Phocas Analytics Software

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FrontRunners 2021

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About Phocas Analytics

Phocas is a team of passionate professionals who are committed to helping people feel good about their data. Our software brings together organizations’ most useful data from an ERP and other business systems and presents it in a way that makes it easy to analyze by anyone. Building dashboards is straightforward but what sets Phocas apart is its ad-hoc analysis capabilities. Unlike other BI tools, Phocas makes it easy for the user to decide how much detail to see and in what format. 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. Phocas lets users explore their data, following their train of thought to fin...
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Phocas Analytics User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 83 reviews

User Profile

Gary

Verified reviewer

Company size: 51-200 employees

Industry: Electrical/Electronic Manufacturing

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
4

Functionality

out of 5

October 2019

Best in class BI

Phocas is extremely easy to use for a non Technical users. It holds huge amounts of data and is pretty fast at being able to get the information required out of the system fast.

Pros

It is easy to use for all sales people. Lots of information at your fingertips.

Cons

Having all this data you need to understand d how to use it. This is not always easy.

Jim

Company size: 11-50 employees

Industry: Wholesale

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
4

Customer support

out of 5
5

Functionality

out of 5

October 2019

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.

Pros

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.

Cons

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.

Reasons for choosing Phocas Analytics

We like how easy it was to use and customize.

Reasons for switching to Phocas Analytics

Microsoft was to expensive and to complex for what we needed.

Clare

Company size: 51-200 employees

Industry: Medical Devices

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
3

Ease-of-use

out of 5
3

Customer support

out of 5
3

Functionality

out of 5

February 2020

I feel like it can be a useful tool, if you are in the know!

I would suggest a simple user guide to come up the first time you log in, so you are aware of the real potential of this software.

Pros

Once you have been shown how to use this software, it can be a very useful tool, especially for us as CEs who aren't directly involved with the Sales side of the business.

Cons

Unless someone is a pro on Phocas, it is difficult to navigate your way around it and completely understand how to use it.

Rhys

Company size: 51-200 employees

Industry: Wholesale

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

August 2021

Phocas Changed Everything for US.

As I said in my Pros section, we are making data driven decisions now and our sales reflect that. Also, their customer service team is top notch and more on the ball than any other software company I have dealt with in recent years.

Pros

Before we migrated over to Phocas we were using MITS which was very clunky and very slow. Because of these reasons most of us never really touched it. That meant that we weren't utilizing data when making decisions and more using our gut. Since implementing Phocas our decision making has been data driven and we are making smart choices and it shows in our sales.

Cons

The only con I can think of had really nothing to do with Phocas. We had a rough time when we switched ERP systems. But the issue was with the ERP company and not Phocas.

Reasons for switching to Phocas Analytics

Phocas had a much better, much faster and a complete user friendly product.

Jorge

Company size: 201-500 employees

Industry: Medical Devices

Time used: More than 2 years

Review Source

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

October 2019

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.

Pros

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.

Cons

It was a bit difficult to understand the Sync/dbdesigner part since documentation on this was a bit vague

Reasons for switching to Phocas Analytics

It gave visuals to our team to put a story behind the data.

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