Trajectory: NetSuite & Salesforce Integration & Q2C Experts - Trajectory Group - AppExchange
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Trajectory: NetSuite & Salesforce Integration & Q2C Experts
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 0
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 4
  • Year this company was founded Founded 2007
Trajectory: NetSuite & Salesforce Integration & Q2C Experts
Our Story
Integration & AI Case Study
Unify Sales & Finance with Automated Salesforce-NetSuite Quote-to-Cash(Q2C)

Trajectory unifies Sales and Finance by automating the middle office between Salesforce and NetSuite. We specialize in Quote-to-Cash execution, eliminating spreadsheets, manual handoffs, and revenue leakage so Finance receives accurate, audit-ready data.

Highlights

  • Expertise in private equity, large organizations, multinational operations, and complex environments##A single partner for the transformation of entire technology ecosystems. Front and Back Office downstream impact process definition and implementation


Description

Eliminate spreadsheet dependency. Trajectory assists scaling companies in automating the "Middle Office" between Salesforce and NetSuite. Specialization includes Quote-to-Cash (Q2C) optimization to ensure Finance teams receive accurate data immediately upon deal closure.####Pre-Deal Value Creation##- Effective pre-deal technology diligence##- Pre-deal Advisory & Systems Due Diligence####Post-Deal Value Creation##- ERP, CRM, PSA, eCommerce, and System Integration Implementations##- Optimizations/Rescues##- On-going Managed Services Engagements

Geographic Focus

United States
Illinois
Canada
Ontario
International Chile Colombia

Languages

English, Spanish

About Trajectory Group Trajectory is a digital transformation consulting group, dedicated to assisting Private Equity operating teams, office of the CFO groups, and portfolio companies executives in achieving operational excellence. Following a business-first solution agnostic approach, we assist with everything from Pre-Acquisition Due Diligence, Blueprinting, and Implementation of entire technology ecosystems including Salesforce, NetSuite, OpenAir, Shopify, Boomi, and GenAI. 

Headquarters
Dallas, TX, USA
Phone
(877) 738-1657‬