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TrellisPoint Blog

Optimizing D365 for an IT Firm | Simplifying CRM for Better Adoption

Optimizing D365 for an IT Firm | Simplifying CRM for Better Adoption

Industry & Challenge An IT firm had invested in Microsoft Dynamics 365, but their team wasn’t using the system effectively. The CRM was overly complex, with cluttered forms, inefficient workflows, and unclear processes. This lack of adoption led to...

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Unify Customer Data by Using a CDP

Why Your Business Needs a CDP to Get the Most Out of Customer Data

Data is the backbone of modern business, driving decision-making, personalization, and customer engagement. However, many businesses struggle with...

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