Real-World Case Studies and Customer Success Stories with Phocas

Phocas helped Replenex automate financial reporting and shorten month-end close from up to 10 days to just 3. The platform integrated... with Infor CloudSuite, giving Replenex a single source of truth for all business data. Automated reports reduced past due accounts receivable to a record-low 7.5%. The finance and sales teams now access real-time data, improving transparency and decision-making. Phocas eliminated manual processes and boosted confidence in data accuracy.
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Phocas helped Eastern Industrial Supplies automate their financial statement process. The company replaced manual reporting with automated dashboards. Branch managers... now get instant access to income statements and balance sheets. The controller saves two full business days each month. Sales and procurement teams use Phocas to track inventory, sales, and freight costs. Data is now accurate, fast, and easy to share across the business.
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Phocas Analytics, Financial Statements, and Rebates helped Central Pro Supply, a large wholesale distributor, replace complex reporting tools and manual spreadsheets. Teams now use... standardized dashboards to track sales, margins, and performance. Sales reps use Phocas to spot customer trends and missed opportunities. AR and operations teams track daily tasks and cashflow. Financial reporting is faster and more accurate. Rebate management improved, helping avoid missed earnings and boosting margins.
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Phocas helped Wilkinson Supply Company extend the life of its legacy Mark ERP system. The company used Phocas to integrate... modern data analytics with its existing processes. Sales and purchasing teams now access real-time data to make faster decisions. Phocas enabled more proactive sales conversations and better inventory management. Wilkinson Supply grew sales and improved efficiency by quickly analyzing trends and adjusting strategies.
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Phocas helped Countrywide Electrical Distributors improve business data and sales reporting. Before Phocas, CED struggled with complex reports that focused... on inventory, not sales. Phocas made it easy to see profitability by customer and group. Sales teams now track progress weekly, not just monthly. CED says Phocas boosts professionalism and makes data easy to use.
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Phocas Analytics helped Eastern Industrial Supplies, Inc. improve eCommerce growth by providing real-time data access and integration with Epicor Eclipse... ERP. The company used Phocas dashboards to track customer use, branch performance, and sales, identifying and fixing data issues that led to recovered sales. Employees across departments now create their own reports without needing technical skills. Real-time insights support better decision-making and measurable improvements in sales and customer experience.
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Phocas helped House of Electrical Supplies automate sales reporting and reduce IT workload. The company used Oracle JD Edwards ERP... but needed flexible, multi-dimensional reporting. Phocas integrated easily, letting users build sales databases and set up alerts for margin drops. IT requests for sales reports stopped, and the sales team now uses dashboards for comparisons. Phocas made it faster to find data issues and freed up IT resources.
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Phocas Business Intelligence and CRM helped AEL Electrical Distributors replace their slow, outdated data system. The new solution made it... easy to track sales, manage customer tiers, and analyze supplier OTIF percentages with just a few clicks. Staff quickly adopted the platform thanks to strong training and support. AEL now manages suppliers more effectively and saves time on reporting. The system links sales and CRM data, making daily work easier for the business development team.
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Phocas BI software helped Revere Electric Supply streamline sales reporting and automate dashboards. Over 50 sales reps now use Phocas... daily, replacing multiple emails with a single dashboard. The tool improved access to data, making it easier for teams to make decisions and optimize inventory. Fast adoption led to a quick ROI and simplified reporting across the company.
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Phocas helped Hein Electric Supply restore data confidence and drive B2B e-commerce growth. After struggling with Infor’s BI tool, Hein... Electric Supply quickly redeployed Phocas in just six weeks. The platform enabled fast, flexible data analytics for inventory, sales, and purchasing teams. Phocas dashboards gave users instant access to key business metrics. The company used Phocas to support its e-commerce launch and make better product decisions.
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Epicor Data Analytics (EDA), powered by Phocas, helps Gustave A. Larson Co access actionable information from ERP, call center, IT... helpdesk, and weather data. The solution supports 200 active users, speeding up decision-making across all business functions. EDA replaced manual reporting, putting insights at users' fingertips. Integrating multiple data sources empowers teams to make timely, accurate business decisions. The company operates in 16 states as a leading HVAC and refrigeration distributor.
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Central Pro Supply used Phocas to replace complex reporting tools and manual spreadsheets. The company standardized dashboards for all teams,... improving visibility and accountability. Sales reps now use Phocas to track customer behavior and spot missed opportunities. Accounts receivable, purchasing, and inventory teams use it to monitor daily tasks and supplier performance. Financial reporting is now faster and more accurate, and rebate management has improved, helping the company avoid missed earnings.
