Johnstone Supply - Las Vegas - Why Phocas has increased our productivity!
Overall we are very happy with this product. It has opened the door for getting information to our teams much faster and it also created a new full time position for data analysis! The flexibility of being able to create our own databases, & adding to existing databases has increased our ability to share information to our teams in a easy to view format instead of sending spreadsheets that some people did not look at.
It is very easy to use! I can show someone the basics in 5 to 10 minutes and they are off and running creating favorites and dashboards. The software is updated every month and their support and documentation is outstanding.
The product gives us the information we need faster than doing it in our ERP system. With a couple of clicks you can analyze you sales data and then quickly change views to look at the data in a completely different way. It very robust in all the options you have.
The company is developing based on their customer needs, you can tell that they all want to help us achieve success with this product.
This is hard to say because their are few cons. We have requested enhancements and we have some support issues that are submitted. But we have no visibility , (web portal), to review what we already submitted. It would be nice to have a support portal to check open cases and enhancements we have submitted.
A Game Changer!
the data from using Phocas has driven many key marketing and sales decisions with only positive results. We are now moving forwards in obtaining more data from our stock and purchasing databases to assist our Operations teams.
the ease of obtaining information in a usable way, and the speed at which we can get analysis of the data has been a game changer for our business! The dashboards are key for our teams and the alerts take the day to day thinking out of my hands!
There is nothing negative about this software from my perspective!
Best BI in the market
Team at Phocas has been very customer focused, easy to deal with. We have used this software for almost 2 years and have changed the way we do business today as all information is only a few clicks away.
The ease to use and train employees on this BI tool makes it best in the market. The power of building your own databases, customizing reports and the level of customer service is outstanding.
There isn't much I don't like about this software.
I would say it is a positive experience helps me track what sale are most profitable. I would 100% recommend it to anyone looking to grow sales.
It is so useful to be able to track my sales and returns. It also has many great features for tracking sales and proformance.
its not always easy to find things and it doesn't always update.
Great Sales Aid
makes my job a whole lot easier//...
The best way to overcome and compliment the traditional spreadsheet model for analysing your business.
Business Analytics Made Easy
Phocas has helped us keep our salespeople on task
Phocas software is great! We are just scratching the surface with what it can do and look forward to using this more.
We have used Phocas since 2008 and have always liked how fast we can generate reports. The reports that I have setup to e-mail keep me informed on key indicators in our business. We started using CRM a couple of years ago and like how easy it is for our salespeople to enter calls on their mobile device.
I would like to see a better way to track and run reports on leads in CRM. Sometimes upgrades and support take a little longer the we would like.
Cost effective Management Information
This replaced "hand crafted" Excel and VBA sheets over a 10 day period to the consumer , we then developed Phocas to suit our needs and one drop of data updates all users with all views in 1 day.
Ease of use , ability to develop our own customised views , one change updates all consumers of the views , scalable - we can add more data and create relationships to enrich existing views to the consumer , Enable better decision making data in dashboard views allowing the consumer to pic and choose what is important today .
We have never looked back - we chose Phocas in 2013 to feed our front end business with tailor made views of data to enable swift decision making - we developed our support team to self create views from data feed through to data visualisation - this replaced our Excel and VBA sheets that were people hungry to produce - now we simply load our data periodically and the consumer can a see "all they want to see when they want to see it "
Understanding how the background of the product , as we decided from day one that we would be self sufficient in all our development needs and not many businesses had taken this approach with Phocas at that time.
Very User Friendly Software
It's a great tool at a great value and it keeps improving. If you don't know what you're doing this team is more than happy to help you get off the ground and train you and set up your initial databases, they'll help you succeed.
The support team is great and very helpful. The software is very easy to learn for new users and people that aren't comfortable with an analytics tool. The tool is very intuitive and you can start doing analysis very quickly.
The Custom function does add depth of functionality, but it's hard to do certain formulas like Maxs, Mins, or Standard Deviations. The amount of graphics and charts is increasing but it would still be nice to have more.
Phocas - Exceptional software with amazing support.
Phocas have been an amazing help with streamlining our business processes. Not only is it easy to gain insights into our market, the team at Phocas have made it as quick and easy as possible by setting up automatic synchronisations from our accounting software directly to Phocas so we always have the latest data on hand without any effort at all. A favourite tool for the staff here and can't recommend it enough.
Ease of use and navigation, ability to customise and a perfect support team!
The functionality is awesome, only think I can think of is to give more options with custom formatting dashboards.
Phocas Software review
Sales and profit information by customer and product line is instantaneously available. I do not know how we functioned without it. Grat tool to analyze sales and profitability
Information Availability and speed of access to queries
We cannot link our customer price matrix database to our sales information
I have been a Phocas user for a couple of years. Being a SHIMS user, we are always looking for software to enhance it and make the end users lives easier. Phocas has been a great fit for us.
We started using the CRM database about 6 months ago. After a somewhat rocky start, the salesforce is finally embracing the technology.
Simplified Tool for business data
I'm able to see various snapshots of all the data that drives my business decisions in one place - and even better - I am able to slice and dice the data in different ways so as to get in depth analysis when needed
Not in real time (at least for my organization) - the data downloads every night so we have to wait until next day to see numbers up until the previous day
I like that the company is as easy to work with as their software. Great team, and a great product. Delivers the data we need to drive our business forward. This offering is flexible and tailored to your needs. Its both lighter and more simplified than comparable offerings and still delivers a powerful punch of data.
No complaints. Not even a little bit. Product and Customer service are outstanding.
phocas - easy
I check my clients what they are purchasing - and compare over 12 month period - very helpful in meetings - opens discussions. Client also likes to see their order history.
Clear - easy to use and find the information I require
Have not found anything yet! I love the software has all the information I need to conduct my business on a day to day routines.
Progressive Reporting package adding value
Phocas has made Monthly reporting made easier to put together and share with the team. Implementation was relatively straight forward. Priced about right.
Simple to use
Modern and up to date software
Graphics and Dashboard are value adding
Web based - access anywhere
Relies on good internet connection (obviously)
Insights into where customer spend is dropping off, or margin being eroded can be instantly visible.
Flexibility - you can drill down into almost anything with no pre-set barriers
It can be complicated to get your head round how to find what you want sometimes..
Super User Friendly and Powerful Tool!
Director of sales.
Phocas can provide a quick drill down into our data that before would take a while to obtain. Now, we can do it in seconds.
The package is so big, it can be too big for some users. Continuing to educate our people on what they can look at, and why some views are important will continue to help us familiarize ourselves with the program and create new ways to dissect the information.
Everyone I have made contact with truly want to help so we can use what we are paying for to the best of our advantage. We are excited to send two employees to the training session in Nashville. I believe it will be a great benefit.