Quotes

“Phocas makes me feel like we can actually make our data work for us.”

“Phocas Analytics is easy, simple. Drilling down to details in no time. Visualising data in a powerful way.”

“What would I say to another business considering Phocas? No brainer. A truly user-friendly tool that will transform the way you use data!”

“Phocas makes me feel in control of my data.”

“Phocas makes me feel more knowledgeable about how we're doing as a business.”

“Phocas Analytics helps us see how the business is performing despite using two different processing systems. Having all the data brought together into one place is invaluable.”

“What would I say to another business considering Phocas? Definitely get it! Everyone is so helpful.”

“Phocas makes me feel confident in our data.”

“Analytics enables the company to view group level data, drill down into granular details and find unseen opportunities we struggled with in our previous data suite.”

“Quick & easy data transformation. Helpful support team. No technical experience or knowledge required which is a positive.”

“Phocas makes me feel empowered to make informed, data-driven decisions with total confidence.”

“What would I say to another business considering Phocas? It's a game changer to any business - data at your fingertips! Gives you full insight and total control.”

“Phocas makes me feel like we're only scratching the surface and that there's a huge opportunity to create more efficiencies and focus on our customers who might be quick wins. Exciting times!”

“Analytics is a great way to check where we're at as a business and it can be drilled down in many different ways.”

“Phocas makes me feel more confident. We can support the business with easy to see, accurate data that is easy to customize.”

“Phocas is excellent, flexible, and integrated with our Klipboard ERP One system. Phocas Analytics gives the business accurate, up to date factual data.”

“Phocas Analytics gives more visual reports all in one place, opposed to multiple sources. Phocas makes me feel excited as to what we can do in the future.”

“Highly recommend Phocas as an analysis tool. Phocas makes me feel secure.”

“Phocas makes me feel more empowered and gives me the ability to hold a great performance conversation backed by data.”

“We use Phocas Analytics daily to drive business decisions. Would highly recommend, best sales analytics tool I have used.”

“The Phocas Budgeting module has streamlined our budgeting and forecasting by eliminating multiple spreadsheets, and while we’ve created some workarounds for prior-year comparisons, it still gives us a far more efficient process than before.”

“Phocas Financials delivers clear information and effortless drill-downs, making our reporting and analysis much more efficient.”

“The ability to quickly analyze customer buying patterns and identify cross-sell and upsell opportunities has been a game-changer for our sales strategy.”

“Phocas has transformed our data visibility and made it effortless to track sales and margin performance across every product line, customer, and region.”

“Phocas makes me feel creative. The different modes allow most user requirements to be satisfied with ease.”

“We use Phocas Analytics to report on everything; from sales to stock checks, supplier delivery scores - even phone calls!”

“With a minimal learning curve, Phocas allows our users to get the data they need quickly and efficiently.”

“Phocas makes me feel like I have easy access to data to be able to answer management questions and make informed decisions.”

“Phocas makes me feel confident in the numbers we produce.”

“Phocas Financial Statements allows us to see profits of each of our business premises with ease. There is plenty more functionality for us to set up but Phocas is very capable of allowing us to set this up easily.”

“Phocas is a really helpful tool which makes slicing and dicing of information super easy.”

“Phocas makes me feel excited of what can be done!”

“Phocas Analytics provides instant insights into data instead of Excel spreadsheets needing to be created, pulling data and ending up being created incorrectly.”

“What would I say to another KCS user considering Phocas? It's a great tool that provides instant insights into our data.”

“Phocas makes me feel empowered to deliver valid data to the business.”

“Using Phocas Analytics has allowed us to see and express data to users in an easy and intuitive manner. It is also allowing automation of reports, traditionally done in Excel manually.”

“If you invest the time and resource into Phocas, the rewards to the business can be huge.”

“Phocas makes me feel confident that within a few clicks any manager or MD can see their relevant information.”

“Phocas Analytics has helped all the companies at Joseph Parr Group Ltd better track sales, customers and manage stock a lot better.”

