SalesTrip Pricing, Features, Reviews & Comparison of Alternatives

SalesTrip

Expenses management and travel booking on Salesforce

4.82/5 (11 reviews)

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.com

Pricing

Starting from
$9/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Germany

Supported languages

English, Norwegian (Bokmal), Japanese, Spanish, Chinese (Traditional) and 12 other languages, French, Danish, Russian, Korean, Italian, Portuguese, Chinese (Simplified), Swedish, Dutch, Thai, Finnish, German
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SalesTrip user reviews

Excellent
9

Very good
2

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.9
  4.5
  4.5
  4.8
Steve A.

Provides complete transparency of expense spend

Used daily for 6-12 months
Reviewed 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
Features
Customer support

Likelihood to recommend: 10/10

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Chris T.

Great addition to our PSA tools

Used daily for 6-12 months
Reviewed 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
Features
Customer support

Likelihood to recommend: 9/10

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Gert-Jan t.

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

Used daily for 6-12 months
Reviewed 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
Features
Customer support

Likelihood to recommend: 7/10

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Jonathan C.

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

Used daily for 6-12 months
Reviewed 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
Features
Customer support

Likelihood to recommend: 9/10

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Ivan A.

Great Product, great service

Used daily for 6-12 months
Reviewed 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
Features
Customer support

Likelihood to recommend: 8/10

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SalesTrip pricing

Starting from
$9/month
Pricing options
Subscription
Free trial
View Pricing Plans

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.

SalesTrip features

API
Accounting
Accounting Integration
Alerts/Notifications
Audit Trail
Billing & Invoicing
Compliance Management
Customizable Reports
Data Import/Export
Electronic Payments
Expense Tracking
Invoice Management
Multi-Currency
Reporting & Statistics
Reporting/Analytics
Third Party Integrations
Workflow Management

Activity Dashboard (367 other apps)
Invoice Processing (229 other apps)
Recurring/Subscription Billing (224 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for SalesTrip

Key features of SalesTrip

  • Approval Workflow
  • Expense Reporting
  • Mobile Receipt Capture
  • Profile Management
  • Receipt Upload
  • Reminders
  • Restriction Management
  • Time Tracking
  • Travel Booking
  • Travel Planning
View All Features

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