Trajectory Inc.

What an incredible evening of insights, networking, and forward-thinking discussions at The AI Efficiency Blueprint event that took place last night! A massive thank you to everyone who joined us, Campfire, and Initus Technologies Inc., to dive deep into the future of CRM and ERP technology ecosystems. It was fantastic connecting over cocktails and hearing such engaging questions from the audience during our interactive panel. Our Managing Partner, Andrew Andreoli, took the stage alongside industry experts to unpack how businesses can move past the AI hype and execute strategies that drive real, measurable margins. Key takeaways and themes from the discussion included: 🔹 Plugging the Manual Data Entry Leak: Breaking down data silos between CRM, ERP, and third-party tools to stop overspending and give AI accurate data to learn from. 🔹 The AI Implementation Roadmap: How to avoid just chasing "shiny objects" and instead choose AI projects that structurally improve business margins. 🔹 Optimizing Existing Tech Stacks: Modernizing and integrating existing tech stacks so they are fully equipped to leverage emerging, AI-native tools. 🔹 People + AI: Navigating the cultural and operational shift as teams transition from doing the manual work to reviewing automated AI outputs. The future of AI-driven business efficiency is happening now, and we are thrilled to be helping organizations build the blueprint for it. Missed the event or want to keep the conversation going? Let’s connect to discuss how we can modernize your tech stack for the AI era. #AIEfficiency #ERP #CRM #NetSuite #Salesforce #DigitalTransformation #BusinessAutomation #TrajectoryGroup #TorontoTechWeek

We are officially two days away from The AI Efficiency Blueprint! Trajectory's Partners, Andrew Andreoli, Alex Olano and Sorosh Saberian, along with Jack Arrix of Campfire and Heather Gordon of Initus Technologies Inc., are looking forward to connecting with all the Founders, CFOs, and RevOps leaders who signed up for Wednesday's session. We're going to dive into real, actionable tech stack optimization strategies. #TrajectoryGroup #AI #ERP #CRM #RevOps #CFO #TorontoEvents #TTW2026

Excited to co-host the upcoming Builders & Backers Night in Dallas on June 10th! Trajectory is proud to partner with Vector Advisory Services, LLC and Thrive for an exclusive evening of high-level networking, strategy, and connections. 📍 Location: Nick & Sam’s Steakhouse, Dallas 📅 Date & Time: June 10, 2026 - 6:00–8:00 PM CT We’re bringing together top operating partners and private equity professionals for a relaxed evening focused on meaningful conversation, value creation, and collaboration, alongside great cocktails and hors d’oeuvres. To keep the conversations highly focused and relevant, this event is exclusively for private equity professionals. If you are a PE professional in the Dallas area and would like to join us, please send a DM to Alex Olano or Dave Speedie to request an invite. Looking forward to a fantastic evening! #privateequity #dallasevents #networking #valuecreation #peprofessionals

Standard implementations are a great start, but they won't always fit you perfectly as you grow. The reality is that your business is a living organism: Your processes change, and your markets shift. If your software doesn't move with you, it's holding you back. At Trajectory, we provide Continuous Optimization to ensure your NetSuite, Salesforce environments evolve alongside your strategy: Beyond the Box: We refine your platforms to match your specific, shifting workflows, not a generic template. AI-Powered Precision: We use intelligent accelerators to automate your unique data hurdles and documentation. Strategic Continuity: You get a senior team that actually knows your business goals, acting as a fractional powerhouse for your growth. 🚀 https://lnkd.in/evAfh5g3 #ManagedServices #NetSuite #Salesforce #TrajectoryInc #Optimization #DigitalTransformation

We are officially partners with Campfire, the AI-native ERP built for the future of accounting. Why does this matter for your finance team? 🔹 Speed: Go live in 6–8 weeks. 🔹 Intelligence: AI-driven reconciliations and automated month-end close. 🔹 Scale: Grow your business without growing your headcount. Trajectory brings nearly two decades of experience with complex systems to every Campfire implementation. We optimize your entire financial roadmap. See what the AI-First ERP can do for you: https://lnkd.in/dWzay5Ke #Partnership #CloudAccounting #AI #Trajectory #Campfire

