Managing travel and expense spend

Catherine Nottage
Catherine Nottage

August 3 ∙ 2 minutes read

Video transcript

Using SalesTrip you can relate all trip and expense data with any object in Salesforce. Here we’re going to show how to do so within an opportunity but you could also do this in a campaign or a customer account.

In this familiar opportunity view within Salesforce you can immediately see some of the capabilities of SalesTrip. We’re able to book a new trip or submit a new expense directly within this opportunity but for this demo let’s focus on the trip search
function as you can see this sits within the opportunity page so your employees never have to leave Salesforce.

It also means that any trips booked are automatically associated with the opportunity. Calculating the total spend behind the sales engagement is automated for your ease, as you can see in the top right. Crucially, visibility of the current and forecast levels of spending against the budget allocated to this opportunity means that return on investment of business travel is calculated in real time.

SalesTrip achieves this by directly comparing the level of spend against the potential revenue associated with the opportunity.

Lastly this view also gives me a single place to view all of my trips if I have any booked, and all expenses incurred as a result of trying to win this sales opportunity.

Catherine Nottage

Catherine Nottage