Phocas Software

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Calificación general

4,8 /5
(117)
Relación calidad-precio
4,6/5
Funcionalidades
4,6/5
Facilidad de uso
4,5/5
Asistencia al cliente
4,6/5

99%
de los usuarios recomienda esta aplicación
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117 opiniones

Felipe
Calificación general
  • Sector: Tecnología y servicios de la información
  • Tamaño de la empresa: 10.000+ empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Gestionar con phocas

Revisado el 16/5/2023

Puntos a favor

Ha sido muy útil por sus herramientas BI

Desventajas

Puede llegar a ralentizar el dispositivo de computo si no cumple con los requisitos.

Respuesta de Phocas Software

Hi Felipe, thanks for your review! We're glad you're finding Phocas so easy to use.

We find the latest version of Chrome, Firefox or Safari work best with our platform - you can read more about our system requirements here: https://helpphocassoftware.atlassian.net/wiki/spaces/userdoc/pages/590182/System+requirements

If you require assistance or have any suggestions, please send us an email at hello@phocassoftware.com.

Warm regards,
Mike Hills
Global Head of Customer

Bill
Calificación general
  • Sector: Almacenamiento
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Johnstone Supply - Las Vegas - Why Phocas has increased our productivity!

Revisado el 10/10/2019

Overall we are very happy with this product. It has opened the door for getting information to our...

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.

Puntos a favor

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.

Desventajas

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.

NIcholas
Calificación general
  • Sector: Comercio mayorista
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Phocas is Amazing!

Revisado el 8/10/2019

The biggest benefit is not having our sales reps rely on our IT department to create a report from...

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.

Puntos a favor

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.

Desventajas

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.

Delaney
Calificación general
  • Sector: Bienes de consumo
  • Tamaño de la empresa: 201-500 empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 6.0 /10

Marketing Review 8/2021

Revisado el 17/8/2021

Overall, I am genuinely happy with Phocas. I'm the kind of person who gets excited about report...

Overall, I am genuinely happy with Phocas. I'm the kind of person who gets excited about report customization and flexibility within the way we structure our data.

Puntos a favor

I love the customization of creating reports. Our users enjoy the independence of creating their own reports and the flexibility they have with customizing the structure of any data pulled.

Desventajas

We have a partner login within our license, and support for this add-on isn't yet where it needs to be in order to foster growth in this area.

Thomas
Calificación general
  • Sector: Comercio mayorista
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Why I recommend Phocas to all of my peers in this industry.

Revisado el 17/8/2021

There isn't enough space to go through the numerous benefits I have gained since purchasing this...

There isn't enough space to go through the numerous benefits I have gained since purchasing this software. I have reorganized sales territories based on overly concentrated vertical sales. Our team now has a place to review and track sales vs goals daily. I have a consolidated and by location view of my clients in an easy to find manner along with a customer stratification system to help manage margins, AR terms compliance, etc to educate the sales team on what we need to be doing differently with said accounts (spend more time, spend less, cross sell specific items....) . Like I say, I could spend all day on the benefits.

Puntos a favor

I have been exposed to 10 or more different operating systems over the course of my 26 year business career. NONE of them have provided adequate business intelligence tools. Phocas is highly intuitive and thorough which saves me hours per week of spreadsheet work. I cannot offer a better compliment than it being an amazing time management tool.

Desventajas

There are a few issues I have with loading budgets and working through Administrative User rights but that is an infrequent issue. I would like to have a few additional graphical options for data visualization but it works just fine as it is. What I like the absolute least is that we didn't add additional modules...accounting, pricing tools... and have no plans to do so in the near future due to budgetary contraints.

Josh
Calificación general
  • Sector: Comercio mayorista
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Phocas is a necessity!

Revisado el 5/8/2021

Fantastic. [SENSITIVE CONTENT], our Customer Success Consultant is amazing. She's readily available...

Fantastic. [SENSITIVE CONTENT], our Customer Success Consultant is amazing. She's readily available and knows exactly what she is doing. Their support staff is also very accommodating and knowledgeable. We've dealt with other software companies and they take their time and treat you like they don't need your business and
over charge for routine services. Phocas is a true partner. A couple projects that were able to be successful with the use of Phocas is: Customer Stratification, Gap Analysis, Daily Inventory Analysis (Which was huge for this last year) and our Dead Stock process.

