We help chemical manufacturing companies modernize their operations with Microsoft technologies, without disrupting the systems they depend on. Whether it is streamlining sample-to-order processes, gaining real-time forecasting insights, or connecting siloed systems across sales, R&D, and compliance, our solutions are tailored for the complexities of your industry. We bring deep experience, proven frameworks, and a track record of helping $20M–$100M chemical manufacturers turn technical debt into competitive advantage.
Lead times, raw material availability, and regulatory constraints can shift rapidly. TrellisPoint helps your team gain real-time visibility and predictive insights using Microsoft Power BI and Dynamics 365, so you can proactively respond to disruptions, not just react.
From sample tracking and formulation changes to multi-stage production and distribution, chemical manufacturing operations are anything but simple. We help fix high-friction workflows using Power Platform tools that replace spreadsheets, manual entry, and disconnected systems.
Whether you’re navigating GHS, REACH, or customer-specific documentation requirements, maintaining compliance and quality standards is non-negotiable. TrellisPoint builds tools that centralize data, automate audit trails, and make SDS and product data easy to manage so your team stays inspection-ready without the last-minute scramble.
In chemical manufacturing, long sales cycles and complex formulations demand more than a simple CRM. We tailor Microsoft Dynamics 365 to support sample-to-order workflows, sales forecasting, and customer support, giving your teams a shared view of every account and the ability to respond faster, with greater confidence.
Chemical manufacturers manage complex B2B deal cycles that include sample requests, long decision timelines, and custom formulations. D365 Sales enables teams to track the entire sample-to-order process with customized sales stages, manage customer-specific pricing and contract terms, and improve forecasting accuracy by connecting sales activity with volume and margin data.
Support teams in chemical manufacturing handle a wide variety of inquiries, from SDS requests to delivery updates and product performance issues. With D365 Customer Service, all support cases are centralized in one system, enabling efficient routing based on product line, region, or urgency. It also supports self-service through integrated Power Pages portals, where customers and distributors can access critical documentation or submit support requests.
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For chemical manufacturers aiming to personalize engagement across customer segments, D365 Customer Insights unifies data from CRM, ERP, and service channels to create complete customer profiles. These profiles allow teams to segment customers based on product usage, industry, purchase history, or geographic region. Marketing and commercial teams can then build automated journeys triggered by activity such as new quote requests, sample conversions, or support interactions.
Manual, repetitive tasks can slow down operations and create compliance risks. Power Automate helps chemical manufacturers reduce errors and increase efficiency by automating common workflows such as SDS distribution, approval routing, customer onboarding, and ERP notifications. Teams can create flows that notify sales when a customer opens a quote, alert production when an R&D request is approved, or send customers updated compliance documentation when a formulation changes.
External partners, customers, and distributors often need secure access to forms, documents, or status updates. Power Pages enables chemical manufacturers to create low-code, secure websites for self-service experiences such as quote requests, SDS downloads, order status updates, or case submissions.
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In chemical manufacturing, making the right decisions often depends on combining data from multiple systems, CRM, ERP, R&D, and beyond. Power BI enables manufacturers to visualize key metrics like sales volume, product margins, forecast accuracy, and quality trends in real-time dashboards. These insights help leaders identify top-performing customers, optimize product mix, and ensure production resources are aligned with demand.
In chemical manufacturing, customer service teams often field complex, technical inquiries related to orders, formulations, and compliance documentation. Copilot for Service uses generative AI to summarize support cases, recommend next best actions, and assist agents in responding faster with accurate, context-aware information. It draws from knowledge bases, Dynamics 365 data, and customer history to reduce handle times and improve service consistency.
Copilot Studio empowers chemical manufacturers to build their own AI-powered virtual agents tailored to industry-specific processes. Whether it's a chatbot that guides distributors through an SDS request, a virtual assistant that helps internal users locate batch documentation, or a copilot that walks a sales rep through a regulatory checklist, Copilot Studio allows companies to automate high-volume, routine interactions. Built on a low-code interface, it integrates directly with D365, Power Platform, and external data sources.
Sales reps in the chemical manufacturing industry often manage complex, technical products across long deal cycles and multiple stakeholders. Copilot for Sales helps reps focus on selling by summarizing emails, drafting responses, generating account insights, and automatically updating CRM records based on recent activity. It reduces administrative overhead while surfacing insights on opportunity health, customer engagement, and deal risk.
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