1. Simplified Travel and Expense
for Salesforce Sales Cloud
Less Paper in Your Pocket,
More Time on Your Hands
Your job is selling. Managing travel and expenses is the last thing you feel like doing.
It’s time consuming, tedious, and it can seem like forever before you’re reimbursed. CONCUR FOR MOBILE
And if it’s a manual, paper-based process it’s also costly (Aberdeen estimates $28 per
expense report). Conveniently manage expenses no
matter where you are, with our
Now you can save time and get reimbursed faster using Concurforce™, the integrated
Concur® for Mobile app:
travel and expense reporting solution designed for Salesforce® Sales Cloud.
With Concurforce, you can quickly create accurate, in-policy expense reports right • Create and submit expense reports
from your smartphone or the web. Forget about saving paper receipts and matching from card charges or cash entries
them to your report—with Concurforce, your credit card spend is automatically • Book flight, rail, cars or hotels from
reconciled with expense line items. Now it’s easier than ever for your manager to your smartphone or tablet
review and approve your expense report, which means quick reimbursement.
• Photograph receipts and attach the
And don’t worry about logging into yet another system. Concurforce is fully integrated IRS-compliant images to the expense
with Sales Cloud® so you can manage travel and expenses the same way you manage
• Add car mileage to an expense report
your sales opportunities—with built-in mobile and social capabilities.
• Managers can access expenses from
Benefits of integrating travel and expense management with Salesforce Chatter™
Sales Cloud • Share trip details via Salesforce Chatter
• Save time – turn travel reservations from any travel vendor into one organized
itinerary via TripIt® and automatically expense it
• Collaborate – share business trip details via Salesforce Chatter
• Create profitable customers – understand costs vs. opportunity for each
customer acquisition so you can focus on profitable customers
• Get paid faster – improve accuracy and speed of expense processing with credit
card charges that automatically populate expense reports Concur on your
• Simplify processes – avoid logging into multiple systems—manage trips and smartphone –
expenses right alongside your opportunities helping you
• Reduce costs – lower transaction and processing costs to better manage the save time
cost of sales