splits – Page 2 – dynaMACS – Sales Agency Software

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

November 30, 2016/2 Comments/in dynaMACS Support Tips /by dynaMACS Software

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.

From the Sales IQ screen, select the Filter button.
In the Customer State/Region field enter “IL” and “IL” (from and through) and select “Include This Range”.
Select the Apply button to create a filtered database.
You will be back at the Sales IQ screen. Select the Manufacturers tab.
Highlight and right click on the manufacturer. In this example it is Lee Jacob Mfg.
Select Show Customers from the drop down menu.
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.
Highlight the customers that you wish to map.
Right click and select Launch Maps from the drop down menu.
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.

Tip #1610 – Understanding the Symbols and Codes on a dynaMACS Sales Analysis Report

October 31, 2016/in dynaMACS Support Tips /by dynaMACS Software

When reviewing your dynaMACS Sales Analysis reports there are two symbols to look for that will easily identify customers with first time sales as well as customers with no sales in 3+ months. There are also codes that are displayed to help you identify Column Settings and Sub Totals that where selected for this report as well as filters that may have been used.

The Column Set displays the Column Set that was chosen when creating the report. In the following example G1 was selected.
The Subtotals displays the Subtotals Code that was selected when creating this report. In the following example S1 was selected.
Customers that have a Less-Than (<) sign to the right of the Last Activity date are those that have no sales in 3 months or longer.
Customers that have an Asterisk (*) to the right of the Last Activity date are first time buyers.
The Filter field at the bottom left hand corner of the report will display all of the filter selections chosen when creating this report. In this example we have selected Mfg Code IRC thru MNC, Rep Code is JB and Cust Type A thru Z.

Case Study: David Gooding, Inc.

September 6, 2016/in Case Studies /by dynaMACS Software

“The accessibility to data we have with dynaMACS is tremendous. It’s extremely user friendly for everyone at the agency.”

Patrick Carroll, Information Systems
David Gooding Inc.

Client Challenge

David Gooding Inc.’s old software pulled information from a Microsoft database and applied data tables to it, based on computer code the user had to enter. If that sounds complicated, it was. The tedious process was built for programmers. Attempting to run a sales report practically required the user to have a degree in Computer Science. The sales agency was in dire need of a more user friendly software.

dynaMACS Solution

Then David Gooding was introduced to dynaMACS. Patrick Carroll, Gooding’s Information Systems Manager, knew right away that dynaMACS had the ease-of-use the agency was looking for. “The accessibility to data that we have with dynaMACS is tremendous. It is extremely user friendly for everyone.”

“With one mouse click, you can drill down to more information from any screen,” he says. “The ability to get any information you need, instantly and easily, is a big benefit to everyone at the agency.”

Various people at the agency access dynaMACS in different ways. The owner has remote access, and the lead salesperson has dynaMACS Mobile on his laptop. Both have access to up-to-date information on manufacturers, customers and sales reps from anywhere they are – at home, on the road or at the office.

One of Carroll’s favorite features is the ability to email reports directly from dynaMACS Sales IQ. The agency can email reports instantly to manufacturers, customers and salespeople. Selecting the email button creates the email with the report attached in PDF format. dynaMACS pulls up the appropriate customer, manufacturer or sales rep which the report will be sent to – and the user never has to open Outlook – the process is automatic.

“With dynaMACS, we’re well informed about our business,” Carroll says. “During the month, we can quickly see where all manufacturers stand, what groups of product categories are being sold and much more. It’s an invaluable sales tool.”

Tip #1607 – Transferring Sales and Commissions History for a Specific Manufacturer and Customer to a Different Sales Rep

August 16, 2016/in dynaMACS Support Tips /by dynaMACS Software

In our previous Tip #1606 we discussed how to automatically give a sales rep that is not currently assigned to a particular customer, credit for sales based upon the manufacturer. This tip is a follow up which discusses how to transfer the sales and commission history for the manufacturer/customer after making that override.

