Phocas Software Reviews & Product Details

Phocas Software Overview

What is Phocas Software?

Successful Business Intelligence - Turn your Data Into Results Whether you’re a big picture thinker or go straight to the detail, with Phocas you lead the way in discovering data - with confidence that results will be in real time and accurate. Phocas follows your train of thought to answer critical business questions as fast as your brain (or your boss) comes up with them. Phocas not only answers your questions; it uncovers new questions and opportunities you had never even thought of! Designed for non-technical users, Phocas delivers a simple yet powerful analytical capability that quickly turns data into a chart, graph or map at the click of a mouse or touch of a screen. It brings up data in seconds on local, regional or global sales, inventory, forecasts, prices, profit margins, budgets and more. Phocas enables you to carry out ad-hoc data interrogation or associate and consolidate data, identify trends, conduct modelling and stay ahead of the competition. Phocas dashboards give you a stunning visual summary of your data, letting you spot check for success and share your results with other users. Any Phocas user can easily and quickly build an interactive dashboard, customize, collaborate and revise it on the spot without help from the IT department. Phocas dashboards let you do more than scratch the surface. Unlike many BI tools, you can go straight from your dashboard to underlying business data, right down to an individual transaction. You decide how much detail you want to see and how you want to see it. Smart security allows you to apply or remove restrictions to the data that different users can see, saving you hours of time building individual dashboards for your users. You can create and publish simple reports with Phocas and have them delivered by email – daily, weekly or monthly. Or set up a nested report and schedule its distribution. You can set color-coded alerts to automatically appear on your Home screen to flag performance against a target. Or export data to a printready format or to view later offline. Phocas successfully integrates with all major ERP or CRM programs (and just about any other data source your business might use) to give you a quick start that can easily be customized to your specific needs. Our governed implementation and business-based user security provide the solutions to let you and your IT staff stay productive and dedicated to your core business. Phocas also brings you the ability to combine transactional and geospatial data on an easy to view map. Show profitability by plotting the top 10 customers in a city, regional or country on a map. Pinpoint a particular location or use a heat map to show data for multiple locations. Phocas mapping can be used with OpenStreetMap or Google API. Phocas delivers a full Business Intelligence suite for mobile use. Taking Phocas on the road gives you a real-time data interrogation capability wherever you are. Access your data anywhere, anytime. In your car, at the airport, overseas or on the beach! Customers voted Phocas #1 for mobile BI (BARC The BI Report 2013, 2014).

Phocas Software Details
Languages Supported
English
Product Description

Phocas Software is a business intelligence software firm

How do you position yourself against your competitors?

Phocas software helps make data driven business decisions, uncover new sales opportunities and improve efficiency. Following your train of thought, Phocas helps answer pressing questions and uncover new opportunities. Best of all, it allows all users to do this themselves without the need to continually request new reports from the business. This self-sufficiency and efficiency is why end-users, management, IT, finance and business analysts love Phocas.
Phocas pioneered subscription-based business intelligence in 1999 and has amassed outstanding industry knowledge across automotive, retail, building, healthcare, distribution and manufacturing. Backed by years of specialist experience we deliver fit for purpose solutions, fast. Phocas solutions are mobile and can be delivered through the cloud or on-premise.
Phocas has fanatical customers with an impressive 97% retention rate. Once companies start using Phocas it almost always gets adopted by different departments including production, customer service, finance, supply chain, management, sales and marketing.


Seller Details
Seller
Phocas Software
Company Website
Year Founded
1999
HQ Location
Coventry, United Kingdom
Twitter
@PhocasSoftware
1,667 Twitter followers
LinkedIn® Page
www.linkedin.com
195 employees on LinkedIn®
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Phocas Software Screenshots

Phocas Software Reviews

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Phocas is a great tool for Analytics. It combines various sources of data from MRP system (direct integration) through to spreadsheets.

It is easy to navigate and also for administrators, it is easy to manage integrations and build dashboards and favourites that provide real value for our business.

The system allows users to view data across the business and home in on exception reporting to identify issues and fix them! Review collected by and hosted on G2.com.

What do you dislike?

It would be good to be able to e-mail mini dashboards on a regular basis. The system allows you to set up favourites and set up scheduled e-mails but this is usually just for one data set. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This software is worth investing both the time and money into. It has definitely helped us to improve the bottom line. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Like many businesses, we have data across several systems. As a manufacturing company, we use Solidworks, Merlin MRP and the Microsoft 365 suite. The direct integration with Merlin allows for seamless updates, whilst we can also bring in things like KPI data from other sources.

