Connect your sales, marketing, and finance teams with real-time visibility into the true cost of selling and campaign ROI. DATABASICS integrates directly with Salesforce to link time tracking, mileage, and expenses to Accounts, Opportunities, Campaigns, and Leads—without extra spreadsheets or manual tracking.
Key Benefits
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One Source: Capture and approve expenses in DATABASICS; view summarized costs in Salesforce.
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Better Forecasting: See T&E spend alongside pipeline stages and deal health.
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Campaign ROI: Track marketing incentives like gift cards for leads or partner-sourced deals.
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Field Enablement: Attribute pre-sales engineer time and travel to Opportunities or Projects.
Example Use Cases
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Sales Travel: A rep books airfare for an on-site demo, tags the expense to a Salesforce Opportunity, and it appears in dashboards as part of deal cost.
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Lead Incentives: An SDR logs a $50 gift card for a booked meeting, linked to a Campaign and Lead, enabling cost-per-lead reporting.
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Partner Rewards: Log a referral bonus to a VAR and track spend against partner performance in Salesforce.
Result: Accurate cost tracking, cleaner reporting, and stronger insights—so you know exactly what it takes to win each deal.