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Wilkinson Supply Company used Phocas to extend the life of its legacy ERP system. The company needed better data visibility... and faster reporting. Phocas integrated with their Mark ERP, helping sales and purchasing teams access key data quickly. Salespeople now use Phocas to track trends and adjust strategies. The platform also helps manage inventory and supplier allocations. Wilkinson Supply grew sales and improved decision making with Phocas.
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Phocas helped Johnstone Supply – Kenilworth Group replace a rigid BI tool that limited data access and flexibility. With Phocas, they... integrated sales, inventory, accounting, and warehousing data for a single source of truth. Teams now track KPIs, create custom dashboards, and share reports easily. Warehouse and branch managers use Phocas to improve efficiency and sales performance. The company values Phocas for its responsive support and ongoing product updates.
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Phocas Software helped United Electric Supply speed up reporting and analysis for business meetings. The company wanted a business intelligence... tool that was easy to use and provided fast answers. After a short demo, staff found Phocas easy and powerful. United Electric now uses Phocas in meetings to spot sales opportunities and problems. The shift from static reports to real-time data has improved decision making and business visibility.
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Phocas BI helps Tradeware Group manage inventory and sales data from Sage Accpac. Tradeware uses Phocas to predict stock needs,... reduce excess inventory, and improve customer service. Sales teams access historical data to find new sales opportunities and keep customer information organized. Phocas enables quick reporting and deep data analysis, replacing slow and rigid ERP reporting. This leads to better planning, forecasting, and sales performance for Tradeware.
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Phocas helped Crescent Parts & Equipment speed up business decisions. Before Phocas, Crescent struggled with slow, unreliable analytics tools and... poor user adoption. After switching, they saw a 1,000% increase in sales team engagement and faster access to actionable data. Inventory tracking and pricing analysis improved, helping staff make better choices. Since using Phocas, Crescent achieved record sales months with 25-30% growth over last year.
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Phocas helped Gateway Supply grow 35% since 2014 and open a second distribution center. The company uses Phocas data analytics... to plan inventory, launch new stores, and improve accuracy to 80% when stocking new locations. Phocas reduced inventory selection from days to minutes and increased users from 20 to 80. Managers use Phocas for accounting, staffing, and performance tracking, making data central to business decisions. Phocas is critical to Gateway's operations and supports ongoing growth.
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Phocas helped Tropic Supply get fast, easy sales and promotions insights. Tropic replaced slow, hard-to-use ERP reporting with Phocas. Now,... 17 sales reps use Phocas to manage 50 accounts each. Ad hoc reports that took 10 minutes now take 90 seconds. Tropic uses Phocas to set fair pricing and boost customer retention. Non-technical staff can run their own reports with no extra help.
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Phocas Analytics helped Aaron & Company, a plumbing-heating-cooling supply wholesaler, access real-time data from their Eclipse system. Before Phocas, they... struggled to get timely reports and insights. With Phocas, they quickly analyze sales and customer activity, improving business decisions. The software's speed and flexibility let them spot issues early and prevent losses. Aaron & Company saw strong ROI from a small investment in Phocas.
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Phocas helped Kriz-Davis Co. improve sales and customer service. Before Phocas, their ERP reporting was slow and hard to use.... With Phocas, they quickly got better business intelligence and reporting. Sales teams now access data easily, even in front of customers. Management can see business performance at a glance. Service levels and decision-making improved across the company.
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Phocas data analytics helps Parrish-Hare access business information in real time. The warehouse team uses radio frequency scanners with Phocas... to track inventory and improve picking and receiving. The finance team monitors financial performance and sales commissions through Phocas. Dashboards keep everyone updated and support better decisions. Parrish-Hare uses Phocas to serve customers better and keep shelves full.
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Phocas Software helps Hayley Group, a leading UK industrial distributor, access real-time data and improve customer service. Before Phocas, reporting... was slow and manual, taking up to 3 days a month for IT staff. With Phocas Analytics, Rebates, and CRM, Hayley Group now gets instant business insights, automates rebate management, and streamlines sales efforts. Branch managers use dashboards to cut down trader impact from 20% to 10% of turnover. The self-serve system saves time and boosts user satisfaction across the company.
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Phocas Software helped Bunzl Safety manage a surge in demand for personal protective equipment during COVID-19. The company used Phocas... dashboards to track stock availability by SKU and predict customer orders. Teams accessed real-time data to make fast decisions on stock ordering and fulfillment. Integration with Pronto ERP made all key data available in one place. Bunzl Safety improved customer satisfaction and met contractual commitments by using accurate, accessible data.
