Make Salesforce work smarter by integrating Power Platform and Microsoft Copilot. In this 2-hour session, we’ll identify inefficiencies in your Salesforce setup and use Power Platform’s low-code tools to fix them. You'll learn best practices for optimizing processes and connecting systems with low-code solutions.
Explore opportunities to enhance your productivity using low-code, automation, and AI, for example:
Use Power Automate to create automated workflows that sync data between Salesforce and other applications.
Implement Power Apps to build custom applications that automate routine tasks such as lead management, follow-ups, and reporting.
Use Power BI to create interactive dashboards and reports that provide real-time insights into sales performance, customer behavior, and other key metrics.
Integrate Salesforce with Microsoft Teams to enable seamless collaboration and communication between sales teams and other departments.
Use Microsoft Copilot to analyze historical sales data and predict future trends.
Get a scope of work for a specific solution or a proposal for platform implementation along with success metrics.
Work with our experts to build AI-powered, low code solutions that are just right for you
By leveraging our partnership with Microsoft, we’ll help you envision a more efficient version of your daily activities. Our Low Code Needs Assessment for Salesforce engagement begins with a review of your business, followed by a guided discovery and visualization of solutions. In the end, you’ll come away with a clear, actionable plan for how Salesforce can once again help you reach your goals.
Get to the right solution faster
Imagine the future state of your business and achieve your goals faster with Power Platform and Copilot.
This is a 2-hour session designed to help businesses improve their Salesforce experience by incorporating Microsoft Power Platform and Copilot. We identify inefficiencies in your current implementation and explore how low-code solutions can streamline processes, automate workflows, and enhance collaboration.
We recommend including business decision-makers (BDMs), executive sponsors, managers, and low-code champions or super users who have a stake in optimizing Salesforce and related business processes.
No, prior experience is not required. Our team will guide you through the possibilities and best practices, ensuring you leave with an actionable plan tailored to your business needs.
TrellisPoint is a strategic growth consulting firm and a Microsoft Solutions Partner specializing in tools like Microsoft Dynamics, Power Platform, and AI (Copilot). We focus on helping businesses transform their technology to drive growth, efficiency, and success.
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