Member Profile: TrellisPoint

Company Name: TrellisPoint, LLC  

Location(s): Cleveland and Cincinnati 

Industry: 

IT Consulting: providing IT services, systems integration services and information management 

What We Do: 

Since its inception in 2009, TrellisPoint has focused on customer relationship management (CRM) solutions. TrellisPoint is a Microsoft Partner dedicated to helping customers optimize their sales and customer engagement business processes through analyzing, planning, implementing and integrating Microsoft Dynamics 365, the Power Platform and related business applications.  

What’s a Trend You’re Seeing/Prediction for the Future: 

We see a trend for building purpose driven solutions specific to teams and departments that are quick to implement and work seamlessly together to provide greater insight into an organization’s business processes and outcomes. As an example, we recently launched a product called Virtual Loan Assistant™. VLA is a powerful workflow automation tool for commercial lenders that assists with financial document collection and improves credit process transparency across the organization.

A Problem/Challenge We Are Working To Solve: 

A problem we are working to solve is tying remote workforce engagement together. Our solution is unifying business processes and systems together in the Microsoft stack for greater connectivity, collaboration and flow of daily operations.  

Company/Organization's Slogan: The CRM Experts. 

Why is Ohio a great place to do business? 

Ohio is a great place to do business due to its cost of living, productive workforce, access to higher education, good mix of Fortune 550 companies and small business. Many of our out-of-state clients note they enjoy working with us due to our Midwest attitude of being pleasant, down-to-earth and relationship driven. 

For more information, please visit: https://www.trellispoint.com/

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