From the main dynaMACS screen select Edit>File Transfer/Combine>Mfg/Cst/Rep Transfer (1).
If you are prompted to Create Restore Point always answer “Yes” and enter a good Description for your restore point. In this case we will enter “Moving History from JB to RW”.
Select the Proceed button.
When the Create Restore Point is complete the Manufacturer/Customer/Sales Rep Transfer/Combine (1) screen is displayed.
On the left side (under Select Records With) enter the Manufacturer code and then the Customer code.
On the right side (under Transfer To) enter the new Sales Rep code and check the Transfer Commission Splits to this Sales Rep box if you want to transfer the splits to the new rep. (See Note below)
Select the Proceed button and then select Yes at confirmation to print your Audit Report. Be sure to choose print to PDF as the file may be quite large.
At the Please Confirm dialog box select the Yes button if everything is correct on the Audit Report to continue with the transfer.
Select the OK button from the F.Y.I. dialog box.Repeat steps 4 through 9 for as many transfers as needed.

Case Study: Kitchin & Sons

July 28, 2016/in Case Studies /by dynaMACS Software

“When traveling, I use dynaMACS daily to look up customer sales, territory sales and more. It’s extremely convenient.”

Thomas M. Kitchin, President
Kitchin & Sons

Client Challenge

When Kitchin & Sons experienced significant growth due to an acquisition, President Tom Kitchin quickly realized his agency needed better information to manage the growing business, as well as a way to integrate the two agencies’ disparate databases

dynaMACS Solution

Kitchin decided it was time to upgrade to dynaMACS, who quickly integrated the two databases.

The agency see sales and commission data in a multitude of ways: sorted by customer, manufacturer or salesperson, and drilling down to more detailed information with one click. With dynaMACS on his laptop, Kitchin has 24/7 access to up-to-date information. “When traveling, I use dynaMACS’ Sales IQ daily to look up customer sales, territory sales and more,” says Kitchin. “It is extremely convenient and keeps me in touch with what’s going on.”

Back at the office, the staff is equally thrilled with dynaMACS. Administrator Joyce Drumm says, “dynaMACS saves time in so many ways. With the SmartView feature, I type in a few letters of a customer name and instantly see all customers who buy from a manufacturer.” Her favorite upgrade: Faster commission reconciliation reports. “It used to take 3 ½ hours to calculate before the report printed. Now, within a minute of hitting print, I have a report – a tremendous time-saver.” From a data entry perspective, Drumm says, “The entry screens are simple, well laid-out, and in a logical sequence.”

As for technical support, Drumm says dynaMACS is helpful, knowledgeable and timely: “It’s nice dealing with a company where you talk to people instead of recordings and touch-tone response systems.”

Tip #1606 – How to automatically give a sales rep, that is not currently assigned to a particular customer, credit for a sales based upon the manufacturer

July 26, 2016/in dynaMACS Support Tips /by dynaMACS Software

dynaMACS makes it easy to automatically assign a sales rep to each entry. By default, this assignment is based on the sales rep associated with the customer. During entry, the operator can override this sales rep, if desired. However, there may be situations where a different sales rep always gets credit for a particular manufacturer. This tip will show how to set-up dynaMACS to accomplish such an override.

From the main dynaMACS screen select the Viewer icon and then the Customer icon to get to the Customer Maintenance screen.
From the Customer Viewer screen highlight the customer. In this example we are selecting Adel’sDist/Cinci.
Notice that the Sales Rep for this customer is JB Jim Black.
Select the X-Reference tab.
Select the Add button.
Enter or search for the Mfg Code. In this example we will select “LJM” Lee Jacob Mfg.
Enter or search for the Sales Rep (1) code. We will use the Sales Rep code of “RW” for Rick White in this example.
Select the Save button.
As you can see below in the Sales Entry screen the Sales Rep field now reflects the change to the new sales rep for this manufacturer/customer.