Find out how Nexonia can help you.

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See at a glance how much you spend on each customer and calculate the expected return on your investment. This gives busy financial services professionals and business owners the information they need to make better business decisions.

Expense Reports Integrated With Salesforce.com Opportunities

Know the true value of your clients and prospects with expense reports integrated with Salesforce.com Opportunities.
With expenses tracked against specific Salesforce.com Opportunities and Accounts, you can see at a glance how much you spend on each customer and calculate the expected return on your investment. This gives busy financial services professionals and business owners the information they need to make better business decisions.

How it Works: Nexonia Expenses & Salesforce

Step 1. Invite your potential or existing clients out – and make sure everyone has a ton of fun!

Step 2. Take a picture of the receipts and submit your expenses from your mobile device at the end of the night.

Step 3.
Analyze the spend for each opportunity and estimate its outcome with all approved expense reports synced over to your Salesforce.com Opportunities.


Step 4.
Make a better decision about your next move with this Opportunity.


Step 5.
Enjoy saved time and money and improved bottom line.

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Find out how Nexonia can help you. Request for pricing or book a free customized demo today!

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