CRM the Strategic Way

Unifying people, process, and technology to elevate your business.

Unification, Growth, and Support

Why TrellisPoint

Since 2009, we’ve supported over 100 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.

Unification, Growth, and Support

Why TrellisPoint

Since 2009, we’ve supported over 100 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.

Expedite your Digital Transformation

You’re likely already using Microsoft 365, formerly knows as Microsoft Office suite. Integrating Dynamics 365 Customer Engagement business applications provide a turn-key solution for optimizing your sales and service channels.

The result? Greater speed, connectivity, and collaboration.

Your Partner for Strategic CRM

Reputation

Understanding your “why” is imperative to designing a strategic CRM solution for your business.

Microsoft Partner

As a gold partner with Microsoft, we specialize in solutions for sales, service, and marketing teams.

Migration Expertise

We have a track record of successful transitions from Salesforce, Saleslogix, and many other legacy systems.

Service Guarantee

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

Stronger Together

When 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.

Strategic CRM is industry agnostic. Enjoy the benefits no matter what business you are in.

LATEST NEWS

TrellisPoint Announces Microsoft Relationship Sales Partnership. To read more about how the combination of D365 Sales and LinkedIn Sales Navigator can boost your business, visit our blog.

Support your D365 CRM Solution

Our unique support packages provide a turn-key solution to costly CRM staffing challenges. Contact us to learn how to  keep your system running smoothly using our Dynamics 365-certified team and an affordable monthly support package.

 

Migrate from Infor CRM (Saleslogix)

We’ve spent many years implementing and supporting INFOR CRM (formerly Saleslogix). We can help you transition to Dynamics 365 for less than the cost of a typical INFOR CRM upgrade.

 

Automate Commercial Loan Processes

The Virtual Loan Assistant Power App ™ was designed exclusively by TrellisPoint to provide lenders freedom from time-consuming tasks and manual processes so they can spend more time with customers.

 

Visit TrellisPoint on Microsoft App Source

Microsoft AppSource is a marketplace for purpose-driven business applications developed exclusively by Microsoft Partners. For additional product documentation and technical tools from our team, visit our App Source listings.