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Case Study: C. R. Kinsman & Associates, Inc.

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“All of our data is on the cloud, so we never have to worry about losing invaluable sales and commission information.”

Craig Kinsman, CPMR & President
C.R. Kinsman & Associates, Inc.

Client Challenge

Technology has changed the world since C.R. Kinsman & Associates Inc. (CRK) was founded in 1976. At the time, data was recorded 100% manually on paper. When computers were introduced, the agency was an early adopter. A custom sales and commission software was developed, and at the time it was cutting edge.

But as technology continued to evolve, the software became outdated. “Running reports was labor intensive, data entry was still manual and the reports were archaic.” says Craig Kinsman, CPMR and President. Like so many agencies, CRK continued to use it because “that’s the way it had always been done.”

CRK_StatisticsdynaMACS Solution

As the agency expanded its executive team, it was the perfect time to look into new sales and commission software. “We asked other agencies. dynaMACS was the software of choice,” Kinsman says.

dynaMACS transferred a two-year history of CRK’s data from Microsoft Access system with no loss of information.

The team was apprehensive about the learning curve in using new software, but Kinsman says, “We were shocked at how easy dynaMACS was. We wish we’d gotten it years ago.”

The agency chose to process on the cloud, giving the sales agency access to data anytime, from anywhere. Cloud processing also protects data because all sales and commission data is backed up on the cloud.

The days of archaic reports are ancient history. CRK generates the reports from more than 5,000 choices – or customizes reports for their specific needs. “The possibilities are endless,” Kinsman says. “We can get reports on any aspect of our sales and commission data and overall agency performance.”

With dynaMACS, inefficiency and costly downtime are a thing of the past for CRK.

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: Pacific Warehouse Sales

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It’s crucial that our salespeople are connected to information at all times, no matter where they are. dynaMACS gives us that ability and much more.”

Deb Kanne, President
Pacific Warehouse Sales

Pacific_Warehouse_Sales_LogoClient Challenge

Pacific Warehouse Sales knows the power of technology and its ability to fuel efficiency and operations. However, the software they were using was outdated. It wasn’t user friendly and it wasn’t compatible with today’s newer computers. It was time for newer, better sales agency software.




 

Pacific_Warehouse_Sales_StatisticsdynaMACS Solution

Deb Kanne, President of Pacific Warehouse Sales, explained that the agency selected dynaMACS because it was created specifically for sales agencies, so it has all the features Pacific needs to operate and sell at maximum capacity.

Particularly for the sales team, who live and work in geographies scattered across the western United States, Kanne says, “It’s crucial that our salespeople are connected to information, no matter where they are. dynaMACS gives us that ability and much more.”

The Pacific Warehouse sales team, all of whom have iPads or laptops, are able to access the most up-to-date sales and commission numbers immediately from wherever they are.

Pacific Warehouse Sales is on the cloud. So when the operator enters sales and commission information, it is updated instantly on the cloud. All office locations and every sales rep can access the most up-to-date information at any given moment.

An unexpected benefit has come from the agency’s use of dynaMACS. “Customers are impressed by it. We are able to show them real-time information. Before dynaMACS, the customers didn’t know if lines are up for down. The sales managers of the lines we represent are always impressed,” Kanne says.

For her job, Kanne find Sales IQ to be useful and easy-to-use. She can view data any way she likes. “I can drill down to information sorted by manufacturer, customers or salesmen. It’s a great tool that is extremely informative and helps me work more efficiently.”

Case Study: Gulf Atlantic Marketing, Inc.

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dynaMACS has made a world of difference in how efficiently our agency operates.

Jim Warner, Sales Manager
Gulf Atlantic Marketing, Inc.

Gulf_Atlantic_LogoClient Challenge

Gulf Atlantic Marketing battled with a custom software program for years. “Getting information was always a chore; the reports were clumsy and hard to format. Every week, we ran into things the system couldn’t do,” says Sales Manager Jim Warner. Another big frustration: the many hours spent manually keying in thousands of sales invoices from factories. “With paper invoices, we always had a stack that was a foot high waiting to be entered.”








