Drive results with Phocas
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Phocas Technical Associate
The Phocas Technical Associate Certification provides a foundational understanding of the Phocas platform, covering general navigation, administration, file uploads, ETL processes, and Financial statement creation.
Participants will learn to implement a standard solution with flat files, configure Sync ETL, and build basic Financial Statements.
Phocas Technical Professional - coming soon!
The Phocas Technical Professional Certification builds on the Associate level by focusing on advanced implementation and customization, including API integrations, SQL, ODBC connections, and multi-source flat files.
It also provides deeper training in FinancialStatements and introduces advanced Budgeting & Forecasting capabilities.
Phocas Sales Associate
The Phocas Sales Associate Certification is a short, practical course that gets sales associates confidently positioning Phocas with prospects — covering value proposition, opportunity qualification, objection handling, and demo delivery.
Participants will learn to qualify opportunities, handle objections, and deliver a high-impact demo in minutes.
