Case Study: Heritage Brands achieves clear business visibility and sales-force optimisation with Phocas

Phocas Gives Heritage Brands a Clear View of their Business

Heritage Brands, an Australian owner and distributor of health, wellness and beauty lines (including Australis, Innoxa and licensed brands such as Revlon Nails), formed from the merger of Creative Brands and Incolabs and selling to major retailers and 4,500 pharmacies nationwide. The merger left sales and customer data scattered across multiple ERPs (SAP with AS/400 history and Pronto), with duplicate and converted codes, while a restructured sales force needed immediate, easy access to up-to-date sales information for day-to-day selling and fast analysis.

Heritage deployed Phocas Business Intelligence in its Melbourne office and Phocas Mobile for field reps, consolidating disparate systems into a single database and giving sales teams fast, intuitive access to sales history, gap and sales analysis. The rollout sped decision-making, helped target customers and product opportunities, supported mobile reps on the road, and enabled ongoing report development and category reporting—helping the restructured sales force identify issues early and grow customer sales.

Heritage Brands

Jamie Pole

Systems & Applications Manager