ZoomInfo Field TripZoomInfo
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Related Products
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About
Our knowledge and first-hand experience in the private equity field allows us to provide domain expertise and suggestions for best practices. We work with well-established firms looking to migrate from inefficient legacy systems, new firms that are just getting started, or spin-off entities that need to set up their own back office. We can also make recommendations to optimize your GL set up to improve your ability to track expenses within your accounting software. TripsWare manages expenses from all sources for all aspects of deal flow including fund raising, due diligence, portfolio company management, and management company overhead. Combine all your Credit Card and Out of Pocket expenses on one report, submit individual reports by project or trip or in combination.
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About
Get reports on standard and custom field usage for insight into data quality. Ever wish that you could finally achieve that perfect, clutter-free page layout that you’ve been dreaming about? Unpopulated fields in your Salesforce Org cause confusion, skew reports, and make basic admin duties more difficult than they need to be. Field Trip lets you analyze the fields of any object, giving you instant insight into what percentage of your records (or a subset) have that specific field populated. Run reports on the standard and custom fields you have in Salesforce for a better understanding of which field are important to your organization. With a simple install, an intuitive user interface, and an easy-to-export report, Field Trip has made analyzing your fields quick and painless. Once installed, simply name your trip, select an object (e.g. Accounts) and, optionally add a filter (for record subsets). Then you will receive a report detailing field usage (or lack thereof).
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Expense Report platform for companies
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Audience
Companies that use Salesforce and want to clean up unused fields
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationTripsWare
www.tripsware.com
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Company InformationZoomInfo
Founded: 2007
United States
zoominfo.com
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Categories |
Categories |
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Expense Report Features
Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management
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Integrations
Salesforce
ZoomInfo
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