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At a Glance
Market Segments
Mid-Market (68.1% of reviews)
Mid-Market (45.9% of reviews)
Entry-Level Pricing
Contact Vendor For Pricing
$25.00 1 User Per Month
Phocas Software
Star Rating
(187)4.6 out of 5
Market Segments
Mid-Market (68.1% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Vendor For Pricing
Free Trial is available
Learn more about Phocas SoftwareSalesforce Sales Cloud
Star Rating
(25,297)4.4 out of 5
Market Segments
Mid-Market (45.9% of reviews)
Pros & Cons
Entry-Level Pricing
$25.00 1 User Per Month
Free Trial is available
Browse all 4 pricing plansPhocas Software vs Salesforce Sales Cloud
When assessing the two solutions, reviewers found Phocas Software easier to use, set up, and administer. Reviewers also preferred doing business with Phocas Software overall.
- Phocas Software and Salesforce Sales Cloud both meet the requirements of our reviewers at a comparable rate.
- When comparing quality of ongoing product support, reviewers felt that Phocas Software is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Phocas Software over Salesforce Sales Cloud.
Pricing
Entry-Level Pricing
Salesforce Sales Cloud
Starter Edition
$25.00
1 User Per Month
Out-of-the-box CRM for up to 10 users
- Automatic data capture
- Lead Management
- Opportunity Management
Free Trial
Phocas Software
Free Trial is available
Salesforce Sales Cloud
Free Trial is available
Ratings
Meets Requirements
8.8
164
8.8
13,791
Ease of Use
9.1
165
8.2
17,771
Ease of Setup
7.9
84
7.8
8,736
Ease of Admin
8.7
79
7.9
4,441
Quality of Support
8.7
155
8.1
12,029
Has the product been a good partner in doing business?
9.0
79
8.4
4,404
Product Direction (% positive)
9.3
162
8.2
13,465
Features by Category
Sales Force Automation
Not enough data
8.8
9451
|
Verified
Not enough data
8.3
6390
|
Verified
Not enough data
8.7
9172
|
Verified
Not enough data
8.3
9430
|
Verified
Not enough data
8.0
7312
|
Verified
Not enough data
8.2
7603
|
Verified
Not enough data
8.0
6751
|
Verified
Not enough data
8.1
6650
|
Verified
Not enough data
8.3
7402
|
Verified
Marketing Automation
Not enough data
8.0
6663
|
Verified
Not enough data
8.1
6985
|
Verified
Not enough data
8.5
8011
|
Verified
Not enough data
7.9
5423
Customer Support
Not enough data
8.3
6808
|
Verified
Not enough data
8.1
6381
|
Verified
Not enough data
8.2
6778
|
Verified
Not enough data
8.0
5494
|
Verified
Not enough data
8.2
5984
|
Verified
Reporting & Analytics
Not enough data
8.5
8930
|
Verified
Not enough data
8.5
9117
|
Verified
Not enough data
8.2
7425
|
Verified
Mobile & Social
Not enough data
7.9
5613
|
Verified
Not enough data
7.8
5245
|
Verified
Not enough data
7.7
6093
|
Verified
Platform
Not enough data
8.5
3585
|
Verified
Not enough data
8.5
3592
|
Verified
Not enough data
8.6
3617
|
Verified
Not enough data
8.4
2895
|
Verified
Not enough data
8.5
3168
|
Verified
Not enough data
8.1
3189
|
Verified
Not enough data
8.7
3591
|
Verified
Not enough data
8.1
3023
Integration
Not enough data
8.5
2599
|
Verified
Not enough data
8.5
3051
|
Verified
Not enough data
8.5
2890
|
Verified
Generative AI
Not enough data
7.6
882
Agentic AI - CRM
Not enough data
7.9
244
Not enough data
7.9
244
Not enough data
8.2
241
Not enough data
8.0
238
Not enough data
8.0
236
Not enough data
8.1
238
Not enough data
8.2
240
Reports
8.6
128
|
Verified
Not enough data
8.5
123
|
Verified
Not enough data
8.2
128
|
Verified
Not enough data
