Continuous Optimization & Managed Services
Scale Smarter,
Operate Better,
Optimize Continuously
Trajectory delivers strategic optimization and managed services that keep your business technology aligned with growth goals and operational realities. Whether you need post-go-live ERP support, Salesforce or NetSuite enhancements, or continuous performance improvements, we act as a trusted long-term partner to help you evolve faster, respond smarter, and maximize the value of your tech investments.
Continuous Optimization &
Managed Services
Scale Smarter,
Operate Better,
Optimize Continuously
Trajectory delivers strategic optimization and managed services that keep your business technology aligned with growth goals and operational realities. Whether you need post-go-live ERP support, Salesforce or NetSuite enhancements, or continuous performance improvements, we act as a trusted long-term partner to help you evolve faster, respond smarter, and maximize the value of your tech investments.
Technology That Evolves With You
Salesforce & NetSuite Optimization
- Optimize workflows, roles, and customizations
- Expand reporting, KPIs, and dashboard capabilities
- Revisit architecture for scalability and performance
Technical Enhancements & System Expansions
- Implement new modules and 3rd-party integrations
- Build automations and custom apps within your platform
- Manage data integrity, compliance, and security standards
Admin Support & Expert Guidance On-Demand
- Day-to-day Salesforce and NetSuite admin services
- Functional and technical troubleshooting
- Advisory support for IT leaders and operations teams
Technology That Evolves With You
Maximize your CRM/ERP investment long after go-live. Our managed services offer continuous optimization, enhancements, reporting improvements, and adaptation to change, backed by expert Salesforce/NetSuite consultants providing support and strategic guidance.
1. NetSuite & Salesforce Optimization
- Optimize workflows, roles, and customizations
- Expand reporting, KPIs, and dashboard capabilities
- Revisit architecture for scalability and performance
2. Technical Enhancements & System Expansions
- Implement new modules and 3rd-party integrations
- Build automations and custom apps within your platform
- Manage data integrity, compliance, and security standards
3. Admin Support & Expert Guidance On-Demand
- Day-to-day NetSuite and Salesforce admin services
- Functional and technical troubleshooting
- Advisory support for IT leaders and operations teams
AI-Augmented, Always-On
Smarter Systems.
Self-Optimizing Operations.
Our managed services go beyond maintenance. We embed intelligent accelerators into your CRM and ERP environments to continuously optimize performance, accuracy, and efficiency. From automated data capture to conversational system support and automated code analysis and documentation, we help your business stay ahead without the need for constant manual intervention. Furthermore, with automation-first processes and built-in intelligence, your systems don’t just run, they improve.
Automated Record Creation
Leverage OCR to automate data conversion from PDFs into CRM and ERP records, to allow for the processing of sales orders and invoices. without human input to minimize errors and enhance speed.
Automated Code Analysis & Documentation
Enhance processes with automated code analysis to understand custom code and its impact, enabling confident optimizations across Salesforce and NetSuite connected platforms.
Conversational System Support
Empower your team with an AI-powered assistant that provides real-time guidance, resolves CRM/ERP questions, and helps troubleshoot issues using your system context, reducing downtime and accelerating adoption.
Automated Record Creation
Leverage OCR to automate data conversion from PDFs into CRM and ERP records, to allow for the processing of sales orders and invoices. without human input to minimize errors and enhance speed.
Automated Code Analysis & Documentation
Enhance processes with automated code analysis to understand custom code and its impact, enabling confident optimizations across Salesforce and NetSuite connected platforms.
Conversational System Support
Empower your team with an AI-powered assistant that provides real-time guidance, resolves CRM/ERP questions, and helps troubleshoot issues using your system context, reducing downtime and accelerating adoption.
Why Trajectory?
WE ARE EXPERTS
PROBLEM SOLVERS
We provide long-term strategic support and continuous improvement services that help companies maximize ROI on their technology platforms and stay agile in a changing environment.
✓ Proven NetSuite and Salesforce implementation experts
✓ Deep experience with mid-market business models and growth strategies
✓ Hands-on support from a senior team that knows your systems
✓ Flexible engagement models for every stage of growth
Trajectory started our implementation with an assessment of business processes and systems. They didn’t treat it as a templated solution that ‘somehow’ fits into the ERP platform. They carefully reviewed our setup, business processes and identified realistic solutions that were executed on time, scope, and budget.
The Challenge
Corsearch Inc. needed a centralized ERP system, but encountered issues with manual workarounds due to varying operations across multiple business units after an initial NetSuite implementation. This hindered efficiency and necessitated a more effective solution for streamlined operations.
The Approach
The Results
The collaboration led to streamlined invoicing processes, enhanced analytics automation, and a fully optimized NetSuite implementation. Corsearch achieved significant operational efficiencies, eliminated manual data imports, and ensured reliable reporting, allowing for smoother business operations and ongoing ERP improvements.
Contact Us
Future-Proof
Your Systems
Let’s turn your CRM and ERP platforms into engines of growth. Discover how Trajectory’s continuous optimization and managed services can help your business scale smarter, operate better, and optimize continuously.