Phocas - Présentation
Description du logiciel Phocas
Phocas is a cloud-based, SaaS company specializing in data analytics for manufacturing, distribution and retail industries. We use our sector knowledge to consolidate essential business data from common ERP, CRM, and AP/AR systems to make it simple to access companywide insights through historical and predictive analysis. A core philosophy at Phocas is to make our software easy-to-use, which has endeared us to a range of people in a company, non-technical and business analysts alike. From day one with Phocas, users get tracking and reporting on essential KPIs and metrics that are specific to role and industry. But users can also customize to meet the unique reporting needs of their business. What users love about Phocas is it lets them explore their data, following their train of thought to find answers to their questions, unrestricted by canned reports and drill paths. Phocas has thousands of customers globally. We’re experts in helping manufacturing, distribution, and retail customers turn their company data into action and results. We’ve been around for nearly 20 years and continue to grow because we’re always improving our software and listening to our customers. From easy-to-read dashboards to on-demand training sessions, everything about Phocas is designed for ease-of-use. Phocas is loved by users, with a 97% annual customer retention rate and 28 top rankings in BARC’s The BI Survey 18.Phocas - Présentation
Prix
Types de licence
Phocas - Fonctionnalités
Captures d'écran
Phocas - Avis
Phocas - Avis
Johnstone Supply - Las Vegas - Why Phocas has increased our productivity!
Overall we are very happy with this product. It has opened the door for getting information to our teams much faster and it also created a new full time position for data analysis! The flexibility of being able to create our own databases, & adding to existing databases has increased our ability to share information to our teams in a easy to view format instead of sending spreadsheets that some people did not look at.
Happy to Recommend Phocas!
We started with Phocas in 2009 with just the standard sales database for one region of our business but have now progressed to multiple sales databases for other business units with fully integrated rebates module as well as finance and procurement style database now, with plans to roll it out further in other parts of the business.
Phocas is Amazing!
The biggest benefit is not having our sales reps rely on our IT department to create a report from an old legacy system. They also don't have to rely on standard out of the box reports that can be limited in scope. Phocas allows them to instantly dive into their sales data and find anything they need--from summary numbers to very specific sales data. In fact, this applies across all departments including management. The ease and flexibility of finding information is incredible.
Phocas has helped us keep our salespeople on task
Phocas software is great! We are just scratching the surface with what it can do and look forward to using this more.
Best BI Tool
I love it, since we really started using phocas(last pug conference) I have decreased the amount of crystal reports by at least 75% or more.
Comparatif avec les logiciels similaires : note globale
Comparer avec les alternatives
Johnstone Supply - Las Vegas - Why Phocas has increased our productivity!
Avantages
It is very easy to use! I can show someone the basics in 5 to 10 minutes and they are off and running creating favorites and dashboards. The software is updated every month and their support and documentation is outstanding.
The product gives us the information we need faster than doing it in our ERP system. With a couple of clicks you can analyze you sales data and then quickly change views to look at the data in a completely different way. It very robust in all the options you have.
The company is developing based on their customer needs, you can tell that they all want to help us achieve success with this product.
Inconvénients
This is hard to say because their are few cons. We have requested enhancements and we have some support issues that are submitted. But we have no visibility , (web portal), to review what we already submitted. It would be nice to have a support portal to check open cases and enhancements we have submitted.
Happy to Recommend Phocas!
We started with Phocas in 2009 with just the standard sales database for one region of our business but have now progressed to multiple sales databases for other business units with fully integrated rebates module as well as finance and procurement style database now, with plans to roll it out further in other parts of the business.
Avantages
The ease of use of Phocas is what puts it at the top of our list for BI software. The set up of the data was quick and easy (with great support from the Phocas guys) and ability to drill down from top line data right into the detail of a transaction is what makes Phocas a great tool for us. Phocas is widely used across our business to track and analyse sales data, finance data and purchasing data with future plans to add more modules. The PUG Forum is also a good feature for me, if there is something that you don't know how to do then you'll find the info there or someone can point you in the right direction. It's also a great place to suggest the feature that you'd like to see and Phocas review and add on to their product road map, so you know they are listening to your ideas.
Inconvénients
I'd say the visualizations and widgets on the dashboards could do with abit of updating. The charts aren't always a flexible as you'd like with axes labels and adjusting the axes to suit the chart, plus you have to be quite specific with the data in the first place to get the chart you want.
Phocas is Amazing!
