Phocas Software reviews

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.

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.

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.

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.

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 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.

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.

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

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

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.

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.

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.

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.

Ease 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 "

Understanding 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.

User freindly and easy to understand reports and dashboard. In depth analysis with detailing of each parameter

not encountered anything that is not as per requirement

What 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.

The 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.

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.

Ease of use and navigation, ability to customise and a perfect support team!

The functionality is awesome, only think I can think of is to give more options with custom formatting dashboards.

I 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!

I 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.

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.

Phocas 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.

Not a real time application as of yet so the data is mostly reactive at this point.

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.

All information I need for sales, prospects easily available.
Updates every day

Nothing really. All works pretty easily for the info I need

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.

The software is easy to use and implement. User adoption was very fast. I like that you can quickly and easily build your own database in Designer without an IT resource.

If the data could be real time instead of on sync

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

Fairly easy to use with data highly configurable

Lack of out of box setup. Lack of point and click to drill into Data.

* How quickly you can slice and dice your data
* Reliability of data
* No hidden costs and no extra charges
* Support desk that helps and does not charge

* Remembering how to do things,
* Inability to manage your favourites or saved reports e.g. folder arrangement would be great