The CRM Experts 2018-12-18T19:46:08+00:00

TrellisPoint – building the framework for your success

Since 1998, TrellisPoint designs, implements, customizes and integrates CRM in both small and large businesses and enterprises. We help to ensure that your project is managed effectively, completed on time and within budget.

Why TrellisPoint?

Our goal is to be your go-to CRM resource now and in the future.

What we do

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 business needs.

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.
Gain knowledge for optimal outcomes.
Identify go-forward paths and remove obstacles.
Determine requirements.
Business process analysis.
Gap analysis.
Requirements document.
Critical success factors.
Product selection.
Game Plan
Create a solid foundation.
Provide clarity of direction with a singular document to all stakeholders.
Optimize CRM holistically for the business.
Project plan.
Solution design document.
Project architecture/blueprint.
Capture insight for decision making.
Develop ideal configuration. Customizations and development.
Phased data transfers and migrations to minimize risk. Data transfer and integrations.
Planned communication. Dashboard and reporting.
Implement cloud/on-premise CRM.
Ensure ongoing benefits.
Long-term continuity and success.
Efficient and effective staff.
End-user training and support.

Yes, we’re 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 achieve your sales and marketing goals. We pride ourselves on being responsive and reliable. Give us a try and experience the TrellisPoint difference.