Phocas
145 Case Studies
A Phocas Case Study
Tropic Supply, an HVAC/R company serving Florida for more than 45 years, needed a better way to handle reporting as it grew beyond its existing ERP tools. Its previous reporting setup was cumbersome, limited for non-technical users, and made it difficult to quickly analyze sales, pricing, and customer data across branches.
Phocas implemented an easy-to-use business intelligence solution that gave Tropic Supply self-service access to sales, commission, customer, and pricing insights. With Phocas, ad hoc reports that once took 10 minutes now take about 90 seconds, sales reps manage their own reports, and the company can quickly adjust pricing and support counter promotions. Tropic also identified 427 customers spending less than $10,000, helping improve targeting, retention, and customer engagement.
Michael Clay
Director of IT & Operations