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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.

NetSuite FAQs

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?
Enterprise Resource Planning (ERP) systems consolidate and automate core business processes, like finance, operations, procurement, inventory, and order management, into a single platform. The result: streamlined workflows, improved visibility, and better decision-making.
How does NetSuite fit into the ERP landscape?
NetSuite is Oracle’s leading cloud-based ERP solution. It’s designed to unify financials, CRM, inventory, supply chain, and more, making it ideal for fast-growing companies that need real-time data, flexibility, and a platform that scales.
What makes NetSuite different from other ERP platforms?
Unlike many legacy or on-premise systems, NetSuite is built natively in the cloud. It provides a single, unified data model and offers out-of-the-box functionality that’s customizable without the need for excessive custom code. Its modular approach allows companies to implement what they need now and expand over time.
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?
Timelines vary based on scope and complexity, but a typical implementation ranges from 6-8 months (including blueprint). We define a clear blueprint upfront, manage the rollout in phases, and adjust timelines based on integration or data migration requirements.
Can you help us reimplement or correct a previous NetSuite setup?
Yes. Many clients come to us after struggling with misaligned implementations, incomplete configurations, or systems that don’t reflect how the business actually runs. We specialize in course correction, auditing your instance and designing a more robust, future-proof structure.
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.

Managed Services & Continuous Improvement
Do you provide long-term NetSuite support?
Yes. Our Managed Services program offers flexible, ongoing access to NetSuite experts. Whether you need system maintenance, optimization, new feature rollouts, or training, we act as an extension of your team.
Can NetSuite grow with my business?
Absolutely. NetSuite is designed to adapt to your business over time. We help clients scale their use of NetSuite through module expansion, subsidiary additions, process automation, and continuous system refinement.
What’s the best way to improve NetSuite performance over time?
Regular health checks, process reviews, and stakeholder feedback loops are essential. We partner with you to assess usage, identify areas for automation or redesign, and align the platform with evolving business needs.
Integration, Data & Scalability
Can NetSuite connect to other systems we use?
Yes. NetSuite offers robust integration capabilities via SuiteTalk APIs, REST interfaces, and third-party platforms like Boomi, Mulesoft and InitusIO. We architect secure, reliable integrations with CRMs, eCommerce platforms and more.
Do you handle data migration?
Definitely. We manage end-to-end data migration, from extraction and cleansing to mapping and validation. Our process ensures your historical data is accurate, relevant, and structured for success in NetSuite.
Is NetSuite a fit for large or complex organizations?
Yes. NetSuite supports multi-entity, multi-currency, and multi-language operations natively. With the right configuration, it can support everything from early-stage startups to global enterprises.
Industry & Strategic Considerations
Do you serve specific industries?
While NetSuite is industry-agnostic, we focus on companies undergoing rapid growth or operational transformation. We have deep experience with Private Equity-backed portfolio companies, manufacturing, wholesale distribution, SaaS, and services-based businesses.
Can you audit our current NetSuite environment?
Yes. We offer NetSuite assessments that evaluate system architecture, configuration, reporting, integrations, and user adoption. The result is a practical, prioritized roadmap to optimize performance and align with your goals.
Does NetSuite offer AI or automation capabilities?
NetSuite is investing in intelligent automation, predictive insights, and workflow orchestration. We help clients take advantage of built-in tools and customize logic to automate approvals, trigger alerts, and streamline manual tasks.

Working NetSuite with Trajectory

Why choose Trajectory as your NetSuite partner?
We’re not a plug-and-play implementer—we’re a strategic execution partner. Our team combines deep platform knowledge with process and business expertise. We understand that ERP is not just software, it’s a foundation for transformation, growth, and operational clarity.
Can you work alongside our internal IT or external partners?
Yes. We frequently collaborate with internal stakeholders, system owners, and third-party vendors. We act as a unifying force to drive momentum and keep projects aligned across all players.
What’s the first step to engaging Trajectory?
We start with a discovery call to understand where you are, where you’re headed, and how NetSuite fits into the picture. From there, we recommend the best next steps, whether it’s a fresh implementation, system optimization, or support engagement.
Salesforce FAQs

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.

