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Customer Stories

Real Companies. Real Results.

Do not just take our word for it. Here is our track record, what our clients say in their own words, and the full story behind at least one of those results.

Our Track Record

Proven Results That Speak for Themselves

Across manufacturing, professional services, financial services, healthcare, technology, and business services.

250+
Clients Served
300+
Biz Apps Implementations
95%
Client Retention Rate
2009
Founded

A few of the organizations behind those numbers

ForTec Medical Fischer Travel White Horse Funding Quickdraft USA Automotive Partners FoodMatch Olympic Steel Shepherd Material Science Sea-Land Chemical AlphaStruxure Kenda Tire Franklin International Integrated Openings Solutions KiddeFenwal Morgan Engineering ForTec Medical Fischer Travel White Horse Funding Quickdraft USA Automotive Partners FoodMatch Olympic Steel Shepherd Material Science Sea-Land Chemical AlphaStruxure Kenda Tire Franklin International Integrated Openings Solutions KiddeFenwal Morgan Engineering
Client Story

What Our Clients Say

TrellisPoint made sure everything happened correctly and on time. The functionality we have available in Dynamics 365 CRM is exactly what we needed to fit our new business processes.

Alfredo Legorreta
VP of Business Transformation, Maritz

We hired a firm and got a partnership! TrellisPoint helped transform my business model from a consulting service to a SaaS-based managed service company.

Erin Figer
Alliance Strategist, Core Consulting LLC

TrellisPoint has become an integral business partner to our firm. Their support and maintenance services have paid dividends through the expert help we receive from the team.

Jeremy Bilsky
Senior Director & General Manager, Advance Partners
Featured Story

Maritz Global Events: Migrating to a Modern Dynamics 365 CRM

Maritz Global Events

A corporate events company needed a CRM that could keep pace with sales forecasting and system integration. TrellisPoint migrated Maritz Global Events off its legacy CRM and onto Microsoft Dynamics 365, cutting manual migration work by roughly 75% and meeting a tight deadline, for the same cost as a routine system upgrade.

TrellisPoint consultants working with a client on Microsoft strategy
Why TrellisPoint

Built on Partnership. Focused on Your Goals.

The results above are not one-off wins. Every engagement starts with the business result you are trying to achieve, then builds the plan to get there - which is why clients keep coming back.

One Partner Across Your Microsoft Stack
Dynamics 365, Power Platform, and Copilot working as one system, not managed piecemeal by six different vendors.
A Proven, Five-Step Process
Discovery, Decide, Design, Deliver, and Grow - a structured framework that keeps every project on track from kickoff to adoption.
Senior Consultants, Not Junior Resources
The person scoping your project is the person delivering it.
95% Client Retention
Reflects how we work after go-live, not just at launch.
Get Started

Let's Talk About Your Project

Every story on this page started with a conversation. Tell us where you are today and what you are trying to achieve, and we will help you figure out what a project with TrellisPoint could look like.

  • A senior consultant on the call from day one, not a hand-off later
  • The same five-step process (Discovery to Grow) behind every result on this page
  • 95% client retention, because the work does not stop at go-live
 
Frequently Asked Questions

Customer Stories FAQ

Are these real TrellisPoint clients?

Yes. Every logo, quote, and case study on this page is a named, real TrellisPoint client, not a composite or anonymized example. Where we do not have a client's permission to publish a story yet, we simply do not include it rather than disguise it.

Can I see more detail on a specific project?

Full-length case studies are linked directly from this page, starting with Maritz Global Events' Dynamics 365 migration. We are adding more full case studies over time as additional clients are approved to go public.

What industries are represented in TrellisPoint's track record?

Manufacturing, professional services, financial services, healthcare, technology, and business services, based on the clients TrellisPoint has served since 2009.

How do I start a conversation about my own project?

Use the contact form on this page, or call TrellisPoint directly at +1-888-719-0248, to talk through what a project like the ones above could look like for your organization.