FAQs
Answers That Keep You Moving
Have questions? We’ve gathered the most common ones about our services, platforms, processes, and partnerships. Clear, straightforward answers, so you can focus on what matters most.
Everything You Need to Know About NetSuite—From the Team That Solves the Toughest ERP Challenges
At Trajectory, we don’t treat NetSuite like a generic software install, we treat it like the operational backbone of your business. Whether you’re implementing NetSuite for the first time, cleaning up a problematic rollout, or evolving your system to support scale and complexity, our team brings the clarity and execution to get it done right. Below, we answer the most common questions we hear from companies looking to get real value from their ERP.
Understanding ERP & NetSuite
What is an ERP system?
How does NetSuite fit into the ERP landscape?
What makes NetSuite different from other ERP platforms?
How do I know if my business is ready for NetSuite?
Companies often turn to NetSuite when they:
- Outgrow spreadsheets or basic accounting software like QuickBooks
- Operate in multiple subsidiaries, currencies, or regions
- Need audit-ready financials and faster closes
- Require automated approval workflows and integrated reporting
- Want a single source of truth for operational and financial data
Implementing NetSuite
How long does a NetSuite implementation take?
Can you help us reimplement or correct a previous NetSuite setup?
Will NetSuite require technical expertise from my internal team?
NetSuite offers user-friendly configuration tools for on-going adjustments, but more advanced scripting, workflows, and integrations may require development skills. That’s where our team comes in, we handle technical execution while empowering your team to manage day-to-day administration confidently.
Do you provide long-term NetSuite support?
Can NetSuite grow with my business?
What’s the best way to improve NetSuite performance over time?
Can NetSuite connect to other systems we use?
Do you handle data migration?
Is NetSuite a fit for large or complex organizations?
Do you serve specific industries?
Can you audit our current NetSuite environment?
Does NetSuite offer AI or automation capabilities?
Working NetSuite with Trajectory
Why choose Trajectory as your NetSuite partner?
Can you work alongside our internal IT or external partners?
What’s the first step to engaging Trajectory?
Everything You Want to Know About Salesforce – Answered by Experts
At Trajectory, we don’t just implement Salesforce, we help you unlock its full business value. Whether you’re considering Salesforce for the first time, looking to optimize an existing setup, or need a partner to help scale with you, here are answers to the most common questions our clients ask.
What is Salesforce?
What can Salesforce do for my business?
Which Salesforce products does Trajectory support?
We support a wide range of Salesforce clouds and tools, including:
- Sales Cloud
- Service Cloud
- Experience Cloud (formerly Community Cloud)
- Marketing Cloud Account Engagement (Pardot)
- CPQ (Configure, Price, Quote)
- Salesforce Platform (custom apps and integrations)
How long does a Salesforce implementation typically take?
Can Trajectory fix or re-implement my current Salesforce setup?
Will my team need to learn how to code to use Salesforce?
Do you offer ongoing Salesforce support?
Can you help us optimize Salesforce as we grow?
How do you measure Salesforce ROI?
Can Salesforce integrate with our ERP or other systems?
Do you help with data migration?
Is Salesforce scalable for a growing company?
Salesforce is designed to scale with you, from startup to enterprise. With the right architecture and governance in place, it can handle rapid growth, evolving business models, and increasing complexity without breaking down.
Do you specialize in any industries?
Do you offer Salesforce Health Checks or Audits?
Can Salesforce support our AI initiatives?
Why choose Trajectory as your Salesforce partner?
Can you work with our internal IT team or existing partners?
What’s the first step if we want to work with you?
Answers to the Top Questions About System Integration and AI-Driven Transformation
At Trajectory, we build scalable integration strategies and help companies unlock the real value of AI by aligning it with business processes and clean data. Whether you’re connecting Salesforce and NetSuite, unifying fragmented systems, or preparing to deploy AI across your operations, we help you execute with confidence.
Why are integrations so critical to modern business systems?
What kinds of systems does Trajectory integrate?
How does Trajectory approach integration strategy?
What tools or platforms does Trajectory use for integration?
Can Trajectory support integrations during CRM or ERP implementations?
How important is data quality in integration and AI projects?
Does Trajectory help with data mapping and migration?
What does “AI enablement” mean in a business context?
Where does AI have the most impact for mid-market companies?
We’ve seen high returns from:
- Predictive analytics in sales, inventory, and cash flow forecasting
- Intelligent automation in Order-to-Cash and Procure-to-Pay
- AI-powered customer scoring and support prioritization
- Automated exception handling and alerts for finance or ops
Do I need to invest in a dedicated AI platform to get started?
Can Trajectory help identify use cases for AI in my business?
What’s the difference between automation and AI?
What makes Trajectory different from other integration partners?
How do I get started with integration or AI planning?
Private Equity FAQs
How Trajectory Helps Private Equity Firms Maximize Value Across the Portfolio
Private Equity investors rely on speed, transparency, and scalability, but many portfolio companies operate on outdated systems, fragmented processes, and incomplete data. At Trajectory, we specialize in CRM, ERP and integration-led digital transformation tailored to the needs of PE-backed businesses. Below are answers to the most common questions we hear from deal teams, operating partners, and transformation leads.
What is Trajectory’s experience with Private Equity-backed companies?
How does Trajectory support the investment lifecycle?
We align our services to key stages of the PE lifecycle:
- Due diligence: System assessments and integration feasibility
- Post-close: Rapid CRM/ERP implementation, carve-out execution, integration
- Growth stage: Process optimization, automation, and scalable system design
- Pre-exit: Reporting standardization, system clean-up, and audit readiness