Today, companies rely on their Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems to drive growth and efficiency. Yet, many organizations find that their technology investments don’t deliver on their full potential. This is often due to a range of common challenges that arise long after initial implementation. Trajectory’s Continuous Optimization Managed Services are specifically designed to tackle these issues, ensuring your technology evolves with your business and continues to deliver maximum value.
Here are the top 10 managed services issues that Trajectory can help you solve, empowering your team to work smarter and your systems to perform better.
1. Lack of Continuous System Optimization: Many companies treat their CRM and ERP systems as a one-time project. Once implemented, they are left to stagnate. This can lead to outdated workflows, inefficient processes, and a failure to capitalize on new features and capabilities.
- How Trajectory Helps: Trajectory provides ongoing optimization of workflows, roles, and customizations. We work to continuously refine your systems, ensuring they remain perfectly aligned with your business’s changing needs and operational realities.
2. Ineffective Reporting and Inadequate KPIs: If your business technology isn’t providing the insights you need to make informed decisions, it’s not truly serving you. Many companies struggle with expanding their reporting capabilities and creating meaningful Key Performance Indicators (KPIs) and dashboards.
- How Trajectory Helps: Our services focus on expanding your reporting, KPI, and dashboard capabilities. This allows you to gain deeper insights into your business performance and make data-driven decisions.
3. Scalability and Performance Issues: As your company grows, your technology needs to grow with it. Without a solid foundation, an increase in users or data can lead to performance degradation and system inefficiencies, hindering rather than helping your growth.
- How Trajectory Helps: Trajectory re-evaluates and revisits your system’s architecture to ensure it is scalable and can handle your future growth, preventing performance bottlenecks before they occur.
4. Difficulty Implementing New Modules and Integrations: Business needs change, often requiring the implementation of new modules or third-party integrations to enhance functionality. The technical and administrative challenges of these additions can be a significant barrier.
- How Trajectory Helps: Their technical enhancements and system expansions services manage the implementation of new modules and third-party integrations, ensuring a smooth and successful rollout.
5. Inability to Build Custom Automations and Apps: To stay competitive, many businesses require custom solutions that go beyond out-of-the-box functionality. However, building automations and custom applications can be a complex and resource-intensive task.
- How Trajectory Helps: Trajectory’s experts build custom automations and apps directly within your platform, tailoring your system to your unique business processes and creating a truly bespoke solution.
6. Data Integrity and Security Concerns: Data is the lifeblood of your business. Without proper management, data can become inaccurate, duplicated, or non-compliant with security standards. This erodes trust and can expose your company to significant risks.
- How Trajectory Helps: They manage data integrity, compliance, and security standards, providing the vigilance needed to protect your most valuable asset and ensure your system adheres to the highest security protocols.
7. Lack of On-Demand Administrative Support: Day-to-day administrative tasks, from user management to troubleshooting, can distract your internal teams from strategic initiatives. Many companies lack dedicated, on-demand admin support to handle these critical but time-consuming duties.
- How Trajectory Helps: Trajectory provides day-to-day Salesforce and NetSuite admin services, freeing up your internal staff to focus on higher-value work. This ensures your systems run smoothly and efficiently at all times.
8. Challenges with Technical and Functional Troubleshooting: When things go wrong, quick and effective troubleshooting is essential to minimize disruption. Without expert guidance, identifying and resolving functional and technical issues can be a frustrating and lengthy process.
- How Trajectory Helps: They offer dedicated functional and technical troubleshooting support, providing the expert guidance needed to quickly resolve issues and minimize downtime.
9. Strategic Gaps for IT Leaders and Operations Teams: IT leaders and operations teams often need strategic advice to navigate the complexities of evolving technology. Without an external perspective, it can be difficult to make long-term strategic decisions that maximize technology value.
- How Trajectory Helps: Trajectory provides on-demand advisory support, offering strategic guidance to IT leaders and operations teams so they can make smart, forward-thinking decisions about their technology roadmap.
10. Reliance on Constant Manual Intervention: In the past, optimizing technology required constant manual effort. This approach is slow, prone to error, and ultimately limits the system’s potential.
- How Trajectory Helps: Trajectory can assess and recommend AI accelerator tools as appropriate, embedding intelligent accelerators directly into your CRM and ERP environments. This includes advanced solutions like automated record creation using OCR technology via InitusIDP, automated code analysis via InitusDecoder, and conversational system support via an AI-powered assistant, InitusGPT. This approach reduces the need for constant manual effort, allowing for increased efficiency.
By addressing these top 10 managed services issues, Trajectory ensures that your technology is not just a tool, but a strategic asset that continuously evolves to meet your business goals. For more information, visit Trajectory’s Continuous Optimization Managed Services page here.
