Phocas Business Intelligence vs. sales-i

If you would like your data in one place with easy access, this is the software for you. You can have data from multiple systems and bring it into one view so that you have a quick and easily visible dashboard for the data you wish to see.

Incentivized

More Appropriate Scenarios: 1. It helps in visualizing opportunities with our customers that help us strategize and execute good sales activities to drive our business. 2. It helps in improving the flow of communication between the different departments. 3. It is extremely easy to log call notes and schedule future calls so we never miss an opportunity to reach out to our customers and get the sale. 4. We can create reports that show where my sales are up, and down. It allows me to focus on customers that are down in specific categories and pinpoints the exact products. Less Appropriate Scenarios: 1. The pipeline is very basic which is a bit of a let-down as this is a function we require so have to use a stand-alone product for this. 2. Difficult to pull specific information about a group of customers.

Incentivized

• Custom reports are simple to create.
• The ability to manage users and their dashboards is solid.
• Easy to navigate web interface makes the software accessible from anywhere.

Incentivized

• It helps me to sell more and makes me more organized to prepare myself for sales calls
• It helps to manage each lead in a proper manner and create a proper funnel of lead from suspects to get mature
• It helps our sales team to create campaigns

Incentivized

• Phocas needs to make it easier to connect to different types of databases.
• The data in Phocas needs to be updated faster in some cases.
• It needs to provide functions to create better charts and graphs.

Incentivized

• There is no free trial for this product even though it's a CRM
• The pricing is very high compared to its competition.
• The pipeline is very basic which is a bit of a let-down as this is a function we require so have to use a stand-alone product for this.

Incentivized

It is a very user-friendly product and is easy to understand. You can get your data from just a quick click and the dashboard loads. You can take the data and drill down easy to find what you are looking for.

Incentivized

Support is responsive. You log a call and they will respond quickly and resolve your issues. We have only had great experiences with the support team.

Incentivized

Phocas is easy to use for end users and can be used on desktops, laptops, and phones.

Incentivized

Advantages: 1. We can create reports that show where my sales are up, and down. It allows me to focus on customers that are down in specific categories and pinpoints the exact products. 2. It is extremely easy to log call notes and schedule future calls so we never miss an opportunity to reach out to our customers and get the sale. Disadvantages: 1. There is no Free trial for this product. 2. The product cost is very high compared to the competition.3. Integrations & Plugins is not match to it's competitors

Incentivized

• It has given our business a view on data
• We can access it from anywhere
• You can have multiple dashboards for different information

Incentivized

• As I user I can't say if it has a positive impact or a negative impact

Incentivized