Everything You Want to Know About Salesforce
Salesforce FAQs
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.
Everything You Need to Know About Salesforce
SALESFORCE FAQS
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?
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.