Opiniones de Phocas Software

Ha sido muy útil por sus herramientas BI

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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.

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.

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.

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.

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.

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.

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

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

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.

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.

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

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.

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

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

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.

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.

Information Availability and speed of access to queries

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

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

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

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.

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

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.

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

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

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 ;)

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

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.

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

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

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.