INFOTRAX CORE TECHNOLOGIES + ERP. The direct selling industry s first fully integrated ERP solution

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1 INFOTRAX CORE TECHNOLOGIES + ERP The direct selling industry s first fully integrated ERP solution

2 InfoTrax integrates its direct sales software with ERP systems to create a powerful, highly configurable software solution for the direct selling industry. Increasingly, direct selling companies find that their business process needs are not completely met by existing software solutions. As they grow in size, many companies deploy enterprise resource planning (ERP) systems to manage production planning, demand planning, inventory, human resource requirements, accounting, and other business operations only to realize that ERPs are not designed to handle the unique needs of the direct sales industry. Every direct selling company that aspires to become an industry leader needs an industryleading business software solution. InfoTrax s best-of-breed, integrated solution builds on its award-winning, direct sales software while harnessing the strengths of a dedicated ERP system. This tailored solution provides a competitive advantage at every stage of a company s growth continuously adapting to their ever-evolving business needs. InfoTrax integrates with ERP solutions to provide: Best-of-breed InfoTrax direct sales technology Robust, customized ERP technology Tight, API-driven integration Real-time data transfer A seamless user interface Fully scalable, cloud-based implementation Architecture designed for customization and support

3 Best-of-breed InfoTrax direct sales technology InfoTrax has years of experience delivering software for the unique requirements of the direct selling industry. At the heart of our integrated solutions is the technology for which we re known direct-selling-specific functionality that is outside the scope of any off-the-shelf ERP system. This includes core components of our award-winning DataTrax software and the ability to integrate with our mobile distributor tool, Evo. What InfoTrax makes possible: Commissions calculation, processing, and reporting. DataTrax contains the fastest compensation engine on the market. The comprehensive, purpose-built compensation engine lets us quickly and precisely program compensation plans that are as creative and unique as our clients. No compensation plan is too advanced for DataTrax which is capable of meeting evolving business needs today and into the future. Customer relationship management (CRM). DataTrax provides world-class management for individual distributor information including contact information, earnings, downline view, upline view, account balances, renewal flags, status, orphan resolution, and more. It also provides fast, robust functionality to define companies tree structures as well as viewing and managing the details of upline and downline genealogy. Order management. DataTrax provides a host of powerful tools to handle detailed order entry and processing, allowing you to add, view, delete, and update orders. Autoship capability with bonus protection allows distributors to protect their rank status and allows you to better manage shipments. Distributor tools. The intuitive distributor tools in Evo can be added to our integrated solutions, providing distributors with comprehensive reporting and communication abilities. Through our patented Fast Tree technology, Evo can read two million records in a single second, giving distributors access to real-time qualification updates and up-to-theminute reports on rank, volume, qualifications, and more.

4 Best-of-breed ERP technology An ERP system can help companies of all sizes maximize their planning, processes and management efficiencies. A comprehensive ERP system such as Netsuite, can support all ERP needs across national boundaries while integrating tightly with our direct-sales-specific software components. The result is highly configurable functionality that can be customized to support the needs of any direct selling company. As part of an integrated solution, an ERP system such as NetSuite can provide: Inventory management Return merchandise authorizations (RMAs) Tight, API-driven integration InfoTrax integrated solutions use a cloud-ready layer of application programming interfaces (APIs) that provides powerful connectivity between our core products and any ERP as well as with other systems that may be required by our clients. This tightly integrated, yet modular approach allows us to create customized solutions to handle the unique needs of any direct selling business. In addition to an ERP system, add-ons may include credit card processing services, sales tax components, and the mobile tools required by distributors in the field. This API integration technology also provides maximum flexibility as businesses look to expand into international markets. Company financials Demand and production planning Human resource functions An example of an integrated solution is shown below. WMS systems or integrations ERP SYSTEM FRONT END TOOLS/ E-COMMERCE API API DATATRAX API PAYMENT SYSTEMS SALES TAX

5 Real-time data transfer Best-of-breed integration must always provide users with instant access to live, accurate data. This is simply not possible for a solution that relies on manual synching or daily batch jobs for data transfer. While many software providers claim they can integrate with any ERP system particularly its accounting component merely by dumping data over to it each night, this does not provide the benefits of a truly integrated solution. In contrast, with InfoTrax, integrations are event driven, passing order and financial information between software components in real time while using a single data source to eliminate any possibility of data synch issues. This provides instantly accessible, accurate data that is always available in the right place, for the right user, at the right time. A seamless user interface Software users have grown accustomed to software that provides a modern user experience and which supports their exisitng work practices. Our integrated solutions are optimized for ease of use, and the component pieces are integrated to interact seamlessly. Using our NetSuite integration as an example, customer support representatives (CSRs) log into NetSuite and use a modified version of DataTrax that is embedded inside of the NetSuite user interface. The integration is seamless and looks and feels like a single solution. Fully scalable, cloud-based implementation The benefits of cloud-based systems are numerous. They include scalability, reliability, reduced IT costs, and the flexibility to connect and conduct business anywhere and any time. InfoTrax s integrated solutions allow our clients to focus on building their businesses while our experts and ERP partners provide all of the necessary cloud technology. Our integrated solutions can handle the needs of the largest direct selling companies, but are also designed to be affordable for small businesses scaling with them as their sales increase, preventing the need for expensive future upgrades, no matter how fast or how large they grow. This scalability provides for more than just growth in business volume it also provides the platform to ensure compliance with accounting practices and foreign policies as a company expands.

6 Architecture designed for customization and support The needs of any business change over time. InfoTrax is known for its configurable, customizable solutions and our ERP integration is no exception. Its design allows us to adapt to changing business needs quickly and efficiently. We help our clients gain a competitive advantage at every stage of their growth, turning those ideas into reality with our integrated, best-ofbreed solution. Conclusion InfoTrax integrations with ERP systems provide scalable, purpose-built solutions for direct selling businesses. These integrated systems deliver the industry s fastest commissions calculation, streamlined order management, the latest CRM tools, real-time custom API integration and the business process power offered by best-of-breed ERP systems. Our success with NetSuite has paved the way for integrations with other ERP systems, such as IBM Cast Iron. Now, direct selling companies can work with us to purchase an integrated solution built to work specifically with their preferred ERP systems. Contact us InfoTrax Systems 1875 South State Street, Suite 3000 Orem, UT info@infotraxsys.com