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Phocas Analytics and Budgets & Forecasts helped Eddy Group modernize operations. The company integrated Phocas with its Klipboard ERP for... real-time data access across purchasing, sales, and inventory. Staff now create custom dashboards and access accurate information quickly, improving efficiency. Phocas enabled instant error detection and recovery, boosting confidence in data. Eddy Group uses Phocas AI to gain customer insights and stay competitive in wholesale distribution.
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Phocas Business Intelligence helped Connor Co make Epicor Eclipse ERP easier to use. Managers and branch leaders now get data... in seconds, not hours. Phocas lets them spot sales trends, track promotions, and analyze product lines fast. The integration was seamless and took just weeks. Connor Co uses Phocas in sales meetings and for real-time business decisions.
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Phocas helped Obex Protection improve business intelligence and data analytics. The company switched from Sage and Sales-i to Phocas for... better flexibility and customization. Six team members use Phocas daily for sales, purchasing, and margin analysis. Phocas dashboards and alerts help track sales, stock, and customer buying patterns. Obex can now make faster, more informed business decisions and spot trends quickly.
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Phocas business intelligence helps CQR Security Limited manage production performance and inventory. The company uses Phocas to analyze sales data... and improve its sales strategy. CQR tracks machine efficiency and labor use to boost output. The software's flexibility lets them measure KPIs and control business data. CQR has 60 employees and £8 million turnover.
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Phocas Business Intelligence Software helped ALP Lighting replace slow, complex systems like Cognos. Phocas integrates with their Frontier ERP, making... data easy to access and use. Sales teams now get detailed, flexible reports on customers, products, and margins. Managers use Phocas daily to make better business decisions. ALP Lighting saw strong value and fast adoption with minimal issues during setup.
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Phocas BI helped Signal Global, a PPE manufacturer, improve profitability and reduce customer leakage. Before Phocas, Signal struggled to track... customer spend and gross profit using OrderWise and NetSuite. With Phocas, sales and management teams now use dashboards and alerts to spot trends and act fast. Signal tracks customer usage, sets up scorecards, and holds more productive meetings. The company expects Phocas to boost customer retention and increase spend in product ranges.
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Epicor Data Analytics (EDA) powered by Phocas helped Jurox streamline BI reporting across sales, marketing, and R&D. Before EDA, data... was scattered and reports took too long to create. Now, Jurox syncs all data in one place, making reports fast and easy. Interactive dashboards let users filter and view key sales metrics. The business analyst can focus on deeper analysis and onboarding, not manual data work.
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Phocas Financial Statements helped Eastern Industrial Supplies automate financial reporting, saving their controller two full business days each month. The platform replaced... manual processes, improved data accuracy, and gave 17 branch managers instant access to key financial data. Sales and procurement teams now use dashboards to track sales, freight costs, and inventory, speeding up decision-making. Reports that once took hours now take under an hour, helping Eastern protect cost advantages and manage inventory better.
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Phocas gave Wessex International real-time visibility into sales and future opportunities. Before Phocas, reporting was manual and slow, taking up... to two days for key reports. With Phocas dashboards, sales teams now track activities, targets, and pipeline instantly. Mobile access and live updates help managers and reps see performance anytime. The biggest benefit is clear forecasting and preventing lost sales leads.
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Phocas BI helped Russell Corporation replace a slow, complex reporting system tied to Microsoft Dynamics AX. The company needed faster,... easier business intelligence to spot sales opportunities and improve reporting. Phocas was up and running in under four weeks, handling custom apparel matrix needs. Reports that took hours now take minutes. Efficiency and business visibility improved by 100%.
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Phocas data analytics helps Arran Isle Holdings consolidate sales data across two companies. The sales team uses Phocas to track... what items are selling and which are not. The IT team relies on Phocas for daily checks and as a backup for customer history. Phocas support resolves queries quickly, making it easy to use. The software helps Arran Isle Holdings be proactive with sales analysis and customer service.
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Phocas Analytics helped Powerplay Brands cut reporting time from a full day to one click. The company used to rely... on manual data exports and spreadsheets, which slowed decision-making and caused errors. With Phocas, teams now see real-time stock, sales, and purchase data in one dashboard. Automated alerts help optimize stock and boost sales. The solution supports ongoing innovation and expansion for this global fashion manufacturer.
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Phocas data analytics helped Mercury Lighting increase sales, reduce costs, and motivate its sales team. Mercury used Phocas to mine... valuable insights from SAP Business One data, improving sales reporting and supplier performance measurement. Weekly sales reports now help the team find new ways to grow. The software's simplicity and intuitive design made it easy for staff to use and find value. Mercury exceeded its expectations with Phocas and continues to discover new business benefits.
