With Coupa Expenses for Salesforce.com you’ll know exactly which deals cost more, and which cost less. Now your salespeople and sales managers can allocate expense line items to accounts and opportunities for a truer representation of cost of sales. Visit a hot prospect in Perth? Associate the expenses with that opportunity. Bring a customer to the cricket? Associate the expense with that customer, and understand which customers are wined and dined the most.
Roll It Up for Greater Insight
Dashboards to relate expense trends to sales performance. Coupa Expenses for Salesforce.com includes pre-configured dashboards for greater insights on T&E expenditures, including:
- which opportunities and accounts are being entertained the most
- which salespeople file the largest expense reports
- correlation of T&E expenses to close rates
- how expenses trend over time; and
- which categories of spend have the highest expense amounts
Now management can make smarter decisions on how to control T&E expenditures related to customers acquisition and retention programs.
No More Excuses for Late Expense Reports
If there’s one universal truth across industries, it’s that salespeople love to get paid!
Yet salespeople are always the worst offenders when it comes to timely submission of expense reports. Why? Simply, expense reports have always been such a hassle to complete that people put them off, even when their own money is on the line!
Track expenses by opportunity and account. With Coupa Expenses for Salesforce.com, salespeople don’t even have to leave the Salesforce.com application to quickly and easily file their expense reports. All of their receipts are waiting for them in a receipt inbox – they simply drag and drop them into the expense report. And keeping track of the receipts has never been easier. Simply snap a photo of the receipt and email it directly into the system. No more paper receipts taped to sheets of paper!
Are you a sales manager? Reviewing and approving your team’s expense reports just got simpler. You don’t even need to log into the application. Everything you need to approve an expense report can be done through email, or via Coupa’s iPhone application, now with push notifications.
And That’s Not All
Coupa Expenses for Salesforce.com includes all of the functionality of Coupa Expense Management including:
- Recognize employees for being frugal (and let them know you’re watching when they’re not!)
- Intelligent Expense Report Auditing. Coupa Expense Management removes the need for an “all or nothing” approach to expense report verification. Coupa automatically scores each and every expense report, and employee, to identify suspect or fraudulent patterns that warrant further attention from the accounting department and employee managers. Each expense report is assigned an intelligent audit score based on the employee’s historical patterns and details of the current report – the higher the score, the higher the risk of non-compliance with the company’s expense management guidelines.
- Patent-pending Frugal Meter. Encourage smarter spending and a cost-conscious culture with expense line notifications that thank employees for “being frugal” when the expense is well below the category average, and warn them when those expenses “seem a little high.”
