TrellisPoint

More About TrellisPoint

TrellisPoint focuses exclusively on helping our clients get more out of Customer Relationship Management (CRM) systems and we strive to be your go-to CRM resource. Specializing in CRM systems since 1998, TrellisPoint designs, implements, customizes, and integrates CRM solutions for small, medium and large enterprises. With a hands-on approach, our consultants focus on identifying and meeting your goals using effective business processes combined with the latest CRM technology. Our proven methodology helps to ensure your project is managed effectively, completed on time, and within budget. In addition to new implementations, TrellisPoint also focuses on CRM upgrades and migrations from previous versions of Dynamics 365, Dynamics CRM, Salesforce.com, Infor CRM (formerly Saleslogix) and many others. We offer project management, training, mentoring and ongoing-support services for both new and existing CRM system implementations. Our Integration services enable your CRM system to connect seamlessly with ERP systems, web portals, call center applications, data warehouses, and other information systems. TrellisPoint has offices in Cleveland and Cincinnati Ohio and provides services to customers throughout the United States and Canada. We service customers across many industries including: construction, distribution, financial services, healthcare & life sciences, manufacturing, non-profit, retail, professional services and trucking. If you would like to learn more about how a CRM system can help you: �ۢ Generate leads with marketing automation �ۢ Win more business using actionable sales activities and automated workflows �ۢ Track metrics for salespeople, opportunities, quotes, orders, and customer service cases �ۢ Tailor a system to your unique business process with custom interfaces and analytics Then contact our team of expert CRM consultants today for a free consultation and a 30-day free CRM system trial.