
James L.
1 review written Β· 5.0 average
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Overall: 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. Pros: 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 Cons: 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. Reasons for Switching to Phocas Software: It was a very inflexible system