AT IMPLEMENTING
THESE PRODUCTS
Keep Competitive in Your Marketplace
Oracle NetSuite ERP/CRM
Trajectory has helped hundreds of clients successfully implement and/or optimize their Oracle NetSuite solutions. Our experienced consultants learn about your business, carefully document your requirements, and map out how NetSuite can be configured to best meet your business needs.
Oracle OpenAir PSA
Oracle OpenAir is a leading PSA cloud SaaS solution. It helps Professional Services companies and departments optimize the planning, scheduling/resource allocation, and invoicing of their projects in order to maximize efficiency and revenue generation.
boomi ipaas
Over the past decade Trajectory, a certified Boomi Partner, has helped hundreds of clients integrate their third-party solutions with their ERP. Using the Boomi Connector, Trajectory can help unify your sales, back-office processes, and information to have a clear view of your customers.
Salesforce CRM
Our experienced consultants learn about your sales management processes, document your requirements, and map out how Salesforce can be configured to best address your business needs now and for the future.
SHOPIFY E-COMMERCE
INITUS.IO
Initus IO is a cloud-based integration service designed to connect and streamline the flow of data among your business platforms.
TRAJECTORY E-LEARNING PLATFORM: COGNITA
In order to achieve Trajectory’s goal of fostering continuous learning amongst our clients, Trajectory has created Cognita, an e-learning platform, geared to busy professionals who want to brush up on their Oracle NetSuite knowledge on an ongoing basis.
YOUR JOURNEY
STARTS HERE
Take control of your company’s path to success. Set new goals, keep moving.
The Unified Backbone: Mastering Integrated Salesforce & NetSuite Implementations for SMB to Enterprise Organization Growth
Master Salesforce and NetSuite integration using the Unified Backbone Blueprint. Automate Quote-to-Cash (QTC), eliminate data silos, and drive growth for SMBs to Enterprises.
The Value Multiplier: Integrated Salesforce & NetSuite Technology Ecosystems for Private Equity Portfolio Companies
An integrated Salesforce & NetSuite technology ecosystem is a value multiplier for PE PortCos. Learn how a holistic blueprint can improve EBITDA, ensure M&A readiness, and de-risk the exit process.
The Generational Asset: Building Reliable Technology Ecosystems for Family Office Portfolio Companies
Family Offices use integrated Salesforce & NetSuite technology ecosystems to build “Generational Backbones”, professionalize operations and secure long-term value through efficiency.
Mastering Salesforce Flow for Ultimate Automation
Master Salesforce Flow for ultimate automation. Learn about the top 5 strategies to ensure your automations are efficient, scalable, and easy to maintain.
The Salesforce Optimization Playbook: From Pain Points to Performance
Is your Salesforce instance a roadblock? Learn the strategic approach to optimization that combines configuration updates, AI-powered assessments, and specialized accelerator tools to quickly deliver significant results.
The 90-Day NetSuite Optimization Plan: Your Blueprint for Measurable Results
90-day NetSuite optimization plan: Stabilize, automate, and scale your environment for rapid ROI and operational excellence.
The Power of an Integrated Salesforce and NetSuite Blueprint, and How Trajectory Turns It into Execution
Learn how an intentional, enterprise-grade blueprint integrating Salesforce & NetSuite creates a single source of truth, accelerates value, and reduces risk.
How To Achieve True Business Transformation with Salesforce
Is your Salesforce a configured system or a genuinely impactful business asset? Learn how to close the Salesforce Credibility Gap and transform your instance into an integrated engine for strategic growth
The Top 10 Managed Services Issues Trajectory Can Help Address
Unlock the full potential of your CRM & ERP. Learn about the top 10 challenges that the Trajectory’s Managed Services offering can help solve.
Beyond Go-Live: Why a Managed Services Approach is the Key to Sustainable NetSuite Success
Is your NetSuite potential stalling after go-live? Move from firefighting to foresight with a managed services approach focused on data quality, workflow rationalization, and continuous, AI-driven optimization.
The NetSuite Optimization Playbook: Where Configuration Meets AI for More Efficient, Lower-Cost Operations
The Netsuite Optimization Playbook is a guide for businesses about how to optimize their NetSuite ERP systems. It outlines common pain points like data entry errors and manual processes, providing solutions through high-impact configuration changes and the strategic use of AI. Read on to learn more.
Beyond the Basics: Common Pitfalls During QuickBooks to NetSuite Migrations And How to Avoid Them
Moving from QuickBooks to NetSuite is a crucial step for growth, but many companies underestimate the complexity. Discover the common pitfalls like messy data, scope creep, and poor user adoption and how to avoid them for a successful migration.
Empowering Your Finance Team for a Seamless NetSuite Transition
Ready your finance team for NetSuite migration. This guide outlines essential steps for a seamless transition, ensuring an empowered, enthusiastic team.
The Hidden Costs of Staying on QuickBooks Too Long: Is Your “Comfort Zone” Costing You Growth?
Staying with QuickBooks too long subtly drains profits, stifles innovation, and limits growth. This deep dive reveals the hidden costs as your business scales.
NetSuite vs. QuickBooks: When Is It Time to Elevate Your Business Operations?
Discover the clear signs your business has outgrown QuickBooks and how NetSuite offers the integrated ERP solution you need for unparalleled growth.
Key Success Factors for Creating Scalable Technology Ecosystems for PE PortCos
For PE firms to drive growth, a scalable technology ecosystem in PortCos is essential. Success hinges on holistic business process redesign, robust data migration, and a unified system blueprint to support rapid M&A and expansion.
Outgrowing QuickBooks? Make the Move to NetSuite with Confidence
Outgrowing QuickBooks? Trajectory helps scaling companies transition to NetSuite with speed & precision for unified business management.
The Humbling Lessons from Executing Our Own Salesforce-NetSuite Implementation
Reflecting on their own Salesforce-NetSuite implementation, Trajectory shares key lessons on stakeholder engagement, process documentation, and testing.
Digital Transformation for Large Organizations Demystified
Large organizations can demystify digital transformation by focusing on four pillars: business-first mindset, strategic phasing, collaboration, and continuous support.
The Next Frontier in Business Transformation: AI-Driven Operational Improvement for Mature Technology Ecosystems
Learn about how AI/Machine Learning is driving technology transformation innovation for mature technology ecosystems.