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Phocas helped American Metals Supply manage inventory across eight branches. The company used Phocas to monitor inventory levels, move surplus,... and free up cash flow. They created dashboards to track projected inventory and months on hand. AMS added sales and purchase data for better planning. The team used Phocas to build scorecards, run reports, and track accounts receivable. This helped AMS react quickly to market changes and customer needs.
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Phocas helped Sapphire Group boost productivity and data access. Sapphire grew sales by up to 50% year-on-year and needed faster... business insights. With Phocas, staff at all levels use dashboards and access data easily, without technical skills. The company no longer needs extra hires for spreadsheets. Sales reps use Phocas daily to track customer activity. Sapphire's CFO says Phocas is user-friendly, quick to implement, and delivers strong value for business intelligence.
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Phocas helped Monument Tools analyze business data quickly. Before Phocas, Monument Tools used basic systems for sales and accounts. With... Phocas, they could see sales by product, date, cost, and margin. The team used Phocas to improve customer targeting and driver route planning. Monument Tools credits Phocas for supporting three years of double-digit growth.
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Epicor Data Analytics (EDA) powered by Phocas helped Loeb Electric move beyond Excel and CRM for sales and business reporting. The sales team... uses EDA daily to track performance, spot trends, and compare results across locations. Managers use custom dashboards to review KPIs like order volume and profit trends. EDA's integration with Epicor Eclipse ERP and custom SQL programs improved data access and reporting. Loeb Electric saw better adaptability and more informed decision-making across sales and IT teams.
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Phocas business intelligence software helped B&R Enclosures keep sales reporting steady during a major ERP migration. The company avoided downtime... and extra training for its sales team by keeping Phocas as their reporting tool. Phocas gave sales staff confidence in their data and supported business continuity. The software also helped reveal new business opportunities and aided strategic decisions. Phocas was a key reason for the success of B&R's new ERP implementation.
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Phocas data analytics helps uvex safety Australia analyze sales data and forecast trends. The company uses Phocas to review historical... sales, track inventory, and support distributor relationships. Automatic ERP sync gives updated sales and stock figures daily. The team can quickly find answers and make decisions about products and investments. Phocas improves customer service by enabling gap analysis and real-time business visibility.
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Phocas helped Strongdor, a steel door manufacturer, gain full visibility into sales and operations data. Before Phocas, Strongdor struggled to... track gross profit and conversion rates using other tools. With Phocas, the sales team can now monitor dashboards, quotes, and sales in real time. The company uses Phocas for sales projections and to prevent sales lulls. Each sales team member has a dashboard with their own numbers, improving decision-making and planning.
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Phocas helped Zeder Corporation automate financial reporting and modeling across divisions. The finance team consolidated NetSuite ERP data and other... sources in one platform. Phocas enabled self-service reporting, reducing reliance on technical users. Custom dashboards and automated KPIs improved visibility into sales and product trends. Data validation features increased trust and speed in financial reporting. Zeder now pinpoints performance issues and acts quickly, driving strong ROI.
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Phocas helped Ring Automotive replace old pivot tables with easy-to-use business intelligence. The company improved access to sales and rebate... data, leading to quick wins like a £2,000 order increase. Teams across sales, customer service, and finance now use Phocas for better data and faster decisions. Customer service tracks refunds and directs enquiries more efficiently. Ring Automotive saw strong positive feedback and faster ROI from Phocas' simple dashboards and reporting.
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Phocas data analytics helps Bruneel Point S track KPIs like gross profit and sales revenue. The solution integrates with TireMaster... GTX, giving real-time insights and automated reports to managers. Dashboards show sales, car counts, and inventory trends for each team member. Bruneel Point S improved efficiency and reaction time with Phocas, replacing manual reporting. The business now makes faster, data-driven decisions across 12 locations.
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Phocas BI helped Serfac, an automotive distributor, move from slow, complex spreadsheets to fast, easy data analysis. Serfac compared Phocas... to Tableau and Microsoft Power BI, choosing Phocas for its simplicity and better access to data. The team quickly set up sales and warehouse dashboards within two months. Phocas improved stock management and made reporting faster and more accurate. Serfac now uses Phocas daily for sales, purchasing, and warehouse operations.
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Phocas Software helped Colony Tire and Service and Atlantic Tire Distributors save hours on reporting and data mining. Before, the team... spent days writing queries and struggled to drill into key metrics. With Phocas, managers and sales staff quickly access sales, inventory, and service data in just a few clicks. Automated reports and dashboards now reach users overnight, improving efficiency and decision-making. The company saw faster access to information and better business insights, exceeding expectations.
