just to keep up. “We don’t have room for high overhead costs,” said Craig Lindsay, CPMR and President of Pacesetter Sales & Associates.

Pacesetter_StatisticsdynaMACS Solution

Pacesetter turned to dynaMACS and its eSi module, which provides the ability to import sales and commission data electronically from factories, thus eliminating much of the agency’s data entry – and the need for that second resource. “Simply put, it’s been a huge time- and cost-saver,” says Office Administrator Debbie Lindsay.

“When we bring on a new manufacturer, we make it a requirement that they send data electronically. We feel it’s that important,” adds Craig. The discussion impresses principals and positions Pacesetter as a technically competent and progressive firm. More than half of Pacesetter’s factories now send sales information electronically.

For field sales reps, the sales analysis reports are invaluable, helping them stay on top of activity in their territory and making them more proactive salespeople. In particular, Debbie says they rely heavily on a report sorted by manufacturer sales for each salesman.

As it turns out, it’s not only the sales agency who is benefiting from the comprehensive reports – manufacturers and customers are as well. They get better service and the agency shares detailed sales data with them. “Many principals don’t have a good reporting mechanism, so they ask me for information. They love the 5-year sales history. It’s the same with customers, who ask me how they’re doing, because they’re not sure. I can quickly email them some very helpful reports. It proves we are a true business partner,” Craig says.