SaaS & Tech Unleashed: Powering Innovation & Scalability
Accelerating Growth and Operational Excellence for Tech Innovators
Trajectory partners with SaaS and high-growth tech companies to build scalable, integrated systems that support rapid growth, operational efficiency, and innovation. From CRM and ERP implementations to custom integrations and AI enablement, we deliver the strategy and technical execution needed to manage complexity, scale teams, and prepare for key milestones like acquisitions or IPOs.
Our Core SaaS & Technology Solutions
Integrated CRM and ERP Solutions for SaaS and Technology Companies
Our tailored CRM and ERP solutions address the complex needs of SaaS and technology firms. By unifying customer relationship management and enterprise resource planning, we help streamline operations, accelerate revenue growth, and improve customer satisfaction in dynamic, competitive markets.
Sales Growth & Pipeline Management
Deploy intelligent CRM systems to automate lead tracking, manage multi-stage sales cycles, and deliver real-time analytics.
Empower sales and marketing teams to convert leads faster, improve renewals, and identify upsell and expansion opportunities.
Streamlined Billing & Revenue Management
Implement ERP tools designed for SaaS, including subscription billing, usage-based invoicing, and multi-tiered pricing.
Automate ASC 606-compliant revenue recognition and financial reporting to reduce errors and maintain compliance.
Unified Data Integration & Workflow Automation
Eliminate silos by integrating your tech stack into a centralized CRM-ERP platform.
Create seamless workflows across sales, finance, customer support, and operations for faster collaboration and execution.
Enhanced Customer Retention & Support
Leverage CRM capabilities to manage customer interactions, support cases, and service histories.
Enable proactive support and automated renewal campaigns to boost customer lifetime value.
Your Partner for SaaS & Technology Innovation
Your Success
Is Our Success
At Trajectory, we go beyond consulting to become a true extension of your team. We blend strategic insight, technical depth, and business-first thinking to help SaaS and technology companies scale with purpose. From cloud architecture and system integrations to AI-powered automation, we design solutions that align with your growth, enhance efficiency, and future-proof your operations. In a landscape that never stands still, we build the foundation that lets you lead.
Accelerated sales cycles and improved conversion
Efficient, automated billing and revenue recognition
Cross-functional, real time data visibility
Improved customer retention and satisfaction
Trajectory worked with Sovos’ Salesforce implementation partner and internal teams to develop a streamlined Salesforce to NetSuite architecture, achieving the goal of making “Billing a Non-Event.” This transformation improved the quote-to-revenue process and positioned Sovos to efficiently integrate new acquisitions. Trajectory’s combined consulting and development efforts added significant value, ensuring a smooth implementation.
Venu Martha
VP of Business Applications
Sovos Compliance, LLC
The Challenge
Sovos encountered challenges due to the previous independent implementations of Salesforce and NetSuite, which simplified integration and overlooked unique business processes. This led to operational issues, manual workarounds, and data inconsistencies. Updating the systems to accommodate new processes was crucial while minimizing disruption to operations.
The Approach
Integrating multiple entities into a unified Salesforce and NetSuite ecosystem involved redefining processes and extensive data transformation. Achievements included process synchronization, accurate data migration, and resolving revenue recognition issues, facilitating consistent financial reporting and scalability under a central project manager overseeing over a hundred stakeholders.
The Results
The successful implementation of the solution allowed the Sales, Sales Operations, Customer Success, and Finance teams to optimize quote-to-revenue reporting processes. Key benefits included streamlined integration between Salesforce and NetSuite, aligned and cleansed data, consolidated reporting compliant with international revenue recognition standards, and the capacity to onboard a new acquisition within eight months.
Contact Us
Let’s Connect & Transform Together
No matter the industry, transformation begins with a deep understanding of your unique challenges and opportunities. At Trajectory, we’re committed to partnering with you to deliver solutions that are precise, innovative, and built for long-term success. Explore how our expertise can propel your business into the future.