TrellisPoint

While we take the work we do incredibly seriously, you can tell by the beginning and end of this video, we don't always take ourselves so seriously. We liked this video so much that we decided to display it prominently on our homepage! The goal of this video is to share what makes TrellisPoint different. We're different because we focus on strategy and people! We work with organizations that want a trusted partner to help them leverage technology as a key differentiator instead of a cost center. With our time-tested, proprietary success frameworks we're able to complete Microsoft and strategic growth implementations with less cost and in less time than others. Thank you to Andrew Ford, Mike Spence and Peter Katz for doing such a great job of explaining what makes TrellisPoint different and WHY companies should partner with us! Follow TrellisPoint to keep up with all the latest content covering Microsoft & strategic growth! #TrellisPoint #Microsoft #StrategicGrowth

Disconnected teams, outdated workflows, and limited customization options can slow growth and disrupt customer relationships. It’s time for a CRM that evolves with your business. TrellisPoint’s Dynamics 365 2 week Vision and Value Workshop is here to guide you! This engagement is designed to help your organization: - Assess CRM fit: We’ll dive into your current system, identifying gaps that hinder productivity and collaboration. - Explore the art of the possible: See how Dynamics 365 can unify your teams and data, streamline workflows, and elevate your customer experience. - Build a plan to move forward: Get a Board-ready business case with a clear ROI, resource requirements, timelines, and outcomes. Imagine a CRM that empowers your team to focus on customers, not cumbersome processes. Let’s map out your journey to Dynamics 365! https://lnkd.in/eFfWiZ7a #CRM #Dynamics365 #Microsoft #BusinessGrowth

Painlessly migrate from Salesforce to Dynamics 365 Microsoft Dynamics 365. TrellisPoint’s exclusive migration engine provides a low-risk option for organizations seeking to lower technology costs by quickly migrating from pricey Salesforce subscriptions to a budget-friendly Dynamics 365 plan. Here’s how: Assessment & Data Collection – Provide an assessment web meeting, gather Salesforce system details, collect sample data for Account & Contact fields, and audit the Salesforce database for current, retired, and deleted users. Cloud Deployment – Deploy a Microsoft Dynamics 365 Cloud environment, import historical Salesforce users, assign licenses and security roles, and perform data migration using TrellisPoint’s Migration Engine. Review & Launch – Joint review of migrated data and a 1-hour Dynamics 365 interface overview. Key Benefits: Optimized Data Mapping: TrellisPoint’s migration engine utilizes extensive pre-configured data mappings to reduce manual processes and cut migration time. Custom Data Matching: We ensure precise data transfer by matching and creating new custom fields to guarantee all data is moved accurately. Custom Data Cleansing: We work with you to cleanse outdated data, improve functionality, and create automated workflows tailored to your business processes. With TrellisPoint’s Migration Engine, the process is seamless, low-risk, and cost-effective. Ready to make the switch? https://lnkd.in/dsn2mHyx #Salesforce #Microsoft #Dynamics365 #CRM #Migration

A global leader in cybersecurity faced an overwhelming challenge, a sprawling CRM landscape with 12 separate Salesforce environments and a heavily customized Dynamics 365 Sales setup, brought on by over 20 mergers and acquisitions. Complexity was spiraling out of control, and Salesforce licensing costs were piling up fast. They needed a migration partner who could do more than just move data, they needed a strategic transformation. Enter TrellisPoint. TrellisPoint led the migration from Salesforce to Microsoft Dynamics 365 Sales, combining advanced data migration, customizations, and seamless integrations. We didn't just move data, we helped rethink the CRM approach from the ground up, aligning it with best practices and the Success by Design framework. The impact? - Over $4 million saved on Salesforce licensing within a year. - A scalable, efficient Dynamics 365 environment that’s built for the future. - Enhanced alignment across the organization—leveraging Dynamics 365 - Sales, Power Platform, and more to support growth and innovation. https://lnkd.in/ehYh-eFr #CaseStudy #Salesforce #Dynamics365 #Migration

