What is TaskCentre, who uses it, what customers say about TaskCentre. What do you want to automate

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WHAT IS TASKCENTRE?

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TASKCENTRE 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 “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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“The visual interface
made complex tasks far
TASKCENTRE LETS simpler to layout and are
CUSTOMERS … self-documenting.”
Mike Boysen
Automate complex approval type
workflow

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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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“The visual interface
made complex tasks far
TASKCENTRE LETS simpler to layout and are
CUSTOMERS … self-documenting.”
Mike Boysen
Create SalesLogix History via Sdata with no code!

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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