In a fragile economy, like we face today, keeping track of expenses takes on more importance.  Everyone is looking for ways to lower their daily, monthly and yearly expenses.  There are many different ways to handle expenses for sales reps.  Some owners pay a monthly allowance, some pay for individual expenses.  Whichever is right for you, MRSWARE provides an integrated module to record and track expenses - Expense Reports.


Sales reps can enter their expenses, linking the expense to a marketing campaign and/or a company or contact.  Once entered they submit their sales expenses on a daily, weekly, or monthly basis.  Once submitted, the person in charge of approving expenses has the opportunity to approve, reject, or ask for more information on individual expenses.  Once an expense report is approved, the expense is paid and marked as paid in the system.  

Managers can track expenses by Type, by Sales Rep, by Category, by Dollar amount, by Payment type, by Date, by Campaign, or by Contact.  Reports can be run by Category or by User, to give to accountants or financial advisers.

By bringing expenses into your CRM system, owners and managers can add expense information to their overall data when tracking the profitability of their marketing campaigns or customers.  

​There are many reasons to use Sales Force Automation.

1. Record and track all the stages in your sales process.
2. Record and track leads from your Principals.
3. Record and track new business opportunities.
4. Record and track bids.
5. Record and track sales and/or marketing promotions (yours or your Principals).
6. Record and track expenses (related to promotions, related to conferences, tradeshows, daily).
7. Analyze the results of all of the above.

Once you start using a SFA system to record and track the above, you will find:

1. everyone is better organized.
2. nothing slips through the cracks.
2. it's easier to measure activities.
3. it's easier to measure results.
4. it's easier to change sales strategies.
5. it's easier to see where your employees need coaching.
6. response time to your customers and Principals is faster.
7. you're not blindsided by issues with customers or Principals.

As a manager you will be:

1. more efficient - you're not wasting time duplicating efforts, waiting for information from sales people so you can consolidate several reports into one to send to your Principals.
2. more effective - you're better able to prioritize your time and see what and where to focus.
3. more productive - you're better able to see the big picture. You have more information at your fingertips so you don't have to micromanage your sales team.

With all the leads, new business opportunites, bids and notes in the system, the agency retains the gathered intelligence and industry knowledge of the sales team even if one of your people leaves.

When you replace that person, your new sales hire will ramp up faster, saving time and money for your agency.

Let us know how you use Sales Force Automation to help your company gain a competitive edge and increase sales and commissions.