by TrellisPoint Marketing | Jul 16, 2020 | CRM Migration, Dynamics 365 Products
The Truth about Migrating from Salesforce The Truth about Migrating from Salesforce We’ve been in the CRM business since 2009 and have implemented Salesforce CRM for many customers. However, as our business grew and we continued to support customers using Salesforce,...
by TrellisPoint Marketing | Apr 10, 2020 | Dynamics 365 Products
Optimizing the Commercial Lending Process for Community Banks Optimizing the Commercial Lending Process for Banks Commercial lending operations are core to generating revenue for many community banks. Relationship officers are often at the helm of commercial...
by TrellisPoint Marketing | Mar 19, 2020 | CRM Migration, Dynamics 365 Products, Uncategorized
SalesLogix Migration: What you Need to Know. Saleslogix – 4 reasons to migrate Infor CRM (Saleslogix) to Microsoft Dynamics 365 Are you considering migrating your outdated Infor CRM System (formerly known as Saleslogix) – but are unsure if it’s the right move to...
by TrellisPoint Marketing | Mar 11, 2020 | Dynamics 365 Products, Power Apps, Uncategorized
CRM Systems & Commercial Lending How CRM Systems Can Benefit Commercial Banks While sleek websites and mobile apps with features like voice and facial recognition are typically at the forefront of digital transformation in the banking industry, we shouldn’t forget...
by TrellisPoint Marketing | Sep 20, 2019 | D365 Sales
Maximizing Sales: Top 3 Benefits of Integrating LinkedIn with Microsoft Dynamics CRM Maximizing Sales: Top 3 Benefits of Integrating LinkedIn with Microsoft Dynamics 365 LinkedIn is a no-brainer prospecting tool. With more than 645 million users in over 200 countries,...
Recent Comments