A Connected Campus with Trellis CRM

Personalize and track your everyday interactions. Trellis offers a suite of digital solutions to support your CRM or "constituent relationship management" needs. An enterprise CRM system means more visibility, more insight, and a chance to focus on meaningful relationships with your students, staff, faculty, alumni, donors, and more. When you're ready to learn more, attend a Virtual Session or submit an Interest Form.

Attend virtual Session  Submit Interest Form

General Onboarding Information

 

Did You Know?

Trellis has a dedicated Implementation Team to support your onboarding experience. We take a phased approach through discovery, configuration, training, and launch. From there, you have access to an entire Trellis Community where you can interact with your colleagues and peers. If you have any questions, contact us through the Interest Form or attend a Virtual Session

Quick Facts: 

  • Onboarding Timeline: This depends on the size of your unit, number of users, and the complexity of the tools you will need.

  • Iterative Approach: We pride ourselves on continuous improvement. We release new features and enhancements regularly.

  • Change Management: Adopting new tools can be stressful. That's why our team offers a variety of resources to support your learning.