Our advanced sales and commission tracking software enable you to see all the dashboards in AccountReporter Analytics. This analytics is like dynaMACS SalesIQ on steroids. You will be able to see end customer data and part number information if you need that.
With business needs changing all the time. You need to quickly analyze your business and get back to selling. Check out the video below that shows you quickly and easily Point-of-Sale information.
You’re probably using CRM. Hopefully, it’s CRM for manufacturers reps, so it’s easy to use and works how you work. Your people are updating opportunities, your managing your commissions but what now? What do you do with all the data you’ve accumulated? How can you use it to show your manufacturers what you’ve sold right down to the product level and what’s in the pipe? Analytics will do all that and more. Take all your data and easily run visual reports showing trends and drop-offs, what products are doing well and who from your firm is selling the most. Techopedia explains Sales Analytics as “the process used to identify, model, understand and predict sales trends and sales results while helping in the understanding of these trends and finding improvement points. … Relevant data is mined and then analyzed in order to forecast future sales.” Learn more from Techopedia here. Sounds good right – but who has the time? Empowering Systems has taken the work out of analytics. As an add-on to AccountManager CRM Empowering Systems developed AccountReporter Analytics with pre-configured dashboards and filtering so you can skip over the work and start learning about your business trends right out of the box.
https://www.dynamacs.com/wp-content/uploads/EmpoweringdynaMACS_Logo-Vertical.png00dynaMACS Softwarehttps://www.dynamacs.com/wp-content/uploads/EmpoweringdynaMACS_Logo-Vertical.pngdynaMACS Software2020-03-11 09:38:072022-03-28 10:26:09Why Do Reps Need Analytics?
We are excited to announce an updated version of dynaMACS that will expedite future updates so we can deliver enhancements to you more quickly.
We are working on improving the usability of reporting making them even easier to use and improving the look and feel. With this new update, you will find the ability to do reporting exports. You’ll be able to unlock your sales data by exporting reports from Sales Analysis reporting right into a CSV file and open it in your favorite spreadsheets like Microsoft Excel or Google Sheets with ease. Stay tuned for more updates throughout 2020!!
https://www.dynamacs.com/wp-content/uploads/EmpoweringdynaMACS_Logo-Vertical.png00dynaMACS Softwarehttps://www.dynamacs.com/wp-content/uploads/EmpoweringdynaMACS_Logo-Vertical.pngdynaMACS Software2019-11-06 11:21:122022-03-28 10:26:10New dynaMACS Update and Report Enhancements coming in 2020.
Follow the steps below to delete a customer that has merged with another customer or is no longer in business.
Move the history to another customer
Go to Edit drop-down menu.
Select File Transfer/Combine.
Choose Mfr/Cst/Rep Transfer (1).
The Manufacturer/Customer/Sales Rep Transfer/Combine window will appear.
Type in the customer that you want to delete on the left side (Example: Abbott Health Products) and the customer that you want the history to go to on the right side (American Instruments).
Select the Proceed.
Choose Yes at the prompt for Are these correct?
Select the printer and print out the audit trail.
Please confirm … choose Yes.
The FYI window will appear, select OK.
At the 2nd FYI, choose OK.
Follow steps 1-11 until you are done will moving the customers.
Then select Cancel to exit this screen.
Go to Edit drop-down menu.
Select File Transfer/Combine.
Choose Mfr/Cst/Rep Transfer (2).
The Manufacturer/Customer/Sales Rep Transfer/Combine (2) screen will appear.
Select your printer and print the audit trail.
Choose OK at the Please confirm window.
Go to Edit drop-down menu.
Select File Transfer/Combine.
Make Customer Deletable
Select Range of Records. Leave the from field blank and type in zzzz in the To field. Then choose OK.
Select Yes at the next window.
At the end you will get a message that tells you how many customers were deletable. Choose OK.
Select Exit when done.
Go into the Customer Maintenance screen and select one of the customers that you transferred the history for and select the Delete button.
https://www.dynamacs.com/wp-content/uploads/EmpoweringdynaMACS_Logo-Vertical.png00dynaMACS Softwarehttps://www.dynamacs.com/wp-content/uploads/EmpoweringdynaMACS_Logo-Vertical.pngdynaMACS Software2017-12-31 12:05:322022-03-28 10:26:12Tip #1712 - How to Delete a Customer from the dynaMACS Database
Save hours of manual entry by exporting your sales data out of Sales IQ, manipulate the annual number and simply import your sales goals for the next year back into dynaMACS.
Export your sales numbers out of Sales IQ
From the Sales IQ screen enter in a sales rep that you would like to create goals for.
Select the GlobalView Tab.
Select ALL from the Selector drop-down list.
Wait for dynaMACS to process your request.
Select the Export button.
Name the file and place it in a directory that you will remember where it is located.
Exit out of Sales IQ.
Find the file that you just saved. Double click on it and the file will open in Excel.
Insert a column next to the Sales Jan-Dec 17 column (F) and name it Goals.
Create the formula with the percent that you would like to change. (Example shows 15%).
Copy the formula down the spreadsheet and save it as a csv file.
Go into the eSi reformat screen for dynaMACS.
Map the Goals.
Process through the rest of the eSi steps.
NOTE:Make sure that you are posting the session to January of the year that you want the goals to go into. (Example: 01/2018)
https://www.dynamacs.com/wp-content/uploads/EmpoweringdynaMACS_Logo-Vertical.png00dynaMACS Softwarehttps://www.dynamacs.com/wp-content/uploads/EmpoweringdynaMACS_Logo-Vertical.pngdynaMACS Software2017-11-30 04:04:042022-03-28 10:26:12Tip #1711 - Import your Sales Goals Quickly with the dynaMACS Optional Module - eSi
