Trajectory

AI and ERP solutions for business transformation

Trajectory delivers business-first solutions with a focus on CRM, ERP, AI, and integrations. They specialize in transforming how companies operate by aligning technology with unique business processes. Their services are designed to solve real problems and create lasting impact, particularly for fast-growing companies and private equity firms.

Core services include AI enablement, digital due diligence, systems integration, and ongoing operational improvement. Trajectory works with platforms like Salesforce, NetSuite, and Shopify to optimize systems and processes. They provide tailored solutions for industries such as SaaS, technology, financial services, and retail.

With over 18 years of experience, Trajectory has a proven track record of helping companies achieve operational excellence. They have partnered with firms like OnScent to evolve their technology infrastructure, ensuring scalability and growth. Their approach combines strategic insight with meticulous execution to drive measurable gains.

4
YEARS IN BUSINESS
7
SERVICES

Capabilities

Services

What these services involve

Data Hygiene and Sync
Data Hygiene and Sync for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
HubSpot Implementation
HubSpot Implementation for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
Lead Routing and Enrichment
Lead Routing and Enrichment for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.
Process Design and Playbooks
Process Design and Playbooks for crm and revops buyers. Clear scope, measurable outcomes, and reliable delivery.

Agency details

Founded
2022 (4 years)

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