Title: Gaining Insight Into the ROI on T&E Spend

Date: Tuesday March 20,2018

Time: 2pm EST | 11am PST

Duration: 60 minutes

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Most businesses have customer relationship management (CRM) systems, which contain large volumes of data relating to sales activities and revenue generation. Many businesses also have expense management solutions, which similarly hold large amounts of information regarding employees’ travel and expense (T&E) expenses. Ideally, the combined data stored in these two solutions could reveal a wealth of valuable insight around the return on investment (ROI) between T&E spend and sales. However, this is typically very difficult to achieve, as there are limited ways to track and measure specific expenditures versus sales outcome.

Join PayStream Advisors and expense management provider, Chrome River, as we explore one of the newest and most exciting capabilities possible with a TEM solution—an integrated and transparent relationship between the sales process, CRM data, and T&E spend management. This event is catered towards companies with a high amount of sales-based revenue, and/or that are dependent on efficient sales processes in order to maintain their competitive advantage. This webinar will offer a glimpse into how a smarter, integrated, solution could benefit travel, sales, and financial leaders alike.

Attendees will learn
• TEM trends among sales-focused organizations
• Benefits of TEM automation for optimizing sales team management and T&E spend
• Best practices for leveraging TEM software to optimize T&E spend

Accreditation: Webinar participants can earn 1 CPE credit in Management Services.

Prerequisites: Previous experience in finance

Who should attend?
• Accounts Payable and Back-office Finance Professionals
• CFOs
• Finance Directors
• Controllers
• Expense and/or Travel Managers

Advanced preparation: None

Program level: Update

Delivery method: Group-Internet Based

Cancellation policy: PayStream Advisors may at its discretion cancel or replace a previously announced program with a program of similar content. We will make every effort to provide sufficient notification of such change. For more information regarding complaint and/or program cancellation policies, please email us at cpe@paystreamadvisors.com.

Refund policy: no fee charge


Anna Barnett
Research Associate
PayStream Advisors

Anna Barnett is an expert in several facets of financial automation software, including eProcurement, Sourcing, Contract Management, Human Resources Management, eInvoicing, and Invoice Workflow. She is also experienced in the organizational procedures and application of software in several specific industries, including Healthcare, Higher Education, and Non-profit institutions. Anna has extensive experience in research-based analytical writing and editing, as well as sales and marketing experience.

Frank Davis
VP, Sales Operations
Chrome River

Frank has been with Chrome River for nine years in sales and sales operation. As VP of sales operations, Frank is responsible for the scale, efficiency and effectiveness of the Chrome River sales organization, which includes leading the RFP Department and Solutions Consulting Department to further support sales efforts. He is responsible for introducing new tools and processes the sales team needs to drive continued revenue growth.

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