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Expense management on Salesforce

Focus on why you’re spending, not how.

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The only expense management solution on Salesforce

Manage and track expenses on Salesforce. Do you know if a business trip will deliver revenue for your business? Do you know if a trip is essential to win a deal or to retain a customer? With SalesTrip, employees manage expenses in Salesforce so that you know how spend contributes to growth, making it easier for your people to do business from places outside the home and office, and helping your organisation grow in return.

Key benefits

  • Free up time, don't consume it
  • Confidence in spend data
  • Meaningful business insights
  • Maximise your investment in Salesforce
  • Editing an expense

    Automate mundane expense management processes and spend more time on work that requires talent – and contributes to company growth.

    More about Expense Management

  • Submitted receipt and receipt scan

    Photograph a receipt and we do the rest, identifying key details to automatically populate claims – eliminate error-prone manual entry.

    More about Expense Management

  • Screenshot of MacBook and iPad with SalesTrip dashboards

    A centralised view of spend against customer, project, campaign and more, that instantly calculates the direct impact on your revenue.

    Visit the Product page

  • Screenshot of an opportunity

    The most used, secure and scalable enterprise cloud platform. Effortless access or advanced security? Get both.

    Built on Salesforce

Spend an inch to go the mile

As people start to travel for business again, employee spend will come under increased scrutiny and expenses will need to be better justified and aligned to business outcomes such as revenue or customer retention.

Get our guide to converting expenses into business growth on Salesforce.

Get the guide

I'm responsible for...

Controlling spend at your company

Controlling spend at my company

For Finance
Generating revenue at your company

Generating revenue at my company

For Sales
Leveraging Salesforce at your company

Leveraging Salesforce at my company

For Salesforce Admins

SalesTrip is trusted by companies including:

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See it for yourself

See how companies are better managing expenses and controlling spend with a free trial. Submit an expense, manage your trips and see how it impacts revenue – in minutes.

Sign up for a 15-day trial today. No salespeople, no commitment, no credit card required.

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David Gillard, Sapient i7
Case studies

Reconciling people, project and expenses data to help Sapient i7 scale

Read Sapient i7 case study
Case study - Cloud Team
Case studies

Cloud Team Company puts expenses on Salesforce to track the true cost of customer

Read Cloud Team Company case study

SalesTrip insights


Using expense management to mitigate economic uncertainty

We all know it’s been an uncertain few years for almost everybody across the world, both politically and economically. In the UK, first there was the Brexit referendum, with subsequent years seeing Brexit deals being drawn up, rejected, and drawn up again. The withdrawal date shifted on a regular basis, finally happening in January 2020. […]

May 4 ∙ 6 minutes read

Laptop screen with multi-allocation screenshot

How to achieve greater spend analysis with expense multi-allocation

We’ve talked before about business travel entering a new paradigm; one grounded by justifying the need to travel. And so once it’s safe to travel again, managers won’t have to focus so much on the cost of a journey but rather the value a given journey brings to the business. Scott Gillespie, travel industry veteran, […]

March 23 ∙ 2 minutes read

expense data on salesforce

22 reasons to put your expense data on Salesforce

You’ve heard of Salesforce, right? You know what it does. It does things for sales teams, for customer service teams, for marketing teams – at companies of all sizes, all industries and at all stages of growth. And with over 5000 applications available through its AppExchange business marketplace, it’s no wonder it’s the most used […]

March 8 ∙ 5 minutes read

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