3TASKCENTRE LETS CUSTOMERS … • 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 “firstname.lastname@example.org” • 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
4TASKCENTRE 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 …
5TASKCENTRE LETSCUSTOMERS …Integrate with all sorts of othersystems and services:
11TASKCENTRE’S EASE OF USE • Single Client, one place for everything
12TASKCENTRE CONNECTIVITY • Configuring all new Web Service Connector Tool
13 “The visual interface made complex tasks farTASKCENTRE LETS simpler to layout and areCUSTOMERS … self-documenting.” Mike BoysenCreate SalesLogix History via Sdata with no code!
14TASKCENTRE 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