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Sales associate
certificate

A short, practical course that gets sales associates confidently positioning Phocas with prospects.
Get certified in just 90 minutes
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Sales associate certificate
Sales associate

About the course

The certification measures proficiency in articulating the Phocas value proposition, qualifying opportunities, engaging Phocas at the right time, handling common objections, and delivering a concise, high-impact demo.

  • For sales associates positioning Phocas with prospects
  • 60-90 minutes runtime
  • Training videos + final certification quiz
  • Certificate & badge
sales-associate-certified

For beginners

6-8 Hours

6 week timeline

Hands-on labs + exam

Certificate + badge

What to expect

The Phocas Technical Associate Certification is designed for any technical resource implementing Phocas solutions. By completing this training, you'll gain the skills to:

  • Implement a standard Phocas solution using flat files

  • Navigate Phocas Admin and Analytics

  • Install Sync ETL

  • Upload flat files into a Phocas environment

  • Create basic financial statements by mapping accounts and creating different views

This certification lays the foundation for the next level, the Phocas Technical Professional Certification (available in 3–6 months), which will cover advanced implementation, customization (API, SQL, ODBC, flat files, etc.), and deeper financial statements and budgeting & forecasting training.

customer-resources-academy

What to expect

The Phocas Sales Associate Certification is designed for any sales resource positioning Phocas with prospects. By completing this training, you’ll gain the skills to:

  • Articulate the value proposition with clarity and confidence

  • Qualify opportunities and recognize a strong customer fit

  • Engage Phocas at the right point in the sales cycle via the partner referral process

  • Handle common objections around price, timing, IT resources, and competing tools

  • Differentiate Phocas from traditional reporting tools and generic analytics platforms

  • Deliver a short, high-impact demo of Phocas Analytics

This certification lays the foundation for the next level, the Phocas Sales Professional Certification (coming soon), designed to build deeper product expertise and more advanced sales capability.

Certification

Exam requirements & tips for success

Format: Open book with access to course materials
Duration: 20-30 minutes
Questions: 50 multiple choice questions selected at random
Passing Score: 70% (35 correct answers)
Retake Policy: Unlimited retakes available
Prerequisites: Complete all training videos

  • Watch each video in order (they build upon each other)
  • Take detailed notes during the value proposition and objections videos.
  • Practice articulating the value proposition out loud before the exam.
  • Be ready to deliver the 300-second demo as part of your day-to-day.
  • Use the recap video to identify areas needing more study.

Course overview

Learning path

Associate

Associate

Professional

Professional

Coming soon!

Interested in taking the course?

Questions? Contact us at partnerenablement@phocassoftware.com.
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