SalesTrip - Présentation
Description du logiciel SalesTrip
SalesTrip is an expenses management and travel booking solution built natively on Salesforce, the world's leading cloud enterprise platform.
It enables fast and easy expense submission using the latest OCR receipt scanning technology, fully automated expense tracking from spend to reconciliation, and robust real-time expense reporting. It also offers optional travel search including flights, hotels, trains and car hire, instant travel booking and ticketing, and comprehensive travel analytics so that you know where your travellers are and why.
By managing expenses and booking travel alongside customer and revenue data in Salesforce, employees benefit from a more efficient way to track and claim travel expenses on the go. They no longer have to switch between their CRM, travel booking sites and expense apps just to do attend a meeting. Companies benefit from automated reconciliation of spend against business purpose such as a customer account or marketing campaign to prove how it aids company growth. Multiple accounting integrations are available including Quickbooks alongside corporate and personal card transaction feeds.
SalesTrip takes the pain out of expense management for everybody from your travellers and approving managers to your admin and finance team so that they can focus on what matters to the business most. By capturing and reporting on spend as it happens, there’s significantly less admin and more efficient cost control for finance teams whilst travellers feel better supported when away from the office for work - without compromising the company's bottom line.
Additional features of SalesTrip include compliance management, dynamic budgeting, ROI tracking, supplier management, community management, approval workflows and policy configuration.
SalesTrip - Présentation
Prix
Types de licence
SalesTrip Starter - $9 per user, per month. Expense management from claim to reimbursement.
SalesTrip Plus - $15 per user, per month. All features in addition to Starter but with additional business travel booking options. No online booking fees and no penalties.
SalesTrip - Fonctionnalités
Médias
SalesTrip - Avis
SalesTrip - Avis
Provides complete transparency of expense spend
Understanding of Cost of Sales
Control of Expense spend
Expense policy enforcement
Ease of Travel Management/Bookings
Better Value Travel Management
ROI
Great addition to our PSA tools
Expenses control. Cost of Sales. Expense and travel Management sorted!
All in one Travel and Expense management solution on Salesforce-FinancialForce
Integrated solutions for both expense and travel management. For employees to have a easy to use process with a very fast approval and reimbursement of their travel cost.
T&E on Salesforce & combined with our Precursive PSA tool
Significant time savings for our travellers, up to 3 days per month and it is easy to use. We're able to do trip search, booking and expenses all in the same system and this enables total visibility of business travel spend – we now know what’s planned and what’s been spent. We're now able to derive ROI from all spend by combining with financial data in Salesforce. We use Sales Trip in line with our resource management/capacity planning solution, Precursive, and have synched the expenses into Precursive able to understand true cost of project – T&E was the missing piece.
Great Product, great service
As a consulting firm, travel and expense management takes a lot of time, as well as the tracking of budget for these activities gets quite tricky. With SalesTrip, we can track everything back to our opportunities in a straightforward way and also the expense management is transparent through travel. Individual expense uploading is also improved by image recognition and other features.
Comparatif des alternatives : note globale
Comparer avec les alternatives
Provides complete transparency of expense spend
Avantages
SalesTrip provides me complete visibility of my travel and expenses spend across all facets of our business. It enables me to understand the true Cost of Sales and enables me to compare this spend across the sales team and across opportunities
Inconvénients
I have nothing I don't like about this solution
Great addition to our PSA tools
Expenses control. Cost of Sales. Expense and travel Management sorted!
Avantages
1. Understanding of real Cost of Sale and attributing this to projects and individuals within customers to help understand which relationships are driving real value with our customers.
2. Enabling me to control my expenses and the expenses for each and every opportunity.
3. I travel a lot and I've found that it's really easy to book and manage travel arrangements via SalesTrip
Inconvénients
Would love to see a dedicated mobile App if possible
All in one Travel and Expense management solution on Salesforce-FinancialForce
Integrated solutions for both expense and travel management. For employees to have a easy to use process with a very fast approval and reimbursement of their travel cost.
Avantages
The industry knowledge of the people driving Salestrip. They know exactly what they talk about regarding Travel and Expense Management. Therefore the Salestrip solution is doing exactly what it is supposed to do. Second very important part is that is built on Salesforce and integrates natively with FinancialForce ERP
Inconvénients
Salestrip is adding feature by feature. So we ware waiting for functions like Hotel, Uber and Train-booking integrations.
T&E on Salesforce & combined with our Precursive PSA tool
Significant time savings for our travellers, up to 3 days per month and it is easy to use. We're able to do trip search, booking and expenses all in the same system and this enables total visibility of business travel spend – we now know what’s planned and what’s been spent. We're now able to derive ROI from all spend by combining with financial data in Salesforce. We use Sales Trip in line with our resource management/capacity planning solution, Precursive, and have synched the expenses into Precursive able to understand true cost of project – T&E was the missing piece.
