Dynamics 365
Power Platform
Azure
Microsoft Copilot & AI
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.
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.
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.
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.
Maritz Global Events: Migrating to a Modern Dynamics 365 CRM
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.
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.
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
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.