Welty has used TrellisPoint for many years to manage our CRM through many changes. I’ve been involved with them for almost two years as we’ve gone through a complete transformation of our sales process and needed our CRM to match the current process. This required detailed design work on my end, in coordination with Chris Finnecy at TrellisPoint.
We were able to create a custom platform to coincide with our new process without disrupting our salesforce – which remains a very big deal for us with sales across the country. TrellisPoint created custom dashboards for us, and continues to tweak and provide guidance according to the ever changing and complex needs of our sales and executive teams.
The new solution has opened up a few doors already. It’s given us a better picture of the overall company, and it’s given each of our sales groups the ability to see into the other groups and cross over some of their expertise and connections. We have offices in Houston, Akron, Cleveland and Columbus, OH – and we’re already starting to see some of those connections shared.
Chris and his team have been very responsive and helpful, coaching me and our teams through the changes. … Chris, or someone on his team, is always very quick with a response and/or solution to any issue that may arise. I’ve even received messages from Chris after hours when the need is urgent. Customer service is top notch.