We build for what comes after the "Go-Live". Through technical precision and industry-spanning expertise, we help global organizations turn ERP and CRM systems into engines for scalable success. Success is when you exceed your ROI. See our impact in action: 👉 https://lnkd.in/db8SMwqY

The AI Efficiency Blueprint: Seats are filling up! 🇨🇦 We’re quickly approaching our room capacity at Bar Cart, and we’d love to have you join the conversation before we hit our limit. If you’re a Founder, CFO, RevOps leader or PE Professional, this is a chance to move past the AI hype. Alongside Jack Arrix (Campfire) and Heather Gordon (Initus Technologies), our Managing Partner, Andrew Andreoli, will share how to transition your CRM and ERP from manual bottlenecks into high-margin engines. The Focus: ☑︎Real ROI: Identifying AI projects that actually impact the bottom line. ☑︎Modern Stacks: Optimizing ERPs and CRMs for an automated era. ☑︎Team Evolution: Shifting from manual execution to AI-powered oversight. Details: 📅 Wednesday, May 27, 2026 | 5:00 PM – 7:00 PM 📍 Bar Cart, 42 The Esplanade, Toronto Secure your spot while registration is still open: https://luma.com/tf2oo8qo #TTW2026 #TrajectoryGroup #TorontoTech #RevOps #CFO #AI #DigitalTransformation

90 Days to a Better NetSuite. ⏱️ If your team is still spending hours on manual reconciliations or dealing with "broken" saved searches, you aren't getting the full value of your NetSuite investment. The gap between "it works" and "it's optimized" is where your ROI lives. One of our latest blog posts breaks down a structured 3-phase roadmap to: ✅ Deliver high-visibility "quick wins" in Month 1. ✅ Deploy intelligent automation (IDP) in Month 2. ✅ Pilot conversational AI support in Month 3. You can follow the blueprint here: 👉 https://lnkd.in/dPQZEhWk #CloudERP #BusinessAutomation #NetSuiteOptimization #TechStrategy #Managedservices

The PE Gold Standard: Salesforce + NetSuite Data silos are the silent killers of exit multiples. In the world of Private Equity, visibility is the foundation of value creation. Integrating your PortCo’s CRM and ERP is the fastest lever you can pull to drive EBITDA and streamline operations. Why this integration is a non-negotiable: 💸Seamless Lead-to-Cash: Automate revenue recognition and eliminate manual entry errors. 📊Real-Time Data: Establish a single source of truth for accurate, boardroom-ready forecasting. 🏗️M&A Readiness: Build a scalable technical backbone that simplifies the integration of future bolt-on acquisitions. At Trajectory, we build the technical engine that transforms PortCo potential into measurable, exit-ready value. 👉 Read our full strategy here: https://lnkd.in/dVMvkPiJ #PrivateEquity #NetSuite #Salesforce #ValueCreation #EBITDA #DigitalTransformation #FinTech

CFOs and Founders: We know that a "failed implementation" is more than a technical glitch for you, but a direct threat to revenue visibility and scale. In this video, Doug Polignano shares his perspective as a veteran CFO who has brought the Trajectory team into three different organizations. His goal? Ensuring that high-stakes Salesforce and NetSuite environments actually deliver the ROI promised. Scaling a SaaS business requires a bridge between financial strategy and technical execution. 📺 Watch the Vlog: https://lnkd.in/dXuDk7CE 📍 Heading to Toronto? 🇨🇦 We’re bringing these types of strategic conversations to life at our upcoming event for CFOs and RevOps leaders. If you're looking to de-risk your technology roadmap for 2026, we’d love to see you there. 👉 Request to Join here: https://luma.com/tf2oo8qo #CFO #RevOps #SaaSGrowth #DigitalTransformation #NetSuite #Salesforce #TorontoBusiness #torontotechweek2026