Salesforce Frequently Asked Questions
What is Salesforce?
Salesforce is a cloud-based Customer Relationship Management (CRM) platform that enables companies to manage their sales, service, marketing, and customer engagement in one place. It also serves as a robust platform for custom applications and process automation.
What can Salesforce do for my business?
Salesforce helps you centralize customer data, streamline workflows, improve sales and marketing performance, and create more personalized, responsive customer experiences. It’s also an enterprise-grade platform for automating complex business processes across departments.
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)
Salesforce Implementation & Customization
How long does a Salesforce implementation typically take?
Project timelines vary based on complexity, scope, and number of integrations. A core Sales Cloud implementation might take 4–8 weeks, while more complex, multi-cloud solutions can take several months. Trajectory provides a clear roadmap during project scoping.
Can Trajectory fix or re-implement my current Salesforce setup?
Absolutely. Many of our clients come to us after a previous implementation didn’t meet expectations. We specialize in diagnosing misaligned configurations and rearchitecting Salesforce to match your business goals.
Will my team need to learn how to code to use Salesforce?
No. Most Salesforce functionality can be administered using point-and-click tools. However, advanced customizations may require development on the Salesforce Platform, which we handle for you.
Salesforce Managed Services & Optimization
Do you offer ongoing Salesforce support?
Yes. Our Managed Services team provides ongoing Salesforce administration, enhancements, troubleshooting, training, and strategic guidance to help you evolve with the platform.
Can you help us optimize Salesforce as we grow?
That’s our specialty. We help businesses continuously improve Salesforce to align with shifting priorities, expansion plans, M&A activity, and digital transformation goals.
How do you measure Salesforce ROI?
We help clients measure ROI by tying platform usage and automation back to key business KPIs, like sales velocity, conversion rates, service resolution times, and customer retention. We also build dashboards and reports to give you real-time visibility.
Salesforce Integration & Scalability
Can Salesforce integrate with our ERP or other systems?
Yes. We have deep experience integrating Salesforce with systems like NetSuite, SAP, Oracle, and custom databases. We use tools such as MuleSoft, Boomi, InitusIO, or custom APIs to create seamless, scalable data flows.
Do you help with data migration?
Definitely. We plan and execute full data migrations from legacy CRMs or spreadsheets into Salesforce, ensuring accuracy, structure, and deduplication. Clean data is the foundation for any successful CRM.
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.

Salesforce Industry-Specific & Strategic Questions
Do you specialize in any industries?
We work with companies across many sectors, but we’re especially strong with high-growth businesses, Private Equity-backed firms, and those navigating digital transformation. Our strength lies in understanding business models and applying Salesforce accordingly.
Do you offer Salesforce Health Checks or Audits?
Yes. We conduct detailed platform audits to uncover inefficiencies, poor configurations, underused features, and technical debt. Our findings form the basis for a prioritized optimization roadmap.
Can Salesforce support our AI initiatives?
Yes—Salesforce is continuously expanding its AI capabilities through Einstein. We can help you explore and implement predictive analytics, lead scoring, intelligent automation, and more within your Salesforce environment.
Working Salesforce with Trajectory
Why choose Trajectory as your Salesforce partner?
Because we’re more than implementers, we’re business transformation experts. We combine technical mastery with strategic insight to ensure Salesforce aligns with your goals, processes, and teams. We also bring integration, data, and change management expertise to every engagement.
Can you work with our internal IT team or existing partners?
Yes. We frequently collaborate with internal teams, external vendors, and other consultants to ensure smooth execution and long-term alignment.
What’s the first step if we want to work with you?
Let’s talk. We’ll set up a no-pressure discovery call to understand your needs and determine the best path forward, whether it’s a new implementation, an optimization project, or a long-term support engagement.
Integrations & AI Enablement FAQs

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.

