CRM Migration Services

Replace INFOR (Saleslogix) CRM with Microsoft Dynamics 365

Are you suffering through the pains of outdated CRM technology?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.

Advanced Technology

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.

“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

Migrate your CRM to D365

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