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.

5 Power App Ideas from TrellisPoint

5 Power App Ideas from TrellisPoint This month we’re focusing on Power Apps, including the two methods of building them known as Canvas apps and Model-Driven apps. Both methods are similar in that they can be built within Microsoft’s low-code...

What are Canvas and Model-Driven Apps?

What are Canvas and Model-Driven Apps? Low-code development platforms allow developers and non-developers to build applications using a graphical user interface rather than traditional “coding”. In the low-code model, complex coding is removed...

Power Apps: Microsoft’s Low Code Development Platform

Power Apps: Microsoft's Low Code Development Platform Low-code development platforms, like Power Apps, have become a focal point for IT leaders. Many organizations have resource constraints when it comes to application development in addition to...

5 Benefits of Using Microsoft’s Power Platform

5 Benefits of Using Microsoft's Power Platform Have you ever wanted an app for your business that does it all? Sounds too good to be true, right? The Microsoft Power Platform is making this dream a reality with its range of power apps. These apps...

New Microsoft Teams Reports

New Microsoft Teams Reports Twelve new administrative reports were released for Microsoft Teams in September 2022. The new reports give system administrators the ability to see how the Microsoft Teams app is utilized across the organization. These...