Master Salesforce and NetSuite integration using the Unified Backbone Blueprint. Automate Quote-to-Cash (QTC), eliminate data silos, and drive growth for SMBs to Enterprises.
Your Results On
Salesforce
The Value Multiplier: Integrated Salesforce & NetSuite Technology Ecosystems for Private Equity Portfolio Companies
An integrated Salesforce & NetSuite technology ecosystem is a value multiplier for PE PortCos. Learn how a holistic blueprint can improve EBITDA, ensure M&A readiness, and de-risk the exit process.
The Generational Asset: Building Reliable Technology Ecosystems for Family Office Portfolio Companies
Family Offices use integrated Salesforce & NetSuite technology ecosystems to build “Generational Backbones”, professionalize operations and secure long-term value through efficiency.
Mastering Salesforce Flow for Ultimate Automation
Master Salesforce Flow for ultimate automation. Learn about the top 5 strategies to ensure your automations are efficient, scalable, and easy to maintain.
The Salesforce Optimization Playbook: From Pain Points to Performance
Is your Salesforce instance a roadblock? Learn the strategic approach to optimization that combines configuration updates, AI-powered assessments, and specialized accelerator tools to quickly deliver significant results.
The Power of an Integrated Salesforce and NetSuite Blueprint, and How Trajectory Turns It into Execution
Learn how an intentional, enterprise-grade blueprint integrating Salesforce & NetSuite creates a single source of truth, accelerates value, and reduces risk.
How To Achieve True Business Transformation with Salesforce
Is your Salesforce a configured system or a genuinely impactful business asset? Learn how to close the Salesforce Credibility Gap and transform your instance into an integrated engine for strategic growth
The Humbling Lessons from Executing Our Own Salesforce-NetSuite Implementation
Reflecting on their own Salesforce-NetSuite implementation, Trajectory shares key lessons on stakeholder engagement, process documentation, and testing.