Posts

Case Study: State Side Sales

/in /by

 “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.

dynaMACS Software Overview Demo

/in , /by

Tip #1611 – Using Sales IQ and Google Maps to Help Plan for a Sales Manager Visit

/2 Comments/in /by

dynaMACS Sales IQ has a unique feature that can map the customers you want to visit with Google Maps.  The example below will show you how to filter the criteria and customize which customers you visit.

Example

First we will focus on the geographic area in the state of Illinois where the sales manager from Lee Jacob wants to visit.

  1.  From the Sales IQ screen, select the Filter button.sales-iq-screen-filter
  2. In the Customer State/Region field enter “IL” and “IL” (from and through) and select “Include This Range”.
  3. Select the Apply button to create a filtered database.filter-screen
  4. You will be back at the Sales IQ screen.  Select the Manufacturers tab.
  5. Highlight and right click on the manufacturer. In this example it is Lee Jacob Mfg.
  6. Select Show Customers from the drop down menu.sales-iq-screen-show-customers
  7. A new Sales IQ Drill Down window will open displaying all of the customers that buy from this manufacturer Lee Jacob in Illinois in descending sequence of year to date sales.
  8. Highlight the customers that you wish to map.
  9. Right click and select Launch Maps from the drop down menu.sales-iq-screen-launch-maps
  10. The selected customer locations will now appear in Google Maps.  Within Google Maps you are able to select which locations to visit and you can also re-sequence the route if desire.google-maps-screen

Tip #1604 – Did you Know that the Customer State and City can be Printed on Your Sales IQ Reports?

/in /by

When selecting the Print button from the Sales IQ Customer screen, the report does not display the customer’s state and city as you can see in the example below.  This tip will give you instructions to change your printing options enabling you to print that information on the Sales IQ Customer report.

Example

Sample Report 1

 

Printing the Customer State and City on the Sales IQ Report

  1.  After making selections defining your Sales IQ customer query, click on the Down Arrow button to the right of the Print button.Sales IQ Screen 1
  2. Choose Select from the drop down box.Sales IQ Screen 2
  3. You will see that the Print button has now changed to a Select button.  Choose the  Select button.Sales IQ Screen 3
  4. A Printing Options box will open.   From here you to change your default printer and edit other printing options.
  5. Select one of the checkboxes under Print State/City? You can choose print Beside Customer Name which will print the city and state to the right of the customer name.  Or, you can choose On the Next Line which will print the state and city on the line below the customer name.  (See the examples below to view the layout of each of these options.)
  6. Select the Print button.

Printing Options

Example of Printing State and City Beside the Customer Name:

Sample Report 2

Example of Printing State and City on the Next Line:

Sample Report 3

Case Study: R C Bremer Marketing Associates, Inc.

/in /by

 “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: Cutler Industrial Sales, Inc.

/in /by

“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.