Concurforce

A better way to manage travel and expense with Salesforce.
No upfront costs.

Concurforce, by Concur, simplifies travel & expense management with a solution designed especially for Salesforce. Use it to create accurate, in-policy expense reports from a smartphone or the web saving time and money while gaining visibility into spend.


Introducing Concurforce

Your field sales and client service functions drive your revenue and your client satisfaction. Don't you want to do everything you can to make their lives easier? After all, improving sales productivity helps you drive revenue growth. And leveraging your existing CRM process to help manage expenses helps you impact the bottom line. If you've been looking for an enterprise software solution to give your sales and service reps what they need to connect with customers, you've probably got a CRM solution from salesforce.com. Not surprisingly, these reps are some of the heaviest business travelers and most regular expense report filers. They want solutions that run anywhere and allow them to connect and collaborate with each other.


The Best of the Cloud

Concur and Salesforce.com teamed up to deliver a travel and expense management solution designed for Salesforce Sales Cloud that combines the best of cloud, mobile and social collaboration for managing T&E. With Concurforce, your employees can create and submit accurate, in-policy expense reports directly from their Salesforce solution that managers can easily review and approve.

Managing T&E Expenses Infographic


With Concurforce, Users Can:

  • Collaborate on business trip details via Salesforce Chatter
  • Turn travel reservations from any travel vendor into a single organized itinerary via TripIt that can automatically be turned into an expense report
  • Gain insight into costs associated with sales opportunities and service engagements
  • Use their smartphone to manage expenses, photograph receipts and submit their reports
  • Eliminate paper receipts
  • Save time because itinerary details from TripIt Pro are matched to pre-populated credit card charges to create a "one click" expense report experience

Manage Expenses Inside Salesforce

Built on the Force.com platform, Concurforce delivers a simple and familiar experience for your Salesforce users, saving them time and improving their productivity. They get the tools they need to succeed; you look for results that go up and to the right.


Already using Concur's Travel & Expense Solution?

The Concur Connector for Salesforce allows you to link your existing Concur travel & expense account with Salesforce and get a power-packed solution that helps reduce cost, create efficiency and offers real-time visibility into sales cycle ROI. With the power that comes from joining Concur with Salesforce® Sales Cloud, you can reduce costs, create efficiency and have real-time visibility into the true cost of the sales cycle.

The Concur Connector for Salesforce allows companies to:

  • Increase collaboration among sales and service staff
  • Clearly and simply track costs against sales opportunities
  • Reduce sales rep administration work and frustration
  • Ensure data is accurately captured

Concur Connector for Salesforce Brochure