All Phocas Software Reviews
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Khallyl
Verified reviewer
Marketing and Advertising, 501-1,000 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed March 2023
Powerful Business Intelligence Tool - Phocas Software
It's important to note that the cons of Phocas software will depend on your specific needs and circumstances. It's recommended that you evaluate each software's (exam. Tableau, Microsoft PowerBI, etc.) features, pricing, and customer reviews to determine which one will work best for your business.
PROSI highly recommend Phocas software for any business looking for a user-friendly, real-time analytics solution. The customizable dashboards and robust data modeling capabilities make it easy to create a single source of truth for your organization. Plus, the seamless integration with other business applications and mobile access means you can access critical information from anywhere. And with dedicated customer support, you can be sure you're getting the most out of the software. Overall, I'm very impressed with Phocas software and would definitely recommend it to others.
CONSWhile Phocas software has many advantages, there are also some potential drawbacks to consider. Users may find that some customization options are limited, and the software can have a steep learning curve for those who are not familiar with business intelligence solutions. Additionally, Phocas software may have fewer data visualization options and may not integrate with all the data sources that your organization uses. Finally, It can be relatively expensive, which could be a barrier for some businesses, especially small businesses.
Vendor Response
Hi Khallyl, thanks for taking the time to leave us such a thorough review! To help get you familiar with the customization options available, please be sure to check out online library of how-to videos that cover various aspects of Phocas products: https://www.phocassoftware.com/academy And if you're missing a data source in your solution that is critical to your organization, please let us know (hello@phcoassoftware.com), we'd love to help keep you feeling great about your data! Warm regards, Mike Hills Global Head of Customer
Replied June 2023
David
Wholesale, 501-1,000 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
Wholesale distributor review of Phocas
Great!
PROSEase of use Speed to market (straightforward deployment)
CONSCloud version response time gets a little sluggish here and there but not too often.
Reason for choosing Phocas Software
Ease of use, intuitive, less expensive as competitor, we could pay monthly and not tied to any contracts.
Robert
Wholesale, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
Reviewed September 2023
Good product, not cheap, Service level strongly depends on the contact person
The speed and the web based working aspect.
CONSDepending on the contact person. If this person is on vacation or sick, there is only a substitute for emergencies. But there are nearly weekly issues to clarify.
samantha
Mining & Metals, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
A great product with an excellent, dynamic and knowledgeable support team.
It's really quick to get the information we need. When we implemented it we presumed the sales team would spend hours on it. They don't. They get the information they need within seconds and can quickly move on to do their actual jobs. It's an extremely powerful tool.Some functions in the business don't use it very much but that's because we didn't collect data before because we couldn't analyse it. Now that we can analyse it we need to collect a bank of data so we can see what we want to do with it. Chicken and egg.
PROSThe screens are easy to navigate and there aren't lots of clicks to get the information you need.I particularly like how easy it is to create Dashboards and delve deeper into dashboard data.The supporting team are excellent too. After a bumpy handover to BAU Phocas have completely turned it around. Their team are engaging, helpful and knowledgeable. I also know that, if I can explain the data composite I'm looking for, the team will find a way of getting it.
CONSIt isn't so easy for less skilled team members to use- those who don't understand databases, don't have very good computer skills or only use it occasionally.I'd like it to be easier to import simple data such as a spreadsheet.
Reason for choosing Phocas Software
We went straight to Phocas because they had recently partnered with our ERP solution provider. It shortcut the process for us.
Vendor Response
Hi Sam, thanks for taking the time to to leave us such a thorough review! We really pride ourselves for providing real people to help you solve your problems the best way we can. It's great your wider team can quickly find the data they need too. For less frequent users, hopefully our library of easy-to-follow videos at: https://www.phocassoftware.com/academy, are proving useful. If you spot any gaps in our how-tos we're always open to suggestions: hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer
Replied June 2023
Anthony
Electrical/Electronic Manufacturing, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed February 2023
Phocas data management
I have used Phocas for 5-6 years and use most days. The deep diving of data speeds my reporting time two-fold. Accurate and reportable data.
PROSI enjoy the ability to phocas into different datasets whilst viewing another, for example the product, credit note type BY each customer.
CONSAvailable training for new users. I have several years and was shown with a 'hands on approach'.
