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Tip #1405 – Maximize the dynaMACS State/Region Zip Code Feature

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dynaMACS has a powerful feature that automatically populates the State/Region field based on the Zip Code entered when adding or updating customer records (provided a valid 5 digit zip code is used).  The use of the State/Region code is beneficial when generating reports in either Sales IQ or a Sales Analysis report.  The following instructions show you how to activate this feature.

***IMPORTANT!  PLEASE create a restore point before activating this feature and running the utilities!***

Example of a State/Region Report printed from Sales Analysis Rpt Generator:

Report Sample

Step 1:  Turn on the Auto Build State/Region Feature in System Information Setup

  1. From the dynaMACS main screen select Other Functions>Administration>System Information Setup.dynaMACS Main Screen 1
  2. Select the System Options tab.
  3. Check the box Automatically build State/Region upon Zip Code Change?
  4. Select the Save button.Sys Info Setup Screen

Step 2:  Run System Utility 1007 (Creates Customer State/Region codes table)

  1. From the dynaMACS main screen select Other Functions>Utilities>System UtilitiesdynaMACS Main Screen 3
  2. Select Utility #1007
  3. Select the Run buttonSys Utilities Screen 1
  4. Select the Yes button on the Confirmation dialog box.Confirmation Dialog Box  Delete Confirmation Box

Step 3:  Run System Utility 1008 (Replaces Customer State/Region codes in customer records)

  1. From the dynaMACS main screen select Other Functions>Utilities>System UtilitiesdynaMACS Main Screen 2
  2. Select Utility #1008
  3. Select the Run button to complete the update.Sys Utilities Screen 2

Case Study: Bowerman Marketing Group

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“dynaMACS takes reporting capabilities to new levels.”

Judy Tingley, Office Manager
Jane Janosik, Customer Service
Bowerman Marketing Group

Bowerman_Marketing_Group_LogoClient Challenge

In 2004, Bowerman Marketing Group learned that the sales agency software they had been using was discontinued. The software had been sufficient and provided the agency with good information about sales and commissions. When seeking new software, Office Manager Judy Tingley visited dynaMACS at a trade show. She quickly realized that dynaMACS provided everything that their old software did and much more.

Bowerman_Marketing_Group_Statistics

dynaMACS Solution

“I was pleased with the reporting capabilities. The number of choices to sort sales and commission information was greatly enhanced,” she says. “dynaMACS provides the flexibility in reporting that we need. Our sales force benefits from territorial reports by salesman. The specific agency reports provide valuable overall information by manufacturers and customers. It enables us to view where the most activity is, where we need to improve our efforts and to cover our territory more effectively and efficiently”.

Jane Janosik, primary user of dynaMACS, provides the owner with weekly and monthly reports. She notes, “The software helps us run the business.”Janosik likes the monthly and year-to-year comparison data and uses this to assess reports from the manufacturers.

Tingley recalls the process of transferring data from the old software to dynaMACS. “dynaMACS customer service helped us every step of the way and nothing was lost in the process.”

Now, years later, dynaMACS is there whenever the agency needs assistance. “We always get a timely response and the representatives are very helpful and patient. They answer our questions, resolve our issues and continue to make improvements to the software.

Tip #1401 – dynaMACS File Transfer/Combine Wizard

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The Mfg/Cst/Rep Transfer (1)screen has been modified to include a “wizard” button which when selected will help make the transfer process easier for you.

Old Screen . . .

Transfer Combine Screen - Old

New Screen . . .

Transfer Combine Screen - New

When selecting the Wizard button the File Transfer Wizard screen will open. This screen is designed to help ease you through the File Transfer/Combine process.

Wizard Screen

Example

In the following example we will transfer all data from a customer to a new sales rep.

  1. From the File Transfer Wizard screen select the Customer option from the drop down list in the I Want to Transfer or Combine all data for a: Wizard Screen 2
  2. Select the SalesRep option from the drop down list in the To a different:field.
  3. Select the Proceed To Selection button.Wizard Screen 3
  4. You will notice that after selecting the Proceed To Selection button, the Customer field and the Sales Rep field have been activated in the Transfer Data From and Transfer Data To section of the screen.This screen is very similar to the regular File Transfer/Combine (1) screen, only it will take the guess work out of it by allowing you to only enter data into the fields that have been activated based on your selections in the upper portion of the screen.Wizard_Step4
  5. Enter the Customer Code or use the Search button to find the code.In this example we will use Adel’s Dist ADED00 location Cincinnati>CI.
  6. For the Sales Rep we will use BG for Bill Grey.
  7. Select the Proceed button.At this point the file transfer process will proceed as normal.Wizard_Step567

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.

Tip #1312 – Using dynaMACS to analyze both your rep numbers and buy/resell numbers in one place

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Many agencies operate as distributors for some of their lines. Using eSi you can import the distributor sales numbers into dynaMACS which will allow you to analyze your entire business in one place.

To achieve this you would first set up Manufacturer Type codes of BS (Buy/Resell) and CM (Commissions) and then relate each manufacturer record to the appropriate type. In the following example the manufacturer code LJm is classified as a Buy/Resell and is related to manufacturer LJM

Mfg Maint Screen

You can then filter in Sales IQ on the Typecode BS which will display all of your sales activity for this type code.

Filters Screen

The following example displays only the activity for the Manufacturer Type code B5.

SIQ Screen 1

The following example is the Sales IQ screen showing commission by manufacturers PLUS Buy/Resell on the same screen.

SIQ Screen 2

Check out our case studies on www.dynaMACS.com to read about our Buy/Resell client’s experiences using dynaMACS to analyze their entire business in one place.

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.”