Our users now have a consolidated view of the business and we can identify issues quickly.

We use the data to make more informed decisions for anything from forecasting sales and stock procurement through to performance. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The ease of use and the fact that if you go wrong you can just click Phocus and the top and start again. Also I love how flexible the platform is and how you can easily manipulate the data in any arrangement you want. This has made reporting so much easier and also I have more data at my finger tips than I did a year ago thanks to the implementation of Phocus in our company. Review collected by and hosted on G2.com.

What do you dislike?

So far i have not found anything that I dislike about the platform. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Do not hesitate and implement Phocus as soon as you can. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I can now deep dive in to my customers spending habits more accurately and faster than I could previously. This mean I can pick up on any lost sales or gaps sooner. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The ease of extracting data and reports from our financial system.

Support and the knowledge base is phenomenal. the team understand what we want and how to achieve it. Review collected by and hosted on G2.com.

What do you dislike?

The fact I need full user licences to utilize the CRM system. my admin team do not need access to the financial reports to the same level as every other department....but they are the most important when it comes to CRM so I would have to purchase several more licences for minimal use Review collected by and hosted on G2.com.

Recommendations to others considering the product:

I would definitely recommend Phocas to any SME business and have!

The ease of accessing data has revolutionised our business to be able to be more reactive and strategic which has made a positive direct impression on the bottom line and customer interaction Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We solve problems on the move and as and when. We have worked with the team to access the information specific to us and it works wonders.

The team are fast to react and keep us in continuous dialogue vie the new ticketing system Review collected by and hosted on G2.com.

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UW
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The ability to look at overall spend and profit per month, year, quarter etc and easily compare to same month previous year is a tool I use daily. It is simple to view percentage margins on both full sales history and individual items, and Phocas simply shows profit too. This makes it simple to target downgrading areas of business and makes gap analysis and market trends easy to track.

It is functional and intuitive to use. I can download spreadsheets of information or download the same information on charts and graphs for presentations. These functions are invaluable when time is short and you’re needing professionally presented information with a tight deadline. Review collected by and hosted on G2.com.

What do you dislike?

There is little to dislike. All information is laid out simply, so sales teams best get used to all of their accounts, sales history, margins and profit available to directors at the click of a button. But on a serious note, the only slight inconvenience is having to log in regularly if the account is left dormant. This is otherwise a good safety feature, and is easily resolved by saving log in details on your device and allowing auto fill passwords on the device too. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Phocas is a versatile tool which helps analyse multiple aspects of your business. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I am able to track individual spends of every customer, I can identify key accounts and easily analyse the types of products they use. This means I can specifically target these accounts with new items they don’t yet buy. When I have a meeting with a client I can always check their sales history before the meeting and focus on selling new lines through simple gap analysis. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Having used Phocas over the years it is so easy and intuitive, allowing you to build simple or complex reporting dashboards for all areas of the business to see visually what is happening in the business. Review collected by and hosted on G2.com.

What do you dislike?

Only issue is when we have a multi branch customer who is covered by different sales representatives, they can only see their specific sales and not for all the customer branches. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Phocas allows us to identify sales leakage by customers. When marketing new ranges we can also spot where new product is moving fast and also slowly and take actions to remedy any issues that arise. Review collected by and hosted on G2.com.

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Technical Customer Service Representative
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Phocas gives us so much insight in to our sales that every sales member is requesting more and more information from the data we had but couldnt find a way to use Review collected by and hosted on G2.com.

What do you dislike?

Chart colours are restrictive and outputs are limited Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Detailed sales analysis at present but rolling out to stock, financial reporting and rebates Review collected by and hosted on G2.com.

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Area Sales Engineer
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The ability to drill down to find the data I need on every customer Review collected by and hosted on G2.com.

What do you dislike?

It can be quite a lengthy path to get what I need but easy path so not dissatisfied Review collected by and hosted on G2.com.

Recommendations to others considering the product:

N/A Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Data covers most aspects of sales, knowledge of what, when, how many, etc excellent, I can drill down to find out what I need to know on a customers buying habits and fill a void if I find one Review collected by and hosted on G2.com.

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UB
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The ease of use which allows for deep dive analysis to be completed at speed, also the breadth of the functionality with our business using Phocas for a number of functions Review collected by and hosted on G2.com.

What do you dislike?

Visualisation functionality of the data could be developed further to reduce the need to export and present through other platforms Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The biggest problem we have already overcome with the implementation of Phocas is a lack of understanding of our margins Review collected by and hosted on G2.com.

