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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our extensive knowledge and direct involvement in the private equity sector enable us to offer specialized insights and recommendations for optimal practices. We collaborate with established firms aiming to transition from outdated legacy systems, assist new entities that are just beginning their journey, and support spin-off organizations that require their own back office infrastructure. Additionally, we provide guidance on enhancing your general ledger configuration to better track expenses within your accounting systems. TripsWare efficiently consolidates expense management from various sources across all stages of deal flow, including fundraising, due diligence, portfolio company oversight, and management company expenses. You can easily combine all your credit card and out-of-pocket expenses into a single report while also submitting individual reports tailored to specific projects or trips, either separately or in combination for streamlined processing. This flexibility ensures that you maintain a clear overview of your financial activities, contributing to more informed decision-making.

Description

Obtain insights into data quality by generating reports on both standard and custom field usage. Have you ever dreamed of achieving that ideal, streamlined page layout? Unused fields in your Salesforce organization can lead to confusion, distort reports, and complicate essential administrative tasks. Field Trip provides the capability to evaluate the fields within any object, allowing you to swiftly see the percentage of records (or selected subsets) that have a particular field filled in. By running reports on your standard and custom fields in Salesforce, you can gain a clearer understanding of which fields are crucial for your organization. With an effortless installation process, a user-friendly interface, and exportable reports, Field Trip simplifies the analysis of your fields. After installation, you simply name your trip, choose an object (like Accounts), and optionally apply a filter for specific record subsets. Subsequently, you will receive a comprehensive report outlining the usage of each field or the absence of data. This tool not only enhances your reporting capabilities but also contributes to improved data management practices.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Salesforce No 
ZoomInfo No 

Integrations

Salesforce Yes 
ZoomInfo Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

TripsWare

Website

www.tripsware.com

Vendor Details

Company Name

ZoomInfo

Founded

2007

Country

United States

Website

zoominfo.com

Product Features

Expense Report

Approval Process Control No 
Invoice Management Yes 
Multi-Currency No 
Receipt Management No 
Reimbursement Management No 
Spend Control No 
Time Tracking No 
Workflow Management No 

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