SALESFORCE:
WORLD´S MOST
POPULAR
CLOUD CRM

How We Help

Trajectory has helped dozens of clients successfully implement and/or optimize their Salesforce solutions. 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. We implement our carefully honed project management methodology to deliver your solution on time and on budget. To learn more about our implementation methodology, read our blog here.

About Salesforce

Salesforce is the world’s most popular cloud SaaS (software-as-a-service) Customer Relationship Management (CRM) platform used by 150,000 companies including Adidas, American Express and Toyota. It provides a 360 degree view of customer journeys from marketing and sales stages through to purchase, both via desktop and mobile, allowing customers to grow their businesses anytime from anywhere. It’s a complete CRM solution that covers contact management, sales process and funnel management that also includes powerful reporting capabilities.

What is CRM?

Benefits of Salesforce CRM

Salesforce is the worlds’ most popular cloud CRM platform due to the following benefits:

Provides a Holistic View of Your Customers – All touchpoints with customers are tracked so that you understand how customers and potential customers interact with you. This information can inform marketing strategies and business development efforts.

Eliminates Data Silos – The hand-off from marketing to sales is streamlined, as relevant data is available automatically, eliminating the need for data reentry and miscommunications that could lead to errors. Saleforce’s quote management feature allows sales team members to create quotes that then allow for real-time forecasting and productivity tracking.

Creates Efficient Customer Service Experience – Salesforce can track orders through to delivery to ensure customers experience a seamless process.

Facilitates Team Collaboration/Engagement – Salesforce allows users to set and track goals using visual dashboards, hence motivating employees to hit their targets. In addition, as the marketing and sales teams share the same complete data set, they can work collaboratively to increase sales and improve processes.

Provides Trustworthy Reporting – This allows you to view trends while they happen and make informed strategic decisions.

Allows for Comprehensive Sales Forecasting and Sales Compensation Management – Salesforce provides a complete view of the sales pipeline and all related touchpoints and allows for automated workflows to nurture relationships with prospects. In addition, sales compensation can be accurately calculated in real-time.

Mobile and Desktop Access – Salesforce offers a mobile access option that facilitates access anytime, anywhere.

To learn more about whether Saleforce is the right fit for your organization, and how Trajectory can help you implement Salesforce, contact us using the form below.

Salesforce Overview

YOUR JOURNEY
STARTS HERE

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Resources

INSIGHTS & BLOGS

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Optimal Customization: Leveraging Elite Business Understanding and Technical Capabilities to Unlock Operational Improvement

Read on to learn about how to unlock operational improvement via optimal customization along with the essential concepts that you need to understand to pave the way for technology-driven operational improvement success.

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Harnessing the Artificial Intelligence Revolution for Operational Excellence

Learn how you can use Artificial Intelligence & Machine Learning to meet evolving customer needs and accelerate digital transformation.

Strategic Misalignment Between Private Equity Operating & Portfolio Company Management Teams

Read on to learn more about the common areas of misalignment and how to mitigate them by aligning on the strategic plan, fostering and executing clear communication, and building trust.

Implementing Technology Solutions Alone Does Not Equate to Operational Improvement

Explore the similarities between the conditions/processes that make for not only successful technology transformations, but also successful general business transformation initiatives.

Realistic Expectation Setting | Operational Improvement Series

Learn about the related factors of timing, budget, resourcing and scope and about 10 tips for setting realistic expectations.

10 Barriers to Implementation Success | Operational Improvement Series

Let’s explore the 10 barriers to implementation success and how to mitigate them to achieve effective technology transformation.

More than a One-off Endeavor | Operational Improvement Series

The importance of fostering an iterative operational improvement mindset and action plan are critical to supporting the on-going optimization of business processes.

Robust Technology Infrastructure for the New eCommerce Era

Learn about recent eCommerce trends, characteristics of the emerging eCommerce era and how one Trajectory client, La Bota Roja, quickly implemented a robust eCommerce technology ecosystem to not only keep up, but to set themselves up for future eCommerce success.