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.
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.
Take control of your company’s path to success. Set new goals, keep moving.
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.
Explore the Professional Service Automation Possibilities of OpenAir (PSA)
NetSuite OpenAir is a solution that brings project accounting to your fingertips. Automating Invoicing, Revenue Recognition, and Project profitability, among others.
The Golden State to Lone Star State Corporate Migration – #Texit
Texas is the state that everyone is looking at right now. The tech hub and the Dallas deal-making culture seem to be the staging ground for the next big software uprising.
Shopify Unite 2021: Key Announcements for Developers & Store Owners
Here’s a round-up of the best announcements from last week at the annual partner and developer conference, Shopify Unite 2021.
Private Equity Insight: Optimizing the PE Tech Stack
What exactly is an ERP? How can it be effectively implemented? How can the right PE technology stack build operational value?
Private Equity Insight: A Technology Partner For Operating Teams
With the increased competition in the Private Equity sector, we must adjust to a value-creation mindset.
Operational Improvement: A Private Equity Roadmap to ERP
When creating operational value for a Portco, few technology improvements can be as efficient as an ERP system.
Capitalize on Evolving Consumer Trends with eCommerce
Online purchases have skyrocketed in 2020. Businesses without an online presence during this time are missing out on all the action!
Securing Cash Flow and Simplifying Payment Cycles
Problems caused by the pandemic has taken time away from tackling larger challenges. This problem is compounded by not receiving or making payments on time.
A Trajectory Group product: Master NetSuite like a Pro with Cognita
Cognita is the first learning management platform providing NetSuite courses to improve everyone’s knowledge.
Streamline Go-To Market Strategy by Integrating with External Organizations
Covid-19 has caused many businesses to suffer. Automotive industries are in crisis, but the grocery sector is blossoming.
Multi-Platform Expertise On Demand: Unified support for all your enterprise systems
It’s no secret that the pandemic we’re living in has put a serious dent in most companies’ day to day operations.
Advanced Approvals Bundle: Increase Internal Controls
Controlling expenditure via secure yet transparent approvals processes is a key success factor for facilitating expense savings and management visibility.
NetSuite Fixed Assets Module: What, How & Why
The NS FAM is a SuiteApp that provides automated management of fixed assets acquisition, depreciation, revaluation, and retirement.
Step-by-Step: Diving in to Oracle NetSuite Security Roles
We went step by step on the NetSuite user role creation process to help you understand the considerations and underwork needed for a proper configuration.
Many of us have wondered this. Do I Need NetSuite ERP?
Preferred by customers due to its flexible, friendly and scalable solution, NetSuite cloud ERP centralizes business operations to provide a global management experience.