Strategic Growth Consulting with Microsoft Technologies

Why Partner with TrellisPoint?

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.

Unification, Growth, Support

EXPEDITE YOUR DIGITAL TRANSFORMATION

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.

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Discovery

Strategy Assessment

Decide

Project Roadmap

Design

Solution Architecture

Deliver

Solution Implemented

Reputation

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

Microsoft Solutions

Microsoft Partner

As a Solution 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.

TrellisPoint made sure everything happened correctly and on time. The functionality we have available in Dynamics 365 CRM is exactly what we needed to fit our new business processes.

Alfredo Legorreta

VP of Business Transformation | Maritz Travel

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

TrellisPoint has become an integral business partner to our firm. Their support and maintenance services have paid dividends through the expert help we receive from the team – anything from system tweaks, troubleshooting, training, documentation, etc. They have made it their business to understand what we do.

Jeremy Bilsky

Senior Director & General Manager | Advance Partners

Get Microsoft Licenses from TrellisPoint

TrellisPoint offers comprehensive Microsoft licensing solutions that simplify billing, offer support, and provide access to top-tier resources for Dynamics 365, Copilot, and Power Platform.

Why is Everyone Talking About Dynamics 365 Customer Insights?

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.

3 Steps to Plant, Grow, Nurture & Harvest Insights | CRM Data Garden

Your CRM holds the seeds of business intelligence and if you treat its data like a garden, you can cultivate insights that drive revenue, streamline operations, and deepen customer relationships. Yet many companies leave this garden unattended, allowing data silos, poor data quality, and a lack of analytics tools to lead to ungrowth.

5 Signs You Need to Upgrade Your CRM & Resources to Help

Customer Relationship Management (CRM) tools are supposed to fuel your business growth, not stand in its way. However, many organizations find themselves stuck with CRM systems that struggle under increased data, leave users frustrated, or can’t integrate with essential software. According to Gartner, 52% of companies revisit their CRM options every few years, often due to scalability and integration concerns.

The Hidden Costs of an Underperforming CRM & Possible Solutions

Even if your CRM isn’t decades old, it can still become a bottleneck if it’s missing advanced analytics, lacks AI-driven workflows, or doesn’t fully support cross-team collaboration. Left unaddressed, these issues can cause what we call “Ungrowth”, a reversal of momentum where inefficiencies and data silos actively erode your market position.

AI Adoption Isn't a Choice Anymore - It’s a Competitive Advantages

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.

Organizational AI Readiness: 6 Steps to Success

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.

Secrets to Better Business Process Management

Keeping 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!

4 Critical Steps for Rolling Out AI and Dynamics Copilot for Business

“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.

What is Ungrowth? | Definition & Why it Sucks

TrellisPoint 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.

Dynamics 365 Copilot for Sales Licensing Explained 2024

You 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.