8.3
101
|
Verified
Not enough data
8.7
129
|
Verified
Not enough data
Self Service
8.2
104
|
Verified
Not enough data
8.9
123
|
Verified
Not enough data
8.8
118
|
Verified
Not enough data
8.5
122
|
Verified
Not enough data
8.4
94
|
Verified
Not enough data
7.6
70
|
Verified
Not enough data
Advanced Analytics
7.9
78
|
Verified
Not enough data
8.5
93
|
Verified
Not enough data
8.2
82
|
Verified
Not enough data
Building Reports
8.5
62
|
Verified
Not enough data
8.5
63
|
Verified
Not enough data
8.4
61
|
Verified
Not enough data
7.6
44
|
Verified
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reports
8.6
128
|
Verified
Not enough data
8.5
123
|
Verified
Not enough data
8.2
128
|
Verified
Not enough data
8.3
101
|
Verified
Not enough data
8.7
129
|
Verified
Not enough data
Data Preparation
8.1
41
|
Verified
Not enough data
8.0
41
|
Verified
Not enough data
Data Modeling and Blending
8.7
49
|
Verified
Not enough data
9.2
51
|
Verified
Not enough data
8.4
44
|
Verified
Not enough data
Generative AI
7.4
18
Not enough data
7.3
18
Not enough data
Agentic AI - Analytics Platforms
6.2
7
Not enough data
6.4
7
Not enough data
6.9
7
Not enough data
6.2
7
Not enough data
6.0
7
Not enough data
5.7
7
Not enough data
6.4
7
Not enough data
Self Service
8.2
104
|
Verified
Not enough data
8.9
123
|
Verified
Not enough data
8.8
118
|
Verified
Not enough data
8.5
122
|
Verified
Not enough data
8.4
94
|
Verified
Not enough data
7.6
70
|
Verified
Not enough data
Deployment & Integration - Analytics Platforms
8.3
8
Not enough data
8.1
8
Not enough data
6.1
6
Not enough data
6.9
6
Not enough data
Advanced Analytics
7.9
78
|
Verified
Not enough data
8.5
93
|
Verified
Not enough data
8.2
82
|
Verified
Not enough data
Performance & Scalability - Analytics Platforms
8.5
9
Not enough data
8.5
8
Not enough data
Advanced Analytics & Modeling - Analytics Platforms
8.3
7
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
Agentic AI Capabilities - Analytics Platforms
6.7
6
Not enough data
6.2
7
Not enough data
7.5
6
Not enough data
5.8
6
Not enough data
Personalized Intelligence - Analytics Platforms
6.1
6
Not enough data
6.9
6
Not enough data
5.8
6
Not enough data
Building Reports
8.5
62
|
Verified
Not enough data
8.5
63
|
Verified
Not enough data
8.4
61
|
Verified
Not enough data
7.6
44
|
Verified
Not enough data
Cartography
Not enough data
8.7
39
Not enough data
8.4
35
Not enough data
8.6
39
Not enough data
8.4
39
Analysis
Not enough data
8.4
32
Not enough data
8.5
38
Not enough data
8.5
35
Not enough data
8.5
34
Reporting
Not enough data
8.7
33
Not enough data
8.5
28
Not enough data
8.7
26
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
Not enough data
8.6
271
Not enough data
8.8
293
Not enough data
8.8
315
Not enough data
8.6
289
Organization
Not enough data
8.9
350
Not enough data
8.8
341
Not enough data
8.8
335
Performance Analysis
Not enough data
8.4
283
Not enough data
8.8
306
Sales Analysis
Not enough data
8.4
284
Not enough data
8.8
298
Generative AI
Not enough data
8.5
123
Not enough data
8.4
123
Agentic AI - AI Sales Assistant
Not enough data
9.1
26
Not enough data
9.0
26
Not enough data
8.9
25
Not enough data
9.0
24
Not enough data
9.2
25
Not enough data
9.1
25
Not enough data
9.1
25
Integrated Workflows
Not enough data
8.7
519
Not enough data
8.5
511
Not enough data
8.1
467
Not enough data
8.1
462
Not enough data
8.9
521
Not enough data
8.4
470
Not enough data
8.6
483
Repeatability and Reportability
