About 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.

Key benefits of SalesTrip

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

Devices

Business size

S M L

Markets

Canada, Germany, United Kingdom, United States

Supported Languages

Chinese, Danish, Dutch, English, Finnish and 12 others, French, German, Italian, Japanese, Korean, Norwegian, Portuguese, Russian, Spanish, Swedish, Thai, Traditional Chinese

Images

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Features

Total features of SalesTrip: 82

  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Activity Management
  • Administrative Reporting
  • Alerts / Escalation
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Approval Process Control
  • Approval Workflow
  • Audit Trail
  • Billing & Invoicing
  • Booking Management
  • Budget Control
  • Budgeting/Forecasting
  • CRM
  • Cash Flow Management
  • Categorisation/Grouping
  • Charting
  • Claims Management
  • Compliance Management
  • Corporate Card
  • Credit Card Management
  • Customizable Fields
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Duplicate Detection
  • ERP
  • Electronic Payments
  • Employee Database
  • Employee Management
  • Expense Claims
  • Expense Tracking
  • Fraud Detection
  • GPS
  • Gamification
  • Invoice Management
  • Mileage Tracking
  • Mobile Access
  • Mobile Alerts
  • Mobile Receipt Upload
  • Monitoring
  • Multi-Country
  • Multi-Currency
  • Multi-Language
  • Multi-Location
  • Online Booking
  • PCI Compliance
  • Policy Management
  • Project Accounting
  • Projections
  • QuickBooks Integration
  • Real Time Analytics
  • Real Time Comparisons
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Alerts
  • Real-time Updates
  • Receipt Management
  • Reimbursement Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Restriction Management
  • Role-Based Permissions
  • Scheduled / Automated Reports
  • Search/Filter
  • Single Sign On
  • Spend Analysis
  • Spend Control
  • Supplier Management
  • Tagging
  • Third Party Integrations
  • Time & Expense Tracking
  • Travel Management
  • Workflow Management

Alternatives

SAP Concur

4,2
#1 Alternative to SalesTrip
SAP Concur solutions simplify expense, travel, and invoice management for greater visibility and control.

Expensya

4,5
#2 Alternative to SalesTrip
Expensya is a cloud-based, multi-platform expense management solution with smart scanning, archiving, accountant...

Expensify

4,4
#3 Alternative to SalesTrip
Easily track your receipts and manage expenses on the go with Expensify. Just take a photo of your receipt and...

SutiExpense

4,5
#4 Alternative to SalesTrip
Automate business expense reports with SutiExpense. Leveraging automated receipt matching, credit card integration and...

Reviews

Overall rating

4,8 /5
(11)
Value for Money
4,9/5
Features
4,5/5
Ease of Use
4,5/5
Customer Support
4,8/5

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Showing 5 reviews of 11
Steve A.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Provides complete transparency of expense spend

Reviewed on 2020/01/10

Understanding of Cost of Sales
Control of Expense spend
Expense policy enforcement
Ease of Travel...

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

Chris T.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great addition to our PSA tools

Reviewed on 2020/01/10

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

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

Gert-jan T.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

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

Reviewed on 2020/01/10

Integrated solutions for both expense and travel management. For employees to have a easy to use...

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.

Jonathan C.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 11-50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

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

Reviewed on 2020/01/10

Significant time savings for our travellers, up to 3 days per month and it is easy to use. We're...

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.

Ivan A.
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Great Product, great service

Reviewed on 2020/01/10

As a consulting firm, travel and expense management takes a lot of time, as well as the tracking of...

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

Showing 5 reviews of 11 Read all reviews

SalesTrip FAQs

Below are some frequently asked questions for SalesTrip.

SalesTrip offers the following pricing plans:

  • Starting from: US$9,00/month
  • Pricing model: Subscription
  • Free Trial: Available

SalesTrip Starter - $9 per user, per month. Expense management from claim to reimbursement. SalesTrip Plus - $15 per user, per month. All features in addition to Starter but with additional business travel booking options. No online booking fees and no penalties.

We do not have any information about SalesTrip features

SalesTrip has the following typical customers:

2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

SalesTrip supports the following languages:

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

SalesTrip supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

SalesTrip integrates with the following applications:

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

SalesTrip offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for SalesTrip.