Resources

Helpful reads and watches

Blog

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What to look out for when using AI in financial reporting

5 min read

Data driven sales coaching to lead your team to success

4 min read

The 4 best sales rep tools to close more deals

4 min read

$Why mergers and acquisitions are surging in wholesale \x26amp; distribution$

Why mergers and acquisitions are surging in wholesale & distribution

4 min read

Case studies

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Plug and play reporting for House of Electrical Supplies

2 min read

$Real\-time data access with Phocas improves eCommerce growth at top distributor$

Real-time data access with Phocas improves eCommerce growth at top distributor

2 min read

$PSS Industrial Group leverage Phocas for real\-time conversations across its supply chain$

PSS Industrial Group leverage Phocas for real-time conversations across its supply chain

3 min read

Modernizing 130 years of success at Eddy Group with Phocas

2 min read

Guides

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5 ways NetSuite ERP users can feel good about their data

The ultimate financial planning and analysis guide

Smarter selling starts with segmentation

The ultimate financial planning and analysis guide for Infor users

Podcasts

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Anticipating customer needs is the future of B2B sales

34 min

What is vendor managed inventory and how does it work at Caprice Homewares?

28 min

The ins and outs of data at Midwich: a global audio visual business

33 min

Can caring for others drive business performance?

37 min

Videos

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How Eastern Industrial Supplies uses Phocas to track web sales, improve integrations and drive growth

How PSS Industrial Group uses Phocas for clear visibility of supply chain performance

$How e\-commerce team use Phocas to empower teams with self\-service data$

How e-commerce team use Phocas to empower teams with self-service data

How to plan for tariffs

Webinars

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Driving Growth in the Metals Industry: Analytics and Financial Planning with Phocas

Discover innovative company-wide reporting methods that will take your metals business to the next level.

$The future of Financial Planning \x26amp; Analysis: top trends to adopt now$

The future of Financial Planning & Analysis: top trends to adopt now

It’s time to rethink traditional approaches to reporting, forecasting, and planning.

On-demand

Optimize sales efforts for maximum ROI

Learn how to focus your team’s energy where it matters most with customer segmentation. You'll also get an exclusive preview of Phocas Insights; our new segmentation product designed to tell you who to go after and where to win.

On-demand

Protect margins with tariff impact dashboards

Using real-world scenarios, this focused session will teach you how to leverage dynamic BI dashboards to navigate tariff impacts and boost profitability.

Learn & evaluate

Support & training

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