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Phocas business intelligence helped Brigade Electronics make sales data and management information easy to access. Brigade set up dashboards for... board, sales, and customer levels, and rolled them out to international partners. The team uses Phocas for sales tracking, loyalty campaigns, and supply chain analysis. Integration with Microsoft Dynamics NAV was fast, taking only about a month. Phocas made it simple for all staff to use data, saving time and improving business visibility.
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Phocas Analytics and Financial Statements gave TotalEnergies NZ real-time access to sales and margin data across 12 branches. The company automated... daily margin reports and customized dashboards for sales managers. This replaced manual reporting and static SQL reports. Teams now drill into live data during meetings and spot margin issues fast. Phocas made financial data easy to use for everyone, improving business decisions.
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Phocas helps Zeder Corporation automate financial reporting and modeling across divisions. The finance team uses Phocas with NetSuite to consolidate... data and create detailed reports. This automation saves time and lets non-technical users access insights easily. Zeder now pinpoints performance issues quickly and acts fast. The finance team trusts the data and reports results to executives every week.
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Phocas helped JRP Distribution speed up reporting and improve transparency. Before Phocas, JRP pulled seven reports from Autopart ERP and... used Excel, which took too long. Now, managers and sales teams see key business metrics with one click. Sales teams use dashboards to track top products and start better customer conversations. Phocas gives JRP fast, accurate data for decisions and helps grow sales and profits.
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Phocas helped Ring Automotive improve access to business data. The company replaced limited in-house pivot tables with Phocas for better... sales and margin tracking. Implementation was fast, with a sales database live in two weeks. Teams across sales, customer service, and finance now use Phocas for real-time insights. The tool enabled instant wins, like a £2,000 order increase from rebate data. Customer service uses Phocas to track refunds and direct enquiries to stockists.
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Phocas data analytics helps Bruneel Point S track key business metrics like sales revenue and gross profit. The company uses... automated reports and dashboards to give managers real-time insights. This lets them spot problems fast and act quickly. Phocas integrates with TireMaster GTX, making it easy to analyze data from across the business. Bruneel Point S says Phocas improved efficiency and reaction time, replacing slow manual reporting.
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Phocas helped TT Automotive improve sales analysis after switching from Autopart’s EMI tools. The team now uses Phocas daily to... track what sells and what does not. Data is easy to break down by product, customer, or region. The dashboard and reporting features help staff focus on key areas. TT Automotive finds Phocas user-friendly and recommends it for business intelligence in the automotive sector.
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Phocas Software helped Thomas Tyres cut query time by 25%. The team replaced fragile spreadsheets with Phocas for inventory, financial,... and operational data. Now, they answer management questions instantly and compare suppliers in 15 minutes instead of a week. Automated dashboards and alerts empower staff to make data-led decisions. Thomas Tyres saw ROI in 6 months and now plans for the future with real-time financial insights.
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Phocas helped BM Catalysts, an automotive manufacturer, replace slow spreadsheets and improve business intelligence. The company uses Phocas across sales,... product development, marketing, and accounts. Teams track new product sales, analyze gaps, and find revenue opportunities. Phocas dashboards and matrix functions support sales managers in the field. BM Catalysts credits Phocas with making them money and calls it their most important tool.
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Phocas Software helped KYB Americas cut report generation time from hours to minutes. The sales team now uses dashboards to... track budgets, manage SKUs, and spot upsell opportunities. Phocas made it easy to integrate ERP and sales data, improving accuracy and access. The team displaced competitors and increased orders of complementary products. Executive dashboards now drive daily and weekly decisions, making KYB Americas more data-driven.
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Phocas Analytics and CRM helped Co-ordSport automate business reporting and speed up customer and supplier responses. Manual report creation dropped... from days to seconds, improving efficiency across sales, operations, and marketing. The team now uses real-time data to win new sole trading agreements and manage over one million SKUs. Cloud access lets staff review stock and sales data anywhere, supporting global growth. Automated insights drive agile marketing and proactive business decisions.
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Phocas Analytics helped CoolDrive Distribution manage 60,000 products across 20 warehouses. The company replaced its old ERP BI tool with... Phocas for easier, faster, and more cost-effective inventory analytics. CoolDrive now uses drill-down data to match stock holding with sales, improving inventory control and forecasting. Over 15 people use Phocas daily, and up to 90 can generate valid queries. The platform gives branch managers and sales reps clear visibility to act quickly and prioritize business needs.
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Phocas Analytics helped Quality Bearings Online cut marketing data prep and analysis from up to 14 hours to just 5 minutes. The company integrated... Phocas with Sage 200 for easy, companywide access to business intelligence. Teams now make faster decisions, automate reports, and track performance in real time. User adoption is high due to Phocas’s intuitive design. The platform supports collaboration and helps the business stay agile in changing market conditions.
