The concur scoop adp majors july 2013Document Transcript
July, 2013 The Concur Scoop – ADP Major Account Services Volume 3, Issue 8
Partnering for Success
Win: United States Olympic Committee
Industry: Non-Profit Sports Organization
ADP Office: Denver, CO
ADP Rep: Lance Sloan
Concur RSE: Jessica Shane
Product(s) Sold: Concur Travel & Expense with
Intelligence, User Support Desk, TripIt Pro, Locate & Alert and Travel
Transactions per Month: 1,200
Approximate ADP RC for Deal: $18,032
Lance Sloan at ADP contacted Concur’s Jessica Shane as he had
previously been engaged with USOC and wanted to strategize about
both of them getting in. He provided Jessica with names of key players
at USOC and shed some light into their buying processes. He let her
know that their CFO was very motivated to modernize their processes,
and is a straight shooter who wants partnerships between their
vendors. He also gave Jessica the initial insight that much of their
purchasing and implementation is time-sensitive due to the timing of
the games. This information was provided as she was approaching
USOC to get them to look at Concur again, and therefore was
tremendously helpful. Lance and Jessica stayed in contact throughout
the entire sales process. Concur Travel & Expense is their current
focus…but Jessica sees her partnership with ADP/Lance on USOC as
only halfway there as next will be getting ADP HR in there too!
What a Difference We Can Make!
When it comes to ADP’s partnership
with Concur, we often hear things
like: “We have so many partners”;
“It’s not enough roll call”; “There are
lots of areas to focus”; “It’s a small
portion of our business”. Think
Concur can’t make a difference with
its 35% RC credit to ADP DMs? Just
ask anyone who made their month –
or FY – or President’s Club – and
they’ll tell you how impactful it can be! If you’re not passing leads to
Concur, you’re missing out on incremental RC that can really add up.
For doing what? Passing a lead, intel, contacts, etc. to Concur and
continuing to focus on your own stuff. And, don’t forget that Concur
RSEs can pass YOU leads for HCM…and we’re doing so in spades!
Why wouldn’t you utilize every resource available to you, especially
when it’s easy to do?
Concur Mobile – Do You Have It on Your Phone?!
Live by Example…just like you show prospective clients your ADP
Mobile solution, this is a great tool to show prospective clients how
easy Concur is to us! Be sure that you’re downloading it yourself onto
your phones so you’re ready next time you’re in front of a
prospect/client. Grab interest, submit a lead – how easy is that?!
1. First download the app (Concur Mobile) to your phone if you
haven’t – it’s free!
2. Then log-in to the web access from your laptop and under the
“Profile”, you will see a username. (FYI: It is not your email
3. Create a PIN by clicking on the “Create a Mobile PIN”.
4. Go to your mobile app, enter your username and PIN, and you
True to Concur’s reputation for
innovation, we are working on an
application that helps make
expense reporting EVEN easier.
ExpenseIt allows users to take a
picture of a receipt, submit the
image, and have Concur
Expense convert the receipt data
into an expense line item. When
credit card information comes
into the system, it will get
properly associated with the line
item. The idea, of course, is to
minimize user effort. This can be
hugely beneficial for companies
that have strict receipt policies,
e.g. requiring receipts for most
everything as ExpenseIt can do
the heavy lifting for you!
Did You Know?
While ADP has moved into its Q1
FY14, Concur has just started its
final FY13 quarter. Be sure to
jumpstart your new FY while you
help Concur finish its year strong.
Concurians are on the hamster
wheel - running ragged … you
know the feeling! – trying to get
as much business closed in
what’s traditionally our strongest
Q of the year. Be sure to help
your RSEs with any leads you’ve
passed so they can close won as
much as possible by end of