Dental and medical supplier uses Phocas to power a digital-first sales and loyalty strategy
Callum Coogan, Director of Digital and Customer Experience at Henry Schein Australia and New Zealand, explains how Phocas has underpinned the company's shift from a traditional field-based sales model to a combined web and field approach.
About 300 users across sales, marketing and finance rely on Phocas daily. They use the full platform to identify product gaps and lapsed purchases, manage customer and supplier rebates and budgeting and forecasting tools to move away from spreadsheet-based planning.
Coogan says Phocas's intuitiveness has let team members who don't typically use data or BI tools access information confidently, helping the business act faster and more proactively with customers rather than waiting for end-of-month reporting.
About 300 users across sales, marketing and finance rely on Phocas daily. They use the full platform to identify product gaps and lapsed purchases, manage customer and supplier rebates and budgeting and forecasting tools to move away from spreadsheet-based planning.
Coogan says Phocas's intuitiveness has let team members who don't typically use data or BI tools access information confidently, helping the business act faster and more proactively with customers rather than waiting for end-of-month reporting.
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Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 
Insights 