TrellisPoint

04/10/2026

We're excited to welcome John Wohlgemuth to TrellisPoint as our newest Strategic Consultant!

John brings 12 years of hands-on experience with Dynamics 365/Microsoft Dynamics CRM across development, administration, and project management — on both small-scale and global implementations. His deep technical expertise and proven track record will be a strong addition as we continue delivering impactful solutions for our clients.

Please join us in welcoming John to the team! 👏

01/30/2026

We’re excited to announce that Jay Valerian has been promoted to Director of Sales!

Jay’s leadership, customer-first mindset, and ability to build high-performing sales motions have made a meaningful impact on our growth. This promotion reflects both his continued success and TrellisPoint’s momentum as we scale our go-to-market strategy and deepen relationships with our clients.

Congrats, Jay! 🎉

01/28/2026

We’re excited to welcome Ty-Kiara Estelow to TrellisPoint as our newest Technology Specialist on the Customer Growth & Innovation team!

Ty-Kiara brings a strong passion for innovation, strategic collaboration, and process improvement, with experience spanning business administration, project management, and Lean Six Sigma. Her analytical mindset and ability to identify opportunities will be a great asset as we continue helping clients drive growth and unlock new possibilities through technology.

Please join us in giving Ty-Kiara a warm welcome! 👏

01/19/2026

Welcome to Microsoft in 2026

We put together a short, high-level guide that outlines how we’re thinking about Microsoft in 2026—and how we help teams move forward across AI, Copilot, security, and modern work.

It’s designed as a practical starting point, not a deep technical manual. Inside you’ll find:
✅ How we approach outcomes and ex*****on
✅ Where Copilot and automation fit into real processes
✅ Why security and governance are part of the foundation
✅ What it looks like to work with us in 2026

Download the guide: https://trellispoint.com/welcome-to-microsoft-in-2026

12/04/2025

Most organizations have a CRM… but still struggle with low adoption, inconsistent data, and sellers spending more time on admin work than actually selling.

In our latest blog, Peter Katz breaks down why these challenges persist — and the practical steps teams can take to simplify workflows, automate routine tasks, and boost sales productivity using Dynamics 365 Sales.

Inside the post, he covers:
✅ The biggest CRM productivity blockers
✅ How to reduce non-selling time through automation
✅ Real-world examples of streamlined lead and opportunity management
✅ Ways to improve forecasting accuracy with AI-driven insights
✅ Practical configuration tips teams can apply right away

If your sales team is feeling the friction, this is a quick, actionable read: 👉

Optimize your CRM with Dynamics 365 Sales to reduce admin tasks, improve data quality, and drive sales productivity. Discover practical steps for a more effective CRM.

11/17/2025

We’re excited to welcome La Juan Grace to the TrellisPoint team as our new Business Development Manager.

La Juan brings a proven ability to build smart, scalable growth strategies — from lead generation and market expansion to reactivating dormant pipelines and strengthening client relationships. We’re thrilled to have him on board as we continue expanding our reach and supporting organizations on their digital transformation journey.

Join us in welcoming La Juan to the team!

11/13/2025

We’re excited to announce that Sarah Loper has been promoted to Delivery Success Manager!

Sarah’s leadership, Scrum expertise, and talent for building strong partnerships have made a real impact on our clients and our team. Her promotion reflects both her growth and TrellisPoint’s continued momentum as we expand our services and strengthen delivery.

Congrats, Sarah! 🎉

10/21/2025

Another great day at Community Summit North America!

Jay and Sarah have been busy connecting with partners and making new connections at Booth #401 — stop by and say hi if you haven’t already.

Meanwhile, Jay’s proving our TrellisPoint stress balls are more than just giveaways (bonus points if you catch him juggling 👀).

And a big shout-out to Peter Katz for a fantastic session on making Dynamics 365 Sales work harder!

10/20/2025

We’re all set up and ready at Community Summit North America!

If you’re here in Orlando, come say hi to Mike, Sarah, Pete, and Jay at booth #401 — grab some TrellisPoint swag, talk shop about Dynamics 365 and Power Platform, and enter to win a Blue Tees Player+ GPS Golf Speaker! 🏌️

Stop by and see us — we’d love to connect!

10/15/2025

TrellisPoint is looking for a Project Manager to lead client-facing technology projects that make a measurable impact. In this role, you’ll own the delivery journey—from kickoff to completion—ensuring every project runs smoothly, stays on track, and drives client success.

If you’re passionate about building strong client relationships and keeping projects on time, within scope, and on budget, we want to hear from you.

Apply now: https://trellispoint.com/project-manager-job-description