Are you suffering through the pains of outdated CRM technology?
We can help with your CRM Migration.
It’s absolutely unnecessary to suffer through slow speeds, limiting features, lack of connectivity, and high cost support on a daily basis. That’s why our team developed an Infor CRM Migration Tool that can migrate your existing CRM quickly and thoroughly to Microsoft Dynamics 365.
TrellisPoint’s Infor CRM Migration Tool
-
Minimizes Manual Labor
All out-of-the-box fields are pre-mapped, cutting migration time in half!
-
Mitigates Data Losses
We match all newly created fields with existing fields to ensure contents are mapped accurately.
-
Part of a Customer-Centric Process
We’ll collaborate with you to clean up old data, configure new features, and design automated workflows that fit your business needs.
You can do more with Microsoft Dynamics 365
Seamless Integration
Scheduled Upgrades
Support Ecosystem
Not sure if you have the time and resources for a CRM migration?
Not only does our cost-effective solution quickly and easily migrate Infor CRM (formerly Saleslogix) to Microsoft Dynamics 365 Sales, Service, and the Power Platform, but our proven-process provides the framework for your success.
WORKING TOGETHER
“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 Travel
CRM MIGRATION CASE STUDY
Martiz Travel
Switching to Microsoft Dynamics 365 has streamlined the way approximately 200 members of Maritz Travel’s staff does business. With access to more data through a single system of truth, its sales associates can now forecast leads and manage accounts more effectively and efficiently than ever.
Business Results with D365 CRM
- Greater Connectivty
- Reliable Support
- Seamless Upgrades
- Process Efficiency