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TrellisPoint Blog

Return to Work Safely with Microsoft’s Power App

Return to work plans began immediately after many states announced reopening in May, while other businesses have postponed return to work dates into 2021 while they establish COVID-19 safety protocols. To assist organizations with these initiatives,...

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Why Outsourcing D365 Support Makes Cents

Why Outsourcing D365 Support Makes Cents

We all know that CRM systems are a wonderful asset to your company’s operations. They help you stay connected to customers, streamline processes, and...

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Microsoft Dynamics 365 vs. Salesforce

Microsoft Dynamics 365 vs. Salesforce

Salesforce and Microsoft Dynamics 365 are two of the market’s leading CRM solutions—and the two our team is most frequently asked about. We thought...

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The Truth about Migrating from Salesforce

The Truth about Migrating from Salesforce

We’ve been in the CRM business since 2009 and have implemented Salesforce CRM for many customers. However, as our business grew and we continued to...

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The Impact of Data Science on Customer Engagement

The Impact of Data Science on Customer Engagement

Regardless of the industry, today’s businesses are dealing with an increasingly digital customer base. The current global health crisis has led to...

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Top 5 New Features in Dynamics 365 Customer Service

Top 5 New Features in Dynamics 365 Customer Service

Top Features in Dynamics 365 for Customer Service Over the past few weeks, many new updates were made available in Dynamics 365 Customer Service for...

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What's New in D365 Release Wave 1

What's New in D365 Release Wave 1

An important licensing update, several user experience enhancements, and AI-driven forecasting capabilities round out the contents of Release Wave 1...

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5 Benefits of Credit Review Automation

5 Benefits of Credit Review Automation

While it seems a bit obvious to talk about the benefits of credit review automation, there are still many banks that haven’t adequately invested in...

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Optimizing the Commercial Lending Process for Community Banks

Optimizing the Commercial Lending Process for Community Banks

Optimizing the Commercial Lending Process for Banks Commercial lending operations are core to generating revenue for many community banks....

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How CRM Systems Can Benefit Commercial Banks

How CRM Systems Can Benefit Commercial Banks

CRM Systems & Commercial Lending While sleek websites and mobile apps with features like voice and facial recognition are typically at the forefront...

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