Concur Connector for Salesforce
Integrate Travel and Expense Management with Salesforce® CRM
The best way to keep the field happy is to give them quick access to everything they need. With the Concur Connector for Salesforce, sales and service professionals have a portal right in Salesforce to see everything they need for timely expense reporting. With a single click on expense entries, card charges or pending approvals they're securely ushered into Concur (no sign-in required). Once in Concur, they have instant access to their contacts to add them as attendees keeping frustrating data entry at bay. Users can also tag expense reports with their Salesforce Opportunities enabling sales and finance leaders to effortlessly keep tabs on whether travel and expense budgets are being effectively spent. And when that important meeting comes up, they can collaborate on travel plans all within Salesforce ensuring maximum cost savings and a better travel experience.
Features and Benefits Include:
- Pre-built real-time integration that's simple to activate so you can be up-and running quickly
- Contact records become attendees with no data entry required
- Opportunities effortlessly tracked against the costs of landing the deal
- Travel plans can be shared enabling easy collaboration on client meetings and events