Is your company being challenged with growing pains? One of the most frustrating problems for growing enterprise companies is the need for more support to facilitate that growth when your teams are already stretched to their limits.
This is the very issue Debra encountered as COO at a large enterprise manufacturing company.
Without the adequate time, knowledge, and resources to properly set up and improve their use of Microsoft Dynamics 365, their growth was stifled. Their business processes needed optimization to align with the company’s goals of minimizing risk and maximizing ROI, and new initiatives were stalled due to lack of resources. Debra was desperate for a roadmap to leave the chaos behind.
If any of this sounds familiar, keep reading. TrellisPoint is your answer to transforming complex operations with Dynamics 365 or to facilitate moving from on-premises legacy software to the cloud.
Either way, TrellisPoint works as an extension of your team to overcome the lack of time, knowledge, and resources available to you internally by enabling streamlined processes and the ability–AT LAST–to focus on setting your company up for success.
Who are we?
TrellisPoint is a collaborative solution partner with Microsoft, and we’ve been in the Microsoft space since before its CRM inception.
In other words, CRM is in our DNA.
We specialize in solutions and migrations for enterprise companies ready to grow but lacking the resources and ability to devise and implement a strategic plan. Our enterprise clients receive solutions tailored to meet their unique needs and align with their business goals faster and more efficiently.
One thing we are NOT is a solution for everyone. Once we understand a company and its core needs, we assess whether we are the best solution for you, and if not, we’ll be upfront and refer you to the best resources in our network. If we can’t help you, we won’t take your business.
Whether you’re just starting out, migrating, or adding new integrations, our superpower lies in uniting people, processes, and technology to bring you the business results you need.
How TrellisPoint helps clients
TrellisPoint has created an exclusive methodology called the TrellisPoint Success Framework (TPSF). Within this framework, our first priority is to create your elite team of committed industry experts to deeply understand your unique business from the inside out. We can then help you unravel the latest innovations, ensuring that Dynamics 365 matches your business processes and goals.
As partners, we make decisions based on facts, not guesses, co-creating a plan and assembling the needed resources to match your specific needs for an end result of accelerated growth with minimized risk and maximized ROI.
What’s more, this curated success team is scalable. It can grow or shrink as needed–so you’re not stuck with a team that has outgrown your needs. In fact, we make a point to ensure the transfer of knowledge from our experts to your team so you’re never beholden to us for longer than necessary.
As longtime experts in the Microsoft CRM space, we’re able to offer solutions that include other Microsoft stack products such as Office, SharePoint, Teams, Exchange, the Power Platform, and Azure. For streamlined operations through technology, we’ve got you covered.
In short, your TrellisPoint team of experts works with you to:
- Design the plan and prioritize needs
- Build a scalable, fluid model
- Define objectives
- Transfer knowledge
Benefits of working with TrellisPoint
Once we determine that we can help you reach your business goals and you decide you want to work with us, the benefits will become clear:
- Deep research to understand your needs. The initial collaboration and research we do will be unlike any other you’ve experienced. We immerse ourselves and dive deeply into what’s working and what’s not, and create a plan to address the latter as well as the complete picture:
- Where are the strengths and weaknesses of the in-house teams?
- What skillsets are missing from the teams and need to be brought in?
- What tools and technologies are underutilized, and which ones aren’t accomplishing enough and need to be replaced or upgraded?
- What refinements (or complete revisions) to business processes are needed?
- Clear objectives to minimize risk and maximize ROI. External viewpoints and expertise reveal blind spots contributing to a lack of growth.
- A dedicated team of industry experts who understand your business “why” and have deep knowledge of all the latest technologies and tools brings efficiency and faster resolutions.
- A scalable model allows resource flexibility and can grow or shrink as needed, so you're not stuck with a team that has outgrown your needs.
- Transfer of knowledge to your team means you're not reliant on our expert resources indefinitely.
- Availability of purpose-fit solutions that can be created for you, including custom apps, tools, and other unique assets.
- Organizational efficiency. By aligning ourselves with your vision and goals, we create a shared roadmap for efficient support of people, business processes, and technologies.
- Peace of mind. With critical systems and corporate objectives supported, you get precisely what you need without wasting resources and money.
If we’ve piqued your interest, why not reach out to us and find out if our solutions can help your business reach the next level? Remember, not every company will be a good fit for our innovative and customized approach, but we’d love to hear from you and have a conversation.
To learn more about how TrellisPoint can provide solutions to meet your company’s unique needs and align with your business goals faster and more efficiently, contact us at https://trellispoint.com/contact-us/
About the author:
TrellisPoint helps businesses grow with our expert optimization of the Microsoft Dynamics 365 and Power Platform suite.
Our customers understand there is no substitute for 20+ years of deep experience transforming and personalizing departments like Sales, Marketing, Project Operations, and Customer Service - all backed by cutting-edge decision-making analytics.
