phocas customer login

phocas customer login

Why not share what you’d like to see in the software? Please join the conversation and share your questions or feedback on Financial Statements, a new and improved product which promises to change the way finance teams do their reporting. Europe. Got a shortcut or looking for a tip from other users? Share your suggestions about how to enhance this forum and build the Phocas User Group (PUG). Provide direction and keep teams focused on goals with actionable insight to support key performance areas. Are you saving time and innovating in your field? Please share it! Click the images below to share this page, Common topics: administration, custom mode, charts, rebates, sales, CRM: Add an activity directly from Phocas. Please join the conversation and share your questions or feedback on Phocas Rebates, a Phocas product created to empower businesses that rely on tight product margins and operate in multi-tiered supply chains with reliable, easy to understand rebates analysis. This module takes you through logging and monitoring your sales activity and how to easily see its impact on sales results. Hier sollte eine Beschreibung angezeigt werden, diese Seite lässt dies jedoch nicht zu. Phocas … What it takes to get Phocas Even if your data is a mess, you think you’ve got it licked with Excel, it’s in your too hard basket or someday maybe list. North America. 20-20 House Middlemarch Business Park Siskin Drive Coventry CV3 4FJ . Welcome to the PUG News - Your home for up to date info about Phocas. These use cases, approaches and end results from real customers include 2 testimonials & reviews. To plan. Learn more. Collaborate with PUG users in the same boat. A single system for sales reporting and account and business development task management. Register for a free 20-minute data analytics consultation by completing the form below, No excuses for not entering information because it’s all one system and the return on effort is plain to see, Enjoy the user friendliness and simplicity of Phocas’ detailed queries and at-a-glance dashboards applied to your CRM, Move directly from data queries or dashboards into specific customer activity, contact history, personnel and buying patterns. From high-level dashboards to underlying details, Phocas delivers self-service capabilities that scale with business growth. Phocas Ltd Phocas UK Ltd Tel: +44 1865 364 103 Support email: support_uk@phocassoftware.com Helpdesk: +44 1865 364 103. Learn how to add new contact to an account in Phocas CRM. Even if your data is a mess, you think you’ve got it licked with Excel, it’s in your too hard basket or someday maybe list. Try refreshing the page. Coping with COVID-19. Are you a Phocas Customer with a support question? I’m trying to look at a report to show a decline in product sales by item code, but taking into account customers, not just global declines. This is CRM that makes it easy to input the information and it is designed for everyone to have a meaningful view of what’s really going on. Financial Statements offers slice and dice analysis, visualizations and customized reporting companywide. What ERP or other data source are you connecting Phocas to? If the problem persists, contact Atlassian Support or your space admin with the following details so they can locate and troubleshoot the … This module takes you through logging and monitoring your sales activity and how to easily see its impact on sales results. For example, ten customers may buy a product, 9 are increasing sales but the 10th is declining. Is COVID-19 creating new business challenges for you? Refresh. Learn how to create a meeting in Phocas CRM, include attendees, notes and attachments and add the meeting to your calendar. Read 2 Phocas Customer Reviews & Customer References from WAFEX. Learn how to add a business note, including an attachment, to an account in Phocas CRM. Carve out 20 minutes to learn what it takes to bolt a best of breed BI software on and learn what you stand to gain. Customers are blown away when they first see what's possible with Phocas. Is COVID-19 creating new business challenges for you? 6. Why don't you take some time to tell us about your data challenges and let's see if we can help. Get a single source of customer, account, activity (meetings, phone calls, visits), business information and campaigns (promotions, product launches, events) alongside real sales numbers to align everyone’s efforts towards growth. Phocas CRM is a simple way to keep on top of your business’s customer relationship management. Phocas CRM allows you to get complete clarity on what actions and activities drive customer revenue within your Phocas BI solution. Our consultants aim to be trusted advisors who can give you data management options. People use Phocas across departments for specific data analysis, reporting and planning purposes. We have grown up with businesses that make, move and sell products and have a lot of data. Get a single source of customer, account, activity (meetings, phone calls, visits), business information and campaigns (promotions, product launches, events) alongside real sales numbers to align everyone’s efforts towards growth. Please join the conversation and share your questions or feedback on Phocas Rebates, a Phocas product created to empower businesses that rely on tight product margins and operate in multi-tiered supply chains with reliable, easy to understand rebates analysis. No more siloed databases – no more spreadsheets – no more: “It’s all in my email/calendar.” When it comes to CRM, limited visibility and letting managers run their own shop really has its downsides. When your customer relationship management (CRM) data interlocks with actual sales information you can see, track and analyze opportunities and risks. This video provides an introduction to the different types of ‘activity’ (business note, phone log, task and meeting) that can be added against an account in Phocas CRM. Have you worked out how to do something in Phocas that others could benefit from or build on? In this video David shows you how to add a business note to CRM directly from Phocas, without leaving your sales analysis point. Nordics. Carve out 20 minutes to learn what it takes to bolt a best of breed BI software on and learn what you stand to gain. Integrator P/S Fruebjergvej 32100 København Ø Denmark Tel: +45 31 25 02 46. Phocas CRM is a simple way to keep on top of your business’s customer relationship management. Here’s where we can all come together to share our experiences, strategies and ideas for coping in these times. To lead. Get instant, focused and visual data when you need it. When your customer relationship management (CRM) data interlocks with actual sales information you can see, track and analyze opportunities and risks. Phocas solutions for your team . Coventry. In this video David shows you how to create a visible record of a conversation with a customer by adding a phone log to CRM. We can’t promise we’ll do everything tomorrow but we highly value your feedback! Have all your performance measures about customers, sales, stock, location all in one place. If the actual total sales are increasing this wouldn’t show in the report as it’s not declining, but i want to see the one customer that isn’t. Powered by Discourse, best viewed with JavaScript enabled. Global addresses. For account, sales and BD managers, for team directors and of course, for business owners who want a forthright position of the status of your precious accounts… Search sales history, comprehensive account and contact detail, make it clear what the team should do next with agendas and tasks that have customer loyalty at the center of activity.

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