Your office management team (or more likely, person) is focused on making sure your team has everything it needs to be successful and focus on your work. When your teammates return from trips, lunches, etc, reporting back those expenditures can be challenging, ending up in a sea of receipts and emails, and robbing your team of the time it needs to focus on your mission.
One way many organizations have successfully tackled this reimbursement hassle has been to automated the request and submission process via online forms. This helps your human resources and office management teams collect this data from anywhere and have it stored centrally for easy measurements.
Unfortunately, it can be difficult and expensive to build online reimbursement forms with tools like Salesforce.com. Writing a bunch of VisualForce pages, custom Apex code, being reliant on a consultant for any changes or even minor changes can cost tons of money and take control out of your hands.
Using the Soapbox Engage platform, you can easily create a beautiful and mobile-optimized reimbursement forms for your team. Without knowing any code, the non-technical folks on your team can create, customize, and publish reimbursement forms of all kinds that integrate with your Salesforce database quickly. You’ll even be able to make sure the forms look just like your organization’s branding, ensuring your team that they’re securely submitting data to the right place. Even better, the forms are extremely user-friendly for submitters, making it easy for you to record this data without getting in the way of your team’s work.
- Unlimited grantee progress report forms
- Accidental-techie-friendly form creation tools
- Design that matches your website and branding
- Complete customization of fields to display
- Secure data integration with Salesforce.com
Ready to easily collect budget details from your grantees easily? Contact us and we’ll show you the next steps to easily creating grantee budget forms with Salesforce.com!Contact Us to Get Started!