Charles D. Jones Co on how Phocas improves sales tracking and increases its Infor CSD data accessibility

Jim Manley, a long-time Phocas user shares how the platform has transformed operations at Charles D. Jones Company, a 22-location HVAC distributor across four American states. "Integrating Phocas with the Infor ERP makes me feel confident in the data I’m getting," says Jim, emphasizing how the tool empowers its sales team and leadership with actionable insights. 

With a sales-oriented dashboard tracking regional sales, margins, profits and variances, Phocas provides instant access to critical data. Territory managers using it daily to identify lost business and regain customers.