Powering Sales, Service, and Strategy Across
the Enterprise
Powering Sales, Service, and Strategy Across
the Enterprise
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
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