Sage Accpac + Phocas

Benefits of business intelligence for Sage Accpac

Sage Accpac + Phocas for sales

  • customer scorecard
  • link-sell and sales opportunities
  • targeted promotions
  • potential customers for new products
  • new customers for your best margin-earning products
  • where sales are slipping
  • monitored targets for volume, value, margin, sales rep, branch, customer and product
  • quick install and modifications 
  • export to Excel and share in a few clicks
  • get decision makers to delve deep into your data to uncover answers and opportunities.

Sage Accpac + Phocas for service manager

  • service scheduling
  • maintenance jobs by customer by SKU
  • opportunities and quotes at different stages by site
  • product recalls.

Sage Accpac + Phocas for inventory and purchasing

  • stock turns
  • slow-moving stock
  • purchase-to-sales ratios
  • inventory value and quantity on-hand across all warehouses
  • product groups and SKUs for on-hand, on-order and in-transit stock
  • intercompany stock control between warehouses based on stock levels and usage
  • open / historical / future / outstanding orders.

Sage Accpac + Phocas for finance and accounts

  • profit and loss, balance sheet analysis on the fly and reports
  • accounts receivable and payable analysis
  • cash flow data
  • expenses breakdown by branch / by employee
  • transactions by branch / customer.

Sage Accpac + Phocas for CRM analysis

  • activities by customer by activity type
  • declining sales and no recent contact activity
  • elapsed and missed customer contact by rep, by customer
  • sales based on customer activity.