System Integration
Why are integrations so critical to modern business systems?
Disconnected systems lead to fragmented data, manual processes, and reporting blind spots. Seamless integrations ensure your data flows smoothly across platforms, reducing errors, increasing efficiency, and enabling real-time visibility.
What kinds of systems does Trajectory integrate?
We design and build integrations between Salesforce CRM, NetSuite ERP and Shopify eCommerce platforms, data lakes, 3PLs, banks, and custom applications. Whether it’s off-the-shelf or fully custom, we build scalable, future-ready connections.
How does Trajectory approach integration strategy?
We begin by understanding your end-to-end business processes and system architecture. From there, we define data flow requirements, determine the best integration method (API, middleware, flat file, etc.), and ensure the solution supports long-term growth.
What tools or platforms does Trajectory use for integration?
We work with industry-standard tools like Boomi, MuleSoft and InitusIO, but also build direct, API-driven custom integrations when appropriate. Our approach is always tailored to your tech stack, performance needs, and cost considerations.
Can Trajectory support integrations during CRM or ERP implementations?
Yes. Integration is often the critical success factor in CRM/ERP implementations. We scope integrations early, manage them in parallel with core configurations, and ensure your go-live includes fully connected systems.
Data Readiness & Infrastructure
How important is data quality in integration and AI projects?
It’s foundational. Poor data leads to failed automations, inaccurate AI predictions, and unreliable reporting. We help clients cleanse, normalize, and structure data before integration or AI enablement to ensure long-term system performance.
Does Trajectory help with data mapping and migration?
Absolutely. We leverage the MigrateEase for Data Migration tool to manage everything from source-to-target mapping and transformation logic to validation and reconciliation. Clean migrations are essential to successful integration and AI deployment.
AI Enablement & Automation
What does “AI enablement” mean in a business context?
AI enablement means preparing your business to apply artificial intelligence in a way that drives real operational value. That includes having the right data structures, connected systems, clean processes, and defined use cases.
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?
Not necessarily. Many modern platforms (like NetSuite, Salesforce, and Boomi) already offer AI and ML capabilities. The real challenge is preparing your systems and processes to take advantage of them, which is where we come in.
Can Trajectory help identify use cases for AI in my business?
Yes. We lead AI Opportunity Assessments to evaluate your current systems, processes, and data maturity. From there, we help you identify quick wins and high-impact use cases aligned to your strategy.
What’s the difference between automation and AI?
Automation follows pre-defined rules; AI learns and adapts. For example, automation can route an invoice for approval, while AI can flag anomalies based on historical spending behavior. We help businesses implement both intelligently.
Working Integration and AI Projects With Trajectory
What makes Trajectory different from other integration partners?
We don’t just connect systems, we design business-aligned architectures. Our expertise spans CRM, ERP and AI strategy, and we bring that cross-functional lens to every integration. The result is a solution that scales with your operations, not one that creates more complexity.
How do I get started with integration or AI planning?
Start with a conversation. We’ll help you evaluate where you are today, what’s missing, and what you can achieve by aligning systems, data, and strategy. From there, we’ll define a roadmap and move forward at your pace.

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.

Trajectory’s Private Equity Focus
What is Trajectory’s experience with Private Equity-backed companies?
We’ve worked with dozens of PE-owned portfolio companies across industries, including manufacturing, distribution, SaaS, and professional services. Our engagements range from carve-outs and platform builds to post-acquisition optimization and pre-exit clean-ups.
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
What differentiates Trajectory from traditional consulting firms?
We combine technical execution with business acumen. Unlike firms that only advise, we design and build the systems that drive EBITDA expansion, operational visibility, and scalable performance, with streamlined cross-functional project teams consisting of experienced consultants, developers and PMs.
CRM, ERP & System Modernization
How quickly can you implement a new CRM or ERP post-close?
We specialize in accelerated timelines for Salesforce and NetSuite implementations, often launching core functionality in 5-6 months (including blueprint time). We prioritize speed-to-value without compromising system integrity or long-term scalability.
Do you support carve-outs and platform rollouts?
Yes. We help carve-out entities stand up operational systems fast and design platform architectures that accommodate future bolt-ons and organic growth. Our approach focuses on minimizing disruption and accelerating time-to-independence.
Data, Reporting & Visibility
How do you improve reporting across portfolio companies?
We build integrated data structures and reporting frameworks within CRM and ERP systems, so deal teams and executives can get real-time visibility into revenue, margin, cash flow, and operational KPIs.
Do you support audit readiness and compliance needs?
Yes. We ensure systems are set up for proper internal controls, transaction traceability, and compliance requirements.
Integrations & AI-Driven Optimization
Can Trajectory integrate systems across the tech stack?
Yes. We build integrations between Salesforce, NetSuite, financial systems, warehouse software, banking platforms, and more, reducing manual effort and unlocking enterprise-level data access.
Is AI enablement relevant for PE-backed companies?
Absolutely. We help companies prepare for and deploy AI by first aligning their data and processes. This unlocks intelligent automation, predictive forecasting, and smarter decision support, leading to measurable efficiency gains.
How do you identify where AI can add value in the portfolio?
We conduct targeted opportunity assessments, looking at areas like order-to-cash, procure-to-pay, financial planning and customer scoring. Our team identifies high-impact use cases that drive measurable ROI.
Partnership & Engagement Model
How does Trajectory collaborate with PE operating teams?
We work directly with operating partners and portfolio leadership to align system transformation with investment goals. We’re transparent, execution-focused, and experienced in managing cross-functional, fast-moving teams and projects.
Do you offer managed services post-implementation?
Yes. Our Managed Services offering ensures ongoing optimization, support, and roadmap execution, without requiring in-house CRM or ERP expertise at the portfolio company level.