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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: C. R. Kinsman & Associates, Inc.

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“All of our data is on the cloud, so we never have to worry about losing invaluable sales and commission information.”

Craig Kinsman, CPMR & President
C.R. Kinsman & Associates, Inc.

Client Challenge

Technology has changed the world since C.R. Kinsman & Associates Inc. (CRK) was founded in 1976. At the time, data was recorded 100% manually on paper. When computers were introduced, the agency was an early adopter. A custom sales and commission software was developed, and at the time it was cutting edge.

But as technology continued to evolve, the software became outdated. “Running reports was labor intensive, data entry was still manual and the reports were archaic.” says Craig Kinsman, CPMR and President. Like so many agencies, CRK continued to use it because “that’s the way it had always been done.”

CRK_StatisticsdynaMACS Solution

As the agency expanded its executive team, it was the perfect time to look into new sales and commission software. “We asked other agencies. dynaMACS was the software of choice,” Kinsman says.

dynaMACS transferred a two-year history of CRK’s data from Microsoft Access system with no loss of information.

The team was apprehensive about the learning curve in using new software, but Kinsman says, “We were shocked at how easy dynaMACS was. We wish we’d gotten it years ago.”

The agency chose to process on the cloud, giving the sales agency access to data anytime, from anywhere. Cloud processing also protects data because all sales and commission data is backed up on the cloud.

The days of archaic reports are ancient history. CRK generates the reports from more than 5,000 choices – or customizes reports for their specific needs. “The possibilities are endless,” Kinsman says. “We can get reports on any aspect of our sales and commission data and overall agency performance.”

With dynaMACS, inefficiency and costly downtime are a thing of the past for CRK.

Case Study: Texas Reps

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“I can’t explain how different life is with dynaMACS eSi. Data entry time went from countless hours a month to just a few minutes. It’s like night and day.”

Ava Sewell, Office Manager/Operator
Texas Reps

Texas_Reps_LogoClient Challenge

Texas Reps sales agency implemented dynaMACS software over a decade ago and has been a loyal customer ever since, touting the benefits of the easy-to-use software that quickly provides sales and commission data with the ability to perform in-depth analysis.
When Ava Sewell, office manager and operator, joined Texas Reps a year ago, she too began using the software. But she was spending several hours every month manually entering sales and commission information from manufacturer reports. However, while exploring dynaMACS, she came upon a module that her predessor in the office did not utilize: eSi (electronic sales information).

Texas_Reps_StatisticsdynaMACS Solution

eSi electronically and automatically processes files (like excel spreadsheets) provided by manufacturers. Manual data entry from paper or emailed reports is virtually eliminated. Sewell quickly realized the possibilities and benefits of using eSi.

As with any new software feature, Sewell was at first a bit intimidated by eSi’s powerful capabilities. She called dynaMACS support, who she says “walked me through using eSi and helped me every step of the way.”

Once she began using eSi, her job changed forever – for the better. Now that she is up and running, Sewell reports, “I can’t explain how different life is with dynaMACS’ eSi. Importing data into our system is so easy now. I used to spend countless hours a month on data entry. With eSi, it literally takes just a few minutes. All I do is click a few buttons, and eSi takes over. It does what it needs to do automatically. It’s a night and day difference.”

Once she imports the data and updates dynaMACS, she emails the information to sales managers. They have current sales and commission data in minutes and with a few mouse clicks, can perform in-depth sales analysis.

Even now, when Sewell has a question, the dynaMACS support team is there to help. In fact, she says, “agencies who don’t utilize dynaCARE support might not use the software to its full potential.”

Case Study : The Ranger Group

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“I would recommend dynaMACS to anyone.”

Bob Flint, Partner
The Ranger Group

TheRangerGroup_LogoClient Challenge

After being in business a little over a year, and with sales growing, it quickly became clear that The Ranger Group needed software for tracking commissions, analyzing sales and paying reps. “We were trying to use Excel spreadsheets, but it wasn’t providing the depth of information, or the flexibility we needed. Sales analysis was merely a by-product of accounting,” says Partner Bob Flint. In addition, sales reps did not have timely, reliable and in-depth data on customers and manufacturers, which was inhibiting sales and account management.

TheRangerGroup_StatisticsdynaMACS Solution

Flint was introduced to dynaMACS at a trade show, where he saw a demo of the software and decided it was just what the agency needed.

