Concur Salesforce Connector

Seamless Expense Management Integration with Salesforce

By linking Concur with Salesforce you get a power-packed 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

Internal 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

Not a Concur Customer Yet?

If you're not a Concur client today, but want to integrate with Salesforce when you implement, please see our Concurforce offering.

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