In the enterprise software world, the “sale” is just the starting line. For our partners at NetSuite, Salesforce, and Avalara, the true measure of success is the successful go-live and the long-term adoption that follows. But we all know the friction point: The Implementation Gap.
You provide the world-class platform (the “what”). Your client has the ambitious growth strategy (the “why”), but the “how”, the messy, high-stakes work of knitting disparate systems into a unified, automated ecosystem is where projects often stall. That is when the Trajectory Group can step in. We are the technical execution engine for the partner ecosystem. We specialize in connecting the dots between complex financial architecture (NetSuite), customer lifecycles (Salesforce), and compliance frameworks (Avalara) to build technology backbones that not only “work” but also scale.
The Trajectory Group Difference: Precision Meets Acceleration
Why do leading Professional Services teams and Account Executives refer their most complex clients to Trajectory Group? Because we treat implementation as a discipline of value creation, not just configuration. We architect technology ecosystems. Our methodology is built upon two non-negotiable pillars: complete system unification and intelligent process acceleration.
1. We Bridge the “Silo” Divide
A NetSuite deployment is rarely just about NetSuite, but it often considers how that ERP talks to the Salesforce CRM and how tax compliance data from Avalara flows between them.
- For Salesforce Partners: We ensure the “Quote-to-Cash” cycle doesn’t break when it hits the ERP.
- For NetSuite Partners: We ensure the CRM data feeding the ledger is clean, validated, and automated.
- For Avalara Partners: We integrate tax engines deep into the workflow, ensuring compliance is automated across every transaction, whether it originates in sales or finance.
2. AI-Accelerated Execution
We apply intelligence to business process problems. Trajectory Group leverages a proprietary suite of AI Accelerators that drastically reduce the risk and time associated with complex implementations:
- InitusMigrate: Uses AI to validate and normalize data before it hits the destination system, reducing migration timelines by up to 47% and minimizing go-live risk.
- InitusDecoder: Instantly documents and analyzes legacy scripts and customizations, allowing us to untangle “technical debt” in rescue projects faster than any manual audit could.
- InitusGPT: We embed AI-driven task automation directly into workflows, empowering users to query data and automate tasks across NetSuite and Salesforce via simple chat prompts.
- InitusIDP: We leverage Intelligent Document Processing technology to read incoming documents i.e. SOWs, Invoices, and POs, and translate the embedded information into actionable system records i.e. projects, invoices and billing schedules in NetSuite automatically.
The result is implementation predictability and immediate ROI. You transition from high-risk, manual data management to an AI-validated foundation, drastically minimizing post-launch defects and ensuring your clients realize the full commercial value of their integrated technology ecosystem significantly sooner.
Why Partners Refer Business to Trajectory Group
When you bring Trajectory Group into an account, you are securing your platform’s success.
- We De-Risk the “Messy” Middle – Our strategic consultants define the future and build the engine to get there. Whether it’s a high-stress carve-out or a rescue mission for a stalled migration (like our work with The Knox Company), we thrive on complexity. We handle the intricate logic, the custom integrations, and the data “detangling” so you can focus on your core platform value.
- We Increase “Stickiness” Through Integration – A standalone platform is easy to replace. An integrated ecosystem is a competitive moat. By using tools like InitusIO, Boomi, or MuleSoft to tightly weave your platform into the client’s daily operations, we make your software indispensable. A client whose Avalara tax engine is seamlessly syncing real-time data between Salesforce and NetSuite is a client for life.
- We Speak Your Language (and Your Client’s) – We operate at the intersection of technical precision and business strategy. We understand the PE mandate for “EBITDA expansion” and the CFO’s need for “audit readiness”. We translate your platform’s technical capabilities into their business outcomes.
Real-World Proof: The Integration Nexus
Take our work with Sovos Compliance. They faced significant challenges with disconnected Salesforce and NetSuite instances. The goal was to “Make Billing a Non-Event.” Trajectory Group re-architected the data flow and revenue recognition process, creating a scalable foundation that allowed them to onboard new acquisitions in record time. This is the power of the Trajectory Group Partnership.
Let’s Build the Technology Backbone Together
Your platform is the engine of your client’s growth. Don’t let a poor implementation be the brakes. Partner with Trajectory Group to ensure your technology is implemented with surgical precision, integrated for maximum value, and future-proofed with AI.
