Business travel for sales reps is anything but cheap. Airfare, dinners, and room service hit the budget almost overnight. If you jot down every dollar on a scrap of paper or juggle five different spreadsheets, receipts will vanish before you even notice.
When trip spending sits outside Salesforce, figuring out what pays off and what drains cash becomes guesswork. You might invest money in flights that yield zero contracts while overlooking budget cuts that truly matter.
That’s where Concur Salesforce Integration changes the game. Your hotel bills and meal tabs slide into Salesforce alongside pipeline numbers, so checking costs and spotting hot-spending trends feels almost automatic.
In this blog, you will explore how Concur Salesforce integration works together, why it benefits sales teams, and simple step-by-step instructions without stress.
Sales pros usually live in their inboxes, hunting for that next signature. The last thing they want is to be a pile of all receipts or ping a boss for a signature on a spreadsheet. If the travel app sits in one silo and the CRM sits in another, the workflow turns into a slow-motion.
A few common headaches pop up almost every quarter:
Each of those blunders slows your team down. When reps spend more energy hunting paper than closing accounts, growth stalls. Without integration, it's just too easy to lose control.
Many sales teams juggle travel bookings, expense reports, and their customer relationship tool. Rather than flip between multiple screens, the Concur Salesforce Integration lets them run everything side by side.
For example, a rep who hops on a plane, charges a hotel, and snaps a receipt with SAP Concur. Once the integration is activated, that whole trip story drops into Salesforce automatically. Flights, meals, and dollars appear right alongside deals and account records.
When travel costs sit next to sales milestones, patterns pop. Leaders can spot which trips truly move the needle and which ones simply burn budget. The clutter of mismatched emails and standalone spreadsheets disappears.
Less toggling between apps saves minutes that quickly add up, mistakes shrink, and sellers can stay focused on closing rather than counting.
When travel plans and sales numbers meet, something useful pops up. The Concur Salesforce Integration lets your team handle expenses smarter, and it never jams up the speed of closing deals. Reps out in the field and budget-watchers back at HQ can both move quicker and see things more clearly.
Here are the perks many companies notice right away:
You can pin down exactly how much money each trip burns through and connect that cash to sales. Knowing what trips pay off and which ones flop is a big deal.
Drag-and-drop copying is so yesterday. This connection zips expense info into Salesforce on its own, cutting the errors and giving people hours back.
Managers open Salesforce and see pending expenses waiting for a click. No more calendar-eating email chains, and the rep who travelled yesterday gets reimbursed today.
When the flow of cash is clear, steering under spending caps becomes routine. Spotting a blowout trip ahead of time lets you trim costs before they stack up.
The link hands out clues about how far-flung pitches move revenue, letting sales chiefs plan smarter for the next quarter.
With the right tracking tools, you can trace each customer’s path from the first hello to the final handshake. Knowing exactly which meetings close deals and which ones stall offers a blueprint for winning every time.
Even a small team of two or three sales pros can gain a serious edge from that level of clarity, and bigger outfits feel the boost even more. Suddenly, closing numbers that once seemed out of reach start looking almost routine.
Every team has its style, and that is no big deal. What matters is that the Concur-Salesforce Integration bends with those styles instead of fighting them. Choose the paths that fit your business, your tools, and your people.
So, how exactly do you hook Concur up to Salesforce? Three main routes show up again and again.
If you want the speed of plug-and-play, this is your door. One click loads a pre-built connector that stitches Concur expenses right into Salesforce opportunities. No code, no fuss, and the apps start talking while everyone stays in their groove.
Want connections that fit your business? MuleSoft, now part of Salesforce, lets you build custom paths between almost any app. With it, you can automate tricky workflows, manage complex data streams, and slot Concur neatly into your wider Salesforce setup.
If you’re more about drag-and-drop than code, Workato and Zapier have your back. A few clicks create those classic if-this-then-that automations, so expense alerts, record syncs, and travel-triggered deal updates happen without hassle.
Have a coding-savvy team ready to roll? Direct API integration hands you the keys. A good integration lets you build almost anything live-data dashboard here, a workflow hack there, all tuned to what your team needs.
Pick your project, and the aim stays the same: link up your systems, ditch the paper piles, and hand everyone tools that just move faster.
Getting SAP Concur to talk to Salesforce may look tricky at first, but the steps are straightforward once you get going.
Double-check that your crew has active accounts in both SAP Concur and Salesforce. Admin permissions are essential; without them, the rest of this guide stalls.
If you’re short on time, the AppExchange connector lets you wire things up in a flash. For quirky workflows that demand a custom touch, try MuleSoft, Workato, or the integration tool you’re comfortable with.
People leaning toward the plug-and-play option should swing by the Salesforce AppExchange and grab the Concur connector.
Salesforce apps often come with an installation wizard. You just click your way to success-click, click, done-and you never have to write a line of code.
