General Features
Account Management Activity Management Administrative Interface Contact Management Email Logging Expense Management Marketing Campaign Mobile Connection Opportunity Management Outlook Integration Project Management Reporting-Exporting Support Management System Architecture Task Management Template Management
Customer Relationship Management is the strategy that defines how you and your organization will manage the life cycle of a customer relationship.
The Tour de Force Expense Manager is used to track all sales and general expenses as well as mileage or sales people, or any other individual in your organization who is responsible to track expenses and turn in expense reports. The Tour de Force Expense Manager provides the ability to quickly and easily generate standardized expense reports as well as the ability to analyze expenses within the organization.
Providing management level the ability to evaluate expenses across the entire company.
Organize Expenses
The Tour de Force Expense Wizard gives companies the ability to organize Expense items linked to all business relationships for quick and easy access. Expenses can be grouped by Expense Classes and Expense Types for reporting purposes.
Microsoft Outlook Integration
Expenses are added to the system within the Expense Wizard of Tour de Force. The Tour de Force Expense Wizard provides your salesmen, and management team quick and easy access at all times. The Expense Wizard can be launched from the toolbar of Microsoft Outlook, from the Tour de Force Account, the Tour de Force Contact, the Tour de Force Opportunity forms, as well as the Quick Events menu.
Expense Setup Options
There are two types of users that can be setup within the system to manage expenses. You can setup Expense Admin's which would have the ability through the Tour de Force Expense Wizard to select any user within the system to view expenses or to add expenses on their behalf. Administrative assistance are commonly setup as Expense Admin's so they can log expenses or other executives within the organization.
Linking Expenses
When logging expenses within the Expense Wizard you first select whether you would like to link the expense to another record within Tour de Force. When creating an expense you can link that expense to an individual Contact record, Account Record, an Event such as a trade show or training event that you are hosting, an individual Opportunity, or to a Support record.
Send Reports to Microsoft Excel
A Create Report button exists on the Expense Wizard screen that allows users to print Expense Reports to Microsoft Excel. Users have the ability to restrict the expenses that print on this report by a Date Range , by a Tour de Force Account, Contact, or Opportunity record, or by Account Packages.
Useful for Managers
Restricting an Expense Report by Account Packages is useful for managers that are responsible for the expenses associated with territories, regions, or an office. Expense items can be also be exported to Microsoft Excel using the Advanced Export Utility.