“Phocas is essential to any business with ERP One. The functionality is brilliant and the dashboards make it so easy to use.”

“What would I say to another KCS user considering Phocas? It helps easily see sales data in an easy to read format.”

“What would I say to another KCS user considering Phocas? Get it! It's straight-forward, easy to use & learn.”

“Phocas makes me feel focused!”

“Everyone can prepare and see their budgets, and then their actuals are imported every night so they always know where they are at within their budgets.”

“Low barrier of entry for general users. Background setup for analytics is very user-friendly and easy to build upon.”

“Ease of drilling into the numbers and the way the numbers flow from the P&L/Balance sheet right down to product/customer/supplier level.”

“Its versatility across multiple formats – i.e. Sales BI, Customers Sales BI, Finance Module and Forecasting and Budgeting integration.”

“A good user-friendly interface. Generally easy to use.”

“Ease of use for all levels of users.”

“Ease of use. Quick loading. Good UI.”

“The Finance, Budgeting and Planning support team at Phocas have all been incredible to work with. Just about every request I made from the first year has since been implemented into the updated versions of Phocas B&F.”

“The easy visibility of Sales and Inventory data. This allows us to truth the performance of products, categories and departments. The financial side of Phocas allows for the same visibility and truth and additionally leads our business decision making processes.”

“Overall it is a great tool, at a very good price point. Effective for SME market.”

“I like Phocas and have recommended it to several other companies in my industry (food banking).”

“Great program that has saved us a lot of time and provided great analytical tools that would have taken us hours or even days to produce.”

“Excellent and more user-friendly than Power BI/other BI products.”

“Integrating sales, operational and financial data means you can directly relate cause and effect.”

“I’d recommend Phocas for the timesaving and the cost-saving. Whichever way you look there’s a benefit, worth its weight in gold.”

“It’s a simple system, and that’s what I like about it. I use it every day, and so do our sales managers and branch managers. Before we had Phocas, we were saying a lot of things that were just a feel; it wasn't actually the truth, or it might have been, but we had no way of identifying what was right or wrong. With Phocas, it breaks it down and gives us the real answers.”

“From a business point of view, having a tool that is so quick and easy to use and so easy to get other people to use within an organization just stands head and shoulders above some of their competition.”

“Month-end reports would take us a week. We now have that on day one of the new month, so one day report and with no manual work.”

“Our partnership with Phocas solves the never-ending report generation cycle and helps our customers appreciate the value of our product. The sales and implementation team are second to none when it comes to their professionalism and understanding of our market. This is why we exclusively trust Phocas as our BI partner.”

“We start our day every day with our management meeting, just a quick catch-up. We have a set of executive KPIs we look at in Phocas every morning, and that really drives our day.”

“When the opportunity to add Phocas came to us, we were uncertain how it could help us. After a few demos, we were wondering what we ever did without it.”

“You can see things a lot more frequently, rather than they may have been missed prior to having Phocas.”

“Phocas has enabled us to provide all of our staff with some really good tools to help them achieve their selling targets. They use it on a daily basis, every time they visit a customer. (...) It's just opened up a whole plethora of ability for the sales staff that they never had before.”

“It would take around 2h a day for one person to run our daily reports. Phocas is set up to empower sales and give them the flexibility to find data and analyze it themselves. I describe Phocas to somebody considering a BI solution as flexible and really easy to administer.”

“Phocas has helped us change a lot of little things, especially in our warehousing. We now measure our order turnaround daily, we measure how many staff we have on at any given time, their efficiency, and whether more staff equals better efficiency.”

“Using Phocas it gives an awareness of what products are selling in the store and whether they should move a product front of house or back of house based on the sell-through.”

“The biggest struggle was doing things in a timely manner. Introducing Phocas helped us speed up. It’s so quick to run reports and get the information I need to run the business.”

“Finance and operations spend over 50% of their time gathering data from spreadsheets, ERP systems or third-party systems.”

