About Us

Upsource provides expert services to businesses who use Salesforce. We're different in that our founder created Upsource to be a long-term partner for our customers versus a high-rate consulting company that goes from project to project. We also create our own software that bolts onto Salesforce. Our three tools are Merge On Demand for merging document templates with Salesforce data, sFiles, which integrates Salesforce and SharePoint, and SPOG (which means Smart Pane of Glass). SPOG analyzes all of the historical Salesforce data related a new support case and brings amazing insights to the support rep on a single view so that they can make customers happy and spend less doing it.