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.
Working with the team has been a wonderful experience they have been quick to help with any questions or issues. It is a great app with a very native Salesforce feel that provides ease of use, and easy setup for our Salesforce Org.
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