Questions? Feedback? powered by Olark live chat software
Call me now
Complete the form below and we will call you immediately.

Trajectory Blog

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

Best of Breed Cloud CRM
The world’s most competitive companies rely on cloud-based CRM and Marketing automation to break down regional and departmental silos in order to engage and empower customers. With expertise in strategy, implementation, and ongoing innovation, Trajectory’s CRM consulting services ensure your investment in cloud technology delivers measurable and continuous business impact.
Trajectory helps customer-centric sales organizations across every industry design and deploy CRM strategy and tools to redefine their sales, marketing, and customer service experience. Trajectory’s CRM practice is focused on’s Sales Cloud, and NetSuite’s CRM. Whether looking to deploy a standalone CRM tool, or a fully integrated, quote-to-fulfillment process, Trajectory can help ensure your organization’s success.

Know Thy Customer


So much of the success of any sales team comes down to clear, actionable information. In other words, knowing when to call your prospects and customers.

Our CRM solutions enable your team to sell proactively and avoid surprises by knowing what matters to your accounts and contacts, when it matters. Know your accounts inside and out with 360-degree customer activity history, from sales to finance. We’ll help you understand what matters to your key contacts and when to engage with smarter account intelligence based on cross-channel and social media activity.

High Performance Sales Tools

Sell smarter. Our CRM solutions deliver customizable intelligence, reporting, and dashboards that provide your users with  real-time information about your pipeline,  quota achievement, key opportunity and account activity, and sales rep performance.

Our solutions typically include workflows to guide and maximize sales opportunities, provide seamlessly controlled discount and pricing approvals, and mobile solutions that keep your sales team connected, wherever they go.

Collaboration on an Enterprise Level

Successful sales managers know, collaboration is a must in order to drive sales and improve win rates. Our CRM solutions focus on creating a real-time, collaborative sales environment where visibility is improved, and the entire sales team can benefit from the transparency. A sales team leveraging CRM collaboration features can work closely together in customized teams created around specific accounts or opportunities.

With seamless integration into your organizations fulfillment, support, and finance, the entire organization is able to contribute to winning, and retaining customers.

See the Difference with NetSuite CRM+

Organizations today can benefit from the powerful customer relationship management (CRM) capabilities offered by NetSuite, which provides marketing automation, customer support and service, and flexible customization to meet your unique business needs. With sales performance, order, partner, and marketing management, NetSuite CRM is the total CRM solution available anytime, anywhere from the cloud.

Enjoy a transparent and real-time view of all your customer information and interactions. Drive the performance of your sales team with sales forecasting, quota management, automated commission management and upsell management. Grow your business and improve your company’s productivity with NetSuite CRM.


Custom Solutions that Fit your Business, Budget and Timeframe

Trajectory’s CRM practice is focused on delivering business value through innovative solutions and strategic process support. Our experts use a rational methodology to ensure quality whether we’re deploying a NetSuite or CRM solution, building an extension on or SuiteScript, or integrating CRM with your back office system. Trust Trajectory for a CRM approach that fits your business, budget and timeframe.

Featured Clients


NetSuite Consulting Partner
Call: 647.259.0710