Puntos a favor

The ease of use. As an admin of Phocas, it was very easy to get our staff onboarded and very comfortable with day to day usage. If the staff isn't going to use the tool, then it's worthless no matter how great the data is.

Desventajas

Phocas is great at listening to our issues and roll out timely updates to add new features or fix issues.

Bobby
Calificación general
  • Sector: Comercio mayorista
  • Tamaño de la empresa: 201-500 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Getting the most out of data 'NOW' !!

Revisado el 11/8/2021

Our number one benefit was saving time and delivering information to our Salesforce. Prior to...

Our number one benefit was saving time and delivering information to our Salesforce. Prior to PHOCAS every need for information came as a request to our I.T. department. With a limited staff keeping our systems updated and available was a major time consumer ... leaving very little time to develop the report or query request that constantly came into the department. After Implementing PHOCAS the number of request went down mon th by month as the Salesforce started using PHOCAs and getting their information without having to wait on the I.T. staff to produce it.

Puntos a favor

Deliver what was promised. Ease of implementation, Ease of training, Ease of Customer service.
Price point sealed the deal.

Desventajas

As we looked at several products we found that most of them had the same look and feel. Most wanted a high front end implementation cost along with a 2 year commitment. Phocas was willing to do a 'Install, try and buy' approach.... nothing to lose but some system admin time working with Phocas to setup the environment to prove it worked. So with that said ... our only 'con' comment is ... we wish we had implemented sooner.

Lisa
Calificación general
  • Sector: Comercio mayorista
  • Tamaño de la empresa: 501-1.000 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Phocas is a fantastic tool!

Revisado el 10/8/2021

I do a lot of reporting in my role with the company, not only internal but external to our vendors...

I do a lot of reporting in my role with the company, not only internal but external to our vendors and also customers.

I am able to provide real time reports via Phocas. This has been where I most have appreciated the software. I used to have to email all my reports which would take countless hours week after week. WIth Phocas, setting up a link takes a few minutes on the front end but then it's done and you can easily share with many.

I have been able to dig into our data and provide analysis that I would have not been able to do otherwise.

Puntos a favor

I love the flexibility within Phocas and the ease with which you can customize reporting to fit so many different areas of business. I especially am thankful for the links that you can provide to non-users to share reporting outside of your company. Phocas makes my job so much easier and gives me the power to provide quick and useful reports.

Desventajas

Until I discovered the online videos and trainings, I was not able to use the software to the fullest! I highly recommend when the software is introduced to a new user, that they watch some of the 101 level trainings to learn all that can be done.

Adam
Calificación general
  • Sector: Comercio mayorista
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Phocas Review

Revisado el 30/7/2021

Phocas has been really easy to use and allows us the insight into our business that we need....

Phocas has been really easy to use and allows us the insight into our business that we need. Furthermore, support has been really good.

Puntos a favor

The best part of Phocas is the ease of use. They really make it easy and intuitive to find the information you are looking for.

Desventajas

This is largely in part to our ERP system, but not everything we would like to have in Phocas came with our integration. We have to have custom programming done to unlock further usage of our system in Phocas.

Jason
Calificación general
  • Sector: Automoción
  • Tamaño de la empresa: 1.001-5.000 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Comprehensive Reporting & Business Building Tool

Revisado el 10/10/2019

My overall experience with Phocas has been excellent, we use the system to monitor growing and...

My overall experience with Phocas has been excellent, we use the system to monitor growing and declining sales to protect out business and easily identify buying gaps to help increase sales.

Puntos a favor

Ease of use, speed of reporting and level of detail available that can be accessed. Automated reporting saves a lot of time. Support from the account managers when required is excellent.

Desventajas

Sometimes some of the functionality could be improved further to allow more flexibility. An example here would be multiple options for subscriptions i.e. a weekly report that you could also set to receive at monthend without the need to create a new favourite. Nest function is a fantastic addition to the functionality but due to the way Phocas works you have to start at the bottom layer of data then build layers above.

peter
Calificación general
  • Sector: Automoción
  • Tamaño de la empresa: 201-500 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 10.0 /10

Quick data analysis that creates easy talking points and business opportunities

Revisado el 9/2/2023

My experience is that the software is a major tool in my working day that allows me to tackle many...

