Concur Salesforce Connector

Seamless Expense Management Integration with Salesforce

By linking Concur with Salesforce you get a power-packed expense management solution that helps reduce costs, create efficiency and offers real-time visibility into the true cost of the sales cycle. The Concur Salesforce Connector allows companies to:

  • Increase collaboration among sales and service staff to reduce travel expenses and save time
  • Clearly and simply track costs against opportunities to better manage budgets
  • Reduce sales rep administration work and frustration while ensuring data is captured accurately

All Gain. No Pain

IInternal systems integration is usually time-consuming and costly, but with Concur Salesforce Connector you get a pre-built integration that saves pain, time and resources. Integration is fast and easy and your employees benefit from the following integration features:

Salesforce Chatter Integration
  • Share trips from Concur Travel and TripIt on Chatter
  • Collaborate on business travel plans before and during travel
  • Communicate with coworkers and employees on-the-go
Opportunity Costing
  • Associate Opportunities to Expenses in real-time
  • Gain visibility into cost of sales
  • Real-time Contact Integration
  • Add a contact in Salesforce and they are immediately available to add as an attendee in Concur
  • No more delays waiting for overnight imports
  • Reduced data entry for busy sales and service staff
Presentation: Concur Salesforce Connector



Learn how the partnership between Concur and Salesforce brings two of the leading enterprise cloud solutions together to make your life easier. Presentation