List of Phocas CRM Customers
Sydney, 2000, NSW,
Australia
Since 2010, our global team of researchers has been studying Phocas CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Phocas CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Phocas CRM for CRM include: HAYLEY DEXIS, a United Kingdom based Distribution organisation with 1200 employees and revenues of $470.0 million, Savona Foodservice UK, a United Kingdom based Distribution organisation with 220 employees and revenues of $74.0 million, Jas Oceania, a Australia based Distribution organisation with 190 employees and revenues of $30.0 million, Wessex International United Kingdom, a United Kingdom based Manufacturing organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Phocas CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Phocas CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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HAYLEY DEXIS | Distribution | 1200 | $470M | United Kingdom | Phocas Software | Phocas CRM | CRM | 2008 | n/a |
In 2008, HAYLEY DEXIS implemented Phocas CRM as a CRM application to centralize sales analytics and customer engagement across its United Kingdom distribution operations. The deployment targeted a multi-branch commercial footprint, covering more than 50 branches within a business employing approximately 1,200 people and generating reported revenue of 470,000,000.
The Phocas CRM implementation focused on unifying sales activity tracking, customer engagement workflows and branch visit planning, leveraging Phocas CRM capabilities for sales analytics and opportunity management. Configuration emphasized standardized visit planning and activity logging to create a single source of sales interaction data, supporting branch-level sales teams and regional sales managers with consistent reporting and engagement processes.
Operational coverage extended across branch sales and customer service functions, with rollout governance oriented toward centralized visibility and standardized branch visit protocols. The case study reports that adding the Phocas CRM module improved visibility and in some cases reduced branch turnover, reflecting direct impacts on sales operations and customer engagement practices.
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Jas Oceania | Distribution | 190 | $30M | Australia | Phocas Software | Phocas CRM | CRM | 2020 | n/a |
In 2020 Jas Oceania implemented Phocas CRM. Phocas CRM operates as the company CRM supporting distribution-focused customer management, sales coverage, and analytics across the organization.
The implementation emphasized contact and account management, opportunity tracking, and configurable customer analytics dashboards tied to role-based views. Phocas CRM was configured to support the Inventory Planner role and Accounts Receivable workflows, with structured data imports and exports from Microsoft Excel to seed and maintain customer and transactional records. Functional configuration included sales pipeline tracking, customer segmentation, and analytic reporting aimed at improving organizational analytical skills and coordination between sales and finance.
Integration work focused on connecting Phocas CRM to the company ERP Software environment and Accounts Receivable processes to align customer master data and transactional visibility. Operational scope covered sales, finance and inventory planning teams within Jas Oceania, enabling cross-functional access to customer profiles and order-related information while retaining finance controls for AR activity.
Governance centered on role-based access, data ownership between sales and finance, and staged rollout to inventory planning and AR users to embed new workflows. Deployment used cloud-delivered Phocas CRM capabilities with Excel as an operational interchange format, and configuration prioritized analytical reporting and organizational skills to support ongoing CRM adoption.
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Savona Foodservice UK | Distribution | 220 | $74M | United Kingdom | Phocas Software | Phocas CRM | CRM | 2016 | n/a |
In 2016, Savona Foodservice UK began a Phocas deployment, introducing Phocas Analytics and subsequently adding Phocas CRM to capture its new-business pipeline and link sales activity to targets. Phocas CRM, categorized as CRM, was implemented to centralize opportunity capture and align frontline activity with regional sales targets in the south and central England operating areas.
The Phocas CRM implementation focused on sales pipeline management and activity tracking, implementing structured opportunity stages, sales activity logging, and target-linked dashboards for regional managers and business development managers. Configuration emphasized pipeline hygiene and self serve performance views, enabling managers to measure attainment against targets and surface gaps in the funnel.
Operational coverage concentrated on the commercial organization, specifically sales and business development functions across Savona Foodservice UK, with Phocas CRM integrated into the existing Phocas analytics environment to connect transactional and pipeline views. The combined Phocas Analytics and Phocas CRM configuration supported improved sales team efficiency and forecasting by providing unified reporting and role-specific dashboards for measurement and coaching.
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Manufacturing | 10 | $1M | United Kingdom | Phocas Software | Phocas CRM | CRM | 2015 | n/a |
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