“The most valuable thing we offer clients is peace of mind.”

“Customers appreciate that Phocas is really designed for the non-technical users.”

“Phocas created a lot of efficiency in our Finance team.”

“Now we have an automated rebates program, so every morning I can see whatever I need. All this work was being done manually, and by changing this and getting a new system we have found issues with what we were doing previously, and we have streamlined them. The automation has taken out hours of processing time.”

“Prior to Phocas, we had eleven Excel spreadsheets to make one report x 100. The many levels of reporting is an amazing feature. Reports are automated every day without any human intervention.”

“Prior to Phocas no one trusted the data, and if there was something in the reports that was out they would blame the data. Now, if the report is showing a variance, people will consider other reasons for this because everyone is more informed and they trust the data.”

“After having Phocas for 12 months, in the last quarter we were up 46% and Phocas was an important part of addressing our customer needs better.”

“Phocas drives the sales process. It identifies products that aren’t moving, where we need to start specialising items and where we’re not performing in different areas.”

“The minute I looked at Phocas I thought this is exactly what I need. From there, we made a decision to go with Phocas, one of the best business decisions that we’ve ever made.”

“Phocas is brilliant, takes advantage of all the latest technology and it integrates seamlessly with our MYOB Exo system.”

“You get as much there as you want to find. At the press of a button, you get all the information that you need. I would recommend Phocas for the time saving and the cost-saving. Whichever way you look, there is a benefit. Worth its weight in gold.”

“I can’t remember how long we have had Phocas but I recently did an unrelated pivot table in Excel and a shudder ran down my spine remembering the laborious Excel reporting we had before... Phocas is a powerful tool and one I wouldn’t want to be without again.”

“We use Phocas Analytics for inventory, sales, and AR. There isn't really anything I don’t like about it. It updates automatically nightly, and I get all my reporting out of there, as does the leadership team.”

“EDA Budgets and Forecasts gives us a more straightforward budgeting process that we have more control over.”

“One of the great features with EDA Financial Statements is that I can drill right down into transaction level, I don’t have to go to through all the journals.”

“Before sales reps visit a customer, they can pull up their dashboard so they know what to pitch really quickly. It's easy to pull this information on Phocas rather than the ERP - it's a lot quicker.”

“I can now spend my time analyzing trends occurring within the business, formatting data to be fed back to the exec committee that is powerful and provides clear trend indicators of how the business is running. That's where Phocas really creates benefits for our business.”

“We have about 30 sales reps and they love Phocas. The fact that they can get data out on the road from their mobile device, they love it.”

“We didn't want to put something out there that was too complex. With Phocas, it was just drag, drop and click, everything was right there. This was going to be easy for everyone to jump onboard.”

“I was looking for a solution that would allow the Executive team and Board to view the company's performance across 14 different business entities. Phocas Financial Statements was the perfect solution to have this summarized or split out in an easy to view format.”

“We have been implementing Phocas as a alternate to SAP BW. The reporting engine is fast and efficient. I have been impressed with the mapping of SAP data to Phocas. I have heard positive comments from our users when using Phocas over BW. A few issues we have had is the following: We originally planned to use Phocas Xpress for our outside users however with the lack of functionality this was not possible. We are able to do what we need to with the Pro version but hopefully Xpress will be improved. I would also like to see the setup of users improved. It would be nice to have a management tool to create users and not have to set them up in the DB. With the DB being rebuilt ever day it is possible to have no data in Phocas. If there is an issue the data is not built. We have a failover system but we are still a day or two behind.”

“Fantastic software! We continue to find ways to innovate our sales analysis process each day. Phocas has allowed us to increase sales and productivity, streamline reporting and place emphasis on where it belongs: growing our core business and pursuing new clients. Account management, customer service, implementation and support team are first rate!”