Not enough data
8.4
484
Not enough data
8.7
502
Not enough data
8.7
498
Not enough data
8.4
484
Not enough data
7.8
418
AI and Automation
Not enough data
8.5
463
Not enough data
8.4
470
Not enough data
8.3
429
Not enough data
8.0
433
Not enough data
7.8
415
Generative AI
Not enough data
7.4
269
Agentic AI - Sales Engagement
Not enough data
8.3
89
Not enough data
8.5
90
Not enough data
8.6
87
Not enough data
8.4
89
Not enough data
8.3
89
Not enough data
8.3
89
Not enough data
8.5
88
Budget Creation
8.7
23
Not enough data
8.7
22
Not enough data
8.7
21
Not enough data
8.8
22
Not enough data
8.1
21
Not enough data
8.8
22
Not enough data
Budget Management
8.8
22
Not enough data
8.9
21
Not enough data
8.3
22
Not enough data
Forecasting
8.8
23
Not enough data
8.7
21
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.0
16
Not enough data
Analytics
8.9
23
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Budgeting and Forecasting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Management
9.0
21
Not enough data
9.3
22
Not enough data
8.8
20
Not enough data
Reporting Structure
8.8
21
Not enough data
8.4
21
Not enough data
8.9
22
Not enough data
Standard Analytics
8.8
20
Not enough data
9.0
21
Not enough data
9.1
22
Not enough data
9.4
21
Not enough data
Custom Analytics
9.2
22
Not enough data
9.0
19
Not enough data
8.9
19
Not enough data
8.4
19
Not enough data
8.8
14
Not enough data
Agentic AI - Financial Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Call Analytics
Not enough data
8.7
132
Not enough data
8.6
136
Not enough data
8.7
132
Not enough data
8.9
132
Agent Performance Management
Not enough data
8.7
141
Not enough data
8.7
125
Not enough data
8.7
142
Generative AI
Not enough data
8.2
57
Agentic AI - Conversation Intelligence
Not enough data
8.8
12
Not enough data
9.2
13
Not enough data
9.3
12
Not enough data
9.2
13
Not enough data
8.8
12
Not enough data
9.1
13
Not enough data
9.1
13
Financial Planning
8.8
10
Not enough data
8.8
10
Not enough data
9.1
11
Not enough data
Agentic AI - FP&A (Financial Planning & Analysis)
Not enough data
Not enough data
Not enough data
Not enough data
Financial Insight
8.5
10
Not enough data
8.1
12
Not enough data
8.5
11
Not enough data
Data
8.9
12
Not enough data
8.3
12
Not enough data
8.2
12
Not enough data
7.6
11
Not enough data
Status Communication
Feature Not Available
Not enough data
8.2
11
Not enough data
Feature Not Available
Not enough data
8.5
11
Not enough data
Revenue Sourcing and Forecasting
Not enough data
8.6
64
Not enough data
8.4
64
Not enough data
8.8
65
Not enough data
8.5
62
Not enough data
8.4
62
Not enough data
8.3
56
Not enough data
8.2
57
CRM Data Enrichment
Not enough data
8.1
62
Not enough data
8.4
60
Not enough data
8.2
58
Not enough data
8.0
61
Not enough data
8.5
55
Account Management
Not enough data
8.2
62
Not enough data
8.0
62
Not enough data
8.1
59
Not enough data
8.2
58
Not enough data
8.6
54
Not enough data
8.4
55
Agentic AI - Revenue Operations & Intelligence (RO&I)
Not enough data
7.7
19
Not enough data
8.1
19
Not enough data
8.2
19
Not enough data
8.1
19
Not enough data
8.0
19
Territory Mapping
Not enough data
8.8
35
Not enough data
8.6
33
Not enough data
8.4
33
Route Planning
Not enough data
9.0
32
Not enough data
9.0
34
Not enough data
9.2
35
Sales Performance Management
Not enough data
8.3
30
Not enough data
8.4
33
Not enough data
9.0
33
Presentation and Forms
Not enough data
8.0
29
Not enough data
