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Concurforce - Atlanta ASUG Presentation
- 1. Concurforce Overview ©2011 Concur,all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 2. A manual process… …can be the picture of inefficiency. Book Flight Mgr. Pay Approval Expense Employee Financial Report AP System Approval Book Other Hotel Purchases Copy Send to Pay Receipts AP Credit Track Card AP Reporting Rent Receipts Review Car ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 3. Save time witha single, integrated system, Book Manage Expense Report & Audit Pay Trip Trip Report Analyze All integrated with Salesforce and get control of your spend. ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 4. Freedom to book… Manage Expense Report & Share Trip Report Analyze travel anywhere ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 5. One integrated system.One experience Concurforce ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 6. Save time withcredit card and itinerary automation ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 7. Focus on profitablecustomers… by knowing costs vs. opportunity ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 8. Capture expenses onthe go… with Mobile ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 9. Eliminate the receiptchallenge… with the Receipt Store ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 10. Full circle visibility… into your spend ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 11. Collaborate through Chatter… by sharing your business trip details ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 12. Benefits For AllKey Stakeholders Executive Leadership Accounting • Full circle visibility • Reduce time with paper • Policy Compliance • Simplify multi step process • Cost Reduction • Speed the process by 40% Sales Employee • Simplify process • Capture expenses on the go • Collaborate • Get paid faster • Identify profitable • Ease of use customers ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 13. Integrated saves time& money Time to complete an expense report 27% FASTER Approvals with mobile Expense-Processing Costs 40% QUICKER 50% ©2011 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc.
- 14. ©2011 Concur, allrights reserved. Concur is a registered trademark of Concur Technologies, Inc.
Editor's Notes
- #3 For many companies, a manual, “man-power” driven process is the norm – it’s the way it’s always been done and it works.There’s nothing wrong with this approach, and it may function fine…but does it function well? Does it make sure your employees are able to focus on their jobs?Does it consume too much of your finance and travel team’s time?Is it accurate?Does it give you the information you need…when you need it…to manage budgets and negotiate with vendors?And there’s always a nagging concern of knowing what you don’t know…Could we be more efficient? More productive?Could we shave 2, 4 or even 10% off of our T&E spend and costs?
- #4 Regardless of how you’re managing your travel and expense process now, these statistics indicate integration of your travel and expense systems has the opportunity to deliver significant savings.We’ve created a seamless system that pulls it all together – from booking travel or making a purchase on a corporate card through payment and the audit , reporting and analysis of your company’s spend.
- #5 Regardless of how you’re managing your travel and expense process now, these statistics indicate integration of your travel and expense systems has the opportunity to deliver significant savings.We’ve created a seamless system that pulls it all together – from booking travel or making a purchase on a corporate card through payment and the audit , reporting and analysis of your company’s spend.
- #6 Concurforce, the integrated travel and expense reporting solution designed for Salesforce can help you decrease the costs while increasing visibility into travel and entertainment (T&E) spend.Benefits of integrating travel and expense management with CRMReal-time visibility – delivers instant insight into costs associated with customer acquisitionReduce costs – lower transaction and processing costsSave time - turn travel reservations from any travel vendor into a single organizeditinerary via TripIt® that can automatically be turned into an expense reportImprove accuracy – credit card charges automatically populate expense reportsCollaborate - share business trip details via Salesforce® ChatterSimplify processes – manage trips and expenses as part of the CRM process
- #7 Concur automatically populates your credit card and travel purchases into your expense reports, so completing them is quick and easy.Turn trips into expense reports – turn reservations from any travel vendor into a single organized itinerary with TripIt Pro. Create expense reports with a single click by automatically importing credit card charges that match TripIt Pro itinerary details.
- #8 ADD ereceipt email to the entryCreate profitable customers – quickly understand the costs vs. opportunity for each customer acquisition so you can focus on profitable customersWith up to 10% of overhead devoted to T&E expenses (and over 20% of that spent out-of-policy), organizations are potentially overpaying millions of dollars a year. Now you can easily understand the costs associated with sales opportunities and service engagement so you can improve margins and manage the cost of sales.
- #9 Say goodbye to tiny scraps of paper! Take photos of receipts using your mobile phone’s camera and attach it directly to your expense report – saving you time and helping to ensure accuracy. Managers can use their Android phone, Blackberry, iPhone or iPad to review, approve or reject expense reports whenever or wherever is convenient for them, so you get paid faster.
- #10 Capture expenses on the go. Take photos of receipts using your mobile phone’s camera and attach it directly into your expense report – saving you time and helping to ensure accuracy.
- #11 Concur empowers you with the timely information you need to better control your company’s overall spend, as well as your individual travel and expenses.
- #12 Share business trip details via Salesforce ChatterCollaborate with co-workers – automatically post TripIt Pro itineraries and notifications to Salesforce Chatter so you can collaborate on business trips, agendas and content to save time and work more efficiently with colleagues.
- #14 Aberdeen StatEnterprises leveraging an end-to-end travel and expense management tool reported the following benefits over enterprises without this solution in place:50% lower expense-processing costs27% faster time to complete a single expense report40% faster reimbursement when using mobileAberdeen Group, Expense Management for a New Decade, March 2011Aberdeen Group, The Mid Market Expense Management Program, August 2011