TrellisPoint Blog
CRM Migration

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

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...

5 Signs You Need to Upgrade Your CRM
5 Signs You Need to Upgrade Your CRM

A Salesforce to Dynamics 365 Sales Migration Journey for a Cybersecurity Firm
Salesforce to Dynamics 365 CRM Migration A global leader in cybersecurity sought a transition from a heavily customized Salesforce environment to...

Meeting CIO’s Complex Challenges with Dynamics 365
Chief Information Officers have faced unprecedented challenges in the last few years, and 2024 is poised to serve up even more. From optimizing...

Manufacturing Challenges Solved with Microsoft Dynamics 365 CRM
Manufacturing companies face a multitude of challenges, especially in keeping up with the technology and the demands of an ever-changing workforce...

How TrellisPoint Solves Enterprise Complexities
Is your company being challenged with growing pains? One of the most frustrating problems for growing enterprise companies is the need for more...

Case Study | Global Events Infor/Saleslogix CRM to Dynamics 365 Online
The Organization Maritz Travel has provided event management, design, and meeting logistics services for more than 50 years. Headquartered in St....