Reputation
Understanding your “why” is imperative to designing a strategic solution for your business.
Microsoft Solutions
We're different because we focus on strategy and people! We work with organizations that want a trusted partner to help them leverage technology as a key differentiator instead of a cost center. With our time-tested, proprietary success frameworks we're able to complete implementations with less cost and in less time than others.
We’ve supported hundreds of companies on their growth path. Whether migrating, starting from scratch, or adding new integrations, we’re their technology stabilizer, helping unite people, process, and technology for maximum business results.
Our strategic partnership follows you along – supporting and guiding as your business changes and reaches greater heights. Just like a trellis.
Understanding your “why” is imperative to designing a strategic solution for your business.
Microsoft Solutions
As a Solution Partner with Microsoft, we specialize in solutions for sales, service, and marketing teams.
We have a track record of successful transitions from Salesforce, Saleslogix, and many other legacy systems.
If you’re not satisfied with the Strategic Roadmap we develop for your project, we will issue a refund.
“We hired a firm and got a partnership! TrellisPoint helped transform my business model from a consulting service to a SaaS-based managed service company. They took my proven methodology and business processes and created a product that enables me to scale, drives operational efficiency and delivers more value-added services to my clients.”
Erin Figer | Alliance Strategist | Core Consulting LLC
WORKING TOGETHERWhen you succeed, we succeed. We approach every project using our proven framework that delivers solutions aligned with your current business needs and that will grow with you long-term.
Dynamics 365 Customer Insights has rapidly become one of the most talked-about tools in the marketing automation landscape. So, why is everyone suddenly buzzing about it? Microsoft has transformed the way businesses manage customer engagement by combining powerful data-driven insights, real-time marketing capabilities, and AI-powered automation, all under a single unified platform.
The rapid advancement of artificial intelligence (AI) has fundamentally shifted the landscape for businesses across industries. Today, AI is not just an optional add-on—it's an essential component for staying competitive. Companies that have already embraced AI are witnessing significant gains in efficiency, customer engagement, and overall business agility, and Copilot is at the forefront of this transformation.
Remember the Palm Pilot? Or Google Glass? These once-hyped technologies promised to revolutionize everyday life, only to join bag phones and floppy disks as distant memories.
But Artificial Intelligence (AI) is not another fleeting fad - it’s different. AI is the future of business, and companies that aren't prepared to channel its power risk being left behind.
Read MoreKeeping business processes relevant and up to date can feel like a futile battle.
Sure, your technology, product, or idea may be brilliant, but relying on manual production scheduling (we see those whiteboards!), order tracking via emails and paper forms, and other traditional, labor-intensive workflows is not merely time-consuming—it puts your company at risk!
Read More“It’s time,” you say.
You’ve heard about the groundbreaking advantages of Artificial Intelligence (AI) and the increased efficiencies and productivity organizations are seeing from its integration: optimized operations, enhanced customer experiences, and greater employee empowerment.
Your company is already using Microsoft Dynamics 365, and you know the AI benefits of Copilot could be transformational with organization-wide implementation.
Read MoreIn today's fast-paced business marketplace where technology advances quickly and customer demands grow, organizations confront an urgent need to start on digital transformation journeys. This critical transition toward digitalization is more than merely embracing the newest technological trends; it is about radically altering how organizations operate, compete, and generate value in the digital age. Enterprise digital transformation is a systematic overhaul of processes, systems, and culture to successfully use the full potential of digital technology.
Read MoreTrellisPoint coined the word Ungrowth because there didn’t seem to be a word that adequately described the pain and discomfort the companies we work with experience when their growth trajectory takes a turn for the worse. There are many attempts at describing what our clients used to experience when we first met them like, tech debt, obsolescence, legacy systems, inefficiency, frustration, scalability issues, employee and client retention problems, and many others. However, none of those terms or phrases are all-encompassing enough to explain the anguish that Ungrowth brings to any organization. The scariest part of all is that many companies have Ungrowth lurking in the halls of their organization, but they cannot quite find it. They know it’s there because many of their key performance indicators tell them it is indeed there, but they do not even know where to begin.
Read MoreYou can’t go far today without hearing about Artificial Intelligence, or AI, but this time, it is more than just a buzzword. AI solutions offer genuine advantages for businesses, and Microsoft is at the head of the revolution with its Dynamics 365 Copilot package.
However, as with any new technology, it can be difficult to know where to begin with it all, so this guide will take you through the options available to take advantage of Microsoft Copilot and how to get Copilot for Sales in the most effective and efficient way possible.