8.3
32
Not enough data
8.5
32
Integrations
Not enough data
8.1
156
Not enough data
8.5
157
Not enough data
8.1
157
Not enough data
8.1
156
Not enough data
8.8
157
Branding & Customizatio
Not enough data
8.1
151
Not enough data
8.2
155
Not enough data
8.3
154
Automatic Rules & Configurations
Not enough data
8.4
155
Not enough data
8.3
154
Not enough data
8.0
157
Agentic AI - Business Scheduling
Not enough data
8.5
33
Not enough data
8.3
33
Rebate Program - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics & Reporting - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Collaboration - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Integration - Rebate Management
Not enough data
Not enough data
Not enough data
Not enough data
Sales Performance Features - Sales Planning
Not enough data
8.4
175
Not enough data
8.5
165
Not enough data
8.5
170
Not enough data
8.6
171
Not enough data
8.6
169
Not enough data
8.8
168
Not enough data
8.2
165
Territory Management - Sales Planning
Not enough data
8.6
166
Not enough data
8.5
171
Quota & Capacity Management - Sales Planning
Not enough data
8.4
168
Not enough data
8.4
175
Not enough data
8.4
169
Agentic AI - Sales Planning
Not enough data
8.5
57
Not enough data
8.5
56
Agentic AI - Lead Scoring
Not enough data
7.8
52
Not enough data
8.2
52
Not enough data
7.9
52
Not enough data
8.0
53
Attribution
Not enough data
8.9
447
Not enough data
8.9
451
Not enough data
8.6
433
Discovery
Not enough data
8.9
454
Not enough data
8.6
449
Not enough data
8.6
431
Management
Not enough data
8.5
419
Not enough data
8.7
437
Platform
Not enough data
8.6
429
Not enough data
8.6
429
Agentic AI - Sales Performance Management
Not enough data
8.5
74
Not enough data
8.6
74
Not enough data
8.6
75
Incentives
Not enough data
8.2
438
Not enough data
8.4
501
Not enough data
8.0
436
Not enough data
8.6
513
Personalization
Not enough data
8.6
482
Not enough data
8.8
559
Not enough data
8.9
591
Not enough data
8.6
536
Administrative
Not enough data
8.8
564
Not enough data
8.5
527
Not enough data
8.4
508
Agentic AI - Email Tracking
Not enough data
8.2
65
Not enough data
8.4
63
Not enough data
8.4
63
Not enough data
8.3
64
Not enough data
8.4
64
Not enough data
8.3
63
Not enough data
8.4
66
Analytics
Not enough data
8.3
570
Not enough data
8.4
578
Not enough data
8.4
592
Customizations
Not enough data
8.7
622
Not enough data
8.5
590
Not enough data
8.6
626
Not enough data
8.4
571
Not enough data
8.4
599
Generative AI
Not enough data
7.5
292
Agentic AI - Sales Analytics
Not enough data
8.3
80
Not enough data
8.6
79
Not enough data
8.3
79
Not enough data
8.3
79
Not enough data
8.3
79
Data Sourcing
Not enough data
8.5
965
Not enough data
8.7
996
Not enough data
8.3
900
Not enough data
8.7
1027
Not enough data
8.6
960
Predictive Analytics
Not enough data
8.4
942
Not enough data
8.6
955
Not enough data
8.1
853
Not enough data
8.3
893
Sales Management
Not enough data
8.7
982
Not enough data
8.1
856
Not enough data
8.6
977
Not enough data
8.8
1045
Agentic AI - Outbound Call Tracking
Not enough data
8.5
38
Not enough data
8.5
39
Calling
Not enough data
8.5
186
Not enough data
8.4
177
Not enough data
8.7
186
Not enough data
8.7
183
Not enough data
8.8
43
Contacts
Not enough data
8.8
177
Not enough data
8.7
180
Not enough data
8.7
182
Insights
Not enough data
9.1
187
Not enough data
8.9
183
Not enough data
8.3
179
Not enough data
8.5
189
Not enough data
8.4
183
Not enough data
8.6
39
