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...
TrellisPoint Process: TPSF
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...
7 Steps to a Successful CRM Implementation
Projections show that the global CRM market will reach a size of $170 billion by 2030.
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...