SalesTrip

Expenses management and travel booking on Salesforce

4,8 /5 (11 avis) Donnez votre avis !

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

À partir de
9,00 $US/mois

Types de licence

Essai gratuit
Abonnement
Rapport qualité-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 - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
États-Unis, Canada, Royaume-Uni, Allemagne
Langues
allemand, anglais, chinois (simplifié), chinois (traditionnel), coréen et 12 autres, danois, espagnol, finnois, français, italien, japonais, norvégien, néerlandais, portugais, russe, suédois, thaï

Médias

Vidéo de SalesTrip Capture d'écran pour SalesTrip : Capture d'écran pour SalesTrip : Capture d'écran pour SalesTrip : Capture d'écran pour SalesTrip : Capture d'écran pour SalesTrip : Capture d'écran pour SalesTrip : Capture d'écran pour SalesTrip : Capture d'écran pour SalesTrip : Capture d'écran pour SalesTrip :

SalesTrip - Avis

SalesTrip - Avis

Note globale
4,8
/
5
Excellent
9

Très bien
2

Moyen
0

Médiocre
0

Mauvais
0

Rapport qualité-prix
4,9
Fonctionnalités
4,5
Simplicité d'utilisation
4,5
Support client
4,8
100% des utilisateurs recommandent cette application
Steve A.

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


Traduire avec Google Translate
Chris T.

Great addition to our PSA tools

Expenses control. Cost of Sales. Expense and travel Management sorted!


Traduire avec Google Translate
Gert-jan T.

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.


Traduire avec Google Translate
Jonathan C.

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.


Traduire avec Google Translate
Ivan A.

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.


Traduire avec Google Translate
Steve A.
Secteur d'activité: Services et technologies de l'information
Taille de l'entreprise: 51-200 employés
Traduire en français
Traduire en français

Provides complete transparency of expense spend

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 10/01/2020
Provenance de l'avis : Capterra

Understanding of Cost of Sales
Control of Expense spend
Expense policy enforcement
Ease of Travel Management/Bookings
Better Value Travel Management
ROI

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Chris T.
Secteur d'activité: Services et technologies de l'information
Taille de l'entreprise: 11-50 employés
Traduire en français
Traduire en français

Great addition to our PSA tools

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 10/01/2020
Provenance de l'avis : Capterra

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Gert-jan T.
Secteur d'activité: Services et technologies de l'information
Taille de l'entreprise: 51-200 employés
Traduire en français
Traduire en français

All in one Travel and Expense management solution on Salesforce-FinancialForce

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 10/01/2020
Provenance de l'avis : Capterra

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 7.0/10

Jonathan C.
Secteur d'activité: Services et technologies de l'information
Taille de l'entreprise: 11-50 employés
Traduire en français
Traduire en français

T&E on Salesforce & combined with our Precursive PSA tool

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 10/01/2020
Provenance de l'avis : Capterra

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Ivan A.
Secteur d'activité: Services et technologies de l'information
Taille de l'entreprise: 51-200 employés
Traduire en français
Traduire en français

Great Product, great service

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 10/01/2020
Provenance de l'avis : Capterra

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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 8.0/10

Recommandation utilisateur
9,3/10
Basé sur 11 avis utilisateurs
Comparatif des alternatives : recommandation utilisateur
Comparer avec les alternatives

SalesTrip - Prix

SalesTrip - Prix

À partir de
9,00 $US/mois
Essai gratuit
Abonnement
Rapport qualité-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.

Rapport qualité-prix
4,9/5
Basé sur 11 avis utilisateurs
Comparatif des alternatives : rapport qualité-prix
Comparer avec les alternatives

SalesTrip - Fonctionnalités

SalesTrip - Fonctionnalités

API
Analyse financière
Données en temps réel
Facturation
Gestion de la comptabilité
Gestion de la conformité
Gestion des factures
Gestion des flux de travail
Importation et exportation de données
Intégration comptable
Intégration de tiers
Notifications automatiques
Paiements électroniques
Piste d'audit
Prise en charge de plusieurs devises
Rapports et statistiques
Rapports personnalisables
Suivi des frais
Tableau de bord d'activités
Traitement des factures
Fonctionnalités
4,5/5
Basé sur 11 avis utilisateurs
Comparatif des alternatives : note sur les fonctionnalités
Comparer avec les alternatives

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