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Case Study: Conveying & Power Transmission Solutions (CPTS)

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 “Having real-time data available wherever and whenever we need it has greatly improved the way we operate.”

Vicki Cockerham, General Manager
Conveying & Power Transmission Solutions

Client Challenge

Conveying & Power Transmission Solutions (CPTS) had some major issues with their prior sales and commission software. It was difficult to use, manual data entry took over a week and reports couldn’t be exported. “We needed software that helped us operate more efficiently, while also providing sales reps a way to access data while on the road,” says General Manager Vicki Cockerham. “It was time to find a solution that better fit our needs.”

CPTS_StatisticsdynaMACS Solution

When CPTS was introduced to dynaMACS, they saw that the software had extensive reporting capabilities, yet was surprisingly easy to use. As an added bonus, dynaMACS saved the agency days of manual data entry time and ensured everyone could access information from anywhere, anytime.

Three powerful features work together to deliver the complete solution that CPTS was looking for:

dynaMACS Mobile: Sales reps have mobile access to data anywhere they go: On the road, at a client office or home – anytime they need it. Information is always there.

Cloud: Not only can reps access the information, but because CPTS processes on the cloud, reps can see real-time information data from most smart devices. As the agency enters data, the data is uploaded to the cloud and reps can see the very latest sales information.

Reporting: The reporting process has done a complete 180°. From reports that couldn’t be exported and were difficult to generate, to present day, in which reports are generated in seconds. dynaMACS converts raw data into useful information.  The agency can choose from pre-defined reports or custom reporting options. Saving even more time, the reps can run reports themselves, rather than having to call the office.

Access to real-time data, anytime and anywhere has forever changed the way the agency runs its business.

Case Study: Industrial Component Sales, Inc.

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“dynaMACS is a big time-saver. To process manufacturer files electronically, all I do is press a button. dynaMACS eSi does the work for me.”

Chris Mattis, Operator
Industrial Component Sales, Inc.

Industrial_Components_LogoClient Challenge

When Industrial Component Sales, Inc. was founded, the agency did not use sales and commission software. As the agency grew, they needed a way to track commissions and easily view information on manufacturers, customers and reps.




Industrial_Components_StatisticsdynaMACS Solution

The agency chose dynaMACS, and was blown away by how much sales and commission data was available at their fingertips. Industrial Components can calculate commissions, choose how they want to view information, analyze sales trends, view sales histories and much more.

Industrial Components found that the longer they have dynaMACS, the better it gets. dynaMACS constantly improves the software to enhance automation and efficiency.

For example, Industrial Components Operator Chris Mattis uses dynaMACS eSi to process files from manufacturers electronically (like Excel spreadsheets). The newest release of dynaMACS includes an enhancement that saves Mattis hours of time each month because she is able to process manufacturer files even if they have missing information. The “auto dupe” feature automatically populates data that is missing from spreadsheets. “I’m amazed at how quickly I can process files. All I do is press a button and eSi does the work for me.”

Another enhanced feature is “sales rep zip code range,” which speeds up the process of entering new customers. Sometimes, when adding new customers, operators spend too much time figuring out who the sales rep is for that customer’s territory. Now the operator simply defines the sales rep’s territories by zip code ranges just one time. After that, dynaMACS automatically fills in the sales rep, city and state for every new customer.

These are just a few examples of how dynaMACS constantly improves, to save agencies time and money, letting them work more efficiently and focus on their core business of selling.