CRM

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.

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.

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.

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.