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Phocas Analytics helped Robert Welch Designs unlock ERP data for fast pricing margin analysis. The company used Phocas to improve... data quality, spot errors, and enable quick market repositioning. Sales teams accessed up-to-date figures, helping them track trends and margin anomalies across channels. Refresher training from Phocas led to a new sales dashboard and better user skills. Phocas is now a key, low-maintenance business tool for Robert Welch Designs.
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Phocas Business Intelligence helps Baylis & Harding gain better data visibility and reporting. The company uses Phocas with NetSuite ERP... to track sales and financial KPIs. Managers create custom dashboards and reports without IT help. This self-service reporting supports fast business growth. Baylis & Harding now makes better decisions using real-time data insights.
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Phocas helps Caprice Australia boost sales in 130 Target stores after adopting a Vendor Managed Inventory model. Caprice uses Phocas... data analytics to plan inventory, manage costs, and improve customer experience. The company saw 5x growth in 10 years with reliable data at everyone's fingertips. Data-driven decisions help Caprice manage risk, optimize stock, and keep margins stable. Caprice leverages sales analytics and inventory management to run a profitable business.
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Phocas financial planning and analysis platform helped Tom Duffy Company automate reporting, budgeting, and rebate management. The team replaced manual... daily sales reports with live data access, saving hundreds of hours each year. Over 100 employees now use Phocas for real-time insights and streamlined workflows. Automated rebate programs improved customer engagement and turned rebates into a selling tool. Budgeting became collaborative and more effective, with feedback for every branch.
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Phocas Business Intelligence helped Wessex Packaging gain better visibility into sales, purchasing, and inventory data. The company struggled with managing... over 2,000 SKUs and deadstock using their old system. With Phocas, Wessex can now track sales history, identify cross-sell opportunities, and manage stock more efficiently. The dashboards provide detailed insights, helping improve warehouse layout and pricing accuracy. Wessex finds value in data quickly, making better business decisions with Phocas.
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Phocas Software helped Splosh Australia cut report time from 20 minutes to 90 seconds. The business intelligence tool replaced manual... Excel and MYOB EXO reporting. Splosh now finds sales trends and product insights fast. The sales team uses Phocas to spot opportunities and improve performance. Customer support from Phocas is highly rated by Splosh's management.
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Phocas business intelligence helped Bambis move from manual data extraction to fast, easy analytics. Before Phocas, Bambis struggled with spreadsheets... and slow reporting. After a quick setup, Phocas gave them instant data visibility and empowered non-IT staff to use analytics. Sales teams now ask better questions and management uses data daily. The company is more nimble and responsive, uncovering new business opportunities.
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Phocas gives Walker Zanger fast, easy analytics with Prophet 21 ERP. Before, staff waited up to two weeks for IT... to build custom reports. Now, managers and sales reps use Phocas to drill into sales data instantly and make better decisions. Sales reps help dealers see what products sell best and set clear goals. Phocas dashboards track performance and improve inventory planning. The solution saves time and helps Walker Zanger boost sales and efficiency.
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Phocas Analytics helped Beauty Zone cut report creation time from days to minutes. The retailer used to spend a week... on monthly reports and two hours daily on procurement data. With Phocas, reporting is now 10 times faster. Users can self-serve insights and directors access real-time data anywhere. Phocas Financial Statements lets the finance team check figures daily and create instant P&Ls and balance sheets. Beauty Zone is scaling up, opening 12 new stores in a year, and plans to add Phocas Budgeting and Forecasting soon.
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Phocas helps Timberline Bathroom Products make better decisions with real-time data. The company uses Phocas for sales analysis, reporting, and... dashboards. Sales reps use the platform to find new opportunities and track performance. Automated reports save time and improve accuracy. Timberline achieved record annual sales with Phocas. The business plans to expand data use to customer care analysis.
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Phocas helps SC Johnson track sales performance and analyze key trends. The finance team uses Phocas daily to monitor budgets... and product line results. Integration with Sage Line 500 brings all sales and financial data into one place. Staff can get up and running in ten minutes and become proficient with two hours of training. Quick access to sales analytics lets SC Johnson make faster decisions and improve distributor performance.
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Phocas Software helped Pick-a-Paint, a South African paint retailer, speed up financial reporting and data analysis. Before Phocas, managers spent... hours each month on manual reports, causing delays and bottlenecks. With Phocas, reporting now takes minutes, freeing up time for strategic planning and sales support. Real-time dashboards let the team track sales, inventory, and customer trends. This led to faster decisions, improved sales, and better stock management. The company even used Phocas insights to close an underperforming branch and redeploy resources.
