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WHAT IS TASKCENTRE?

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• Know what’s happening in their CRM, ERP and all other systems. Break through those Information Silos!

• Gather leads from Twitter, Hubspot, Pardot etc. and from emails to “inquiries@domain.com”

• Sync CRM data with ERP, with built in workflow• Distribute reports with new user intervention• Easily build and adapt processes as business rules

change“I got tired of building the workflow interfaces and business rules from scratch at every client. TaskCentre makes this a configuration exercise.”

Mike Boysen, Director of Strategic CRM, Blytheco

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TASKCENTRE WORKS WITH:• Sage SalesLogix• Sage CRM• Sage 100 ERP (MAS 90/200)• Sage 300 ERP (Accpac)• Sage 500 ERP (MAS 500)• Sage X3• On-premise or in the cloud• Plus: Microsoft Exchange,

Social Media, Gmail, non-Sage products …

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TASKCENTRE LETS CUSTOMERS …Integrate with all sorts of other systems and services:

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TASKCENTRE LETS CUSTOMERS …Automate complex approval type workflow

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TASKCENTRE LETS CUSTOMERS …Automate complex approval type workflow

“The visual interface made complex tasks far simpler to layout

and are self-documenting.”

Mike Boysen

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WHO USES TASKCENTRE?

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SO WHO USES TASKCENTRE?• >400 organizations in US, >4000 worldwide• Completely cross-industry sector, large and small,

non-profit and for-profit– Software Development– Early-Learning Products– Oil Exploration and Equipment Online Auctions– Health and Employee Comp. Insurance– Movie Licensing– Employment & Placement Agencies– Management of Clinical Trials– Invoice Factoring– Vacation Resort and Rentals

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WHY CUSTOMERS LIKE TASKCENTRE?

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TASKCENTRE’S EASE OF USE• Single Client, one place for everything

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TASKCENTRE CONNECTIVITY• Configuring all new Web Service Connector Tool

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TASKCENTRE LETS CUSTOMERS …Create SalesLogix History via Sdata with no code!

“The visual interface made complex tasks far simpler to layout

and are self-documenting.”

Mike Boysen

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TASKCENTRE SCALABILITY• Tasks execution is multi-threaded – up to 64 at a

time

“KnowledgeSync has a habit of missing transactions with no means of identifying which were skipped. This is not a fun conversation to have with a client in a high volume environment.” MB