Phocas Sales Performance Suite: what best practice selling looks like

Every sales or business leader opens the day with the same question: how do we hit target this month? Most teams can't answer it confidently without hours of digging through data. Until now.

Introducing the Phocas Sales Performance Suite for Distribution: bringing CRM, AI-powered sales insights and analytics together on top of your real-time ERP data — no manually exporting or stitching reports together required.

In this live demo of the Suite in action, we'll show you how its embedded machine learning and generative AI help reps and leaders to:

• See the full picture: Current ERP data turned into dashboards, forecasts and rep scorecards. Leaders know if they'll hit target without waiting for month-end.
• Win your best opportunities: Accounts ranked by revenue impact, churn risk flagged early, and cross-sell and upsell opportunities surfaced automatically, with an AI summary of what's changed, dropped off or growing on every account.
• Keep every deal moving: AI voice-to-task logging in 45 seconds, a drag-and-drop pipeline, and ERP data on hand. Mobile-first, built for the rep in the field.

Whether you're new to Phocas or already using a combination of our Analytics, Sales Insights and CRM products, come see what it looks like when your sales team is empowered by one seamlessly integrated suite, built into the way they already work.