IntegrationsFlexible + intuitive Phocas integrations
Unlock more-actionable insights that empower you to drive more revenue, boost retention, and maximize efficiency with the low-code Tray Platform. Using our 100% visual, drag-and-drop builder, you can rapidly stand up custom Phocas integrations, without relying on extensive IT support. Bi-directionally sync Phocas with any data source to unsilo data and refocus on strategic business goals. We can connect with flat files (such as CSVs), FTP, webhooks, email, and all of your go-to tools (even using data within custom fields).
Need a Phocas connector? Any business user within your organization can build seamless Phocas integrations that unsilo your tech stack and empower teams with real-time analytics. Flow data across your go-to tools to drive more effective campaigns, improve customer retention, and gain deeper insight into product usage.
Sync and share analytics data across your tools and teams with powerful, multi-step Phocas automation. You can build custom, automated workflows to generate interactive dashboards and reporting, channel mission-critical analytics data across key teams, and maximize process efficiency. Do more, faster, with Phocas and the Tray Platform.
AutomationPowerful + scalable Phocas automation
Supercharge your sales and marketing processes and fuel rapid growth with powerful Phocas automation. Whether you work in analytics, sales, marketing, business operations, revenue operations, demand generation, IT, finance, customer support, growth, or any other team across your business, you can build custom, automated workflows that make your processes hyper-efficient.
With our library of pre-built connectors, data-helpers, and custom logic operators, you can design flexible Phocas automation that resolves any use case. Automate any process by connecting Phocas with your favorite tools, including your data warehouse, customer data platform, CRM, sales engagement platform, internal chat tools, marketing automation platform, project management platform, and HR information system.
Sync your other systems with Phocas at the API level to kick off limitless operations on any custom trigger. Automatically flow data into your analytics stack to unlock better insights from larger datasets. Easily share internal targets and dashboards to promote insights that boost revenue and maximize efficiency. Generate and distribute regular reports that unify data from all your tools and keep key shareholders up-to-date. With the Tray Platform, there’s no limit to what you can automate.
Use casesActionable Phocas analytics at scale
Business users love using the Tray Platform to build custom integrations that maximize efficiency and unlock actionable insights. Power users rely on our platform to manage large quantities of data, including heavy-duty jobs that touch billions of events every day. And, our elastic, serverless architecture equips you with the ability to seamlessly scale your processes as your data needs evolve.
Need to easily flow data from any source into your data warehouse for analysis in Phocas, including marketing performance by channel, sales performance by territory, and product usage by customer account? Need to consolidate data from multiple customer support tools to unlock real-time updates on ticket status, performance anomalies, and server latency? Need to regularly share performance dashboards with your sales team to celebrate high performance and visualize deal status, sales wins, and pipeline? With the Tray Platform, you can build scalable, sophisticated processes that connect Phocas with all your popular tools, including Salesforce, Marketo, Slack, Asana, Zendesk, Segment, HubSpot, ServiceNow, Jira, and SharePoint.
Security experts at leading firms trust our enterprise-grade security to handle even their most sensitive information. The Tray Platform is SOC 2 Type 2-certified and compliant with data privacy regulations such as CCPA, GDPR, and HIPAA.
