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Case Study: Maschmedt & Associates

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“With dynaMACS cloud, our data is secure, always backed-up and easily accessed from anywhere.”

Jon Edwards, Controller
Maschmedt & Associates

MaschmedtAssociates_LogoClient Challenge

Maschmedt & Associates had been using an Access database for tracking agency sales and commissions. Updating the system required outside resources, using it was time-consuming and it was too old to keep pace with the busy agency’s needs.

Maschmedt needed modern and sophisticated software. Controller Jon Edwards had a list of features that he was looking for: Software designed especially for sales agencies. A way to quickly enter invoices and reconcile manufacturer commission statements. The ability to distribute up-to-date and comprehensive reports to sales reps. A cloud-based system for security and backup. And the software must update automatically.

Maschmedt_Statistics

dynaMACS Solution

When researching solutions, Edwards learned about dynaMACS’ capabilities and scheduled a demo to see the sales agency software in action. dynaMACS checked all the boxes on his list – and had even more functionality and the potential to greatly improve efficiency.

It’s been a smooth journey from the start, when three years’ worth of data was converted and migrated from Access. Since implementation, there’s been a significant impact on operations:

*Sales and commission data is cloud-based, so it’s secure, backed-up and accessible from anywhere

*Software automatically updates

*dynaMACS’ eSi eliminates 98% of manual data entry

*Sales reps have up-to-date sales data for their territory (Previously numbers were two to three months old)

*Information can be sliced and diced in numerous ways

*Maschmedt & Associates can drill down for detailed information on manufacturers, customers and reps 

With powerful ways to analyze sales, pay reps and track commissions, Maschmedt has a 360° view of performance.

Case Study: Kelly Mincks

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“When comparing dynaMACS and our old software, the screens are easier, the report format is more useful and the networking capability is more convenient.”

Bill Kelly, Partner
Kelly-Mincks

Kelly_Mincks_LogoClient Challenge

As part of re-structuring after a failed merger, Kelly-Mincks decided it was time to take a look at the agency sales software, to see if it could be better serving the agency and its operations. The agency compared its old software and a competitor side-by-side. How did the softwares stack up?

Kelly_Mincks_StatisticsdynaMACS Solution

“For me, personally dynaMACS is a better system,” says Partner Bill Kelly. He surmised that “the screens are easier, the report format is more useful and the networking capability is more convenient.” Plus, dynaMACS has a feature that Kelly-Mincks’ old software didn’t have: mobile, the ability for sales rep to take sales and commission information with them on the road.

Kelly-Mincks has 3 mobiles for its sales team, and each rep can access sales and commission data for his territory at any time. The reps’ information is as up-to-date as the offices’. “We really like the ease of getting information out to the laptops,” Kelly says.

Furthermore, dynaMACS is installed on the agency’s network, to allow access by all users at different computers. “Previously, we only had access from one computer, so one person couldn’t be printing reports if another was entering data,” Kelly explains. Due to the powerful reporting and analysis capabilities of dynaMACS, the agency decided that multiple users would need to access dynaMACS concurrently.

Kelly also likes the reporting functionality. “Converting raw sales data into meaningful information is easy.” With dynaMACS’ powerful report generator, Kelly-Mincks can produce summary or detailed reports and choose from pre-defined or customizable formats. The agency creates the reports it needs from thousands of possible combinations. Activity is viewed in many different ways from viewing commission expected to comparing sales this year against last or viewing total agency performance by sales rep.