PivotLynx
PivotLynx connects Concur® Expense with one or more CRMs to associate expenses within the CRM’s activities,
starting with Microsoft Dynamics CRM. It completes the suite of applications businesses need to properly track,
monitor, and report spending.
Connect the Dots
• Real-time data, when and where you need it.
• Maintain status quo with much better results.
• Leverages your CRM using data you’re already managing.
Easy for Travelers and Other Spenders
• Users start and stay in Concur® Expense — Select the expense type and click to associate it to a campaign, event,
opportunity, project, or other CRM entity.
• Search attendees by contacts, HCPs, or other CRM entity — Select and associate attendees to the expense.
• Associate attendees to its CRM entity — Concur Expense links the attendee to its associated contact or CRM
entity and the process is complete. Reduces data entry; increases data integrity.
• Assign any expense — Users can associate any expense to any CRM entity to track all related spending across all
users for this entity.
Eases Tasks For Accounting
• Provides easy access to business-critical reporting data.
• Detailed expense associations provide the data required to fully report on company spending.
• Produces accurate operational reports.
• Ensures visibility to cost of sale, current spend versus budgeted, paid versus unpaid.
Sets up Quickly by Administrators
• Quick installation.
• PivotLynx installs with the ease of any modern app.
• Flexible deployment options.
• Cloud or on-premise to integrate with your technical landscape.
Contact Us
www.pivotpayables.com
[email protected]
425.943.7775