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.
