What is SalesTrip?
SalesTrip is a travel and expense management system on Salesforce, making it easier for people to do business from places outside the home and office so their organisations can thrive in return.
By managing your travel and expenses alongside customer and revenue data in Salesforce, employees benefit from a fast and easy way to track and claim travel expenses. Companies benefit from automated reconciliation of spend against business purpose to prove how it aids company growth.
Who Uses SalesTrip?
SalesTrip customers range from small to mid-market organisations with 50-5000 employees.
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Reviews of SalesTrip
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
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
I have nothing I don't like about this solution
Great addition to our PSA tools
Comments: Expenses control. Cost of Sales. Expense and travel Management sorted!
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
Would love to see a dedicated mobile App if possible
All in one Travel and Expense management solution on Salesforce-FinancialForce
Comments: 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.
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
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
Comments: 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.
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.
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
Comments: 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.
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
Nothing at the moment, we're making good progress in the implementation and on-boarding