The biggest benefit is not having our sales reps rely on our IT department to create a report from an old legacy system. They also don't have to rely on standard out of the box reports that can be limited in scope. Phocas allows them to instantly dive into their sales data and find anything they need--from summary numbers to very specific sales data. In fact, this applies across all departments including management. The ease and flexibility of finding information is incredible.
Avantages
Ease of use. Within seconds I can find the exact data I am looking for. It requires very little technical knowledge, however, I have set up many advanced sales--and even financial--reports using Custom Mode. The software loads quickly, and I have rarely encountered a bug. On the few occasions where I have emailed the support desk they ALWAYS respond quickly and have a solution implemented right away. This is definitely not the case with many other software companies that I deal with. I love Phocas.
Inconvénients
This is very minor, but exporting reports could use some touch ups. Exporting to Excel comes with conditional formatting. Some users may like it, however I almost always remove the conditional formats because it dramatically slows down other functions I may perform with the data in Excel. Again, this is very minor as I understand the usefulness to some users of having the conditional formats already set up. I also occasionally print a report that displays in a weird format with regards to column headings and column widths.
Phocas has helped us keep our salespeople on task
Phocas software is great! We are just scratching the surface with what it can do and look forward to using this more.
Avantages
We have used Phocas since 2008 and have always liked how fast we can generate reports. The reports that I have setup to e-mail keep me informed on key indicators in our business. We started using CRM a couple of years ago and like how easy it is for our salespeople to enter calls on their mobile device.
Inconvénients
I would like to see a better way to track and run reports on leads in CRM. Sometimes upgrades and support take a little longer the we would like.
Best BI Tool
I love it, since we really started using phocas(last pug conference) I have decreased the amount of crystal reports by at least 75% or more.
Avantages
This software allows me to gather databases from all over the organization and present the, to our users via dashboard/report or let them drive their own reporting.
Inconvénients
It was a bit difficult to understand the Sync/dbdesigner part since documentation on this was a bit vague
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives
Phocas - Prix
Phocas - Prix
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives
Phocas - Fonctionnalités
Phocas - Fonctionnalités
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives
Catégories
Catégories
Vidéos et tutoriels
Vidéos et tutoriels
Plus d'informations sur Phocas
Plus d'informations sur Phocas
Phocas - Principales fonctionnalités
- Ad-hoc Data Discovery
- Alerts
- CRM
- Collaboration
- Combine data from multiple sources
- Data Mining
- Data Warehousing
- Easy to build interactive dashboards & scorecards
- Full Business Intelligence suite for mobile use
- Geospatial Analysis
- Inventory analytics
- Mapping
- Multiple export options
- Reporting
- Sales analytics
- Save Favourites
- Visualisations
Avantages
Get timely access to accurate data: current revenue and profit, against budgets, against prior year and against forecast
See your data presented in meaningful and easy-to-understand formats: grid, charts and dashboards
Dive from high level summaries to company-wide detail in seconds
Visualize metrics and performance scored the way you want it, against the variables you need
Gain insight into where customers are moving away from critical margin points, identify top customers and more
Manage sales team performance
Analyse de GetApp
Analyse de GetApp
Gut sense only goes so far in the business world. In order to make strategic decisions, organizations need to rely on actual, real-time data. Phocas is a cloud-based data discovery solution that provides businesses with 50 to 500+ employees with ways to make data-based decisions, uncover new sales opportunities, and improve operational efficiencies.
Designed for companies in the distribution, manufacturing and retail industries, Phocas offers analytical capabilities that turn complex data into understandable charts, graphs, and maps. Professionals with and without technical backgrounds can take advantage of business intelligence (BI) with Phocas. A few of the solution’s most important features include ad-hoc data discovery, dashboards, geospatial analysis, and data collection.
Description du logiciel Phocas
Phocas has been sold on a subscription basis since 1999, serving the needs of professional organizations looking to make smarter business decisions. The solution makes sense of large volumes of data, generating detailed visualizations, seamlessly uncovering sales opportunities, and improving business efficiencies for its professional users.
With a few clicks of the mouse, Phocas users are able to bring up sales data, inventories, forecasts, prices, profit margins, and budgets. They can also carry out ad-hoc interrogations, consolidate data, conduct modeling, and identify trends using geospatial analysis. This makes it easier for businesses to stay ahead of the curve, which is important in competitive business environments.
