Phocas Software Reviews

I enjoy the ability to phocas into different datasets whilst viewing another, for example the product, credit note type BY each customer.

Available training for new users. I have several years and was shown with a 'hands on approach'.

Hi Anthony, thanks for taking the time to review Phocas. It's great you keep getting so much use out of our platform, and are able to quickly track down details on products and credit notes per customer! Hopefully you're familiar with our library of how-to videos that cover various aspects of Phocas products - we regularly update it at https://www.phocassoftware.com/academy. Also your account manager will be in touch if there are any other relevant training sessions for new users that we think your team could benefit from. If you require assistance or have any further suggestions, please send us an email at hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer

Phocas is one of the best CRM / data analyst tools in the market for people selling multiple product lines to multiple customers. The ability to track and measure the success of individual products and product groups to a selection of customers or sectors is absolutely brilliant!

The software is slightly clunky still and would benefit from more work on the ease of use side, ie. a better search function

Hi Tyler, thanks for taking the time to leave a review. It's great to hear that you're able to slice and dice your product and customer data to your heart's content! Our team is always working hard to respond quickly whenever you need us, so please let us know if you have anything in particular that isn't quite right: hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer

Showing Sales figures as opposing to same time last year, we are basing our bones system based on this.

It should have been accessible to all employee to keep checking the sales stats instead of just one user without a password and username.

I love the customization of creating reports. Our users enjoy the independence of creating their own reports and the flexibility they have with customizing the structure of any data pulled.

We have a partner login within our license, and support for this add-on isn't yet where it needs to be in order to foster growth in this area.

I have been exposed to 10 or more different operating systems over the course of my 26 year business career. NONE of them have provided adequate business intelligence tools. Phocas is highly intuitive and thorough which saves me hours per week of spreadsheet work. I cannot offer a better compliment than it being an amazing time management tool.

There are a few issues I have with loading budgets and working through Administrative User rights but that is an infrequent issue. I would like to have a few additional graphical options for data visualization but it works just fine as it is. What I like the absolute least is that we didn't add additional modules...accounting, pricing tools... and have no plans to do so in the near future due to budgetary contraints.

Deliver what was promised. Ease of implementation, Ease of training, Ease of Customer service. Price point sealed the deal.

As we looked at several products we found that most of them had the same look and feel. Most wanted a high front end implementation cost along with a 2 year commitment. Phocas was willing to do a 'Install, try and buy' approach.... nothing to lose but some system admin time working with Phocas to setup the environment to prove it worked. So with that said ... our only 'con' comment is ... we wish we had implemented sooner.

Ease of use. Depth of its capabilities. Intuitive - Minimal Training needed for general user.

I wish I had more time to learn the product backend features.

I love the flexibility within Phocas and the ease with which you can customize reporting to fit so many different areas of business. I especially am thankful for the links that you can provide to non-users to share reporting outside of your company. Phocas makes my job so much easier and gives me the power to provide quick and useful reports.

Until I discovered the online videos and trainings, I was not able to use the software to the fullest! I highly recommend when the software is introduced to a new user, that they watch some of the 101 level trainings to learn all that can be done.

Phocas is an easy to use software that allows us to customize and take a lot of different data and consolidate it in one easy to use solution.

Not a real time application as of yet so the data is mostly reactive at this point.

The ease of use. As an admin of Phocas, it was very easy to get our staff onboarded and very comfortable with day to day usage. If the staff isn't going to use the tool, then it's worthless no matter how great the data is.

Phocas is great at listening to our issues and roll out timely updates to add new features or fix issues.

building dashboards is easy, building reports (favorites) is easy.

The data. Just like any other reporting software. If you don't have a good structured dataset (source files) then it makes it harder. That's not a bad thing about THIS software, though ;)

The apparently limitless possibilities. With our custom insulation solutions business, our metrics and analytics are unique, and Phocas has kept up, nay, surpassed our demands!

There is not a con to the software, the con comes with my time being able to dig in and leverage all of the cool factors. My analogy: my car has many special cool features, but most of the time, I simply get in it and drive. Need to stop, read the manual, and truly put it (and expect excellent performance) to the test!

The best part of Phocas is the ease of use. They really make it easy and intuitive to find the information you are looking for.

This is largely in part to our ERP system, but not everything we would like to have in Phocas came with our integration. We have to have custom programming done to unlock further usage of our system in Phocas.

Ever Since the team has implemented Phocas, I have been able to track my sales progress and been able to keep up with my goals and successes. this program also allows me to have my track record available and see where I need improvement and have a clear written history in terms of graphs and charts as to what has been done in the past, and present.

the only problem I have with this problem is that sometimes , the program freezes, lags and does not upload the data from the day prior.

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.

Ease of use, speed of reporting and level of detail available that can be accessed. Automated reporting saves a lot of time. Support from the account managers when required is excellent.

Sometimes some of the functionality could be improved further to allow more flexibility. An example here would be multiple options for subscriptions i.e. a weekly report that you could also set to receive at monthend without the need to create a new favourite. Nest function is a fantastic addition to the functionality but due to the way Phocas works you have to start at the bottom layer of data then build layers above.

What I most like about Phocas is I can get to the information I need by how I think about it. While someone else in my company can get to the same exact information in a totally different manner. The great thing is we get to the same exact information.

The thing I like least is the inability to print nice looking dashboards. We have sales meetings and the managers want to print each salesmen's information from a master dashboard. This way it can be handed out to each person so they can see their information as it is talked about generally in the meeting.

* How quickly you can slice and dice your data * Reliability of data * No hidden costs and no extra charges * Support desk that helps and does not charge

* Remembering how to do things, * Inability to manage your favourites or saved reports e.g. folder arrangement would be great

The system is great to use and easy , I like the fact I can customize reports and dashboards to suit my business.

I have no issues with the software, the system works well for us.

We have been a user of Phocas since 2003 and it has proved to be the single most useful piece of software we have ever used. We have our staff, customers and suppliers accessing the system, it is that good. Our suppliers prefer to use Phocas to their own in house systems and our customers say they have never seen anything as good. Without Phocas we would seriously struggle to know what is going on in our business.

There is nothing we don't really like...

The ability to dive into category data, and split by customers, customers groups, date ranges, sales rep, is excellent. Also the ability to present customers purchasing data to them via matrix reports and charts is very impressive.

Writing custom reports is a great feature but can be tricky if you don’t do it very often.

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

Phocas allows me to track the results of sales promotions with ease. It also lets me focus in on under performing product classes and identify the root cause. It's one of the best software programs we have.

No cons were added to this review

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.

The software is not only easy to use, and basically unbreakable, it is accessible almost anywhere. Hours have been saved thanks to the software. This is hands down the best software that i've ever used in my company.

Minor gripes about the interface and specific features that could be easily fixed. Currently running an older version, so 2016 may fix some of them