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AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The power of being able to put your finger on your most important sales data, and focus entirely on the data that is driving your business. Review collected by and hosted on G2.com.

What do you dislike?

My experience with the software is mostly positive. I can't think of any drawbacks of the software. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Ask for a demo from one of the team at Phocas, and see for yourself just how powerful this software is. I honestly don't really go a day without using it now. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It is helping us to see where our biggest sales opportunities are, and enabling us as a team to focus our limited resources on the most important opportunities. Review collected by and hosted on G2.com.

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AI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The speed at which you can navigate and generate data / stats! Review collected by and hosted on G2.com.

What do you dislike?

'distinct count' is missing throughout - which is a limitation for certain data analysis. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Think beyond what you need it for today as the capabilities are massive! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

These are endless, but Phocas minimizes manual data manipulation all day, every day. Review collected by and hosted on G2.com.

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AM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

With a bit of training to get them started the users can now create their own dashboards and reports. Review collected by and hosted on G2.com.

What do you dislike?

I haven't found anything I dislike, aside from the sync tool (that updates the data) doesn't retain its sort sequence. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Go for it Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Our users love that they can now get at the data they need much more quickly that waiting for IT to write reports for them. Management have described it as a "game changer" in terms of salesperson and stock management. Review collected by and hosted on G2.com.

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UW
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I like Phocas's ability to take mass amounts of data, and shrink it down to a small usable form. You can filter it almost any way you can think of, filters on top of filters is the key here, to fully customizing your data and how it is presented to you. The report function is also amazing, you can custom build reports, or use many of the reports that are already there to quickly glance at whatever data sets you need to, whether for progress reports, data reports, or comparing. The other great function it has is the ability to take the data off the website and put them on a variety of other platforms, like excel or word or what have you. Overall Phocas is a very useful tool to extract data from a source that does not make it easy to view that kind of data, or it is impossible to view that kind of data from it, and it puts it out there however you'd like to view it. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes there is a lag when trying to look at data, but this may just be due to the size of data that I am looking at. I also wish there were a "undo" button to quickly undo a filter or a move instead of having to manually do it and risk messing up your filters. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Play around with it to fully see what it can do. It has endless capabilities to tailor the data to you. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I'm easily able to look at reports when there are vendor price increases and see which items have gone up and how much they went up by. I'm also able to look and see if there are errors in the pricing load, as it shows me items that went up by a crazy amount or all of a sudden have a $0 cost that are obviously incorrect. This is useful to catch errors before my customers do. Review collected by and hosted on G2.com.

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AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The way Phocas makes it easy to visualize the complex patterns in data is really amazing. Review collected by and hosted on G2.com.

What do you dislike?

I did dislike that you can't use it offline in desktop version but now it has been fixed in web version. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Go for it if you really want data crunching in no time and want to focus your time and energy elsewhere. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Sales team doesn't require to keep hundreds of different spreadsheets for different needs. Phocas does it all. It saves a lot of time and effort. Review collected by and hosted on G2.com.

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UW
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

This tool makes it easy to transfer and look at data at a glance. It's best feature, in my opinion, is it's ability to sort and display the data in any way you want. It gives you more options than you'll ever really need. It's also got so many great reports that it can run, to automatically compare and compose data in an easily view able and understandable way. I learn more about Phocas and what it can do each time I use it. Review collected by and hosted on G2.com.

What do you dislike?

The one small thing I dislike about phocas, and this could solely just be my computer, my internet or the amount of data I'm looking at, but sometimes it seems pretty slow to pull up certain data sets or display certain things. But this is not an all the time thing, again, I think this might just be when I am looking at large amounts of data. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are able to run into stock cost comparison reports, so when I load new costs, I'm able to look back and see what they used to be, to tell exactly what items changed, and see how much they went up. This is by far the most handy tool, and it saves me SO SO much time and effort. Review collected by and hosted on G2.com.

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Sales Operations Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

I really like the ease of use of Phocas. Once you get the hang of it, you can slice and dice your data or create calculations for your data. Review collected by and hosted on G2.com.

What do you dislike?

Visuals/charts are limited. Have to export data into excel to manipulate and create better graphics. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Request a demo.. this software can offer a lot for what you’re needing. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Gaps in customer spending and where we aren’t penetrating. Identifying lost business. Review collected by and hosted on G2.com.

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UR
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I like how all data in consolidated into one system to make it easy to access. Review collected by and hosted on G2.com.