My experience is that the software is a major tool in my working day that allows me to tackle many business questions and come up with a solution or talking point via the data.

Puntos a favor

The Product is easy to use, clear and concise with a good simple view of the data.

Desventajas

Maybe some more different style's of graphs would be good.

Respuesta de Phocas Software

Hi Peter,
thanks for taking the time to leave us a review, we love that you're able to quickly get to actionable data with Phocas.

If you have any graphs or gauges that you are really missing from your dashboards we would like to know more - you can always email us at hello@phocassoftware.com

Warm regards,
Mike Hills
Global Head of Customer

Moe
Calificación general
  • Sector: Materiales de construcción
  • Tamaño de la empresa: 10.000+ empleados
  • Software usado A diario durante 6-12 meses
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Great , Impactful Software

Revisado el 29/7/2021

overall I am very satisfied with this program and I highly recommend it to my clientele.

overall I am very satisfied with this program and I highly recommend it to my clientele.

Puntos a favor

Ever Since the team has implemented Phocas,

I have been able to track my sales progress and been able to keep up with my goals and successes.

this program also allows me to have my track record available and see where I need improvement and have a clear written history in terms of graphs and charts as to what has been done in the past, and present.

Desventajas

the only problem I have with this problem is that sometimes , the program freezes, lags and does not upload the data from the day prior.

James
Calificación general
  • Sector: Comercio mayorista
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Phocas going forward

Revisado el 9/10/2019

It is giving us an insight we have never had before into our performance and the measure ability...

It is giving us an insight we have never had before into our performance and the measure ability especially in terms of profit and there link to rebates.

Puntos a favor

I am most excited about the ability to draw in different strands of information from the various software platforms we operate as part of the business. We generate so much data that frankly its too intimidating to consider analysis of it all without the services of Phocas

Desventajas

I would like to see more integration in the CRM side of the software. For instance our ERP is ultimately our primary CRM system aswell, so we manage the contacts there, but they do not automatically sync through to the contacts tab of the CRM section. Some further automation from existing systems would be nice.

JJ
Calificación general
  • Sector: Materiales de construcción
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Analytics in today's business environment

Revisado el 28/10/2019

My overall experience with Phocas has been good from the start. They are prompt in with a response...

My overall experience with Phocas has been good from the start. They are prompt in with a response when you have an issue and will help you get the results you are looking for when utilizing custom searches and in-depth calculations.

Puntos a favor

Phocas is incredibly easy to use and helps you dig into an type of business analytics you can think of for your business.

Desventajas

There are not many of CONS that I have with Phocas, but the biggest issue I have is the lack of graphics for dashboards and the ability to truly customize those graphics. Also, the graphics can be a little quirky at times.

Shirley
Calificación general
  • Sector: Comercio minorista
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

A Game Changer!

Revisado el 13/10/2019

the data from using Phocas has driven many key marketing and sales decisions with only positive...

the data from using Phocas has driven many key marketing and sales decisions with only positive results. We are now moving forwards in obtaining more data from our stock and purchasing databases to assist our Operations teams.

Puntos a favor

the ease of obtaining information in a usable way, and the speed at which we can get analysis of the data has been a game changer for our business! The dashboards are key for our teams and the alerts take the day to day thinking out of my hands!

Desventajas

There is nothing negative about this software from my perspective!

Shakti
Calificación general
  • Sector: Materiales de construcción
  • Tamaño de la empresa: 1.001-5.000 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Phocas Easy To Use

Revisado el 29/10/2019

Phocas allows the business to have data available on the go. BSS administrates and creates the data...

Phocas allows the business to have data available on the go. BSS administrates and creates the data tables which allows the business to easily customise new company requirements.

Puntos a favor

One Click Functionality. User friendly. The ability to access data wherever you are in the world.

Desventajas

As BSS hold a vast amount of information sometimes we have issues viewing the data. This might be an internal or external network issue.

Gene
Calificación general
  • Sector: Envases y contenedores
  • Tamaño de la empresa: 501-1.000 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 10.0 /10

My experience

Revisado el 8/10/2019

Use it everyday, helps service customers quickly.

