Planview ChangePoint Integrations

Put the power of the #1 CRM to work, at a price that works for you. Launch and grow quickly with the leading AI CRM built for small businesses in any industry - available through the Starter Suite or Pro Suite. Connect marketing, sales, service, and commerce on one easy platform. Save time with quick setup and smart guidance. Harness unified data and AI to fuel your growth. Start simple with Starter Suite — an all-in-one CRM for small businesses. Scale smoothly with AI agents, integrated data, and apps in one platform. No installation needed, just sign up and go from your browser. Advance further with Pro Suite, the complete CRM that scales with your business. Automate tasks and customize your tools to deepen customer relationships and drive growth.

Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster.

Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.

SAP ERP (Enterprise Resource Planning) is an integrated software solution developed by SAP that enables organizations to manage and automate their core business processes in a unified system. It covers a wide range of business functions, including finance, supply chain management, human resources, procurement, manufacturing, and customer relationship management. The software is designed to facilitate the flow of information between different business departments, ensuring that data is consistent and up-to-date across the organization. SAP ERP is modular, meaning organizations can implement the specific modules they need, such as Financial Accounting (FI), Sales and Distribution (SD), or Materials Management (MM), among others. The system is highly customizable, allowing businesses to tailor it to their specific industry requirements and operational needs. SAP ERP has been widely adopted by companies of all sizes and industries.

Sugar Sell is a one of a kind Customer Relationship Manager solutions, with functionality that includes sales-force automation, marketing campaigns, customer support, collaboration, mobile CRM, social CRM and reporting. Sugar Sell gives individual and teams back the time they need to increase project focus and interacting with customers to create more sales. Join top leading brands and try Sugar Sell today. Sugar Sell gives you what other customer management software solutions wish they could: The guarantee of an outstanding user experience. Sugar is the 4x winner for satisfaction, reliability and tech support in PCMag’s Business Choice Awards. The real power of our platform is in the story that it tells—about your customers, your company and the future of your business. It’s the customer experience solution to use when you want to empower every employee with the right information, at the right time, before they even ask.

Gain resilience and agility, and position yourself for growth. Oracle Fusion Cloud ERP gives you the power to adapt business models and processes quickly so you can reduce costs, sharpen forecasts, and innovate more. Easily see the complete picture of your company’s finances and operations. Oracle Cloud’s application suite offers the broadest and most seamless functionality across finance, HR, supply chain, and customer experience. From delivering real-time insights with Oracle Financials Cloud to realizing the power of bringing HR and ERP platforms together, view self-service demos to see how Oracle Cloud applications work in real-world business scenarios. Unlock your business potential and harness the power of the cloud platform to better react to internal goals and external pressures. Need to streamline accounting, comply with new revenue recognition guidelines, or report on new KPIs? We can help.

The SOFTRAX Revenue Management System (RMS) is a powerful approach to revenue management. It is the world’s only system that combines best-in-class automation for one-time, milestone, subscription, consumption, and renewal billing and complex revenue recognition in a single solution to streamline the revenue management process. SOFTRAX delivers the only comprehensive solution that supports all forms of complex billing and revenue recognition in accordance with the new ASC 606 and IFRS 15 standards. This unique system drives a high level of automation to advance your back-office functionality toward continuous accounting. SOFTRAX seamlessly integrates with existing ERP, CRM, CPQ, or home-grown systems.

Enhancing the user experience through mobile and web applications that provide seamless access to financial services. EnNovate offer interactive access to financial services via modern mobile and internet applications, with a focus on exceptional user experience. Unlike custom-built solutions, EnNovate is a mature product that accelerates digital transformation while reducing time-to-market by up to 50%, providing a competitive advantage. EnNovate provides a robust business layer, enabling seamless integration and management of various digital channels, enhancing operational efficiency and flexibility.

In order to achieve Trajectory’s goal of fostering continuous learning amongst our clients, Trajectory has created Cognita, an e-learning platform, geared to busy professionals who want to brush up on their Oracle NetSuite knowledge on an ongoing basis. This flexible offering allows you to take courses totally online or with regular virtual check-ins with professional trainers. Complete real-world assignments and cases to apply what you have learned. Course content has been designed to empower students to quickly reach proficiency with NetSuite. Benefit from expert training resources and support that are accessible, convenient and comprehensive. Start with the basics and gain experience at your own pace. Cognita offers a variety of resources to prepare students for certification exams. Companies with certified professionals experience more successful deployments and a greater return on their investment.