Brecksville, 44141-3376, OH,
United States
Trellispoint
Trellispoint, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Trellispoint collaboration with software players such as Microsoft empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| Trellispoint | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | CRM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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ANS Group | Professional Services | 735 | $162M | United Kingdom | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | 2020 |
In 2020, ANS Group implemented Microsoft Dynamics 365 Sales as the central CRM under Project Omega to consolidate separate sales teams and migrate segments from Salesforce Sales Cloud, with Trellispoint acting as the implementation partner. The deployment aligned with ANS Group Microsoft Dynamics 365 Sales Sales Automation,Sales Engagement objectives to unify customer data and standardize sales workflows across the combined organization.
The implementation extended an existing Microsoft footprint that already included Dynamics Customer Service and Dynamics Project Service Automation, enabling a contiguous application architecture across customer support, professional services, and sales. Microsoft Dynamics 365 Sales was configured to leverage native capabilities for sales automation and sales engagement, including embedded Power BI and Power Apps, built in automations, advanced customer insights, and AI and CoPilot integration to support lead to order processes and account management workflows.
Integrations were executed to deepen ties with Microsoft 365 services such as Teams, Outlook and SharePoint, ensuring contextual collaboration and email to CRM continuity for account teams. The project targeted operational coverage across sales, customer support and professional services functions so that customer facing teams would share a single integrated platform and a centralised top down view of customer data updated in real time.
Governance for the rollout was organized under Project Omega to rationalize CRM ownership, standardize data models and align cross functional processes, with phased migration waves moving business segments from Salesforce Sales Cloud into Microsoft Dynamics 365 Sales. The program acknowledged migration complexity and identified a set of migration challenges, while ANS leadership framed the move as improving responsiveness and collaboration across departments to support customer satisfaction and productivity.
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