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Phocas Insights

Focus on your best
sales opportunities

Instant insights   |   Smarter selling  |  Less churn
Phocas Insights

Description

Empower your sales team to prioritize the right accounts, get ahead of churn and tap into new revenue streams. By aligning effort to value, your team can sell smarter and accelerate sales growth.

Phocas Insights provides instant customer segmentation enabling your team to hone in on high-yield activities that deliver the greatest returns. Designed to deliver value right out of the box, Phocas Insights makes it easy to see who to go after and where to win quickly. Maximize your return on effort by spending less time digging for data and more time acting on it.

Focus on the people most likely to buy. Less guesswork. More growth.

 

Transformation

Before
Phocas Insights

✘ Sales team guessing
✘ Slow sales analysis
✘ Missed upsell/cross-sell opportunities
✘ Reactive to customer churn
✘ Inconsistent sales strategies
✘ Limited visibility of customer behavior

After
Phocas Insights

✔ Data-driven account targeting
✔ Instant customer insights
✔ Increased revenue
✔ Proactive churn prevention
✔ Unified sales approach
✔ Deep understanding of customer

Customer challenges

It’s hard to pinpoint high-value accounts​

Sales teams struggle to see which accounts offer the greatest potential leading to missed opportunities

Customer segmentation is manual

Inefficient processes for categorizing customers are time-consuming and prone to errors

Working off gut feel

Without clear data, sales reps rely on intuition rather than facts, resulting in inconsistent performance and missed targets

Delayed reaction to churn

Inability to detect early signs of customer disengagement leads to preventable losses and decreased revenue.

New reps ramp slowly

New team members face a steep learning curve when there’s no clear visibility into the customer landscape

Sales team aren't aligned

Without a strategic segmentation approach, sales teams may duplicate efforts or neglect key accounts

Benefits

Effort goes on the right accounts

Focus on customers that offer the greatest return, ensuring efficient use of sales resources

Segmentation in seconds

Automate the categorization process with out-of-the-box solutions, saving time and improving accuracy

Find new revenue opportunities

With actionable insights, sales teams can make informed decisions to sell more effectively

Retain valuable customers

Detect early warning signs of customer attrition and take timely action to proactively contain churn

Faster rep onboarding

Give new sales reps instant visibility into account priorities so they can start contributing from day one

Scalable sales motion

Ensure everyone is working from the same playbook with shared, data-backed customer insights