CRM
2 sessions in this series
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.
CRM for Sales Managers
Wednesday 8 July, 2026
2:00 PM EDT
By the end of this session you'll know how to use the updated CRM and Sales Insights together to manage your team's pipeline and account activity with confidence — not just what the features do, but how to build them into the way you run your week
Katie Horgan
Product Marketing Manager
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Review your team's deals by stage, rep, and account in one view using the visual pipeline — and move opportunities forward with drag and drop
- Use the activity log to see where follow-up is needed across your team, and assign tasks in bulk directly from a Sales Insights segment
- Spot at-risk and high-value accounts in Sales Insights and act on them immediately — create tasks for your reps without ever leaving the segment view
- Set up the two-way Outlook calendar sync so your team's meetings flow into CRM automatically — reducing the manual logging burden on reps
CRM for Sales Reps
Wednesday 22 July, 2026
2:00 PM EDT
By the end of this session you'll be confident using the new Phocas CRM in your day-to-day on your phone, in the field, and without the admin overhead that makes logging feel like a second job.
Katie Horgan
Product Marketing Manager
- Use the full CRM from your phone or tablet — accounts, contacts, activities, pipeline and filters all work the same as desktop
- Log calls, meetings, and visits on the go so your activity is up to date before you leave the car park
- Move deals through the visual pipeline and log activity in the moment — so nothing falls through the cracks
- Use Sales Insights to review your accounts by segment, know who needs attention before your next call, and create follow-up tasks directly from the segment view, without leaving Insights
2 sessions in this series
Register for CRM now!
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Analytics 
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Budgets & Forecasts 
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CRM 
Insights 