Salesforce Integration

Salesforce and Concur make a great combination – while one helps you reduce costs, the other helps you increase sales and both create efficiencies for employees. With the introduction of the Concur Connector for Salesforce these two solutions can be instantly integrated in the cloud to provide unparalleled visibility and ease-of-use.

What is the Concur Connector for Salesforce?

The Concur Connector for Salesforce is a pre-built integration used to share data from both products in real-time. It’s simple to activate and requires no custom coding so you can be up and- running quickly.

Our Connector for Salesforce gives you better insight into the cost of your sales cycle in a solution that is quick and easy to get started immediately.

Streamline your sales teams with Concur Connector for Salesforce

Our travel and expense solution comes into its own when combined with Salesforce. Concur Connector for Salesforce allows you to share data between platforms. Together they offer you the ability to:

  • Add a contact in Salesforce which is immediately available to add as an attendee on your expense claim
  • Associate opportunities to expenses in real-time
  • Share your travel booking using Chatter
  • Collaborate on business travel plans before and during travel
  • Fill in less information manually

Better Insight into Customer Contact Costs

Do you know what you spent closing that sale? Salesforce integrated into your Concur solution gives you the full sales cycle spend picture in real-time.

Do you know what you are spending on managing customer relationships? With our connector for Salesforce it is clear and simple to track costs against opportunities to help your employees better manage their budgets.

Using our connector also means that it is easy for sales, account managers and service teams to collaborate and communicate customer visits, helping to reduce travel booking costs and expenses, as well as saving time.