Agentic AI - Sales Coaching
Not enough data
9.1
22
Not enough data
9.0
22
Not enough data
9.1
22
Not enough data
9.2
22
Training
Not enough data
8.8
259
Not enough data
8.8
251
Not enough data
8.5
211
Not enough data
8.5
246
Feedback
Not enough data
8.8
239
Not enough data
8.6
236
Not enough data
8.6
216
Not enough data
8.6
204
Not enough data
8.9
228
Not enough data
8.9
229
Not enough data
8.7
202
Generative AI
Not enough data
7.7
73
Agentic AI - Sales Enablement
Not enough data
8.1
32
Not enough data
8.2
32
Not enough data
8.3
32
Content Management
Not enough data
8.3
352
Not enough data
8.2
343
Not enough data
8.2
328
Not enough data
8.5
319
Not enough data
8.3
336
Analytics
Not enough data
8.7
343
Not enough data
8.4
342
Not enough data
8.5
224
Not enough data
8.3
351
Learning Management - Sales Enablement
Not enough data
8.6
25
Not enough data
8.7
25
Not enough data
8.6
25
Revenue Enablement - Sales Enablement
Not enough data
8.5
25
Not enough data
8.5
26
Not enough data
9.1
25
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Phocas Software and Salesforce Sales Cloud share no categories
Unique Categories
Phocas Software is categorized as Budgeting and Forecasting, Analytics Platforms, FP&A (Financial Planning & Analysis), Rebate Management, and Financial Analysis
Salesforce Sales Cloud is categorized as Business Scheduling, Field Sales, Conversation Intelligence, Sales Engagement, AI Sales Assistant, Sales Coaching, Sales Enablement, Sales Planning, Sales Analytics, Lead Scoring, Email Tracking, Sales Performance Management, CRM, Revenue Operations & Intelligence (RO&I), Outbound Call Tracking, and Location Intelligence
Reviews
Reviewers' Company Size
Phocas Software
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Salesforce Sales Cloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Wholesale
39.6%
Electrical/Electronic Manufacturing
8.2%
Consumer Goods
5.5%
Construction
4.4%
Building Materials
4.4%
Other
37.9%
Computer Software
13.5%
Information Technology and Services
11.7%
Financial Services
6.8%
Marketing and Advertising
4.9%
Internet
3.2%
Other
59.7%
Discussions
What is Phocas Software used for?
1 Comment
Official Response from Phocas Software
Phocas Software is a Business Planning and Analytics (BP&A) platform that integrates with your ERP and any other business software you have. We work hard to...Read more
Why could I not download the word document I set the screenshot of me using Phocas on?
1 Comment
Official Response from Phocas Software
To confirm you're a current user of Phocas, you just need to upload a screenshot of your logged-in view of the software in jpg or png format - no need to put...Read more
Phocas Software has no more discussions with answers
When do you need a CRM?
11 Comments
MA
Your writing is really informative, especially because it's so meaningful and updated. Thanks for sharing this wonderful post!
Your writing is really...Read more
How can total cost of ownership (TCO) be made better using Salesforce?
11 Comments
AS
When planning for a Salesforce implementation and creating your budget you’ll want to consider the total cost of ownership (TCO). Figuring this out will help...Read more
What are the features of CRM software?
8 Comments
MM
1. Customer Management,
2. Employee Day to Day Activity tracking,
3. Make your business process smooth
4. Automated workflow
5. Validated workflow...Read more
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