2
Concur on your smartphone helping you save time 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. And if it’s a manual, paper-based process it’s also costly (Aberdeen estimates $28 per expense report). Now you can save time and get reimbursed faster using Concurforce , the integrated travel and expense reporting solution designed for Salesforce ® Sales Cloud. With Concurforce, you can quickly create accurate, in-policy expense reports right from your smartphone or the web. Forget about saving paper receipts and matching them to your report—with Concurforce, your credit card spend is automatically reconciled with expense line items. Now it’s easier than ever for your manager to review and approve your expense report, which means quick reimbursement. And don’t worry about logging into yet another system. Concurforce is fully integrated with Sales Cloud ® so you can manage travel and expenses the same way you manage your sales opportunities—with built-in mobile and social capabilities. Benefits of integrating travel and expense management with Sales Cloud 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 Simplify processes – avoid logging into multiple systems—manage trips and expenses right alongside your opportunities Reduce costs – lower transaction and processing costs to better manage the cost of sales Simplified Travel and Expense for Salesforce Sales Cloud Conveniently manage expenses no matter where you are, with our Concur ® for Mobile app: • Create and submit expense reports from card charges or cash entries • Book flight, rail, cars or hotels from your smartphone or tablet • Photograph receipts and attach the IRS-compliant images to the expense • Add car mileage to an expense report • Managers can access expenses from Salesforce Chatter • Share trip details via Salesforce Chatter CONCUR FOR MOBILE Less Paper in Your Pocket, More Time on Your Hands

Flyer concurforce sales

Embed Size (px)

Citation preview

Page 1: Flyer concurforce sales

Concur on your smartphone –helping you save time

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. And if it’s a manual, paper-based process it’s also costly (Aberdeen estimates $28 per expense report).

Now you can save time and get reimbursed faster using Concurforce™, the integrated travel and expense reporting solution designed for Salesforce® Sales Cloud.

With Concurforce, you can quickly create accurate, in-policy expense reports right from your smartphone or the web. Forget about saving paper receipts and matching them to your report—with Concurforce, your credit card spend is automatically reconciled with expense line items. Now it’s easier than ever for your manager to review and approve your expense report, which means quick reimbursement.

And don’t worry about logging into yet another system. Concurforce is fully integrated with Sales Cloud® so you can manage travel and expenses the same way you manage your sales opportunities—with built-in mobile and social capabilities.

Benefi ts of integrating travel and expense management with Sales Cloud • 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 profi table customers – understand costs vs. opportunity for each customer acquisition so you can focus on profi table customers

• Get paid faster – improve accuracy and speed of expense processing with credit card charges that automatically populate expense reports

• Simplify processes – avoid logging into multiple systems—manage trips and expenses right alongside your opportunities

• Reduce costs – lower transaction and processing costs to better manage the cost of sales

Simplifi ed Travel and Expense for Salesforce Sales Cloud

Conveniently manage expenses no matter where you are, with our Concur® for Mobile app:

• Create and submit expense reports from card charges or cash entries

• Book fl ight, rail, cars or hotels from your smartphone or tablet

• Photograph receipts and attach the IRS-compliant images to the expense

• Add car mileage to an expense report

• Managers can access expenses from Salesforce Chatter™

• Share trip details via Salesforce Chatter

CONCUR FOR MOBILE

Less Paper in Your Pocket, More Time on Your Hands

Page 2: Flyer concurforce sales

Capture expenses on the goSay goodbye to tiny scraps of paper! Take photos of receipts using your mobile phone’s camera and attach them directly to your expense report. You’ll save time and help ensure your report’s accuracy. Managers can use their mobile device to review, approve or reject expense reports whenever or wherever is convenient for them, so you get paid faster.

Turn trips into expense reportsTurn reservations from any travel vendor into a single organized itinerary with TripIt® Pro. Create expense reports with a single click by automatically importing credit card charges that match TripIt Pro itinerary details.

Collaborate with co-workersAutomatically post TripIt Pro itineraries and notifi cations to Salesforce Chatter so you can collaborate on business trips, agendas and content to save time and work more effi ciently with colleagues.

Focus on profi table customersWith up to 10 percent of overhead devoted to T&E expenses (and over 20 percent of that spent out of policy), organizations are potentially overpaying millions of dollars a year. Now you can understand the costs associated with sales opportunities and service engagements. This information allows you to improve margins and manage the cost of sales.

Automatic policy complianceKeep yourself out of trouble—and get paid faster—with pre-defi ned business rules that ensure your expenses are within policy.

©2012 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc. All other company and product names are the property of their respective manufacturers. Specifi cations and other details listed are accurate as of printing, but may change without notice. Concurforce is a trademark of Concur Technologies, Inc. and salesforce.com, Inc. Salesforce and Sales Cloud are trademarks of salesforce.com, Inc. and are used here with permission. BR CF CONCURFORCE NA 2012/11

About ConcurConcur is a leading provider of integrated travel and expense management solutions. Our adaptable Web-based and mobile solutions help companies and their employees control costs and save time. Learn more at www.concur.com