Limited Sales Forecasting
The existing CRM's forecasting tools hadn't kept pace with how the sales team actually needed to plan and report on the pipeline.
Client Success Story
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.
Overview
A corporate events company that had outgrown its CRM
Maritz Global Events (formerly Maritz Travel) plans and manages meetings, incentive travel, and live and virtual events for organizations across the country. After restructuring its business management processes, company leadership realized its existing CRM no longer matched how the business actually worked.
The system had limited sales forecasting functionality and lacked integration with other critical business tools, creating inefficiencies that were affecting sales staff productivity and profitability. Leadership turned to TrellisPoint, an established CRM partner, to evaluate the company's options.
Industry Corporate meetings & events
Prior System Legacy on-premises CRM
Platform Microsoft Dynamics 365 Sales
Engagement Legacy CRM to cloud migration
Learn More maritzglobalevents.com · LinkedIn
The Challenge
A CRM that no longer matched how the business worked
As Maritz Global Events restructured its business management processes, leadership recognized that the requirements shaping their original CRM no longer fit how the company operated. The system had become a bottleneck rather than a tool.
Disconnected From the Rest of the Business
It lacked integration with other critical business tools, leaving sales data siloed from the rest of the organization.
Productivity and Profitability at Risk
The gaps in functionality were creating real inefficiencies for sales staff, cutting into both productivity and profitability.
A Costly Fork in the Road
Leadership faced two costly options: keep investing in updates to an aging system, or take on a full migration to something built for how the business runs today.
The Approach
A discovery-led recommendation, not a default upgrade
Rather than defaulting to the easy option, TrellisPoint worked with Maritz Global Events to understand the real cost and risk of each path forward before recommending one.
Discovery With Business and IT
A series of discovery sessions with both business and IT leadership mapped out how the current system was actually being used and where it was falling short.
Weighing Upgrade vs. Migrate
TrellisPoint determined that continuing to invest in updates to the existing system was cost-prohibitive compared to a full migration.
Recommending Dynamics 365
Microsoft Dynamics 365 was recommended for its seamless integrations, robust sales functionality, and reliable ongoing support, directly addressing the gaps in the legacy system.
The Solution
A faster, lower-risk path to Dynamics 365
Moving a large, established CRM database to a new platform is normally slow and expensive. TrellisPoint used its own migration tooling and a structured process to make the move faster and less disruptive than a typical migration project, without cutting corners.
- Proprietary migration tooling. TrellisPoint's proprietary Infor CRM Migration tool moved Maritz Global Events' large existing database into Dynamics 365, cutting the manual migration work involved by roughly 75 percent.
- Cost held to a routine upgrade. The migration was completed for the same cost Maritz Global Events would have paid just to keep updating its old system, without the tradeoff of staying on outdated technology.
- Delivered on a tight deadline. The combination of proven tooling and a structured process let TrellisPoint complete the migration within Maritz Global Events' tight timeline.
- Rebuilt for sales forecasting. Dynamics 365 was configured to give the sales team the forecasting and pipeline visibility the legacy system couldn't provide.
- Reconnected to the rest of the business. The new environment was set up to integrate with the other business systems the legacy CRM had been isolated from, closing the gap that had been driving inefficiency.
The Results
A modern CRM, delivered fast and on budget
Maritz Global Events moved off a CRM that had fallen behind the business and onto a modern Dynamics 365 environment, without the cost or timeline risk of a typical migration.
75% Less Manual Migration Work
TrellisPoint's proprietary Infor CRM Migration tool cut the manual effort of moving Maritz Global Events' data by roughly 75 percent.
Delivered on a Tight Deadline
The migration was completed within Maritz Global Events' tight timeline, without slowing down the sales team it supported.
The Cost of a Routine Upgrade
Moving to Dynamics 365 cost Maritz Global Events the same as simply upgrading its old system would have, without the tradeoff of staying on outdated technology.
A CRM Built to Keep Up
Maritz Global Events moved onto a modern Dynamics 365 environment configured for real sales forecasting and better system integration.
Why TrellisPoint
A CRM partner that moves fast without cutting corners
TrellisPoint combined proprietary migration tooling with a discovery-led process to give Maritz Global Events a faster, lower-risk path to Dynamics 365 than a typical migration project.
Purpose-Built Migration Tooling
A proprietary Infor CRM Migration tool built specifically to move large legacy CRM databases into Dynamics 365 quickly and accurately.
Deep platform expertise across Dynamics 365, Power Platform, Copilot, and Azure.
Discovery Before Recommendations
A structured discovery process with both business and IT leadership before recommending a path forward, not a one-size-fits-all migration.
Built Around the Deadline That Matters
A process designed to hit a client's real timeline, not just the vendor's.
Start Here
See What a Faster Migration Could Look Like
Whether you are weighing an upgrade against a full migration, worried about the cost or risk of moving a large database, or just want a CRM that keeps up with how your team actually sells, we start with outcomes, not products. Share your goals and we will respond with practical next steps tailored to your environment.
- ✓ A direct conversation with a senior consultant focused on your objectives
- ✓ Clear, outcome-driven recommendations aligned to your business priorities
- ✓ A practical roadmap outlining scope, timeline, and next steps
Prefer to talk? Call (888) 719-0248.
Frequently Asked Questions
Maritz Global Events CRM Migration FAQ
If you do not see your question here, contact us and we will walk through your specific environment.
What did TrellisPoint do for Maritz Global Events?
TrellisPoint migrated Maritz Global Events from its legacy on-premises CRM to Microsoft Dynamics 365 Sales. The engagement included discovery sessions with business and IT leadership, a full data and schema migration using TrellisPoint's proprietary Infor CRM Migration tool, and configuration of Dynamics 365 for sales forecasting and integration with the company's other business systems.
Why did Maritz Global Events move off its previous CRM?
After restructuring its business management processes, Maritz Global Events found that its existing CRM no longer matched how the business operated. The system had limited sales forecasting functionality and lacked integration with other critical business tools, creating inefficiencies that were affecting sales staff productivity and profitability.
What was the Infor CRM Migration tool, and why did it matter?
It's TrellisPoint's proprietary tool for moving data out of legacy Infor CRM environments and into Microsoft Dynamics 365. For Maritz Global Events, it cut the manual work involved in migrating a large existing database by roughly 75 percent, which is what made the migration possible within budget and on a tight deadline.
Did the migration stay on budget and on schedule?
Yes. TrellisPoint completed the migration within Maritz Global Events' tight deadline, and for the same cost the company would have paid to simply upgrade its old system.
What industry is Maritz Global Events in?
Maritz Global Events (formerly Maritz Travel) is a corporate meetings and events company that plans and manages travel programs, incentive trips, and live and virtual events for organizations across the country. Reliable sales forecasting and connected business systems are central to how it operates.