Taking out a free trial is a great way to get to know a product before you commit to purchase. Unfortunately, many people only test new applications for a fraction of the trial period — or they simply can’t find the time to do enough and get the most out of it.
A SalesTrip trial is no different and so if you’ve decided to test the waters with our automated expense management and travel booking software, here are some tips to ensure you get the most out of your 7-day free trial period:
Test scenarios without limitation – it’s a dummy environment that won’t disrupt your business
Given the complexities of booking business trips and the time-consuming nature of processing any associated expenses, we were keen to find a way that companies could get a good feel for SalesTrip without requiring a credit card. So we created a fictitious environment, which is completely self-contained, populated with dummy data and has a variety of analytical reports pre-configured. Book a flight, claim an expense, reject an employee’s claim – all without affecting any people, processes or payments.
Obviously the data is made up, but we think it’s a good starting point for you to understand whether the application will meet your requirements from a functionality standpoint.
Set aside time to dive deep but not too much – the software should be easy to use
In committing to a trial, it’s important to allocate enough time to give the new system a fair chance. Once you’ve been given access to your trial, take the time to get the feel of the product. Look around and test out as many features as possible before going into the specifics of your own business needs.
It goes without saying that if you only skim the surface of SalesTrip during your trial, it will be difficult to see the value it can offer your company. Yet, you shouldn’t need to spend too much time navigating the system in order to test out functionality. Intelligent travel and expense software shouldn’t be hard to use, it should be as intuitive as booking a trip on booking.com for a personal holiday. In addition, given SalesTrip is built natively on Salesforce, the environment should already be a familiar one.
Don’t do it on your own – involve key stakeholders
Given that the nature of business travel spans multiple business functions, consider including other team members from the beginning. You have the employees that need to travel for work and incur expenses, the managers that need to approve the spend, the HR team that monitors their safety and the finance team that reconciles and has to justify all the spend. By including the primary users of any new system, you’ll get further insight into the benefits of SalesTrip – and via different usage scenarios such as mobile vs desktop – making the decision process easier. Further down the line, it will also help with user adoption of the new system.
Expect more than what your current system already gives you
You should approach new tools or systems like SalesTrip with a completely open mind – dare to imagine. Trying to understand whether the system could benefit your organisation isn’t about recreating the exact same processes and tools as something you already have. SalesTrip does things differently, providing better ways of working and solving business challenges you probably didn’t know could be solved.
Learning new software can be difficult, but SalesTrip was designed to require little to no training. If you implement some of the strategies mentioned here, you will get the most out of your free trial and be in a position to succeed when implementing it across your business.