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Phocas helped Gubbins Pulbrook Mitre 10 cut spreadsheet analysis from 3-4 days a week to almost zero. The finance team... now uses Phocas for instant data analysis, replacing slow, error-prone spreadsheets. Staff quickly adopted the platform because it is easy to use and flexible. Phocas lets them merge data from multiple POS systems and customize dashboards. The company aims to grow margins by 2 points using Phocas’ predictive tools.
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Phocas helps Gold Medal International, a leading apparel supplier, quickly model business scenarios. Before Phocas, building scenarios in Excel took... hours. Now, the team runs multiple scenarios in minutes with just a few clicks. This saves time and helps them make faster decisions. Gold Medal uses Phocas to stay data-driven despite supply chain challenges.
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Phocas business intelligence helped Hairhouse solve legacy data challenges during its move to NetSuite ERP. The platform enabled seamless data... consolidation from old and new systems, making companywide analysis easy. Hairhouse now runs fast, flexible reports across sales, inventory, and locations. The solution saves time and lets every store access key data. Phocas makes data analytics simple for Hairhouse's large retail operations.
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Phocas Business Intelligence Software helped Heritage Brands merge sales and customer data from multiple ERP systems after a merger. The company needed... fast, easy access to sales information for its restructured sales force. Phocas provided a central database and mobile access, making reporting and gap analysis quick and effective. Sales reps now get real-time data on the go, improving efficiency and targeting. Phocas was key in helping Heritage Brands identify sales trends and support business growth.
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Phocas Analytics and Financial Statements helped Pick-a-Paint, a South African paint retailer, cut reporting time from hours to minutes. The team now... makes faster business decisions using real-time data. Management can track sales, inventory, and financials with easy dashboards. Personalized marketing and better stock control improved customer service. Phocas enabled data-driven decisions, like closing a poor-performing branch and redeploying resources.
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Phocas business intelligence helped Behler-Young, Michigan's largest HVAC distributor, move from complex, static reporting to easy, companywide data access. The team replaced... IBM Cognos and manual Excel reports with Phocas, making sales and inventory data available to all users. This shift enabled faster, more data-driven decisions and reduced IT workload. Employees now rely on real-time insights to challenge assumptions and improve performance.
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Phocas helps Muk haircare respond to changing salon demand during the pandemic. Muk uses Phocas sales history to advise salons... on what products to buy. The sales team tracks sales and inventory by state, customer, and product in real time. Phocas lets Muk quickly adapt to market changes and support customers. The platform also helps motivate the sales team with up-to-date results.
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Phocas BI Analytics helped Woodberry, a UK outdoor furniture supplier, speed up data access and reporting. Before Phocas, only the... CFO managed data, and teams waited for reports. Now, all staff can use dashboards and drill into sales and stock data. This lets them spot trends, test campaigns, and shift sales focus fast. Woodberry tracks product performance and stock with high accuracy, making better buying decisions. The company now works faster and more creatively, staying competitive in a tough market.
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Phocas Analytics helped Savona Foodservice unify data from two legacy ERP systems. The team now uses exception reporting to spot... gaps and upsell opportunities. Savona regionalized pricing and improved stock control with Phocas. The budgeting process is now bottom-up and more granular. Savona estimates a 10% time saving for the sales team by reducing manual pricing work.
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Phocas helped Dayla Drinks, a 169-year-old drinks distributor, modernize its data analytics. The company struggled with its previous BI tool,... Sales-i, due to inflexibility and manual processes. With Phocas, Dayla integrated business data, improved sales analysis, and gained better inventory control. The sales team quickly saw benefits, using dashboards to spot growth and margin opportunities. Phocas enabled Dayla to track performance, manage stock, and identify profitable areas for expansion.
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Phocas Budgets & Forecasts helped Montana Food Bank Network move away from error-prone spreadsheets and a difficult legacy budgeting tool. The CFO reported... the fastest software implementation ever, completed in under two weeks. Team members now feel empowered and in control of their budgets. Phocas provides nightly data updates, an analytics dashboard, and keeps the team engaged year-round. The solution eliminated annual training and improved financial visibility for all departments.
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Phocas gives Natures Cargo fast access to key business data. The company chose Phocas for its speed and easy integration... with Microsoft Navision ERP. Implementation took just 1.5 weeks, with training completed in an hour-long webinar. Natures Cargo uses Phocas for sales and purchasing analytics, supporting 30 users and 18 remote salespeople. The platform helps track 6,500 products, manage 225 suppliers, and increase supplier spend from $11 million to $15 million, leading to bigger rebates and more sales activity.
