Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Clazar Reviews & Ratings
    93 Ratings
    Company Website
  • Microsoft Power BI Reviews & Ratings
    3,509 Ratings
    Company Website
  • Creatio Reviews & Ratings
    523 Ratings
    Company Website
  • D&B Hoovers Reviews & Ratings
    1,198 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,589 Ratings
    Company Website
  • Pipedrive Reviews & Ratings
    10,300 Ratings
    Company Website
  • Klaviyo Reviews & Ratings
    5,288 Ratings
    Company Website
  • Level 6 Reviews & Ratings
    36 Ratings
    Company Website
  • Resco Field Sales+ Reviews & Ratings
    12 Ratings
    Company Website
  • SKU Science Reviews & Ratings
    16 Ratings
    Company Website

What is sales-i?

Sales-i is a powerful sales automation tool that enhances both the efficiency and effectiveness of your sales processes. By providing valuable insights, it ensures that each interaction becomes more profitable and informative. Recognized for its excellence, this software empowers users to gain deeper understanding and improve their decision-making capabilities. With comprehensive visibility into your operations and customer relationships, you can swiftly identify opportunities for cross-selling and up-selling, ultimately driving growth. Additionally, the intuitive interface makes it easy for users to navigate and utilize its features effectively.

What is Phocas Software?

Phocas delivers a comprehensive business intelligence (BI) and financial planning and analysis (FP&A) platform tailored for mid-market companies engaged in manufacturing, distribution, and sales. With a focus on empowering users to feel confident about their data, Phocas facilitates improved collaboration, understanding, and strategic planning among businesses. By integrating with ERP systems such as Epicor, Sage, and Oracle NetSuite, Phocas enhances their functionalities by merging various data sources—including ERP, CRM, and spreadsheets—into a singular, user-friendly platform that offers diverse tools for analysis, reporting, and planning. Its standout features encompass user-friendly dashboards, customizable reporting, dynamic financial statements, adaptable budgeting, precise forecasting, and automated management of rebates. With real-time data access and robust security measures, Phocas enables teams across different functions to delve into their data and make well-informed decisions with confidence. Designed for ease of use by all business users, Phocas streamlines data-related tasks by automating the consolidation of financial and operational information, which not only saves time but also minimizes the potential for errors. Whether it’s for generating month-end reports, identifying trends, overseeing cash flow, or enhancing rebate strategies, Phocas equips businesses with the insights necessary to maintain a competitive edge in the market. Additionally, this platform fosters an environment where data-driven decision-making becomes central to daily operations, ultimately transforming how organizations approach their strategic goals.

Media

Media

Integrations Supported

Desktop.com
Enapps ERP
Epicor Eagle
Epicor Propello
Epicor Prophet 21
HubSpot Marketing Hub
Infor CloudSuite Distribution
Infor VISUAL
Intact Xline
Jim2 Business Engine
MYOB
Microsoft Dynamics 365
Microsoft Dynamics GP
Retail Express
SAP Cloud Platform
Sage 100 Contractor
Sage 200
Sage 300 Construction and Real Estate (CRE)
Sage Intacct
Sugar Sell

Integrations Supported

Desktop.com
Enapps ERP
Epicor Eagle
Epicor Propello
Epicor Prophet 21
HubSpot Marketing Hub
Infor CloudSuite Distribution
Infor VISUAL
Intact Xline
Jim2 Business Engine
MYOB
Microsoft Dynamics 365
Microsoft Dynamics GP
Retail Express
SAP Cloud Platform
Sage 100 Contractor
Sage 200
Sage 300 Construction and Real Estate (CRE)
Sage Intacct
Sugar Sell

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SugarCRM

Date Founded

2004

Company Location

United States

Company Website

www.sales-i.com

Company Facts

Organization Name

Phocas Software

Date Founded

1999

Company Location

United Kingdom

Company Website

www.phocassoftware.com

Categories and Features

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Categories and Features

Big Data

Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Business Performance Management

Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Data Discovery

Contextual Search
Data Classification
Data Matching
False Positives Reduction
Self Service Data Preparation
Sensitive Data Identification
Visual Analytics

Data Visualization

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Qualitative Data Analysis

Annotations
Collaboration
Data Visualization
Media Analytics
Mixed Methods Research
Multi-Language
Qualitative Comparative Analysis
Quantitative Content Analysis
Sentiment Analysis
Statistical Analysis
Text Analytics
User Research Analysis

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Popular Alternatives

Popular Alternatives

Martus Reviews & Ratings

Martus

Martus Solutions
Yurbi Reviews & Ratings

Yurbi

5000fish
Tableau Reviews & Ratings

Tableau

Salesforce