Register for a free 20-minute data analytics consultation by completing the form below, No excuses for not entering information because it’s all one system and the return on effort is plain to see, Enjoy the user friendliness and simplicity of Phocas’ detailed queries and at-a-glance dashboards applied to your CRM, Move directly from data queries or dashboards into specific customer activity, contact history, personnel and buying patterns. Global addresses. Please join the conversation and share your questions or feedback on Financial Statements, a new and improved product which promises to change the way finance teams do their reporting. What ERP or other data source are you connecting Phocas to? Please share it! Why don't you take some time to tell us about your data challenges and let's see if we can help. Phocas CRM is a simple way to keep on top of your business’s customer relationship management. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with business growth. To plan. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. Carve out 20 minutes to learn what it takes to bolt a best of breed BI software on and learn what you stand to gain. Are you saving time and innovating in your field? Phocas … In this video David shows you how to create a visible record of a conversation with a customer by adding a phone log to CRM. This video provides an introduction to the different types of ‘activity’ (business note, phone log, task and meeting) that can be added against an account in Phocas CRM. Refresh. Provide direction and keep teams focused on goals with actionable insight to support key performance areas. Share your suggestions about how to enhance this forum and build the Phocas User Group (PUG). This is CRM that makes it easy to input the information and it is designed for everyone to have a meaningful view of what’s really going on. Welcome to the PUG News - Your home for up to date info about Phocas. If the actual total sales are increasing this wouldn’t show in the report as it’s not declining, but i want to see the one customer that isn’t. Have you worked out how to do something in Phocas that others could benefit from or build on? Is COVID-19 creating new business challenges for you? Why not share what you’d like to see in the software? Get a single source of customer, account, activity (meetings, phone calls, visits), business information and campaigns (promotions, product launches, events) alongside real sales numbers to align everyone’s efforts towards growth. Phocas CRM is a simple way to keep on top of your business’s customer relationship management. Please join the conversation and share your questions or feedback on Phocas Rebates, a Phocas product created to empower businesses that rely on tight product margins and operate in multi-tiered supply chains with reliable, easy to understand rebates analysis. A single system for sales reporting and account and business development task management. Learn how to add a business note, including an attachment, to an account in Phocas CRM. No more siloed databases – no more spreadsheets – no more: “It’s all in my email/calendar.” When it comes to CRM, limited visibility and letting managers run their own shop really has its downsides. For example, ten customers may buy a product, 9 are increasing sales but the 10th is declining. North America. Europe. Carve out 20 minutes to learn what it takes to bolt a best of breed BI software on and learn what you stand to gain. Our consultants aim to be trusted advisors who can give you data management options. When your customer relationship management (CRM) data interlocks with actual sales information you can see, track and analyze opportunities and risks. Have all your performance measures about customers, sales, stock, location all in one place. Integrator P/S Fruebjergvej 32100 København Ø Denmark Tel: +45 31 25 02 46. This module takes you through logging and monitoring your sales activity and how to easily see its impact on sales results. Coventry. In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. Click the images below to share this page, Common topics: administration, custom mode, charts, rebates, sales, CRM: Add an activity directly from Phocas. These use cases, approaches and end results from real customers include 2 testimonials & reviews. When your customer relationship management (CRM) data interlocks with actual sales information you can see, track and analyze opportunities and risks. We can’t promise we’ll do everything tomorrow but we highly value your feedback! Read 2 Phocas Customer Reviews & Customer References from WAFEX. Powered by Discourse, best viewed with JavaScript enabled. This module takes you through logging and monitoring your sales activity and how to easily see its impact on sales results. Even if your data is a mess, you think you’ve got it licked with Excel, it’s in your too hard basket or someday maybe list. 20-20 House Middlemarch Business Park Siskin Drive Coventry CV3 4FJ . Nordics. We have grown up with businesses that make, move and sell products and have a lot of data. Phocas Ltd Phocas UK Ltd Tel: +44 1865 364 103 Support email: support_uk@phocassoftware.com Helpdesk: +44 1865 364 103. Got a shortcut or looking for a tip from other users? Phocas solutions for your team . Collaborate with PUG users in the same boat. Get a single source of customer, account, activity (meetings, phone calls, visits), business information and campaigns (promotions, product launches, events) alongside real sales numbers to align everyone’s efforts towards growth.
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