Upsource Solutions
Upsource Solutions is a privately held, US-based boutique Salesforce consulting and product firm offering 100% onshore administration, development, integration, and migration services, complemented by two AppExchange products: sFiles for SharePoint integration and MergeUp for AI-powered document generation.
- Company typePrivate
- Founded2000
- HeadquartersLynchburg, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Upsource Solutions does
Upsource Solutions, LLC is a boutique Salesforce consulting and product firm headquartered in Lynchburg, Virginia, founded in 2000 and operating as a privately held LLC. The company positions itself as 100% Salesforce-focused and 100% onshore, with a Virginia-based delivery team supporting day-to-day administration, custom development, data governance, AppExchange partnerships, third-party integrations, and migrations across Sales Cloud, Service Cloud, Experience Cloud, CPQ, NPSP, Financial Services Cloud, Einstein, and Tableau CRM. Engagements are delivered through free consultations followed by flexible service models including monthly support plans, dedicated administrators, annual hour blocks, and one-time initiatives, serving a horizontal mix of enterprise and nonprofit customers such as USA Swimming, ALM, Combined Insurance, Weichert, Brookfield, GHX, Fluence, and Intelsat.
The firm complements its services portfolio with two proprietary AppExchange products: sFiles, a native SharePoint Online integration for Salesforce that links SharePoint folder structures to Salesforce records with single-click upload, download, edit, rename, and a customizable API; and MergeUp, an AI-powered document generation tool marketed as the world's first AI-built document generation solution, which converts existing documents into dynamic, data-rich templates with a stated 15-minute setup. Products are distributed globally through the Salesforce AppExchange marketplace with trial downloads, while professional services are sold domestically through direct consultative engagement.
Revenue is generated from two streams: professional services (consulting, administration, development, migration, and training) and AppExchange product subscriptions/trials. Distribution combines direct sales-led engagement with marketplace-led product acquisition and a referral/partnership channel that includes pre-vetted AppExchange vendors (ADvendio for advertising agencies, ProntoForms for field service) and integration platforms (Workato, Boomi, Zapier, NetSuite, QuickBooks, Jira). The company is planning a consulting branch in the Greenville, SC area in 2027 as its first expansion beyond the Lynchburg headquarters.
Upsource Solutions firmographics
Firmographics- Name
- Upsource Solutions
- Legal name
- Upsource Solutions, LLC
- Website
- https://upsource.solutions
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Upsource Solutions is a privately held, US-based boutique Salesforce consulting and product firm offering 100% onshore administration, development, integration, and migration services, complemented by two AppExchange products: sFiles for SharePoint integration and MergeUp for AI-powered document generation.
- Ownership category
- akta.pro rank
Upsource Solutions industry classification
Industry- Product category
- Salesforce Consulting Services
- NAICS
- Computer Systems Design and Related Services (54151), Software Publishers (513210)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO)
- akta.pro secondary industries
- Application Outsourcing (AO) (BPAEAMAA), Service Desk & ITSM Outsourcing (BPAEAMAF)
Keywords
Where Upsource Solutions is headquartered
LocationHeadquarters
- HQ city
- Lynchburg
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Upsource Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales
Revenue model
- Salesforce Consulting Services: Professional consulting services including Salesforce administration, development, data governance, 3rd party integrations, and migrations. Flexible engagement models including monthly support plans, dedicated administrators, annual hour blocks, and one-time initiatives.
- AppExchange Products: Revenue from proprietary products distributed via Salesforce AppExchange: sFiles (SharePoint integration) and MergeUp (AI document generation). Products offered with free trials.
- Training and Certification Services: Salesforce administration and professional training services for client teams.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Free consultation for prospect evaluation |
| Other | Monthly | Flexible service engagements |
Go-to-market motion3 records
Distribution channels3 records
Marketing channels3 records
Upsource Solutions product offering
Product offeringCore offering
Upsource Solutions is a boutique Salesforce consulting and product firm that provides Salesforce administration, development, data governance, third-party integrations, and migrations. They also sell two proprietary AppExchange products: sFiles (SharePoint Online integration for Salesforce) and MergeUp (AI-powered document generation). Engagements are delivered through flexible models including monthly support plans, dedicated administrators, annual hour blocks, and one-time initiatives.
Product overview
Upsource Solutions is a Salesforce-only consulting and product firm offering a portfolio of two proprietary products alongside professional services. Their core products are sFiles (a native SharePoint integration for Salesforce on AppExchange) and MergeUp (an AI-powered document generation tool). The company also provides Salesforce consulting services including administration, development, data governance, AppExchange partnerships, third-party integrations, and data migrations.
