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Powering Sales, Service, and Strategy Across

the Enterprise

At Trajectory, we implement tailored CRM solutions that connect teams, align with your ERP, and support your growth strategy. From sales to customer success, we turn Salesforce into a fully integrated platform that drives real business results.
Get Salesforce for your Business

Powering Sales, Service, and Strategy Across

the Enterprise

At Trajectory, we implement tailored CRM solutions that connect teams, align with your ERP, and support your growth strategy. From sales to customer success, we turn Salesforce into a fully integrated platform that drives real business results.
Get Salesforce for your Business

Why Salesforce with Trajectory?

Seamless Implementation,

Strategic Execution,

End-to-End Impact

Our expert team brings deep experience with Salesforce implementation across industries, from fast-growing SaaS firms to global manufacturing organizations and Private Equity-backed enterprises. We engineer a connected system that empowers your teams, unlocks your data, and scales with your business.

Accelerated Sales Performance

Automate pipeline tracking, lead scoring, and opportunity management.

Improve forecasting accuracy and reduce sales cycle time.

Connected Customer Experience

Centralize service and support data to deliver personalized, responsive experiences.

Empower support teams with real-time case insights and workflow automations.

Unified Data Across the Business

Integrate Salesforce with ERP, marketing, and support systems for a 360° customer view.

Eliminate silos and surface insights that drive strategic decision-making.

Lead-to-Cash Alignment

Connect CRM with order management, billing, and revenue systems to streamline customer acquisition through to fulfillment.

Improve data accuracy and reduce handoff friction across departments.

Scalable Growth Enablement

Leverage Salesforce automation and AI to support high-growth strategies, from territory planning to upsell campaigns.

Build a CRM foundation that adapts to evolving business needs.

Our Approach

Where Vision Meets Execution

In a world where customer expectations are continually evolving, your business deserves a CRM solution that doesn’t just keep up but leads the way. With Salesforce and Trajectory as your partners, transformation is not only possible; it’s inevitable.

Implementation Services Include:

  • Salesforce Sales Cloud, Revenue Cloud, Service Cloud, and Experience Cloud deployments
  • Custom Salesforce configuration and workflow automation
  • Integration with NetSuite ERP and 3rd-party platforms
  • Data migration, deduplication, and validation
  • Ongoing support and optimization for long-term performance
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Make Salesforce a

Strategic Asset

With Trajectory as your partner, Salesforce becomes a strategic advantage. We deliver CRM implementations that work; they work for your business, your goals, and your growth trajectory.