What do you dislike?

I don’t like how difficult it was to navigate through the software at first, but overtime it becomes more user friendly. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are trying to allow each individual sales rep the opportunity to see their sales data instantly instead of waiting for reports to do so. Review collected by and hosted on G2.com.

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Director I.S. Services
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Phocas allows users to get to their data and get results fast. No more trying to explain to the I.T. staff what they want and then getting something different and going through the process several times before finally getting what they want. Self service is what it is all about. Review collected by and hosted on G2.com.

What do you dislike?

As the manger of the I.T. department I am always looking for ways to improve our products and services to our users. So far, Phocas can given us results. Can't complain about that. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

The best way to determine the value of PHOCAS is to 'Try it .... You'll Like it" .... sounds corny but is the truth. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Fast access to information .... when our Salespeople want it and need it. No longer having to wait to explain it to an I.T. person and wait. ... Need information on a customer. Got It. Need information on product availability. Got It. Need Results. Got It. Review collected by and hosted on G2.com.

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Business Analyst
Consumer Goods
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The ability to firstly bring in separate but related streams but then secondly to perform custom calculations between the streams brings a whole new level of unexpected functionality Review collected by and hosted on G2.com.

What do you dislike?

Slightly disappointed to discover after spending a fair amount of time designing a new database with the excellent new Database Design tool that the essential "Build" part was not compatible with SQL Server 2008 R2. There is usually a workaround for supporting new features on older versions of SQL so it's a shame that hasn't been added. Upgrading to a new version of SQL Enterprise edition is both costly and, in our case, has to be balanced with the potential impact on other applications using the same SQL Server. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Get on a training day to see the full power Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Provides a large and growing number of salespeople access to up-to-date information without them needing access to and advanced training on the main ERP system. Also means a large number of reports people thought they needed are actually not necessary at all. Review collected by and hosted on G2.com.

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UR
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Phocas is a wonderfully designed tool that will indeed help you grow your business. The dashboards are user friendly and very easy to read as well as the design. The ability to be able to access Phocas from any internet accessible device makes it a great product for some who are always on the go. Review collected by and hosted on G2.com.

What do you dislike?

Phocas has a lot of positives with its design but something that I would love to see is the ability to integrate with other programs. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The business problems that we are solving is being able to keep track of each individual customers sales. I have realized that by keeping track of each customers sales trend it's better when it comes to determining if certain offerings that come fit the customer. Review collected by and hosted on G2.com.

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AR
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

Easy to work with, friendly software and capable staff when support is needed Review collected by and hosted on G2.com.

What do you dislike?

It can get cumbersome to make modifications to the databases Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Backup your setup and data Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Exploit business information to help us take decisions Review collected by and hosted on G2.com.

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AR
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Originally our office team would have to run al reports for our sales team, but the purchase of Phocas has meant that the sales managers can do all of this themselves. Everyone in the sales team has enjoyed using Phocas and has found it to be quick, reliable and easy to use. Review collected by and hosted on G2.com.

What do you dislike?

At first you think Phocas is just a pretty way of displaying data but once you are fully trained it means you can manipulate data within Phocas as well. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Time for office staff and also time for the sales managers as they no longer have too wait for reports they can quickly create them themselves. Hoping to find more benefits with the new update especially the database designer function. Review collected by and hosted on G2.com.

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Director of Purchasing and Inventory Management
Wholesale
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Ease of use, simplicity, very intuitive. Review collected by and hosted on G2.com.

What do you dislike?

At times there is too much data available. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

One of the best BI on the market Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are able to get a handle on our non-stock inventory in only a few keystrokes. We have been able to track issues as they occur now easily. Review collected by and hosted on G2.com.

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Commercial Director
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

The ability to slice and dice my data however I wish. Review collected by and hosted on G2.com.

What do you dislike?

The hardest thing is to decide exactly what information is most important to my business Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Giving visibility of sales and margins Review collected by and hosted on G2.com.

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Financial Controller
Sporting Goods
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

Ease of use

Functionality

Support

Value for money Review collected by and hosted on G2.com.

What do you dislike?

Nothing

I really like the product and don't have any dislikes Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Easy to use

Relevant

Always improving Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Customer profitability

Rep performance Review collected by and hosted on G2.com.

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AB
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Very positivie customer support with software implimentation and training. Review collected by and hosted on G2.com.

What do you dislike?

There is nothing specific that I am unhappy with. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Currently using Phocas for sales analysis. Review collected by and hosted on G2.com.

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Phocas Categories on G2