“Very useful bolt on tool to extract system data, in a sales and marketing role the access to run quick reports and drill down in the detail if needed is invaluable in growing your sales by having meaningful focused discussions with customers. Phocas meets all the requirements for an end user being easy to operate and able to drill deeper into the data.”

“We implemented Phocas in 2012 and it has been the best investment we have done. Phocas is flexible , provides a simple yet powerful information to our business. It simply meets Finance and Sales reporting requirement. Currently, the tool is used by key managers within our business but we are now looking at rolling it out to the rest of our Sales team. Recently, we had a demonstration of Phocas wed base tool which we are all excited and look forward to implement that so our team can access Phocas data anywhere and anytime.”

“Love Phocas, have been using it since version 4. Recently I've introduced Phocas to Philips Healthcare and we're loving it. It's easy to use, you can't do any harm - we now realize the POWER of having such a tool to run our business with. Recently at a management meeting - which has been all Excel spreadsheets until Phocas - when we came across a question on a number we needed to go away and run another report to get the answer, now we just pull up Phocas and 'Voila' it's there and we can drill into it and come to an conclusion/solution. Phocas makes our business much more efficient.”

“I launched the initial phase of the Phocas program to our sales teams at our national sales conference in February. It was met with gasps and wow's of astonishment, and the phase. This is fantastic!!!”

“Works well, have no issues, easy to navigate.”

“Phocas is a great tool to analyze the business. One of the biggest advantages is the intuitive usage which makes it easy even for employees which don't use it every day. Also it caters for all kind of different scenarios. Tracking promotions is a breeze. I only can recommend it.”

“I find Phocas a vital tool in my day to day business. I am able to bring up all my customers sales and go through various sales data to Phocas on with the client on visits.”

“Love it. Has made our lives so much better.”

“Phocas has helped progress our business immensely with being able to pinpoint sales usage of products and top customers. We have also been able to make use of the CRM package in conjunction with the Phocas package to help the business become more organized. The staff are always friendly and eager to help solve any problems that may arise. We will continue to use Phocas and hopefully implement more of their packages to help forward our business.”

“Easy to use, user friendly. Excellent up-to-date sales information / budget variances. Automatic daily updates - no manually processing required.”

“I really like the presentation and functionality of Phocas. Phocas enables the presentation of high level aggregated data, whilst allowing one to "deep-dive" into the background information should questions arise. This, allied to the new dashboard functionality, empowers the user and facilitates a dynamic exploration of key business issues and targets amongst a wider audience. I typically use Phocas to highlight a topic, theme or trend at a KPI level, then use the drill-down function to establish route-cause analysis.”

“Phocas affords us the opportunity to analyze sales in numerous ways. The intuitive nature of the product allows us to quickly identify trends and make necessary adjustments.”

“I have only had access to the express version, but the data it has given me has been highly informative and very beneficial.”

“In a nutshell, I like Phocas a lot and without it my job would be almost impossible. It's perhaps foolish to make comparisons to 'the old days' but to be honest I don't know how businesses did without this kind of instant, focused (sorry) information at our fingertips.”

“Fantastic piece of software. Very easy to get any results from it in only a few clicks. Even for very sophisticated reports that normally take a long time to generate on Excel, Phocas allows me to pull them off extremely quick. With iPad access coming in Phocas 6 this makes Phocas not only one of the best but 'the best' BI program on the market.”

“Phocas arms me with the ability to mine specific data and information which I was unable to do prior to installing Phocas. Even better it provides the ability to automate the tasks; I can repeat necessary tasks with current data; fast and easily. Data relating to Product, Timing, Cost, Customer, History.....and more are easy to query and by creating customized "Favorite" reports, the time to develop and report information is now a fraction of what was required prior to Phocas. A management tool worth having for sure: Good Information Facilitates Good Decisions.”

“Our Marketing Team uses Phocas on a daily basis to find out what customers are buying and what are their historical sales trends. In the past, we would have to construct complex queries in Access to find out basic information such as "what products did Customer X buy over the past 4 years?" With Phocas, the time to get that information has decreased by an order of magnitude - and the best part is that we don't have to be Query Masters to find the answers. It's hard to imagine how we made decisions without this answers provided by Phocas.”

