The Sales IQ screen has been enhanced in dynaMACS Version 2016 to quickly identify new manufacturers and inactive manufacturers with a color scheme. This is based on the Manufacturer Status in the manufacturer record.
dynaMACS makes it easy when you are changing your agency territories. Instead of moving one customer at a time, dynaMACS can move multiple customers at one time.
In the following example we will transfer all of sales rep Jim Black’s accounts in the state of Kentucky to the new sales rep Rick White.
First you must run the Customer Global Update.
1. From the main dynaMACS screen select Edit>File Transfer/Combine>Mfg/Cst/Rep Transfer (1).
2. From the Manufacturer/Customer/Sales Rep Transfer/Combine (1) screen select the Wizard button at the bottom right hand corner which will redirect you to the Wizard screen. You will be prompted to create another Restore Point.
3. Select Sales Rep from the drop down list for the field: I want to transfer or combine all data for a:. Select Sales Rep and for the field: To a different. Then select the Proceed to Selection button.
4. Enter the Sales Rep code that you are transferring from under Transfer Data From i.e. “JB”.
5. If you wish to transfer the sales rep splits, check the box Transfer Commission Splits to this Sales Rep?
6. Select the Proceed button.
7. Select the Yes button on the Please Confirm dialog box.
8. From the Printing Options screen select your printer and then select the Print button.
9. Review the report and then select the Yes button to complete the transfer.
10. Select the OK button after all records have been transferred.
11. From the main dynaMACS screen select Edit>File Transfer/Combine>Mfg/Cst/Rep Transfer (2).
12. Print the report when prompted by selecting the Print button.
13. Select the OK button on the Please Confirm dialog box to complete the transfer.
Lisa Ortega, Operations Manager
Mizzen Marketing
Client ChallengeWhen it came to tracking sales and commissions, Mizzen Marketing had two primary issues: accuracy and visibility. The agency had used two different tools. With Excel, the agency noticed inaccurate sales numbers, likely due to accidental deletions. Over time, the file grew to a monster of a spreadsheet that was difficult to use and extract data from. Quickbooks provided a more accurate representation of the numbers, but data was only visible in basic reports and was stored on an accounting firm’s system, so Mizzen had to wait for information. Lisa Ortega, Mizzen Marketing’s Operations Manager, knew there must be a better way. “I mentioned to a colleague that I wanted software designed specially for sales agencies. He told me about dynaMACS.”
From the beginning, it was a smooth transition. “dynaMACS offered the best features minus the headaches. dynaMACS aligned perfectly with how we wanted to track sales and commissions,” Ortega says.
In the audiovisual space, many manufacturers sell products through distribution channels, so Mizzen Marketing must be able to track the distributors’ performance as well as the sales of the customers buying from them. With dynaMACS, the agency creates unique “Manufacturer/ Distributor” codes so they can easily evaluate the manufacturer as a whole or by individual distributor. We can also see the buying trends of the customers – who they buy from and at what volume.”
Because Mizzen Marketing can see trends, the agency is able to be proactive. “It’s insightful on so many levels,” Ortega says. “Everything we need is right at our fingertips.” Even the sales reps in the field have easy access and can pull up data on their laptops before going into a sales meeting.
Ortega calls dynaMACS an “empowering tool for understanding sales and tracking.”
Restore points in dynaMACS are important when performing some functions such as posting sessions or doing transfers. (Please see Tip #1308 on the importance of creating a restore point.) In dynaMACS you can control when your Restore Points are required or set a warning when the Restore Point SHOULD be done. The following tip will walk you through setting this up.
5. Once your selections have been made click on the Save button.
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.
First we will focus on the geographic area in the state of Illinois where the sales manager from Lee Jacob wants to visit.
