Optimizing D365 for an IT Firm | Simplifying CRM for Better Adoption
Industry & Challenge An IT firm had invested in Microsoft Dynamics 365, but their team wasn’t using the system effectively. The CRM was overly...
TrellisPoint Process: TPSF
Integrating D365 & HubSpot for Better Marketing - Manufacturing Industry
Industry & Challenge A metals and mining business in the manufacturing industry specializing in stainless steel, nickel alloy, and titanium plate...
Unifying CRM Systems for a Health, Wealth & Life Insurance Firm with Dynamics 365 CE
Unifying CRM Systems for a Health, Wealth & Life Insurance Firm with Dynamics 365 CE Industry & Challenge A leading financial services firm...
Modernizing Sales and R&D with D365 & Power Platform | Manufacturing
Modernizing Sales & R&D for a Chemical Manufacturer with D365 & Power Platform Industry & Challenge A chemical manufacturing company struggled with...
Reviving a Struggling CRM Implementation | IT Firm with D365 Sales
Reviving a Struggling CRM Implementation for an IT Firm with Dynamics 365 Sales Industry & Challenge An IT services company had already implemented...
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...
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...
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...
What is Ungrowth? | Definition & Why it Sucks
TrellisPoint coined the word Ungrowth because there didn’t seem to be a word that adequately described the pain and discomfort the companies we work...