Avantages
We run our business on Salesforce and until now, there hasn’t been a travel and expenses system on the platform. SalesTrip allows us to track all business travel spend within the CRM meaning all spend associated to our client work can now be tracked in a single place. We’re able to understand the true cost of client projects as travel is now booked directly in Salesforce and against the client record. Any expenses incurred are also submitted in the same place. Our employees find submitting expenses incredibly easy to do now – before it was very manual and time consuming, on spreadsheets! It has definitely saved them time as most info is already populated for them given it's done in Salesforce. From a business POV, expenses are now automated and in the same system as our finance data so we can finally understand what we’re spending and what revenue we’re generating in return.
Inconvénients
SalesTrip doesn’t currently connect to my calendar to read all events I have in there - and then suggest travel packages automatically. This is not available today but I know it’s confirmed on the roadmap for the near future.
Great Product, great service
As a consulting firm, travel and expense management takes a lot of time, as well as the tracking of budget for these activities gets quite tricky. With SalesTrip, we can track everything back to our opportunities in a straightforward way and also the expense management is transparent through travel. Individual expense uploading is also improved by image recognition and other features.
Avantages
The trip and expense management functionalities are a great time saver for our company. The implementation is on going and we're still discovering new features that will help our sales reps massively
Inconvénients
Nothing at the moment, we're making good progress in the implementation and on-boarding
Comparatif des alternatives : recommandation utilisateur
Comparer avec les alternatives
SalesTrip - Prix
SalesTrip - Prix
SalesTrip Starter - $9 per user, per month. Expense management from claim to reimbursement.
SalesTrip Plus - $15 per user, per month. All features in addition to Starter but with additional business travel booking options. No online booking fees and no penalties.
SalesTrip Starter - $9 per user, per month. Expense management from claim to reimbursement.
SalesTrip Plus - $15 per user, per month. All features in addition to Starter but with additional business travel booking options. No online booking fees and no penalties.
Comparatif des alternatives : rapport qualité-prix
Comparer avec les alternatives
SalesTrip - Fonctionnalités
SalesTrip - Fonctionnalités
Comparatif des alternatives : note sur les fonctionnalités
Comparer avec les alternatives
Catégories
Catégories
Plus d'informations sur SalesTrip
Plus d'informations sur SalesTrip
SalesTrip - Principales fonctionnalités
- Approval Process Control
- Invoice Management
- Mobile Access
- Multi-Currency
- Policy Management
- Receipt Management
- Reimbursement Management
- Spend Control
- Workflow Management
Avantages
1. Faster, more accurate expense management which automatically associates claim with business purpose such as a customer, project or sales opportunity
2. Dynamic travel and expense policies link spend to revenue for instant ROI of travel expense spend
3. Capture and report on spending as it happens for greater accuracy, increased productivity and measurable cost savings
4. One-click reports visualised in charts and dashboards: see who’s travelling where and who’s spending what
5. A centralised view of travel and expense spend against revenue streams lets you calculate the true cost of acquiring and retaining customers
SalesTrip - FAQ
SalesTrip - FAQ
Voici quelques-unes des questions fréquentes sur SalesTrip.
Q. Quels sont les types de licence disponibles pour SalesTrip ?
Types de licences disponibles pour SalesTrip :
À partir de: 9,00 $US/mois
Type de licence: Abonnement
Essai gratuit: Disponible
SalesTrip Starter - $9 per user, per month. Expense management from claim to reimbursement. SalesTrip Plus - $15 per user, per month. All features in addition to Starter but with additional business travel booking options. No online booking fees and no penalties.
Q. Quelles sont les principales fonctionnalités du logiciel SalesTrip ?
Fonctionnalités du logiciel SalesTrip :
- Approval Process Control
- Invoice Management
- Mobile Access
- Multi-Currency
- Policy Management
- Receipt Management
- Reimbursement Management
- Spend Control
- Workflow Management
Q. Qui utilise SalesTrip ?
Utilisateurs habituels du logiciel SalesTrip :
PME, Grandes entreprises, Administration publique, À but non lucratif, Entreprises de taille moyenne
Q. Dans quelles langues SalesTrip est-il disponible ?
Langues dans lesquelles SalesTrip est disponible :
allemand, anglais, chinois (simplifié), chinois (traditionnel), coréen, danois, espagnol, finnois, français, italien, japonais, norvégien, néerlandais, portugais, russe, suédois, thaï
Q. SalesTrip prend-il en charge les appareils mobiles ?
Appareils pris en charge par SalesTrip :
Android, iPhone, iPad
Q. Avec quelles applications SalesTrip peut-il s'intégrer ?
Applications s'intégrant à SalesTrip :
FinancialForce Accounting, Kimble PSA, NetSuite, QuickBooks Online Advanced, Sage Intacct, Salesforce App Cloud, Salesforce Sales Cloud, Xero
Q. Quelles sont les ressources d'aide disponibles pour SalesTrip ?
Ressources d'aide disponibles pour SalesTrip :
Support téléphonique, Support en ligne, FAQ, Base de connaissances, Tutoriels vidéo
Understanding of Cost of Sales
Control of Expense spend
Expense policy enforcement
Ease of Travel Management/Bookings
Better Value Travel Management
ROI