The ultimate guide to selecting the right business planning software
If data silos are holding your business back, we've got the perfect webinar series for you!
Watch now
- 4 critical steps to procuring new business planning software
- common pitfalls to avoid during the procurement process
- JSD's recent software search + what ultimately led the team to choose Phocas
Presented by



You might also like
View all
4 signals to catch problems before the P&L does
How distribution finance teams catch margin, budget and cash problems before they hit the P&L — and become trusted advisers to the wider business in the process.
From blind spots to buyer signals
How a distribution sales team went from order-takers to trusted advisors.
Phocas CRM: a whole new chapter
See what's new in Phocas CRM for 2026 including how AI-powered insights could take your sales team to the next-level
Use Phocas Insights AI to empower your sales reps
See our new AI features in Insights and turn data into action.