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7 Steps to a Successful CRM Implementation

7 Steps to a Successful CRM Implementation

by TrellisPoint Marketing | Aug 17, 2022 | CRM Integration, CRM Migration, TrellisPoint Process: TPSF

7 Steps to a Successful CRM Implementation Projections show that the global CRM market will reach a size of $170 billion by 2030. CRM (customer relationship management) is a software solution many businesses use to track and manage interactions with leads and clients....
Choosing the Best CRM Software for Your Small Business

Choosing the Best CRM Software for Your Small Business

by TrellisPoint Marketing | Mar 23, 2022 | CRM Adoption, CRM Integration, CRM Migration

Choosing the Best CRM Software for Your Small Business Over 91 percent of companies with at least 10 employees use CRM software for their business. That’s why whether you’re newly implementing a CRM system, or if your current system needs an update, you’ll need to...
How to Seamlessly Transition to a New CRM Software Solution

How to Seamlessly Transition to a New CRM Software Solution

by TrellisPoint Marketing | Jan 24, 2022 | CRM Migration, CRM Support, Dynamics 365 Products

How to Seamlessly Transition to a New CRM Software Solution A recent study revealed that approximately 65% of businesses use CRM software within their first 5 years of operation. CRM software is a staple for businesses of all sizes in the US, but finding the right CRM...
The ABCs of CRM for Construction Companies

The ABCs of CRM for Construction Companies

by TrellisPoint Marketing | Jul 28, 2021 | CRM Migration, Dynamics 365 Products

The ABCs of CRM for Construction Companies CRM for Construction Technology has improved how companies do business in every sector. The construction industry is learning the benefits of the digital era to grow its client base. Contractors are learning that it will...
7 Signs it’s Time to Upgrade your Old CRM System

7 Signs it’s Time to Upgrade your Old CRM System

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Is it Time to Upgrade your Outdated CRM? 7 Signs it’s Time to Upgrade your Outdated CRM System Like people, companies often have a natural aversion to change.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...
Microsoft Dynamics 365 versus Salesforce

Microsoft Dynamics 365 versus Salesforce

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...
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