Credit Card Integration | Expense Management
Automate and streamline your expense management processes in FinancialForce by leveraging all the data that already exists in your corporate credit card transactions. With a simple integration, you can save your employees lots of time and trouble and increase accuracy.
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At CLD Partners we offer a suite of implementation products that will help you better utilize salesforce and provide solutions for your organization.
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Contract research organizations rely on tracking units as the primary way to report on clinical trial progress and bill sponsors. CROs can track units delivered against planned units and adjust forecasted units based on how the trial progresses. This feature also tracks expense budgets for pass-through costs, fees, and more.
Most contract research organizations create extensive bid workbooks to bid for new studies and trials. Once they win, all of the details (planned units, resources, quantities, rates, etc.) from the bid workbook can be imported into Salesforce and used to create a PSA project, budget, resource requests, and more. The bid import also supports change orders.
Clinical trials and studies require running trials in multiple regions yet CRO trial managers need to see and report data at a global level. Project managers and finance managers need to see data at the unit and item level to track the trial progress and bill sponsors. CLD's project hierarchy component allows all managers at all levels to see the data they need at a glance and drill down to the level they need to see.
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