Since purchasing dynaMACS, top sales reps at The Ranger Group are now equipped with dynaMACS Mobile, so they always have the most recent sales and commission data on the road with them. Rather than preparing individual reports for reps, dynaMACS mobile eliminates the work and automates the process.

In fact, dynaMACS Mobile is so beneficial, The Ranger Group purchased dynaMACS Mobile for three more of its sales reps. “It’s a big help to have up-to-date information before walking into a meeting with a customer,” Flint says.

Manual tracking processes and cumbersome spreadsheets are a thing of the past. The Ranger Group has easy access to higher levels of data intelligence, which enables them to serve manufacturers better.

“Rather than being rows in a spreadsheet, our sales and commission data is transformed into meaningful information. I would recommend dynaMACS to anyone. dynaMACS lets us communicate better with our manufacturers and customers, improving our value to both,” Flint says.

Case Study: Pepco Sales & Marketing

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“dynaMACS saved us tens of thousands of dollars when a manufacturer inadvertently made an error in commissions. We absolutely love the software.”

Charlie Parham, General Manager
Pepco Sales & Marketing

Pepco_Sales_And_Marketing_LogoClient Challenge

Founded in 1965, Pepco Sales & Marketing has established itself as a reputed industry leader. Technology has changed by leaps and bounds since then. When Microsoft Excel first came out, the agency thought it would be a good way for tracking commissions. However, a linear spreadsheet, with no ability to see the sales history, or drill down for more information, was not providing enough flexibility or features to manage the business effectively.

Pepco_Sales_And_Marketing_StatisticsdynaMACS Solution

Pepco selected dynaMACS due to its ease of use and ability to analyze sales and track commissions. “Anyone can hop on dynaMACS and be up and running after a 5-minute training session,” Parham says.

Pepco has a powerful tool for viewing and analyzing data. “There are so many to ways analyze sales and commissions. I look at:

· Sales performance of various manufacturers and salespeople

· What customers are buying from which manufacturers

· How individual salespeople are performing

· Analyze commissions dollars realized per manufacturer

And so much more!”

The software has paid for itself ten times over, by identifying commission errors made by manufacturers. “While running a year-end review of customer purchases from each manufacturer, we noticed a large discrepancy in the actual commissions paid versus the amount tracked by dynaMACS,” Parham explains It turns out a manufacturer had inadvertently made an error that added up to tens of thousands of dollars. “If it weren’t for dynaMACS Commission Tracking we probably would never have found the error.”

Parham’s favorite feature is the ability to get-in depth information with a single mouse click. I can sort by customer, manufacturer or salesperson. “I always know where the sales are coming from. We absolutely love dynaMACS!”

Case Study: J T Chapman Company

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“Knowing where sales & commissions are day-to-day keeps us at the pulse of the business.”

Alan Chapman
J.T. Chapman Company

JT_Chapman_CompanyClient Challenge

J.T. Chapman calls its old software “stagnant.” The data was static, with no ability to “slice and dice” information, segment data or drill down for more details. Furthermore, the agency could not gauge sales throughout the month because they had to wait until the month-end closing procedure was finished before seeing updated numbers.




JT_Chapman_Company_StatisticsdynaMACS Solution

Today, J.T. Chapman is happy to report that dynaMACS addresses each of these issues – and more. “dynaMACS gives us the flexibility that we were lacking,” says Alan Chapman. “We can drill down to get more detailed information from any screen and we can select any combination of manufacturer, customer or sales rep,” which enables the sales agency to view and analyze numbers in a multitude of ways.

dynaMACS enables the agency to select data for any previous point in time, view sales and commissions for the past five years, and compare sales information to any prior month or year.

Chapman also points out, “Waiting for month-end for sales numbers is a thing of the past. Knowing where we are day to day keeps us at the pulse of the business.”

J.T. Chapman has dynaMACS Mobile for all of its salespeople, and Chapman says, “My top salesman looks at numbers every day. It helps him do his job more effectively.”

Another feature that helps J.T. Chapman is the ability to manipulate numbers based on fiscal year. “Our fiscal year runs October to September, but if a manufacturer or customer is on a calendar year, I can click a button and match theirs.”

Asked how his old software (CAS) compares with dynaMACS, Chapman laughs, “There’s no comparison.”