Use Phocas Insights AI as a Sales Coach

Sales reps don't need more data — they need to know which customer to call, why, and what to say. For distributors, the gap between having information and acting on it is where revenue quietly erodes.

In this session, we'll give you a live look at the upcoming Insights capability in Phocas — including the new customer profile view and its direct integration with your CRM. You'll see how Phocas surfaces risks and opportunities automatically, and how sales teams can move from insight to action without switching tools.

We'll cover:

• how to read a customer profile in Insights and spot early warning signs before revenue is lost
• how the CRM integration turns Phocas into an actionable tool — not just a reporting one
• what it looks like when sales reps have the right context at the right moment
• how Insights automatically flags which accounts need attention so your team can prioritise with confidence

This session is for sales leaders, commercial teams and sales reps in distribution businesses who want to close the gap between data and daily action.