Vendor Response
Hi Anthony, thanks for taking the time to review Phocas. It's great you keep getting so much use out of our platform, and are able to quickly track down details on products and credit notes per customer! Hopefully you're familiar with our library of how-to videos that cover various aspects of Phocas products - we regularly update it at https://www.phocassoftware.com/academy. Also your account manager will be in touch if there are any other relevant training sessions for new users that we think your team could benefit from. If you require assistance or have any further suggestions, please send us an email at hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer
Replied June 2023
Tyler
Construction, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed February 2023
Phocas is a masterful piece of software
It's seriously good. Sometimes the customer service is slightly slow and I don't always hear back straight away but in the main it's good!
PROSPhocas is one of the best CRM / data analyst tools in the market for people selling multiple product lines to multiple customers. The ability to track and measure the success of individual products and product groups to a selection of customers or sectors is absolutely brilliant!
CONSThe software is slightly clunky still and would benefit from more work on the ease of use side, ie. a better search function
Reasons for switching to Phocas Software
Phocas has so much more to offer
Vendor Response
Hi Tyler, thanks for taking the time to leave a review. It's great to hear that you're able to slice and dice your product and customer data to your heart's content! Our team is always working hard to respond quickly whenever you need us, so please let us know if you have anything in particular that isn't quite right: hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer
Replied June 2023
Aman
Verified reviewer
Chemicals, 1,001-5,000 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
5
Reviewed March 2023
Phocas Software: An In-Depth Review of Business Intelligence and Analytics Solutions
hocas Software is highly regarded as an effective business intelligence and analytics solution due to its user-friendly interface and customizable dashboards that enable easy data analysis and interpretation, even for non-technical users. The software's fast analytics capabilities are also a major advantage, making it ideal for businesses that need to process large amounts of data quickly and in real-time. Users have praised the software for its reliable performance and usefulness in facilitating data-driven decision-making.
PROSPhocas Software is praised for its simple and intuitive interface, which enables me to navigate and analyze data in various ways. This feature is especially beneficial for businesses without dedicated data analysts, as it helps non-technical users to access and comprehend their data with ease.
CONSSome users have pointed out that Phocas Software's integration options with other systems and tools are limited. This can be problematic for businesses that use various applications as it would force them to switch between different platforms to access all their data.
Vendor Response
Hi Aman, thanks for leaving a review of Phocas. The key to making our system easy to use for complete exec, finance, ops and sales teams is the way we setup integrations with ERPs and other business systems to run automatically. If there is a system that you're really missing in your platform, get in touch and and we'd love to see what we can do to give you easy access to all your business data. Warm regards, Mike Hills Global Head of Customer
Replied June 2023
Amber
Wholesale, 51-200 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed February 2023
Fantastic bit of kit
I love from an IT admin point of you how it allows users to build their own reports. Previously we had to write sql queries to get users the custom reports they required. Now users are confident to go in and have a go themselves. The software training academy and weekly live training sessions has allowed users to pick up the software easily.User friendly, very powerful tool. Always new features being added.
CONSI believe their appears to be a bit of a backlog with the dev team currently so a few bugs aren't being resolved as quickly as they used to be.
Vendor Response
Hi Amber, thanks for taking the time to leave a review, we love that managed to we've free you up from writing SQL queries every time a custom report was required! Our team works hard to quickly resolve issues and fix any bugs that our users find, so please let us know if you have anything in particular that isn't quite looking right: hello@phocassoftware.com Warm regards, Mike Hills Global Head of Customer
Replied June 2023
Ashikur
Verified reviewer
Internet, 10,000+ employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2022
Brilliantly powerful BI solution
Phocas is pretty easy to use, even to the not nerd people. It's interface is intuitive.
CONSDashboards can use some more features. Other than that all looks good.
Martin
Verified reviewer
Building Materials, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2019
Reporting to masses
Phocas provided an ideal solution for producing the same views of information for Different job roles using the permissions in the background. This reduced our dependance on Excel reporting by around 60%
CONSPhocas is more a visualisation tool rather than deep dive and planning is necessary to ensure output views meet the expected results, particular around columnar structure. That said it has had nothing but a positive impact on the Business reporting consumption by the masses.
alan
Mechanical or Industrial Engineering, 1,001-5,000 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
Cost effective Management Information
This replaced "hand crafted" Excel and VBA sheets over a 10 day period to the consumer , we then developed Phocas to suit our needs and one drop of data updates all users with all views in 1 day.