Gulf_Atlantic_StatisticsdynaMACS Solution

dynaMACS changed all that. “When it comes to getting factories’ sales information into the computer with no manual keying, nothing beats eSi,” Warner says. “It’s quick and easy and there are no errors.” The agency receives the information electronically on the same day that the manufacturer sends it and can process the information immediately – taking just minutes and requiring no manual entry.

Warner says the transition to dynaMACS couldn’t have been easier. “dynaMACS moved five years worth of data with no errors and no problems. We had a very useable tool instantly.” The agency has comprehensive sales and commission data at their fingertips – no more struggling with formatting reports. “Everything we need is right there on the screen. We can instantly find the answers we need.” Warner says he is quickly able to answer day-to-day questions and is that come up, such as “where can a prospect buy in Tennessee; did a customer purchase from a certain factory last year; or what invoices haven’t been paid and how old are they?”

Warner goes on to say, “Today, we operate in a proactive mode, whereas before, everything was reactive. dynaMACS has made a world of difference in how efficiently our sales agency operates.”

Case Study: High Performance Tooling

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“Time is money. When we need technical support, dynaMACS response time is immediate. They solve our problem quickly so we can get back to selling.”

Pierce Ellis, Co-Owner
High Performance Tool

 

High_Performance_Tooling_LogoClient Challenge

High Performance Tooling is always in sales mode. The agency needs information on manufacturers and customers instantly. The fast-paced agency needed faster access to more in-depth information than RPMS software could deliver. Even more frustrating was trying to get technical support. “When we called, we always got voicemail. They called you back when they got a chance. It could be hours; it could be the next day,” says Pierce Ellis, co-owner of High Performance Group. “Time is money. We don’t have time to wait for a call-back for technical support.”

High_Performance_Tooling_StatisticsdynaMACS Solution

Ellis came across dynaMACS at a trade show, and was impressed with the level of in-depth information the software provided. Data could be accessed instantly, and he could drill down to in-depth information with just a few mouse clicks. So the agency purchased dynaMACS, and the challenge of getting lightning-fast access to valuable information was solved.

But could dynaMACS live up to the agency’s need for fast technical support? Ellis says the dynaMACS support team has exceeded his expectations. “The dynaMACS response time is immediate. The support team solves our problem quickly so we can get back to selling. “We know we can call dynaMACS, talk to friendly and helpful support staff, get the issue resolved and continue with our day efficiently without waiting around.”

High Performance Group partners have dynaMACS Mobile, so they can take sales and commission data with them wherever they go – and still quickly call for technical support.

Ellis gives dynaMACS the highest recommendation: “We will never switch to different software. We love working with dynaMACS.”

Case Study : The Ranger Group

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“I would recommend dynaMACS to anyone.”

Bob Flint, Partner
The Ranger Group

TheRangerGroup_LogoClient Challenge

After being in business a little over a year, and with sales growing, it quickly became clear that The Ranger Group needed software for tracking commissions, analyzing sales and paying reps. “We were trying to use Excel spreadsheets, but it wasn’t providing the depth of information, or the flexibility we needed. Sales analysis was merely a by-product of accounting,” says Partner Bob Flint. In addition, sales reps did not have timely, reliable and in-depth data on customers and manufacturers, which was inhibiting sales and account management.

TheRangerGroup_StatisticsdynaMACS Solution

Flint was introduced to dynaMACS at a trade show, where he saw a demo of the software and decided it was just what the agency needed.

Since purchasing dynaMACS, top sales reps at The Ranger Group are now equipped with dynaMACS Mobile, so they always have the most recent sales and commission data on the road with them. Rather than preparing individual reports for reps, dynaMACS mobile eliminates the work and automates the process.

In fact, dynaMACS Mobile is so beneficial, The Ranger Group purchased dynaMACS Mobile for three more of its sales reps. “It’s a big help to have up-to-date information before walking into a meeting with a customer,” Flint says.

Manual tracking processes and cumbersome spreadsheets are a thing of the past. The Ranger Group has easy access to higher levels of data intelligence, which enables them to serve manufacturers better.

“Rather than being rows in a spreadsheet, our sales and commission data is transformed into meaningful information. I would recommend dynaMACS to anyone. dynaMACS lets us communicate better with our manufacturers and customers, improving our value to both,” Flint says.