Contact TrellisPoint
Get a custom proposalAI-Driven Microsoft Solutions for Your Business
TrellisPoint is a strategic growth consulting firm and Microsoft Solutions Partner specializing in technologies such as Microsoft Dynamics, Power Platform, and AI (Copilot), as well as transformation services such as business process engineering and organizational change management.
We collaborate with growing companies that are looking to transform technology from a cost center into a key differentiator. Our proven TrellisPoint Success Framework delivers flexible solutions that will provide value for your present and future requirements.
At TrellisPoint, your success is our success.
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Min project size
$25,000+
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Hourly rate
Undisclosed
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Employees
50 - 249
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Locations
Independence, OH
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Year founded
Founded 2009
1 Locations
- Independence , OH
Service Lines
- AI Consulting
- 10%
Select Focus Area
- AI Expertise
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- Cloud Computing Focus
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- CRM Functions
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- Sales automation
- 40%
- CRM Customer Support
- 30%
- Other CRM focus
- 10%
- Low Code Development
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- Microsoft Power Apps
- 100%
- AI Consulting Focus
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- AI Deployment
- 50%
- AI Strategy
- 30%
- AI Maturation
- 10%
- BI & Big Data Solutions
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- Microsoft BI & data solutions
- 30%
- Azure Consulting Services
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- Azure Development
- 25%
- Azure Migrations
- 20%
- Azure AI & Machine Learning
- 15%
- Azure Analytics
- 15%
- Azure DevOps
- 10%
- Azure Management & Governance
- 10%
- Azure Security
- 5%
- BI & Big Data Focus
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- Business Consulting Focus
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- Business Process Management Consulting
- 25%
- CRM Solutions
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- ERP Solutions
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- IT Managed Services Focus
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- Managed Software Application & Solutions
- 75%
- Help desk
- 25%
Industries
- Manufacturing
- 45%
- Business services
- 20%
- Financial services
- 20%
- Construction
- 15%
Clients
- Midmarket ($10M - $1B)
- 100%
Pricing Snapshot
Min. project size
$25,000+
Avg. hourly rate
Undisclosed
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Migrate from Salesforce to Dynamics 365 in 1 Week
This 1-week blueprint is designed to securely & efficiently migrate up to 100k of your critical Account, Contact & related users from Salesforce to Dynamics 365. Microsoft D365 is the leading solution for AI-powered salesforce automation, marketing & customer service.
Small
IT Leaders
$5,000
/total
Medium
IT Leaders
$5,000
/total
Large
IT Leaders
$5,000
/total
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Our Story
TrellisPoint is a Microsoft Solutions Partner helping mid-market manufacturing, construction, financial services, and professional services firms modernize with Dynamics 365, Power Platform, and Copilot. Part of the Univerus family of companies, we pair deep platform expertise with a strategic growth consulting approach, aligning people, process, and data before any configuration begins. We measure success by client growth, not just go-live.
Meet the Team
Kyle MeredithMarketing Manager
Kyle leads marketing for TrellisPoint, managing the firm's Microsoft Partner relationship, go-to-market strategy, and demand generation across email, paid search, and automation to connect clients with the right Dynamics 365 solutions."
What Sets Us Apart
Microsoft-Only Focus
We specialize exclusively in the Microsoft ecosystem, Dynamics 365, Power Platform, Copilot, and Azure, rather than spreading across every ERP and CRM on the market. That focus means deeper platform expertise, faster delivery, and a direct working relationship with Microsoft's own partner team.Strategic Growth Consulting
We don't start with software. Before any implementation, we align people, process, and data so the system fits how a growing mid-market company actually operates, not the other way around, so adoption sticks after go-live.Backed by the Univerus Family
As part of the Univerus portfolio, we can draw on sibling companies like Tangicloud Technologies for specialized needs, such as nonprofit and government fund accounting on Business Central, giving clients a wider bench without losing a single point of contact.Locations (1)
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TrellisPoint
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Kyle Meredith