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Trajectory Blog

Welcome to our Blog. A source for insights, news and pro tips on NetSuite, the industries we serve and our own company.




Services Provided

NetSuite Consulting, Custom Development

Solutions Used

Sales & CRM

About The Customer

Dow Jones Reprint Solutions offers an array of reprint products, such as an article in The Wall Street Journal, Barron’s, Dow Jones Newswires and Newsletters, or MarketWatch, that can be reprinted for public relations purposes or used in marketing campaigns.

Dow Jones Reprints

The Challenges

Prior to working with Trajectory, Dow Jones’ CRM was not capable of analyzing historical sales activity to identify and suggest opportunities. This lack of visibility into past customer purchasing behaviour was a noticeable gap in the sales process that needed to be filled in order to improve sales performance.

The Solution

  • Trajectory customized the NetSuite CRM suite to include a sales suggestion tool that would display semantically tagged articles for an Account Executive based on order details.

The Results

  • Dow Jones Reprints has been able to ensure fewer lost or missed opportunities because sales team members are now presented with relevant sales suggestions while engaging with their customers, hence the sales team is able to leverage the customers sales history to maximum advantage.
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