Salesforce & NetSuite Rescues
Enterprise Systems Optimizations
& Rescues
Salesforce & NetSuite Rescues
Enterprise Systems
Optimizations
& Rescues
WHY SALEFORCE & NETSUITE RESCUES MATTER
When a Salesforce and/or NetSuite implementation stalls, overruns, or misses the mark on business outcomes, companies often find themselves with half-baked systems, frustrated users, and stalled growth. Trajectory steps in as the trusted partner that turns failing CRM and ERP projects into operational enablement engines.
Wasted Investment
On licensing, consulting, training, and time.
User Resistance
Born from clunky interfaces, unreliable data, or unmet needs.
Missed Value
Because of no automation, poor reporting, stalled growth.
Limited ROI
Due to scalability issues, security gaps, and integration dead ends.
Our Expertise Applied
How Trajectory Rescues Salesforce & NetSuite Projects
1. Rapid Assessment & Recovery Plan
• Diagnose the core issues: from scope creep and bad data to misaligned processes and siloed systems.
• Assemble a quick-win roadmap with clear timelines, responsibilities, and benchmarks.
• Establish rapid stabilization sprints that restore trust and momentum.
2. Realignment of Business & Technical Foundations
• Revalidate business objectives and align them to CRM/ERP design.
• Fix data integrity, cleansing duplicates, and standardizing critical fields
• Redesign configurations and integrations to reflect business reality.
3. Empower Users & Drive Adoption
• Deliver dynamic training focusing on daily user needs.
• Deploy customized tooling and dashboards to surface wins, reduce friction, and reinforce usage.
• Turn executives into champions through user-performance data, success narratives, and tailored enablement.
4. Scale, Optimize & Future-Proof
• Implement modular, scalable architectures with clear governance.
• Automate manual handoffs, build flexible integrations (Boomi, MuleSoft, InitusIO).
• Transition to managed services to ensure continual delivery of value.
WHAT CLIENTS GAIN FROM TRAJECTORY RESCUES
Restored Confidence
Due to a working system aligned to real business outcomes, not just technical specs.
Tangible ROI
Generated from new revenue from optimized sales workflows, reduced order-to-cash cycles, and scalable operations.
Accelerated Adoption
A Foundation for Future Growth
WHY SALEFORCE & NETSUITE RESCUES MATTER
“Trajectory worked with Sovos’ Salesforce implementation partner and internal teams to develop a streamlined Salesforce to NetSuite architecture, achieving the goal of making “Billing a Non-Event.” This transformation improved the quote-to-revenue process and positioned Sovos to efficiently integrate new acquisitions. Trajectory’s combined consulting and development efforts added significant value, ensuring a smooth implementation.”
Venu Martha
VP Business Applications
Sovos Compliance, LLC
The Challenge
Sovos encountered challenges due to the previous independent implementations of Salesforce and NetSuite, which simplified integration and overlooked unique business processes. This led to operational issues, manual workarounds, and data inconsistencies. Updating the systems to accommodate new processes was crucial while minimizing disruption to operations.
The Approach
Integrating multiple entities into a unified Salesforce and NetSuite ecosystem involved extensive data transformation and redefining processes. Key outcomes included synchronized operations, accurate data migration, and resolved revenue recognition issues, enabling consistent financial reporting and scalable growth under a centralized project manager overseeing over 100 stakeholders.
The Results
The successful implementation enabled the Sales, Sales Operations, Customer Success, and Finance teams to optimize quote-to-revenue reporting. Key benefits included streamlined integration between Salesforce and NetSuite, aligned and cleansed data, consolidated reporting compliant with international revenue recognition standards, and the ability to onboard a new acquisition within eight months.
Contact Us
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back on track?
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