Differentiator
Problem solved
Functional benefit
Brands
- sFiles: Powerful SharePoint integration solution for Salesforce that allows creating new folder structures in SharePoint Online linked to Salesforce records, with upload, download, edit, and rename functionality from Salesforce with a single click.
- MergeUp
Products and services
- sFiles
Quantifiable outcome
- Blazing fast 15-minute setup time for MergeUp document generation from installation to sharing merged documents
Companies that use Upsource Solutions
Customer profileNamed customers8 records
Segments3 records
Ideal customer profiles3 records
Upsource Solutions technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability2 records
Feature2 records
Upsource Solutions partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- SalesforcecoreCertified Salesforce Partner since 2014. Provides Salesforce implementation, customization, and consulting services. Products sFiles and MergeUp listed on AppExchange.
- sFilescoreProprietary SharePoint integration product for Salesforce. Allows creating folder structures in SharePoint Online linked to Salesforce records. Fully customizable via custom API. Listed on AppExchange.
- MergeUpcoreProprietary AI document generation product for Salesforce. World's first AI-built document generation tool. Transforms existing documents into dynamic, data-rich templates. Listed on AppExchange.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Upsource Solutions competitors and assessment
Company assessmentBroad incumbents
- Persistent Systems: Global IT services firm with a significant Salesforce consulting practice and digital transformation capabilities; competes with Upsource for enterprise Salesforce engagements.
- Cognizant: Global IT services provider with a Salesforce consulting practice serving enterprise customers; competes with Upsource on large CRM engagements at a different cost structure.
- Accenture: Global SI with a major Salesforce practice delivering large-scale CRM transformations; a broad incumbent that often competes for the same enterprise Salesforce deals as Upsource.
- Slalom: Large global consultancy with a dedicated Salesforce practice delivering enterprise CRM implementations; overlaps with Upsource's mid-to-large enterprise customer base but operates at much greater scale.
- Deloitte Digital: Big Four consultancy with extensive Salesforce implementation and customer transformation offerings; comparable on enterprise Salesforce delivery but operates as part of a far broader portfolio.
Direct peers
- Silverline: A Salesforce-focused consultancy and AppExchange product company serving mid-market and enterprise clients, highly comparable to Upsource's 100% Salesforce services-plus-product model.
- Atrium: Salesforce-focused consulting firm delivering implementation, integration, and managed services to enterprise clients; comparable to Upsource's core Salesforce services practice.
- Simplus (Infosys Salesforce practice): Salesforce-only consulting and implementation firm (now part of Infosys) offering managed services and Salesforce products; directly comparable to Upsource's services-plus-AppExchange positioning.
- CodeScience: Boutique firm specializing in building and supporting AppExchange-native Salesforce products; closely comparable to Upsource's sFiles and MergeUp product development capability.
Others
- AppExchange ISV community (e.g., Conga, Drawloop): Established AppExchange ISVs in document generation and data management categories that compete with MergeUp and sFiles respectively; relevant peers for Upsource's product ambitions even though they are not service competitors.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Upsource Solutions social profiles
Digital presenceUpsource Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Upsource Solutions leadership team
Management profileNumber of profiles
Profiles4 records
Upsource Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Upsource Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Upsource Solutions
What does Upsource Solutions do?
Upsource Solutions is a boutique Salesforce consulting and product firm that provides Salesforce administration, development, data governance, third-party integrations, and migrations. They also sell two proprietary AppExchange products: sFiles (SharePoint Online integration for Salesforce) and MergeUp (AI-powered document generation). Engagements are delivered through flexible models including monthly support plans, dedicated administrators, annual hour blocks, and one-time initiatives.
Is Upsource Solutions a public or private company?
Upsource Solutions is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Upsource Solutions founded?
Upsource Solutions was founded in 2000. It employs 11 to 50 people.
Where is Upsource Solutions based?
Upsource Solutions is headquartered in Lynchburg, United States, in the North America region.
How does Upsource Solutions make money?
Three revenue lines are on record. Salesforce Consulting Services are the primary driver. The others are appExchange Products and training and Certification Services.
Who are Upsource Solutions's main competitors?
Broad incumbents on record are Persistent Systems, Cognizant, Accenture, Slalom and Deloitte Digital. Direct peers are Silverline, Atrium, Simplus (Infosys Salesforce practice) and CodeScience. AppExchange ISV community (e.g., Conga, Drawloop) is listed as an others.
Does Upsource Solutions have an API?
No public API is recorded for Upsource Solutions.
What industry is Upsource Solutions in?
Upsource Solutions's product category is Salesforce Consulting Services. Its primary akta.pro industry code is BPAEAGAO, Enterprise Application License Advisory, Vendor Management & Optimization, with a secondary code of BPAEAMAA, Application Outsourcing (AO). Its NAICS code is 54151 and its SIC code is 7370.