“Phocas is indispensable in our analysis of sales and inventory.”

“Phocas has been the greatest software we have ever implemented. The amount of time saved and efficiency gained has been enormous. I would recommend this software to any business.”

“We have been using Phocas very successfully on the sales side of the business for many years. Over the last 12 months we have started using Phocas to provide the same sort of data transparency and data availability to the stock management element of our business. It has been a key elements in facilitating a reduction in the value of our stockholding by over 35%.”

“Phocas is an essential tool for our business and has undoubtedly helped us grow sales and profits. Once experienced it becomes addictive and I cannot imagine operating effectively without it.”

“Phocas is by far the simplest and most intuitive sales reporting system I have used.”

“Phocas is easy to use and puts valuable information into the hands of our Sales team in a streamlined fashion that really works for them. We've never been able to give them this transparency. The response has been outstanding. Our implementation support, Dan Guzman is a rockstar and so fun to work with! Next up....Products in Phocas for our Purchasing team.”

“A great tool to quickly and accurately look into data! love it!”

“The team behind Phocas are very dedicated and took the time to listen to what I wanted and what our company needed from a reporting software package. They went that extra mile to ensure that they tailored the package to suit my needs and were never pushy. They worked hard to ensure that when I made the final decision it was because the Phocas package delivered what I needed to drive our business forward.”

“We are two weeks in and I am already starting to see some major benefits with the way I can see information and the details regarding the sales data. The dashboards are a huge advantage as I basically can see the performances of all my Area sales Managers every morning. This obvious benefit will allow me to keep very close to the area managers ensuring we are all achieving budget.”

“Phocas has opened our eyes to what's happening in our business. We can now look and see data that previously we were not able to extract easily and it has allowed our people to discover new things about what we do, which is helping us tailor our offerings to our customers.”

“I have been looking for software like this for 15 years. I had looked at a bunch of different products and they didn't quite give me the interactions I was looking for for my sales force. It has to be easy to use, they're not programmers, they hardly know how to use excel. So it needed to be something they can point and click and interact with fairly easily. That's why [Phocas] worked better than any other one I found.”

“If you're looking for a solution that really meets all your different reporting needs, the easy of installation and portability of [Phocas], the one click access. Things like that are just invaluable to your team and it will really pay dividends for you.”

“Before we had "gut feel." We think this is happening. Now we can look at the data and say oh we know it's happening and we know that the problem is specifically here. I've been pushing Phocas to other customers I know. I find it to be much easier to use than a lot of the other reporting tools.”

“Phocas is super easy to use. You can't break it. You can do more with it than you can even imagine. And you can get it into the hands of lots of people in the organization who don't have access to data today.”

“The ability to get a live snapshot, database, dashboard really gives us the ability to get to the heart of the matter very quickly. I do not spend a lot of time chasing information anymore. It's all available for me, in front of me.”

“Life before Phocas for us was more painful, we had lots of different sources of data, coming from different streams and when we implemented Phocas it really pulled it all together.”

“End users can self service for a big part of their analytics needs.”

“Once I figure it out, it seems to provide relevant data in a relatively accessible way.”

“It is easy to use and we have data right away with only a few clicks.”

“Easy to access our data and we can trust the numbers.”

“As a new user of the Phocas product I have been extremely impressed at how easy it has been to pick-up the basic skills needed to start extracting meaningful information. Having now used the system for a number of months I produce weekly sales analysis information, with graphics, for our sales team to use when meeting customers at the touch of a few keys. I'm also now considering how we could use Phocas to meet a range of our information needs across the business. Brilliant product!”

“We find Phocas fast and effective. A very good tool for sales analysis.”

“Since we upgraded to the latest version of Phocas and included the integrated CRM package we haven’t looked back. Excellent product.”

