Quick links
This portal has been designed as your one-stop shop for all things Phocas—from accessing support and referring leads, to browsing sales and marketing resources and getting to know our team. Whether you're a new partner or a long-standing collaborator, everything you need to succeed with Phocas is right here. Below are some commonly asked questions we hope you find useful.
Frequently asked questions
The Partner Enablement Portal is a centralized hub that provides Phocas partners with quick access to essential tools, information, and resources to help you sell, support, and succeed. It’s designed for both prospective and current partners, including resellers, referral partners, and implementation consultants.
You can:
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Refer leads and track progress
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Access marketing and sales assets
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Submit support requests and find a broad range of resources
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Stay informed with product updates
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Get to know your Phocas team contacts...and much more!
Navigate to the 'Refer a lead' link on the portal home page and fill out the short referral form. Include any key details about the opportunity. Once submitted, our sales team will follow up and keep you in the loop.
Yes! You’ll be provided access to an interface where you can view all leads you’ve submitted and track their progress.
Ideal referrals are mid-market businesses who are finding their ERP limiting and that would benefit from smarter data reporting and analytics—especially in industries like manufacturing, distribution and retail. For more detail, please refer to our website or tee up a time to talk to one of our team who can assist you.
The partner portal is full of marketing resources covering case studies, collateral, sales decks and much more. And, Yes. Some assets are customizable. You can add your logo or branding where permitted. Please ask your partner manager for support.
We regularly update the portal with new resources and announcements so make sure to check in regularly for the latest. You can also subscribe to our partner newsletter from within the portal to stay up-to-date with our latest news and product enhancements.
Yes—check out the “Training & Onboarding” section for videos, guides and on-demand webinars designed to help your team position and sell Phocas confidently.
Our partner and field marketing team would love to hear from you! Reach out to us with your campaign idea and we'll help coordinate.
Our experts have many types of support available to help solve any question you may have. Whether you need technical product support, implementation guidance or sales enablement coaching, our team have you covered. Head to the support section of the portal to learn how to access.
Yes, partners are eligible for access to a Phocas demo instance. Contact your partner manager to request one.