Providing the Framework for Your Success

Working with CRM systems since 1998, TrellisPoint provides the framework required for your company's success. Leveraging award-winning systems from Microsoft, Sage Software and Salesforce.com, TrellisPoint leads companies through the selection, implementation and deployment of their Customer Relationship Management (CRM) system. Our mission is to help our clients realize business value from their CRM system.

We provide planning, implementation, configuration, customization, development, training and mentoring services. Specializing in CRM, TrellisPoint is able to deliver superior business solutions to our clients. Working with all sizes of organizations, TrellisPoint understands for your CRM deployment to be successful your organization must embrace not only the technology, but the business strategy of how CRM can change your organization.

Through our proven CRM project methodology, TrellisPoint ensures your CRM project will be delivered on-time and within budget.  Utilizing a proven project management and implementation methodology, TrellisPoint will ensure your project is managed with the highest of expectations.

With a diverse set of partners, including local and national Third Party Software Developers, IT Managed Service firms, ERP Vendors and other IT firms, TrellisPoint is able to provide the most reliable solution for our clients.

A Team with Extensive Experience in Implementing CRM Solutions

The TrellisPoint team of experts comes with over 40 years of combined experience implementing CRM solutions. TrellisPoint team members have been implementing CRM solutions since 1998. For 14 years, TrellisPoint team members have been pioneers integrating CRM systems seamlessly to legacy ERP databases, Web Portals, Data Warehouses, and a great variety of legacy and custom information systems.