Use it everyday, helps service customers quickly.

Puntos a favor

Find out extended history on a customer; get transactional data over any specified time period; review usage by product category, vendor, customer, grade, order type, etc.

Desventajas

Can view on iPad, but not real clean: limiting fields in some of the functions tend to overlap making it impossible to do. Would like to abbreviate column headings, but can’t.

CHRISTOPHER
Calificación general
  • Sector: Comercio mayorista
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Phocas Software review

Revisado el 8/10/2019

Sales and profit information by customer and product line is instantaneously available. I do not...

Sales and profit information by customer and product line is instantaneously available. I do not know how we functioned without it. Grat tool to analyze sales and profitability

Puntos a favor

Information Availability and speed of access to queries

Desventajas

We cannot link our customer price matrix database to our sales information

Khayam
Calificación general
  • Sector: Materiales de construcción
  • Tamaño de la empresa: 11-50 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Phocas motivates our team

Revisado el 19/4/2022

I would diffidently use Phocas if I ever open up my own business

I would diffidently use Phocas if I ever open up my own business

Puntos a favor

Showing Sales figures as opposing to same time last year, we are basing our bones system based on this.

Desventajas

It should have been accessible to all employee to keep checking the sales stats instead of just one user without a password and username.

BRITTANY
Calificación general
  • Sector: Comercio mayorista
  • Tamaño de la empresa: 201-500 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 10.0 /10

Phocas Ideal for Data Tracking

Revisado el 29/7/2021

Puntos a favor

I utilize data analysis in Phocas daily and help create dashboards for our branches. It is easily navigated and improves our data tracking and transaction searching.

Desventajas

Sometimes Phocas doesn't update, though I do not personally know if this is a Phocas issue or an issue with our Point of Sales program

Dianne
Calificación general
  • Sector: Materiales de construcción
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 9.0 /10

Love Phocas!

Revisado el 9/5/2017

Puntos a favor

I have been a Phocas user for a couple of years. Being a SHIMS user, we are always looking for software to enhance it and make the end users lives easier. Phocas has been a great fit for us.

Desventajas

We started using the CRM database about 6 months ago. After a somewhat rocky start, the salesforce is finally embracing the technology.

Tad
Calificación general
  • Sector: Fabricación de productos eléctricos/electrónicos
  • Tamaño de la empresa: 201-500 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 8.0 /10

Easy to use

Revisado el 4/8/2021

Puntos a favor

building dashboards is easy, building reports (favorites) is easy.

Desventajas

The data. Just like any other reporting software. If you don't have a good structured dataset (source files) then it makes it harder. That's not a bad thing about THIS software, though ;)

Joseph
Calificación general
  • Sector: Construcción
  • Tamaño de la empresa: 201-500 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Great product

Revisado el 9/5/2017

Puntos a favor

Very easy to get to the data that we need. We have used this product for about 5 years now and it works great.

Desventajas

It takes a little bit of setup but most of that was just trying to decide what data we wanted to get to. Other than that no real problems.

OLIVIA
Calificación general
  • Sector: Comercio mayorista
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de un año
  • Fuente de la reseña

Calificación general

  • Facilidad de uso
  • Probabilidad de recomendación 7.0 /10

Simplified Tool for business data

Revisado el 17/4/2019

Puntos a favor

I'm able to see various snapshots of all the data that drives my business decisions in one place - and even better - I am able to slice and dice the data in different ways so as to get in depth analysis when needed

Desventajas

Not in real time (at least for my organization) - the data downloads every night so we have to wait until next day to see numbers up until the previous day

Agnes
Calificación general
  • Sector: Logística y cadena de suministro
  • Tamaño de la empresa: 51-200 empleados
  • Software usado A diario durante Más de dos años
  • Fuente de la reseña

Calificación general

  • Relación calidad-precio
  • Facilidad de uso
  • Asistencia al cliente
  • Probabilidad de recomendación 10.0 /10

Marketing Manager

Revisado el 9/5/2017

Puntos a favor

Phocas allows me to track the results of sales promotions with ease. It also lets me focus in on under performing product classes and identify the root cause. It's one of the best software programs we have.