A global leader in cybersecurity faced an overwhelming challenge, a sprawling CRM landscape with 12 separate Salesforce environments and a heavily customized Dynamics 365 Sales setup, brought on by over 20 mergers and acquisitions. Complexity was spiraling out of control, and Salesforce licensing costs were piling up fast. They needed a migration partner who could do more than just move data, they needed a strategic transformation. Enter TrellisPoint. TrellisPoint led the migration from Salesforce to Microsoft Dynamics 365 Sales, combining advanced data migration, customizations, and seamless integrations. We didn't just move data, we helped rethink the CRM approach from the ground up, aligning it with best practices and the Success by Design framework. The impact? - Over $4 million saved on Salesforce licensing within a year. - A scalable, efficient Dynamics 365 environment that’s built for the future. - Enhanced alignment across the organization—leveraging Dynamics 365 - Sales, Power Platform, and more to support growth and innovation. https://lnkd.in/ehYh-eFr #CaseStudy #Salesforce #Dynamics365 #Migration
Brent Heyneman
2mo
Great work!
Helping companies across the US and Canada find Dynamics professionals | Dynamics | 25K+ Linkedin connections | Recruitment | ERP | CRM | Freelance | Fulltime
2moExcellent work TrellisPoint!