Reliable CRM Support During an Internal Employee's Extended Leave
Reliable CRM Support Provided When the Internal Resource Was Unavailable at a Wealth Management Firm Industry & Challenge A wealth management firm in...
D365 CRM
Using Microsoft Dynamics 365 to Eliminate Data Silos in Manufacturing
Modernizing Business Systems: A Manufacturer’s Move to a Unified Microsoft Platform Industry & Challenge A chemical manufacturing company faced a...
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...
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...
3 Ways to Finely Tune Your Sales Engine by Implementing a CRM System
With competition fierce in every industry, no matter what field your business operates in, cultivating robust customer relationships is key to...
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...