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Phocas helped Dayla Drinks, a 169-year-old UK drinks distributor, improve margin analysis and product recommendations. The team replaced Sales-i with... Phocas for better data integration and flexible dashboards. Sales and stock control teams quickly saw benefits, including easier access to customer data and improved inventory management. Phocas enabled Dayla to identify unprofitable products and switch suppliers, boosting margins. The company now tracks sales performance and finds new growth opportunities using Phocas data analytics.
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Phocas helped Vic’s Meat, a leading Australian meat distributor, improve data management and reporting. Before Phocas, staff relied on finance... for reports and used Pronto ERP and Excel for data. With Phocas, users quickly access sales and stock data in just a few clicks. The tool is intuitive and easy to use, boosting efficiency instantly. Vic’s Meat recommends Phocas for its value and user-friendly features.
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IMMY used Phocas to improve financial reporting and budgeting. Before Phocas, the finance team relied on manual spreadsheets and struggled... with slow, error-prone processes. Integrating Phocas with Infor ERP enabled multi-entity reporting and faster, more accurate budgets. The number of days the budget was live increased from 5 to 30 in a 45-day period. Phocas also helped IMMY support business growth and acquisitions with timely financial data.
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Phocas helps Team Medical Supplies manage a 400% surge in demand with only 110% supply. The company uses sales data... and customer buying history in Phocas to allocate stock fairly and ethically. Team Medical Supplies prioritizes loyal healthcare customers over bulk buyers and unknown suppliers. Data-driven decisions support their long-term strategy and ethical business practices. Phocas enables real-time inventory analytics and sales forecasting for better supply management.
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Phocas helped Days Healthcare move from Excel to a simple sales analytics tool. Sales managers now use Phocas daily to... prepare for customer visits and spot lost sales. The tool revealed a new sales opportunity worth £20k-£30k per year. Days Healthcare saw higher growth after using Phocas. The team finds Phocas easy to use and quick to learn, making sales management better.
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Epicor Data Analytics (EDA), powered by Phocas, helped Midway Dental grow from $10 million to $75 million in three years. EDA integrates with... Epicor Prophet 21 ERP, giving instant access to sales, inventory, and financial data. The IT team now spends less time on manual queries, and sales teams use data to find new opportunities. Supplier relationships improved with better data sharing. Large dental groups benefit from detailed customer reporting, supporting Midway's market leadership.
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Phocas helped Hotchkiss Air Supply cut production overtime costs by giving clear visibility into manufacturing data. The company used Phocas... business intelligence to track labor, overheads, and materials. This led to expected annual savings of at least £70k. Hotchkiss can now monitor expenses quickly and make better decisions. The solution replaced guesswork with real-time analytics for cost control.
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Phocas helped Trade Supply Group (TSG) speed up reporting by 20-30%. TSG used Phocas to integrate data from multiple ERP... systems during company acquisitions. The platform made it easy to access and analyze financial and operations data. This reduced the time needed for integration and improved decision making. Phocas became the single source of truth for TSG, bridging technology and culture gaps.
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Phocas Business Intelligence helped Resolute Industrial move from Excel to a single source of truth for all business and financial data. The company, which... grew from 50 to 250 employees, needed better data consolidation and reporting. Phocas enabled fast integration of multiple data sources, executive dashboards, and multi-site GL monthly consolidation within hours. Teams now track equipment utilization, revenue, and business health in real time. Resolute credits Phocas for empowering employees and supporting rapid growth through acquisitions.
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Phocas Software helped Medical Supply Company (MSC) speed up reporting and data analysis. Before, MSC struggled with slow, complex SAP... Business One reports. Phocas made it easy for the sales team to create their own dashboards and reports. Now, they can spot at-risk accounts and sales opportunities fast. Customers also benefit from automated monthly sales and usage reports. Phocas integrates with SAP, making business intelligence simple for all skill levels.
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Phocas Software helped Medical Supply Company (MSC) run reports and queries faster, improving sales data visibility. Before Phocas, MSC struggled... with slow, complex reporting in SAP Business One, often waiting over 15 minutes for results. With Phocas, the sales team became self-sufficient, using interactive dashboards and eliminating manual Excel work. Now, MSC can quickly identify at-risk accounts, send automated sales reports to customers, and maximize the value of their business data. Phocas integrates with SAP Business One and is easy for all skill levels to use.
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Phocas business intelligence software helps ICU Medical track business performance across thousands of products. Mobile BI dashboards give real-time data... to all staff, making decision-making faster and more accurate. The sales team and executives use Phocas dashboards daily for margin analysis, pricing, and customer insights. Access to consolidated data lets more people make strategic and tactical decisions. ICU Medical now relies on Phocas for quick, confident business choices anywhere, anytime.
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