Next up, map the data fields so everything lines up. Link expense reports from Concur to the right spots in Salesforce- whether that’s opportunities, accounts, or contacts. A good pairing keeps your records neat and easy to follow.
Testing comes next, and it matters more than you might think. Push a couple of sample expenses through Concur, then check that they show up correctly in Salesforce. While you’re at it, make sure all the workflows and approvals are still on point.
With the pipes connected, it's time to show the team what to do. Walk them through where expenses land in Salesforce and how to find their travel data. A short hands-on session beats a long troubleshooting email later.
Even after the setup, keep an eye on things for a few weeks. Workflows or permissions may need tweaking to keep everything moving smoothly. Regular check-ins can turn a tiny hiccup into a quick fix instead of a big mess.
When the setup is in place, your team can stop the manual busywork and put more energy into closing deals that matter.
Connect Concur to Salesforce, and suddenly, travel expenses stop being a guessing game. A couple of simple add-ons let you watch how much your team spends on flights, meals, and hotels, all in real time. Time saved, mistakes cut, and smarter spending decisions start to feel normal. Ready to dive in? Here are a few quick steps.
Salesforce Flow acts like a set of invisible helpers. Imagine that as soon as one person signs off on a travel receipt in Concur, the related sales deal in Salesforce updates without anyone lifting a finger. You can even fire off a warning bell the moment any trip costs outpace the budget. Routine number-crunching disappears.
Salesforce Data Cloud pulls everything into one big lens-flight logs, customer notes, revenue numbers, you name it. This bird's-eye view shows which client visit sealed a deal and which one just drained cash. It also highlights cities that seem to charge extra, giving travel planners a chance to rethink routes.
Built-in reports and colorful dashboards do the heavy lifting of data design. A few clicks turn numbers into charts that make spending trends, spikes, and savings jumps obvious. The story behind each trip soon reads as clearly as an email.
Keep tabs on every field rep by checking their spending, approval speed, and trip results all in one dashboard. Weekly or monthly snapshots drop into their inboxes, so nobody misses the latest numbers.
By letting software handle the busywork, your crew spends fewer hours on forms and a lot more hours closing deals. Less hassle means more money in the pipeline, and that feels good to everybody.
Once your Concur Salesforce Integration is in place, keeping it running well is just as important as setting it up. A few smart habits can save your team time and help avoid problems down the road.
Here are five easy tips to help you stay on track:
1. Check Your Settings Often
Open the settings page every quarter and have a look around. Double-check that the correct fields are still wired together. A quick visit now keeps the data fresh later.
2. Keep User Permissions Simple
Hand out access cards carefully. The fewer people who can flip switches, the tidier things stay. Clear-cut roles help stop accidental changes before they happen.
3. Test After Any Big Update
Big updates? Run a test expense within minutes. Watching it move through the chain for itself is the fastest way to spot a break.
4. Show Your Team How to Use It
Show sales reps how to navigate through the integration. A short demo can beat hours of troubleshooting emails. Basic training keeps everyone on the same page.
5. Keep an Eye on Reports
Keep an eye on reports moving on a Salesforce dashboard and look for anything out of the ordinary, such as runaway costs or gaps in the numbers. Catching those quirks early stops a small drift from becoming a full-blown headache.
Furthermore, by following these simple tips, you will keep your Concur Salesforce Integration running smoothly and your sales team focused on what they do best.
Staying on top of travel costs isn’t as tricky as it sounds, and it sure doesn’t need to hold your sales team back. Integrate Concur with Salesforce and see your expense reports line up beside real-time sales numbers. Fewer surprises pop up, planning feels sharper, and everyone has more room to chase deals.
Whether a small startup or big brands alike find the setup lets them tidy their books, pocket extra hours, and spot exactly how every dollar in the sky turns into revenue on the ground.
Ready to link Concur and Salesforce but feeling stuck? PixelConsulting steps in here. Well, make the connection fast, easy, and exactly the way your team works best.
Book a free consultation and watch the Concur Salesforce setup in action. The integration trims hours off expense reports, lowers overhead, and lets your sales squad spend more time sealing the deal.
Yes, SAP Concur can team up with Salesforce. That connection pulls travel and expense info straight into your CRM, letting the sales crew see costs without jumping between apps.
Expensify, Zoho Expense, and Certify keep nibbling at Concur's market share. All three offer tools for writing, submitting, and approving expense reports, so the competition is real.
SAP keeps its profit figures close to the vest, so we don’t see line-by-line numbers. Still, the platform keeps adding customers around the world, which is a loud signal of healthy demand.
Salesforce works with Slack, QuickBooks, HubSpot, Mailchimp, Google Workspace, and of course, SAP Concur. If those aren't enough, developers can wire up just about anything.
Read Also: Salesforce Consulting Companies