Why does it seem like everyone is talking about D365 Customer Insights all of a sudden? Microsoft is transforming marketing and customer engagement by bringing together powerful real-time marketing capabilities, data-driven insights, and AI automation in one unified platform. Imagine eliminating the complexity of disconnected tools and giving your teams the power to connect with customers exactly when it matters most. With Copilot integrated, marketers can set up sophisticated customer journeys in seconds using simple commands, and on top of that Dynamics 365 Customer Insights seamlessly integrates with Dynamics 365 Sales, aligning both teams for success. It’s not just a tool, it’s a game changer for growth. Read more about what’s changing, and why everyone is talking about it: https://lnkd.in/e8sPiJqQ

As Q4 closes in, IT leaders are under immense pressure to make the right technology decisions while avoiding costly pitfalls. Whether you’re rushing to get the most out of your remaining budget, planning next year’s roadmap, or trying to justify your current investments, Q4 can feel like a make-or-break moment. Join us for “The IT Leader’s Q4 Playbook: 4 Can't Miss Strategies” where we’ll tackle the key challenges facing IT leaders right now and provide actionable insights to help you avoid hidden risks and drive impact. This webinar will focus on the most pressing issues: - AI Readiness: Are you eager to implement AI but unsure if your data can support it? - Data Silos: Is your data fragmented and making it impossible to leverage new technologies effectively? - Shadow IT and Shadow AI Risks: Are your teams using unauthorized tools, creating security and compliance risks? - People & Adoption: Are you spending on technology no one is using? We’ll share real-world scenarios, highlight common mistakes, and walk you through strategies to ensure your tech stack becomes a driver of strategic growth—not a cost center. Key Takeaways: - How to prepare your data foundation for successful AI implementation. Strategies to uncover and mitigate Shadow IT and Shadow AI risks before they become liabilities. - Techniques to maximize your existing Microsoft technology investments and drive user adoption. - Practical steps to align technology with business strategy to finish Q4 strong and set the stage for success in the new year. Who Should Attend? This session is perfect for IT leaders, CIOs, and tech decision-makers looking to: - Maximize ROI from current tech investments. - Avoid costly security and compliance risks. - Plan and prioritize tech initiatives for the upcoming year. Register now to learn how to navigate these Q4 challenges and walk away with a playbook for a more successful 2024.

Great news! The crowd favorite, Andrew Ford, will be joining the webinar today! Be sure to tune in at 11AM ET. You do not want to miss what Brad, Mike and Andrew have put together. The crew has decided to take a "podcast-style" approach to this webinar. Brad Watson will be hosting and facilitating the conversation. Mike Spence and Andrew Ford will share their insights on a topic and then the 3 of them will have some time to discuss each other's points of view in an open dialogue. This format also allows for plenty of time to weave in questions from viewers as they come up so be sure to share any questions or thoughts you have as you watch! We hope you enjoy today's live show and learn a thing or two along the way! #Webinar #Microsoft #Growth #LiveShow

AI adoption isn't optional anymore, it's the key to gaining a competitive edge. At TrellisPoint, we're helping businesses harness the power of Copilot, Dynamics 365, and Power Platform to get ahead of their competition. We explained our philosophy on this concept in the following article. https://lnkd.in/eqhybbjm #AI #Copilot #MicrosoftDynamics #PowerPlatform

Invisible CRM? Is it the future? 🤔 I’ve been in the software implementation game for a while, and traditional CRMs have always been about inputting data. But what if that could change? 🤯 Microsoft is leading the way in AI-powered natural language processing, with their groundbreaking Copilot technology. Imagine a world where your CRM system understands you like a colleague. Simply describe a customer interaction or new lead, and Copilot will automatically capture the relevant information. This means improved accuracy, enhanced user experience, and increased efficiency for your sales team. Plus, as natural language technology continues to advance, we can expect even more innovative features like voice-activated CRMs and real-time translation💡 It might seem like a distant dream now, but the direction is clear. How will this impact your sales team's productivity and efficiency? Share your thoughts below! 👇  #CRM #AI #FutureOfWork #SalesTech #Dynamics365 #Copilot

If you are trying to figure out how to leverage AI and specifically CoPilot and I know you all are you won't want to miss out on this opportunity! TrellisPoint’s Copilot Ascend is a 2-hour 1:1 workshop designed to help your organization realize the full potential of Microsoft Copilot. Reach out to me or sign up via this link https://lnkd.in/eS76eEZT #AI #CoPilotAscend