About Us


TrellisPoint LLC was founded in 2009 to fulfill a void in the marketplace where a dedicated Customer Relationship Management (CRM) business solution consulting firm did not exist in North East Ohio.

CRM software is designed to help you understand, anticipate and respond to the needs of the people and businesses you interact with in your business.

Working with CRM systems since 1998, TrellisPoint provides the framework required for your company’s success. Leveraging award-winning systems from Microsoft, Salesforce.com and Infor CRM (formerly Saleslogix), TrellisPoint leads companies through the selection, implementation and deployment of their CRM system.  Our mission is to align people, processes and technology into one common goal.

We provide planning, implementation, configuration, customization, development, training and mentoring services. Specializing in CRM, TrellisPoint is able to deliver superior business solutions to our clients.  Working with all sizes of organizations, TrellisPoint understands for your CRM deployment to be successful your organization must embrace not only the technology, but the business strategy of how CRM can change your organization.

Through our proven CRM project methodology, TrellisPoint ensures your CRM project will be delivered on-time and within budget.  Utilizing a proven project management and implementation methodology, TrellisPoint will ensure your project is managed with the highest of expectations.

With a diverse set of partners, including local and national Third Party Software Developers, IT Managed Service firms, ERP Vendors and other IT firms, TrellisPoint is able to provide the most reliable solution for our clients.

All of these relationships combine to help us achieve our ultimate purpose of partnering with our clients to help them succeed.

A Team with Extensive Experience in Implementing CRM Solutions

The TrellisPoint team of experts comes with over 50 years of combined experience implementing CRM solutions. TrellisPoint team members have been implementing CRM solutions since 1998.  For 15 years, TrellisPoint team members have been pioneers integrating CRM systems seamlessly to legacy ERP databases, Web Portals, Data Warehouses, and a great variety of legacy and custom information systems.

Our experience and commitment to our clients has made us the go to CRM partner.  We look forward to partnering with you to help you reach your aspirations.  Our goal is to be a resource now and in the future.