“Best tool for Data Analytics. Phocas is a powerful analytics tool for any business to have. The ease of use for an end-user ensures buy-in from users.”

“Phocas is a great tool we use to extract data from Sage 200 and present the information in a clear and understandable manner.”

“With Phocas being cloud based it means our teams can easily access it anywhere which is a real plus compared to using the usual Sage 200 features! Overall, a good solution that I would use again in a heartbeat.”

“With Phocas we can make informed, fast decisions autonomously or as a team without being slowed down by data availability or the need for a committee decision.”

“Phocas is easy to get set up, easy to use and a huge time-saver. Gain insights from your data that you didn't know were possible, save time on regular reporting and get secure access to your data; instantly, anywhere, anytime.”

“Phocas is the best business tool I have seen in over 30 years of business. It is easy to use, intuitive, flexible and provides information that previously would have taken days/weeks to produce. It enables us to target opportunities faster, identify threats sooner and supports better decision making. I would highly recommend it for any business!”

“Phocas has revolutionized how the sales team perform within our company. It gives us the intelligence we need to grow sales and communicate with our retail partners. Couldn't be without it now!”

“We’ve had Phocas for a couple of years now and it's just made life so much easier. I’d recommend Phocas for the timesaving and the cost-saving. Whichever way you look there’s a benefit, worth its weight in gold.”

“Amazing tool! I could not live without it. I use it for all my monthly management KPIs, data integration, customer analysis, contractor support, rebates, etc. A priceless piece of software that only gets better which each upgrade!”

“Phocas is a breath of fresh air, makes my daily analysing of my customers so easy.”

“Phocas is one of the most important reporting and analysis tools we have at our disposal. It is fast, versatile and easy to use, and gives us all the information we need, at our fingertips.”

“Excellent user interface, with a very intuitive work flow.”

“Smart Distributor’s advanced management tools combined with Phocas’ powerful analytics capabilities will play a key role in allowing us to boost efficiency across our organization.”

“We are far more proactive since implementing Phocas. We are seeing huge gains in the efficiency of the sales force.”

“Phocas has been the best thing I think that’s happened to us and our salesguys. It’s so easy to use and it’s good to use with customers as well. It’s a great tool for us, we champion it to our customers as well saying they should have Phocas as their system.”

“Phocas took us to a different level of intelligence, It has definitely helped us make smarter business decisions about our customers and about our stock.”

“Since our initial go live with Phocas, it has managed to pay for itself within the first month by alerting us to accounts that had dropped in spend.”

“Helpful staff, good product.”

“The automated reporting in Phocas allows us to monitor sales, promotions, margins and compliance in a very simple and effective way, allowing us to concentrate on growing our business and securing our future in the years ahead.”

“We are able to access information much quicker and look into customer buying habits within our product groups and ranges. Phocas has been a great investment to our company and in return we have seen the benefits and profitability in sales.”

“The money I spent on Phocas was the best I’ve ever spent commercially. It’s a brilliant bit of kit.”

“Phocas simply gives us the opportunity to make key commercial decisions based on real time hard facts – in a timely manner.”

“We have been using Phocas for over 10 years now, and it has been instrumental in helping us achieve growth figures year on year.”

“The ease in which Phocas allows us to generate reports has allowed our users to get the information they need quickly and efficiently. When this is then put into automated reports and dashboards we can identify and take action on problem areas instantly.”

“I love Phocas reporting, and this has helped our branches and our operations in a big way, and we can see our company performance as a whole at once. No need to check different reports to analyze data. Phocas Software is highly user-friendly compared to Microsoft Power BI.”

“Phocas Analytics allows multiple users to design and build their own reports in a fraction of the time, and to make variations of any such report with the minimum of effort. The business is now able to use more of the data contained and maintained in ERP One than ever before.”

“Phocas is quick and easy to use, just a few clicks and you can drill down to see how different areas of your business is performing.”

“Phocas provides instant access to sales, stock and purchasing information using a click of the mouse.”