Insights

Maximize revenue by aligning effort to value

Phocas Insights shows your sales teams where the value is – helping them act faster, sell smarter and stay on track.
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Maximize revenue by aligning effort to value

Accelerate sales growth

Turn insights into revenue by identifying and acting on high-value opportunities.

  • Maximize revenue: Hone in on customers that deliver the greatest returns.

  • Protect revenue: Spot early signs of customer leakage and remove churn blind spots.

  • Unlock hidden revenue: Re-engage overlooked and lapsed accounts with the highest potential.  
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Reduce ramp time

Designed for busy sales teams—instant, intuitive, and ready to go.

  • Powerful insights at a glance: Out of the box, easy categorization of key information - in one simple view.

  • Faster onboarding: Empower new sales reps to easily understand their territories and work towards hitting their quotas faster.

  • More time to sell: Free up time for your front-line leaders to focus on what they do best—selling.

 

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Sell on facts – not on gut feel

In a market where every dollar counts, guessing is too expensive. 

  • Lead with confidence: Take control and target the most important accounts immediately. 

  • Instil data-driven confidence: Leverage accurate, always current and up-to-date insights.  

  • Drill into detail: Segment customers by buying behavior, uncover revenue risks and opportunities.

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Customer segmentation has never been easier

Not all customers are equal. Identify who your sales reps should be spending time on to maximize revenue.
Customer segmentation has never been easier

How Insights works

Use RFM Analysis to segment your customers. RFM – a powerful and widely adopted framework based on Recency, Frequency, Monetary value. This model helps you quickly spot loyal customers, churn risks and everyone in between.

Recency

Recency

How recently a customer made a purchase
Frequency

Frequency

 How often they make purchases

Monetary Value

Monetary Value

How much they spend overall
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Frequently asked questions