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.
Get ahead of customer churn
Keep sales leadership aligned on the highest-impact revenue opportunities.
- Protect revenue: Spot early signs of customer leakage and remove churn blind spots.
- Maximize revenue: Hone in on customers that deliver the greatest returns
- Unlock hidden revenue: Re-engage overlooked and lapsed accounts with the highest potential.
Invest time where it pays off
Give your team the insights they need to prioritize their time effectively.
- 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.
Fast set up, instant clarity
Designed for busy sales teams – instant, intuitive, and ready to go.
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Powerful insights at a glance: Out of the box, easy categorization of key information - in one simple view.
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Faster onboarding: Empower new sales reps to easily understand their territories and work towards hitting their quotas faster.
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More time to sell: Free up time for your front-line leaders to focus on what they do best – selling.
Customer segmentation has never been easier
Not all customers are equal. Identify who your sales reps should be spending time on to maximize revenue.
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
How recently a customer made a purchase
Frequency
How often they make purchases
Monetary Value
How much they spend overall
Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 
Insights 