An Overview of TaskCentre. What Do You Want To Automate?

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1 An Overview of TaskCentre What Do You Want To Automate?

2 What is? TaskCentre is a suite of business process management technologies that allows you to automate virtually any process, driving error and inefficiency out of your business without the need to custom code. It enables you to easily integrate your ERP with ecommerce, marketing automation, website and CRM. It is designed to improve your current business process and automate as much as possible to minimize manual labor and human errors. Procedures that are repetitive and mundane can be replaced by TaskCentre with automation. TaskCentre lets customers: Know what is happening in their CRM, ERP and all other systems Gather leads from marketing automation software such as HubSpot and MailChimp Sync CRM data with ERP with built in workflows Distribute reports without user intervention Easily build and adapt processes as business rules change TASKCENTRE WORKS WITH: SAP Business One Infor CRM Sage CRM Sage 100, 300, 500 ERP Sage X3 Microsoft Dynamics NAV, AX, CRM On-premise or in the cloud Plus: Microsoft Exchange, Social Media, Gmail

3 ecommerce + ERP Integrations Integrating your ecommerce store with an ERP will allow automatic transfers of orders from an online shopping cart into your ERP system, synchronize stock levels from your online store to your ERP and track shipping information in your ERP from UPS, FedEx and other shipping companies. Additional Benefits of ERP & ecommerce Integration with TaskCentre: Synchronize data such as customer records and inventory Orders and inventory are always kept in sync Eliminate duplicate data entries and errors Notify users based on pre-defined rules Typical ERPs integrated with TaskCentre: SAP Business One Sage 100, 300, 500, X3 Microsoft Dynamics AX, NAV Acumatica Typical ecommerce platforms integrated with TaskCentre

4 CRM + Marketing Automation Automatically transfer customer contact details from your website inquiry forms to your CRM. With TaskCentre, you can integrate your marketing automation software such as HubSpot or MailChimp so you can access clicks, leads and campaign data in your CRM system. Additional Benefits of CRM & Marketing Automation Integration with TaskCentre: Marketing and Sales departments can easily collaborate by having access to shared data Leads from marketing efforts can be transferred over to sales more easily Removes the disconnect between sales and marketing teams Existing contacts from the CRM can be marketed through Marketing Automation Typical CRMs integrated with TaskCentre: Salesforce Microsoft Dynamics Sage CRM Sugar CRM Typical Marketing Automation platforms integrated with TaskCentre

5 Automated Workflows Using TaskCentre to automate manual workflows can free up human resources on your team and reduce errors and delays in production or deliverables. Automated workflows still permit human intervention and are designed and implemented according to your business needs and rules. Here are some examples of utilizing workflows with TaskCentre Purchase order Confirmation Customer service call allocation Trouble ticket management

6 Specialist Integrations TaskCentre is a very flexible tool that can perform specialist integrations such as Concur, TrackTraceRx and Zendesk. Integrates travel, expense & invoice data Provides visibility into total company spending Web & Mobile solutions allow remote use Tracks & traces pharmaceuticals Transaction management Exchange & repository Detection & response Brings all customer conversations in one place Provides tools like ticket views, triggers & automations Measure customer satisfaction & team performance

7 Fisher Technology is the North American Distributor for TaskCentre Fisher Technology, LLC 7700 Congress Avenue, Suite 3214 Boca Raton, FL Toll Free: (877) Phone: (561) Website: Copyright Fisher Technology, LLC All rights reserved. no part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system or translated into any language in any form by any means without the written permission of Fisher Technology, LLC. TaskCentre is a registered trademark of Orbis Software Ltd. All other company names and product names are the property and/or trademarks of their respective owners.