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Expenses in CRM On Demand



Thoughts about Expense reporting and CRM On Demand

Thoughts about Expense reporting and CRM On Demand



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Expenses in CRM On Demand Expenses in CRM On Demand Presentation Transcript

  • Expense Reporting
    Suggestions for CRM On Demand
  • Agenda
    Expense Tracking Questions
    Suggestion 1 – Activity Object
    Suggestion 2 – Activity Object with Excel
  • Expense Tracking
    Many Businesses require the tracking and management of Expenses for Sales and other personnel
    Most Expense Tracking processes involve
    Data Entry
  • Expense Tracking – Data Entry
    Question Set One
    Do you have ONE procedure or one procedure by business unit?
    Do you have an existing data entry formats (Excel Spreadsheet or similar)?
    Can this be retained (maintaining process intact) and used with CRM On Demand?
  • Expense Tracking - Approvals
    Question Set Two
    Are the approvers of your Expense reporting process all CRM On Demand users?
    Are they email users?
    It may be more efficient to maintain the Approval process outside of CRM On Demand
  • Expense Tracking - Paperwork
    Question Set Three
    How do users Print their Expense report?
    How do they collect Receipts and account for them?
    Are human signatures required as part of the process?
    Can you justify creating new Reports to print and manage this data? Is it appropriate or useable?
  • Suggestion One – Activity Object
    The Activity Object (Appointment or Task) is a candidate for Expense
    Contains Commonly Used Expense Fields
    Type, Approval Status, Status, Paper Sign
    Reject Reason, Cost, Currency
    Owned by One or More Users
    Related to many Primary Objects (Institution, Person etc)
    Contains Attachment Related Information Section (for Scanned Receipts)
  • Suggestion One – Activity Object
    Reporting and Analysis Objects are available
    Light customization of CRM On Demand supplementary fields, Custom Layout (based on Type) to implement simply
    Simple Workflows to implement Approval Emails or Update records
  • Suggestion One – Activity Object
    Challenge – how will the detail of the Expense Report (multiple lines, multiple types, tax or no tax, multiple currencies and exchange rates)
    Entering this kind of detail is NOT the sweet spot of CRM On Demand
    You may have different procedures in different countries
  • Suggestion Two – Activity with Excel
    If your company already uses Excel spreadsheets as the primary Expense vector
    Use Activity Object and Attach the Excel Spreadsheet
    Possible automation of Excel Spreadsheet integration with CRM On Demand to propagate summary information into CRM On Demand
  • Suggestion Two – Activity with Excel
    Excel spreadsheet to capture detail of Expense
    Excel spreadsheet implements integration to CRM On Demand or insert summary data into CRM On Demand
  • Suggestion Two – Activity with Excel
    All the Business Process is in your current Excel sheet
    Format can be region specific
    Summary information can be integrated to CRM On Demand for Reporting purposes
    Challenge – How will the relationship between Expense reports and Institutions / People be resolved by your integration?
  • Further Questions for Analysis?
    Will each region or business unit have an identical process for Expense management?
    What reporting or data visibility in CRM On Demand will increase User Adoption?
    Will users have to login to CRM On Demand to view their Expense status – and is this positive or negative for users?