TrellisPoint’s Proven Process: TPSF

Decide

The Decide phase is a series of deep-dive meetings conducted with your team related to the prioritized high-level requirements uncovered during the Discover phase. During the Decide phase, the TrellisPoint team will dig further into your business and system requirements. This phase provides your team the opportunity to begin exploring a future CRM system vision while also allowing the TrellisPoint team to gather details that will help us to develop a more specific Project Roadmap, a document that will outline the project objectives, scope, budgets, and timelines for a successful CRM system implementation.

At the completion of the Decide Phase, you “decide” if it makes sense to move forward with system implementation. Should you decide not to move forward, any amount paid for the Decide Phase effort will be refunded. Read more about our money-back guarantee here. However, if the Project Roadmap looks good and you are ready to proceed with implementation, we will schedule the project kickoff meeting and get things rolling!

Design and Deliver

The Design and Deliver phases occur in tandem. TrellisPoint uses an agile approach to system implementation, splitting the project up into short sprints designed to reach specific project objectives. Each sprint includes design and delivery activities that involve collaboration between the TrellisPoint team and your in-house subject matter experts. At the completion of each sprint, our team releases functionality to your users to validate and interact with the system.

Quarterly

The final stage in our process is an ongoing series of Quarterly meetings. Our Client Success team will touch base with you regularly to help drive continuous improvement and system enhancements that further the ongoing success of your CRM system.