PROSEase of use , ability to develop our own customised views , one change updates all consumers of the views , scalable - we can add more data and create relationships to enrich existing views to the consumer , Enable better decision making data in dashboard views allowing the consumer to pic and choose what is important today . We have never looked back - we chose Phocas in 2013 to feed our front end business with tailor made views of data to enable swift decision making - we developed our support team to self create views from data feed through to data visualisation - this replaced our Excel and VBA sheets that were people hungry to produce - now we simply load our data periodically and the consumer can a see "all they want to see when they want to see it "
CONSUnderstanding how the background of the product , as we decided from day one that we would be self sufficient in all our development needs and not many businesses had taken this approach with Phocas at that time.
Mike
Wholesale, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed October 2019
BI software that let's me do it the way I want to do it.
Being able to run reports in minutes instead of hours has saved me so much time. It helps me work more efficiently.
PROSWhat I most like about Phocas is I can get to the information I need by how I think about it. While someone else in my company can get to the same exact information in a totally different manner. The great thing is we get to the same exact information.
CONSThe thing I like least is the inability to print nice looking dashboards. We have sales meetings and the managers want to print each salesmen's information from a master dashboard. This way it can be handed out to each person so they can see their information as it is talked about generally in the meeting.
Reason for choosing Phocas Software
We chose it because of its flexibility.
Robert
Building Materials, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed August 2021
Hindsight is 20/20, Phocas brings it to your Dashboard!
From day one, the support we have felt from our primary internal advocate has allowed us to venture further and deeper into the expanse of Phocas. I am taking this individual's deliverables as a testimony to the support being shared by the Phocas Team.
PROSThe apparently limitless possibilities. With our custom insulation solutions business, our metrics and analytics are unique, and Phocas has kept up, nay, surpassed our demands!
CONSThere is not a con to the software, the con comes with my time being able to dig in and leverage all of the cool factors. My analogy: my car has many special cool features, but most of the time, I simply get in it and drive. Need to stop, read the manual, and truly put it (and expect excellent performance) to the test!
Reasons for switching to Phocas Software
Dynamism, customization, and scalability.
Rebecca
Food & Beverages, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
Phocas - Exceptional software with amazing support.
Phocas have been an amazing help with streamlining our business processes. Not only is it easy to gain insights into our market, the team at Phocas have made it as quick and easy as possible by setting up automatic synchronisations from our accounting software directly to Phocas so we always have the latest data on hand without any effort at all. A favourite tool for the staff here and can't recommend it enough.
PROSEase of use and navigation, ability to customise and a perfect support team!
CONSThe functionality is awesome, only think I can think of is to give more options with custom formatting dashboards.
Reason for choosing Phocas Software
-
Ian
Construction, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
Brilliant way to save precious time
We / I monitor and control stock and sales figures for a large multi-site company that is easily done by branch or area and quickly manipulate the figures to show the various results I require in an instant, I would be lost without it.
PROSI like the instant, fluid information that lets me quickly get the information I want when I want it how I want it, sales me hours a week, what's not to like!
CONSI wish to learn more about it to maximise on its benefits but find it a little expensive to do the course, other than that its brilliant.
mark
Automotive, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2019
Phocas Software review
great staff , great system I have nothing but praise for Phocas
PROSThe system is great to use and easy , I like the fact I can customize reports and dashboards to suit my business.
CONSI have no issues with the software, the system works well for us.
Reason for choosing Phocas Software
the system sold its self , the demo we had many years ago showed us the benefits . We are now 6-7 years down the line and we love it more now than ever.
Zachary
Electrical/Electronic Manufacturing, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed August 2021
Making Large Data Easy
With the ease of use and power of Phocas's customization we are able to solve data visualization not just in the main data sets but in side project data as well.
PROSPhocas is an easy to use software that allows us to customize and take a lot of different data and consolidate it in one easy to use solution.
CONSNot a real time application as of yet so the data is mostly reactive at this point.
Cyndi
Building Materials, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed October 2019
Phocas BI
We are an Electrical Distributor. We use Phocas in every facet of our business to pull data about sales, inventory, products.
PROS