SalesTrip

Expenses management and travel booking on Salesforce

4,8 /5 (11 reviews) Write a Review!

SalesTrip Overview

What is SalesTrip?

SalesTrip is an expenses management and travel booking solution built natively on Salesforce, the world's leading cloud enterprise platform.

It enables fast and easy expense submission using the latest OCR receipt scanning technology, fully automated expense tracking from spend to reconciliation, and robust real-time expense reporting. It also offers optional travel search including flights, hotels, trains and car hire, instant travel booking and ticketing, and comprehensive travel analytics so that you know where your travellers are and why.

By managing expenses and booking travel alongside customer and revenue data in Salesforce, employees benefit from a more efficient way to track and claim travel expenses on the go. They no longer have to switch between their CRM, travel booking sites and expense apps just to do attend a meeting. Companies benefit from automated reconciliation of spend against business purpose such as a customer account or marketing campaign to prove how it aids company growth. Multiple accounting integrations are available including Quickbooks alongside corporate and personal card transaction feeds.

SalesTrip takes the pain out of expense management for everybody from your travellers and approving managers to your admin and finance team so that they can focus on what matters to the business most. By capturing and reporting on spend as it happens, there’s significantly less admin and more efficient cost control for finance teams whilst travellers feel better supported when away from the office for work - without compromising the company's bottom line.

Additional features of SalesTrip include compliance management, dynamic budgeting, ROI tracking, supplier management, community management, approval workflows and policy configuration.

SalesTrip Overview

Pricing

Starting from
US$15,00/month

Pricing options

Free Trial
Subscription
Value for money

$15 per active user, per month. No online booking fees and no penalties. Also available in a pay-per-usage model.


SalesTrip Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Germany
Supported Languages
Chinese (Simplified), Chinese (Traditional), Danish, Dutch, English and 12 others, Finnish, French, German, Italian, Japanese, Korean, Norwegian, Portuguese, Russian, Spanish, Swedish, Thai

Media

SalesTrip video SalesTrip screenshot: SalesTrip screenshot: SalesTrip screenshot: SalesTrip screenshot: SalesTrip screenshot: SalesTrip screenshot: SalesTrip screenshot: SalesTrip screenshot: SalesTrip screenshot:

SalesTrip Reviews

SalesTrip Reviews

Overall rating
4,8
/
5
Excellent
9

Very good
2

Average
0

Poor
0

Terrible
0

Value for Money
4,9
Features
4,5
Ease of Use
4,5
Customer Support
4,8
100% recommended this app
Steve A.

Provides complete transparency of expense spend

Understanding of Cost of Sales
Control of Expense spend
Expense policy enforcement
Ease of Travel Management/Bookings
Better Value Travel Management
ROI


Chris T.

Great addition to our PSA tools

Expenses control. Cost of Sales. Expense and travel Management sorted!


Gert-jan T.

All in one Travel and Expense management solution on Salesforce-FinancialForce

Integrated solutions for both expense and travel management. For employees to have a easy to use process with a very fast approval and reimbursement of their travel cost.


Jonathan C.

T&E on Salesforce & combined with our Precursive PSA tool

Significant time savings for our travellers, up to 3 days per month and it is easy to use. We're able to do trip search, booking and expenses all in the same system and this enables total visibility of business travel spend – we now know what’s planned and what’s been spent. We're now able to derive ROI from all spend by combining with financial data in Salesforce. We use Sales Trip in line with our resource management/capacity planning solution, Precursive, and have synched the expenses into Precursive able to understand true cost of project – T&E was the missing piece.


Ivan A.

Great Product, great service

As a consulting firm, travel and expense management takes a lot of time, as well as the tracking of budget for these activities gets quite tricky. With SalesTrip, we can track everything back to our opportunities in a straightforward way and also the expense management is transparent through travel. Individual expense uploading is also improved by image recognition and other features.


Steve A.
Industry: Information Technology & Services
Company size: 51-200 Employees

Provides complete transparency of expense spend

Used Daily for 6-12 months
Reviewed on 2020/01/10
Review Source: Capterra

Understanding of Cost of Sales
Control of Expense spend
Expense policy enforcement
Ease of Travel Management/Bookings
Better Value Travel Management
ROI

Pros

SalesTrip provides me complete visibility of my travel and expenses spend across all facets of our business. It enables me to understand the true Cost of Sales and enables me to compare this spend across the sales team and across opportunities

Cons

I have nothing I don't like about this solution

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Chris T.
Industry: Information Technology & Services
Company size: 11-50 Employees

Great addition to our PSA tools

Used Daily for 6-12 months
Reviewed on 2020/01/10
Review Source: Capterra

Expenses control. Cost of Sales. Expense and travel Management sorted!

Pros

1. Understanding of real Cost of Sale and attributing this to projects and individuals within customers to help understand which relationships are driving real value with our customers.

2. Enabling me to control my expenses and the expenses for each and every opportunity.

3. I travel a lot and I've found that it's really easy to book and manage travel arrangements via SalesTrip

Cons

Would love to see a dedicated mobile App if possible

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Gert-jan T.
Industry: Information Technology & Services
Company size: 51-200 Employees

All in one Travel and Expense management solution on Salesforce-FinancialForce

Used Daily for 6-12 months
Reviewed on 2020/01/10
Review Source: Capterra

Integrated solutions for both expense and travel management. For employees to have a easy to use process with a very fast approval and reimbursement of their travel cost.

