7 Steps to a Successful CRM Implementation
Projections show that the global CRM market will reach a size of $170 billion by 2030.
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Microsoft Teams: Three Tips You Can Use Now
In our last article, Time-Saving Microsoft 365 Features, we shared a few of our favorite capabilities within Microsoft 365, one of which was setting...
TrellisPoint’s Proven Process: TPSF
At TrellisPoint we rely on what we refer to as “TPSF”, which stands for the TrellisPoint Success Framework. TPSF is our proven process, that was...
Time-Saving Microsoft 365 Features
The world of Microsoft applications has grown exponentially over the past 10 years. Odds are that you are using more than a few Microsoft apps in...
Microsoft Dynamics 365 vs Salesforce: Is It Time to Switch?
Are you a business owner looking to initiate a client relationship management (CRM) change? Then you might be considering moving away from your...
Using Power Apps in Construction
Does managing your construction company make you feel like you are running around spinning plates? You have to keep moving and spinning or everything...
4 New Teams Features Added to D365
4 Microsoft Teams Features Added to Dynamics 365 Microsoft continues to improve the interoperability between it’s Dynamics 365 platform and Microsoft...
Choosing the Best CRM Software for Your Small Business
Over 91 percent of companies with at least 10 employees use CRM software for their business. That’s why whether you’re newly implementing a CRM...
Your Sales Guide to CRM Best Practices
According to research, less than 37 percent of sales reps use a CRM system to manage their sales activities. If you’re one of the 63% not taking...
Release Wave 1 Overview for D365 Users
Release Wave 1 Updates for Dynamics 365 Users Within the first release of 2022, you’ll see that Microsoft’s focus is on simplifying and streamlining...