TrellisPoint Integration Services
CRM & ERP Integration
For businesses looking to connect CRM systems like Dynamics 365 or Salesforce with their ERP platforms such as SAP, Oracle, or NetSuite, TrellisPoint offers solutions that unify your sales, financial, and operations data.
Marketing Automation & CRM Integration
We integrate leading marketing platforms like HubSpot, Marketo, or Pardot with D365 to connect your marketing and sales teams. This ensures lead management, campaign performance, and customer engagement data are in one place.
Collaboration & Communication Tools Integration
Improving team collaboration and communication is key to achieving success. TrellisPoint integrates tools like Microsoft Teams, Slack, and Outlook to enable effective team collaboration, file sharing, and project management.
eCommerce & CRM Integration
For clients in the retail industries, connecting eCommerce platforms like Shopify, Magento, or WooCommerce to Dynamics 365 allows for better management of product inventory, order fulfillment, and customer interactions.
Finance & Accounting Systems Integration
For businesses utilizing financial management tools like Sage, QuickBooks, or Great Plains, We ensure that your financial data is synchronized with your CRM, enabling more accurate forecasting and financial reporting.
Document Management System Integration
Managing documents is easier with integrations to platforms like DocuSign & Adobe Sign. By connecting these tools with your CRM, you can manage approvals, signatures & document storage within 1 platform.
Human Resource & IT Service Management Integration
We connect HR platforms such as Workday and ADP with Dynamics 365 to support automated onboarding, employee data management, and compliance tracking. TrellisPoint also integrates IT service management tools like ServiceNow and Freshdesk
Customer Data Platform (CDP) Integration
For companies looking to gain deeper insights into customer behavior, TrellisPoint integrates CDPs like Segment or Tealium with Dynamics 365 Customer Insights. These solutions aggregate and enrich customer data from multiple sources.
AI & Analytics Integration
We integrate advanced analytics and AI platforms like Azure AI Studio and Power BI to provide deeper insights and enhanced automation capabilities.
eSignature & Contract Management Integration
We offer integrations for platforms like DocuSign, PandaDoc, and HelloSign to facilitate electronic signatures and contract management within your CRM and document management systems.
Customer Engagement Tools Integration
We help connect customer engagement tools like LinkedIn Sales Navigator, Hootsuite, and Sprout Social with Dynamics 365 Sales and Customer Service to provide a more comprehensive view of customer interactions and engagement.
Telephone & Communication System Integration
We integrate platforms like RingCentral, Twilio, and Five9 with your CRM, providing call tracking, automated logging, and click-to-dial functionalities within your customer management systems.
