Low Code Assessment for Salesforce

Fall in love with Salesforce all over again!

Simplify the way you do business and enable Salesforce to do more by incorporating Power Platform and Microsoft Copilot. Through this 2-hour engagement, we’ll work together to target inefficiencies in your Salesforce implementation and resolve them using the low-code tools of Power Platform. We’ll walk through best practices for using low-code to connect and streamline everyday processes and systems.

By leveraging our partnership with Microsoft, we’ll help you envision a more efficient version of your daily activities. Our Low Code Needs Assessment for Salesforce engagement begins with a review of your business, followed by a guided discovery and visualization of solutions. In the end, you’ll come away with a clear, actionable plan for how Salesforce can once again help you reach your goals.

What will you learn?​

Explore opportunities to enhance your productivity using low-code, automation, and AI, for example:

• Use Power Automate to create automated workflows that sync data between Salesforce and other applications.
• Implement Power Apps to build custom applications that automate routine tasks such as lead management, follow-ups, and reporting.
• Use Power BI to create interactive dashboards and reports that provide real-time insights into sales performance, customer behavior, and other key metrics.
• Integrate Salesforce with Microsoft Teams to enable seamless collaboration and communication between sales teams and other departments.
• Use Microsoft Copilot to analyze historical sales data and predict future trends.

Who should attend?

• ​Include business decision-makers (BDM), executive-level sponsors, managers, and low-code champions or super users.

What happens after?

• Get a scope of work for a specific solution or a proposal for platform implementation along with success metrics.

About TrellisPoint
TrellisPoint is a strategic growth consulting firm specializing in technologies such as Microsoft Dynamics 365, Power Platform, Azure AI, and 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.