Case Study: Wessex International achieves better pipeline visibility with Phocas

Phocas adds needed visibility into future opportunities for Wessex International

Wessex International, a global ground care equipment company with more than 200 machines and thousands of parts, needed better visibility into its business performance and future pipeline. Its existing CRM and reporting setup was cumbersome, hard to use, and lacked visual reporting, making it difficult to understand what was coming next. Wessex International turned to Phocas after a previous software attempt failed to deliver the reporting and forecasting capabilities they needed.

Phocas implemented dashboards, widgets, and mobile-access reporting that gave the sales team and managers real-time visibility into activity, targets, and upcoming opportunities. Reporting that once took an hour or even two days could now be done instantly, and live dashboards became central to daily meetings. With Phocas, Wessex International improved forecasting, quickly identified lost opportunities, and gave staff the visibility needed to track performance and focus on customers at risk of moving to competitors.

Wessex International

Pete Farndell

Marketing Manager