Planview Changepoint Integrations

Salesforce provides tailored CRM solutions with Starter Suite and Pro Suite, designed to support small businesses at every stage of growth. Starter Suite delivers a simple yet powerful way to unify marketing, sales, customer service, and commerce through an intuitive platform that includes AI-powered features and a 30-day free trial. Pro Suite expands on these capabilities with advanced automation, customizable workflows, enhanced pipeline visibility, real-time chat, and integration with a broad ecosystem of apps on AppExchange. Whether you need a streamlined CRM or a more robust tool to handle complex business processes, Salesforce offers scalable options that grow with you. Both suites come with marketing campaign tools, service automation, and ecommerce capabilities, helping you find leads, close deals, and delight customers efficiently.

Oracle NetSuite is the #1 AI Cloud ERP, designed to bring together financials, operations, CRM, ecommerce, and analytics into one unified business management suite. Unlike traditional ERP systems, NetSuite leverages built-in AI that learns from your company’s data, providing intelligent recommendations and reducing reliance on guesswork. With over 42,000 organizations already using it, the platform supports companies of all sizes, from fast-growing startups to global enterprises. Its ERP and accounting modules simplify compliance, automate reporting, and accelerate month-end close processes. Meanwhile, its CRM and HCM solutions improve workforce engagement and customer relationships. NetSuite also delivers advanced capabilities in professional services automation, omnichannel commerce, and analytics, ensuring real-time decision-making. Because it is cloud-based, businesses gain scalability, cost efficiency, and a single source of truth across all operations. With consulting, education, and partner programs, Oracle NetSuite provides end-to-end support for digital transformation journeys.

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

SAP ERP, an integrated software solution by SAP, allows businesses to oversee and streamline their essential processes through a cohesive platform. This comprehensive system encompasses various functions, including finance, supply chain management, human resources, procurement, manufacturing, and customer relationship management. By promoting seamless information flow across different departments, SAP ERP ensures that data remains consistent and current throughout the organization. Organizations can choose to implement specific modules tailored to their needs, such as Financial Accounting (FI), Sales and Distribution (SD), or Materials Management (MM), among others. Its modular nature enables businesses to adopt only the functionalities they require. Additionally, the system offers a high degree of customization, empowering enterprises to adapt it to their particular industry demands and operational objectives. Consequently, SAP ERP has gained significant traction among companies of varying sizes and sectors, solidifying its position as a vital tool for modern business management.

Sugar Sell stands out as a distinctive Customer Relationship Management solution, offering a wide array of features such as sales-force automation, marketing campaigns, customer support, collaboration tools, mobile accessibility, social CRM, and comprehensive reporting. By utilizing Sugar Sell, both individuals and teams can reclaim valuable time that can be devoted to enhancing project focus and engaging more effectively with customers, ultimately driving increased sales. Experience the advantage enjoyed by leading brands by trying Sugar Sell today. Unlike other customer management software, Sugar Sell guarantees an exceptional user experience that sets it apart. Recognized as a four-time winner for satisfaction, reliability, and technical support in PCMag’s Business Choice Awards, Sugar is a trusted choice among businesses. The true strength of our platform lies in the narrative it crafts—one that encompasses your customers, your business, and its future trajectory. When you seek to equip every employee with timely and relevant information, Sugar Sell emerges as the ideal customer experience solution, anticipating needs even before they arise. Additionally, embracing this innovative platform can lead to transformative outcomes for your organization.

Build resilience and flexibility while positioning your organization for future growth. With Oracle Fusion Cloud ERP, you gain the capability to swiftly adjust your business models and processes, leading to cost reductions, enhanced forecasting accuracy, and increased innovation. You can easily access a comprehensive overview of your organization’s financial and operational status. The suite of applications offered by Oracle Cloud provides extensive and seamless functionalities across finance, human resources, supply chain, and customer experience sectors. By leveraging Oracle Financials Cloud for real-time insights and integrating HR with ERP platforms, you can explore self-service demos that illustrate how Oracle Cloud applications function in various business contexts. Unleash your company's potential and take advantage of the cloud platform to effectively respond to both internal objectives and external challenges. Whether you need to optimize accounting practices, adhere to new revenue recognition standards, or track emerging KPIs, we are here to assist you in achieving these goals. Embrace the future with confidence and strategic insight as you navigate the complexities of your industry.

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. This single solution gives you the freedom to focus on more profitable analytical tasks. 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 RMS delivers the industry’s highest level of system-wide automation. This single solution seamlessly integrates with existing ERP, CRM, CPQ, or home-grown systems automating the flow of order and fulfillment data to trigger billing and revenue recognition. The system simultaneously accounts for exchange rate, tax, and payment data to ensure accurate and timely processing.

EnNovate is a cloud-based financial services tool that helps institutions manage user experience across mobile and web applications. -Cutting-edge technology and orchestrator feature for seamless integration with AI ​ -Fully responsive design, user-friendly interface with personalized services across all devices​ -Reduces time-to-market by up to 50%, boosts efficiency and competitiveness​ -Extensive customizability to tailor solutions to specific needs, scales easily​ -Top-notch security with advanced protocols, ​ protected data and ensured compliance with the latest standards.​

To fulfill Trajectory's mission of promoting lifelong learning for our clients, we have developed Cognita, a dedicated e-learning platform tailored for busy professionals eager to enhance their Oracle NetSuite expertise continually. This versatile solution enables users to engage in fully online courses or participate in regular virtual sessions with experienced trainers. Participants can tackle real-world assignments and case studies to put their newfound knowledge into practice effectively. The course material has been meticulously crafted to help learners achieve proficiency in NetSuite swiftly. Users will benefit from a wealth of expert training resources and support that are both convenient and thorough. Begin with foundational concepts and progress at your own speed. Cognita provides an array of resources specifically designed to equip students for certification exams. Organizations with certified professionals often witness more successful implementations and a better return on their investment, underscoring the value of continued education in the workplace. Furthermore, this platform encourages a culture of learning that not only benefits individual users but also enhances the overall performance of their teams.