Savona on building bottom-up sales budgets in Phocas

Mike Morgan, Managing Director of Savona Foodservice, shares how Phocas has transformed its approach to data and decision-making. By integrating data from sales, stock and service Phocas enables the team to analyze customer behavior, margins and gaps daily. "It’s given us real insight into what’s actually happening rather than what we think is happening," says Mike. With Phocas Budgets and Forecasting, Savona has eliminated manual reporting, providing the sales team with daily updates to take immediate corrective action. "Now more people are hitting target, and that was the key result," Mike explains.  

The Phocas CRM further enhances visibility, separating anecdotal assumptions from facts and fostering a team culture of accountability.