Pros

The industry knowledge of the people driving Salestrip. They know exactly what they talk about regarding Travel and Expense Management. Therefore the Salestrip solution is doing exactly what it is supposed to do. Second very important part is that is built on Salesforce and integrates natively with FinancialForce ERP

Cons

Salestrip is adding feature by feature. So we ware waiting for functions like Hotel, Uber and Train-booking integrations.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

Jonathan C.
Industry: Information Technology & Services
Company size: 11-50 Employees

T&E on Salesforce & combined with our Precursive PSA tool

Used Daily for 6-12 months
Reviewed on 2020/01/10
Review Source: Capterra

Significant time savings for our travellers, up to 3 days per month and it is easy to use. We're able to do trip search, booking and expenses all in the same system and this enables total visibility of business travel spend – we now know what’s planned and what’s been spent. We're now able to derive ROI from all spend by combining with financial data in Salesforce. We use Sales Trip in line with our resource management/capacity planning solution, Precursive, and have synched the expenses into Precursive able to understand true cost of project – T&E was the missing piece.

Pros

We run our business on Salesforce and until now, there hasn’t been a travel and expenses system on the platform. SalesTrip allows us to track all business travel spend within the CRM meaning all spend associated to our client work can now be tracked in a single place. We’re able to understand the true cost of client projects as travel is now booked directly in Salesforce and against the client record. Any expenses incurred are also submitted in the same place. Our employees find submitting expenses incredibly easy to do now – before it was very manual and time consuming, on spreadsheets! It has definitely saved them time as most info is already populated for them given it's done in Salesforce. From a business POV, expenses are now automated and in the same system as our finance data so we can finally understand what we’re spending and what revenue we’re generating in return.

Cons

SalesTrip doesn’t currently connect to my calendar to read all events I have in there - and then suggest travel packages automatically. This is not available today but I know it’s confirmed on the roadmap for the near future.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Ivan A.
Industry: Information Technology & Services
Company size: 51-200 Employees

Great Product, great service

Used Daily for 6-12 months
Reviewed on 2020/01/10
Review Source: Capterra

As a consulting firm, travel and expense management takes a lot of time, as well as the tracking of budget for these activities gets quite tricky. With SalesTrip, we can track everything back to our opportunities in a straightforward way and also the expense management is transparent through travel. Individual expense uploading is also improved by image recognition and other features.

Pros

The trip and expense management functionalities are a great time saver for our company. The implementation is on going and we're still discovering new features that will help our sales reps massively

Cons

Nothing at the moment, we're making good progress in the implementation and on-boarding

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

User recommendation
9,3/10
Based on 11 user ratings
Compare user recommendation rating with alternatives
Compare with alternatives

SalesTrip Pricing

SalesTrip Pricing

Starting from
US$15,00/month
Free Trial
Subscription
Value for money

$15 per active user, per month. No online booking fees and no penalties. Also available in a pay-per-usage model.

$15 per active user, per month. No online booking fees and no penalties. Also available in a pay-per-usage model.

Value for Money
4,9/5
Based on 11 user ratings
Compare value for money rating with alternatives
Compare with alternatives

SalesTrip Features

SalesTrip Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,5/5
Based on 11 user ratings
Compare features rating with alternatives
Compare with alternatives

Categories

Additional information for SalesTrip

Additional information for SalesTrip

Key features of SalesTrip

  • Approval Process Control
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Policy Management
  • Receipt Management
  • Reimbursement Management
  • Spend Control
  • Workflow Management

Benefits

1. Faster, more accurate expense management which automatically associates claim with business purpose such as a customer, project or sales opportunity
2. Dynamic travel and expense policies link spend to revenue for instant ROI of travel expense spend
3. Capture and report on spending as it happens for greater accuracy, increased productivity and measurable cost savings
4. One-click reports visualised in charts and dashboards: see who’s travelling where and who’s spending what
5. A centralised view of travel and expense spend against revenue streams lets you calculate the true cost of acquiring and retaining customers

SalesTrip FAQs

SalesTrip FAQs

Below are some frequently asked questions for SalesTrip.

Q. What type of pricing plans does SalesTrip offer?

SalesTrip offers the following pricing plans:

Starting from: US$15,00/month

Pricing model: Subscription

Free Trial: Available

$15 per active user, per month. No online booking fees and no penalties. Also available in a pay-per-usage model.

Q. What are the main features of SalesTrip?

SalesTrip offers the following features:

  • Approval Process Control
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Policy Management
  • Receipt Management
  • Reimbursement Management
  • Spend Control
  • Workflow Management

Q. Who are the typical users of SalesTrip?

SalesTrip has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Mid Size Business

Q. What languages does SalesTrip support?

SalesTrip supports the following languages:

Chinese (Simplified), Chinese (Traditional), Danish, Dutch, English, Finnish, French, German, Italian, Japanese, Korean, Norwegian, Portuguese, Russian, Spanish, Swedish, Thai

Q. What type of pricing plans does SalesTrip offer?

SalesTrip has the following pricing plans:

Subscription

Q. Does SalesTrip support mobile devices?

SalesTrip supports the following devices:

Android, iPhone, iPad

Q. What other apps does SalesTrip integrate with?

SalesTrip integrates with the following applications:

FinancialForce Accounting, Kimble PSA, NetSuite, QuickBooks Online Advanced, Sage Intacct, Salesforce App Cloud, Salesforce Sales Cloud, Xero

Q. What level of support does SalesTrip offer?

SalesTrip offers the following support options:

Phone Support, Online Support, FAQs, Knowledge Base, Video Tutorials