Our Services


From planning to ongoing support, we offer end-to-end services to help your organization increase user adoption and business productivity. We’re a one-stop shop for all of your CRM needs.

CATEGORY BENEFITS ELEMENTS
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CRM Lab
Understand the Possibilities
Learn the macro view of what CRM can do for your organization
Identify areas of highest benefit and priorities
A half-day session led by a TrellisPoint CRM expert.
A report containing recommendations and next steps.
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Discovery
Gain knowledge for optimal outcomes
Identify go-forward paths and remove hurdles to adoption
Determine requirements
Business Process Analysis
Gap Analysis
Requirements document
Critical success factors
Product selection
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Game Plan
Create a solid foundation
Provide clarity of direction with a singular document to all stakeholders
Optimize CRM holistically for the business
Strategy
Project plan
Solution design document
Project architecture/blueprint
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Delivery
Capture insight for decision making
Develop ideal configuration
Phased data transfers and migrations to minimize risk
Customizations and Development
Data transfer and integrations
Planned Communication Dashboard and Reporting
Implement Cloud/OnPremise CRM
Upgrades
CRM to CRM Migration
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Adoption
Ensure ongoing benefits
Long term continuity and success
Efficient and effective staff
End-user Training and Support

Yes, we’re CRM techies, but we’re real people with real personalities – we play with our kids, go to ballgames and go on hikes. You’ll like working with us as we listen and work with you to help you achieve your sales and marketing goals. We pride ourselves on being responsive and reliable. Give us a try and experience the TrellisPoint difference.