CRM + Insights
2 sessions in this series
This 2-part Phocas User Group (PUG) series is designed to help sales teams unlock the full potential of CRM and Insights to drive smarter, more proactive selling. Whether you're leading a team or managing your own pipeline, you'll learn how to use data to stay ahead of customer needs, streamline daily workflows, and focus on what matters most. Even if you're not currently using CRM or Insights, we encourage you to attend and explore how these tools can help you and your team sell smarter and faster.
CRM & Insights for sales managers
Now on-demand
This session is designed for sales managers who need visibility and control across their entire team. We'll show you how to spot early warning signs and opportunities at scale, coordinate team action efficiently, and ensure everyone is focused on high-impact activities.
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Craig Medlyn
Technical Sales Manager
Katie Horgan
Product Marketing Manager
In this session, learn how to:
- Spot signs of customer drop-off and new opportunities across your entire team using Insights, then drill down by rep to show them which accounts need immediate attention
- Assign follow-up activities using the CRM bulk-assign feature, enabling your team to take consistent action at scale
- Monitor activity in the CRM Analysis database, giving you confidence that your team is focused on the right priorities
CRM & Insights for sales reps
Now on-demand
Designed for sales reps, this session helps you focus on high-value activities to reduce time spent on admin and ensure you're prepared for every customer conversation.
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Craig Medlyn
Technical Sales Manager
Katie Horgan
Product Marketing Manager
In this session, learn how to:
- Use Insights to consistently identify high-priority and at-risk accounts, helping you organize your day effectively
- Leverage the Customer Scorecard to review all relevant data and notes in one place, ensuring you are fully prepared for calls and meetings
- Build an efficient daily habit for logging calls, notes and tasks in CRM to keep your pipeline organized and up to date
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Special Edition: CRM
Phocas CRM has had a significant update — new design, mobile-first layout, AI Voice logging, and a direct connection to Sales Insights. This special edition PUG training runs over two sessions, one for sales managers and one for reps, built to show you how to get the most out of what's new, in the context of how you actually work.
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Budgets & Forecasts
Join our 4-part Phocas User Group (PUG) training series and take your budgeting and forecasting to the next level. From setting up your first budget workbook and managing workflows, to connecting your P&L, balance sheet, and cashflow; and using that complete model to stress-test your assumptions and plan for what's ahead.
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Rebates
This 4-part Phocas User Group (PUG) series is designed to help you master rebate management. Learn how to automate calculations, gain full visibility into supplier and customer programs, and identify near-miss opportunities that maximize profitability. Move beyond manual spreadsheets to strategic insights that protect margins and drive growth.
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Financial Statements
This 4-part Phocas User Group (PUG) series is designed to help finance teams unlock the full potential of Financial Statements. Learn how to analyze performance, streamline month-end reporting, track variances, and deliver actionable insights across your business.
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Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 
Insights 