Phocas - Principales fonctionnalités
Ad Hoc Data Discovery
Phocas follows a user’s train of thought, quickly answering important business questions. In addition to answering those critical business questions, Phocas also uncovers new questions and opportunities that organizations should consider.
Start turning your own data into actual results using Phocas’ ad-hoc data discovery tools. With Phocas, you can visualize your data from multiple sources, including third-party CRM, sales, and EPS solutions. You can also interact with that data, and drill down to uncover insights or highlight problems that you may not otherwise know exist.
Mobile
Phocas offers a full BI suite for mobile. This provides you with real-time data interrogation capabilities from any location worldwide, regardless of the device you’re using.
Phocas has kept its mobile interface simple to ensure that virtually anyone can take advantage of advanced BI features. From your tablet or smartphone, you can stream inventory vs. sales. If you’re visiting clients on the road, you can highlight key product groups. You can also create dashboards to share with your team using your mobile device.
Dashboards
Phocas summarizes its users’ data, enabling businesses to spot check for results to share amongst their teams. Any Phocas user can build an interactive dashboard, and then customize, collaborate, and revise it quickly without help from an IT department.
The dashboards you create with Phocas can get incredibly detailed, depending on your needs. Drill down to individual transactions or take broad strokes and look at the financial outlook for your industry at large. You can apply or remove restrictions to the data in your dashboard based on the access level of the user looking at the information.
Geospatial Analysis
Using Phocas, professionals are able to combine transactional and geospatial data on an easy-to-view map. It’s also possible to combine geographical visualizations with existing BI data. Phocas’ geospatial mapping tools can be used with OpenStreetMap or Google’s API.
Map your data, and Phocas will immediately provide you with geospatial analysis. For example, geospatial analysis features are useful when you want to plot things like profitability or inventory on maps. Phocas allows you to pinpoint specific locations or use heat maps to show data for multiple locations at once.
Phocas - Intégrations
Organizations should contact Phocas for information about specific integration capabilities.
Phocas - Prix
Phocas has been sold on a subscription basis since 1999. Monthly fees include support, maintenance, and software updates. The company has a 97% customer retention rate and a 132% revenue retention rate.
Phocas - Résumé
- Straightforward UI requires minimal training.
- Ideal for companies in distribution, manufacturing, and retail.
- Fast implementation for businesses that don’t have days to waste creating reports.
- Flexible features help users quickly prepare for trade shows and meetings.
- Intuitively follows a user’s train of thought.
Phocas - FAQ
Phocas - FAQ
Voici quelques-unes des questions fréquentes sur Phocas.
Q. Quels sont les types de licence disponibles pour Phocas ?
Types de licences disponibles pour Phocas :
Essai gratuit: Non disponible
Q. Quelles sont les principales fonctionnalités du logiciel Phocas ?
Fonctionnalités du logiciel Phocas :
- Ad-hoc Data Discovery
- Alerts
- CRM
- Collaboration
- Combine data from multiple sources
- Data Mining
- Data Warehousing
- Easy to build interactive dashboards & scorecards
- Full Business Intelligence suite for mobile use
- Geospatial Analysis
- Inventory analytics
- Mapping
- Multiple export options
- Reporting
- Sales analytics
- Save Favourites
- Visualisations
Q. Qui utilise Phocas ?
Utilisateurs habituels du logiciel Phocas :
Grandes entreprises, Entreprises de taille moyenne, PME
Q. Dans quelles langues Phocas est-il disponible ?
Langues dans lesquelles Phocas est disponible :
anglais
Q. Quels sont les types de licence disponibles pour Phocas ?
Nous n'avons pas d'informations sur les types de licences de Phocas.
Q. Phocas prend-il en charge les appareils mobiles ?
Nous n'avons pas d'informations sur les appareils pris en charge par Phocas.
Q. Avec quelles applications Phocas peut-il s'intégrer ?
Applications s'intégrant à Phocas :
Dynamics 365, HubSpot Marketing, MYOB Essentials, Microsoft Dynamics GP, Microsoft Dynamics NAV, Microsoft Excel, NetSuite, NetSuite Inventory Management, Retail Express, SAP Business One
Q. Quelles sont les ressources d'aide disponibles pour Phocas ?
Ressources d'aide disponibles pour Phocas :
FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo
Overall we are very happy with this product. It has opened the door for getting information to our teams much faster and it also created a new full time position for data analysis! The flexibility of being able to create our own databases, & adding to existing databases has increased our ability to share information to our teams in a easy to view format instead of sending spreadsheets that some people did not look at.