by TrellisPoint Marketing | Mar 17, 2021 | CRM Migration, Dynamics 365 Products
Is it Time to Upgrade your Outdated CRM? 7 Signs it’s Time to Upgrade your Outdated CRM System Like people, companies often have a natural aversion to change. After all, the stakes are high in today’s rapidly evolving business landscape, with new technologies...
by TrellisPoint Marketing | Jul 23, 2020 | CRM Migration, Dynamics 365 Products
Which is Better? Microsoft Dynamics 365 vs. Salesforce Microsoft Dynamics 365 vs. Salesforce Salesforce and Microsoft Dynamics 365 are two of the market’s leading CRM solutions—and the two our team is most frequently asked about. We thought it would be beneficial to...
by TrellisPoint Marketing | Jul 16, 2020 | CRM Migration, Dynamics 365 Products
The Truth about Migrating from Salesforce The Truth about Migrating from Salesforce We’ve been in the CRM business since 2009 and have implemented Salesforce CRM for many customers. However, as our business grew and we continued to support customers using Salesforce,...
by TrellisPoint Marketing | May 19, 2020 | CRM Migration, Dynamics 365 Products
What's New in D365 Release Wave 1 What’s New in D365 Release Wave 1 An important licensing update, several user experience enhancements, and AI-driven forecasting capabilities round out the contents of Release Wave 1 for Dynamics 365 for Sales. As Microsoft...
by TrellisPoint Marketing | Mar 19, 2020 | CRM Migration, Dynamics 365 Products, Uncategorized
SalesLogix Migration: What you Need to Know. 4 reasons to migrate Infor CRM (Saleslogix) to Microsoft Dynamics 365 Are you considering migrating your outdated Infor CRM System (formerly known as Saleslogix) – but are unsure if it’s the right move to fit your...
by TrellisPoint Marketing | Sep 12, 2018 | CRM Migration, Dynamics 365 Products
CRM Migration: Part 2 Move Your old CRM System to Dynamics 365 on the Microsoft Cloud, Part 2 In Part 1 we discussed the main components of a CRM migration including Data Model customizations, UI customizations, and the Data Migration itself. The data migration can be...
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