Rancho Santa Margarita, 92688, CA,
United States
PartnerSource Solutions Technographics
PartnerSource Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by PartnerSource Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 PartnerSource Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
PartnerSource Solutions has purchased the following applications: Microsoft 365 for Collaboration in 2016, Keap CRM for CRM in 2018, HostGator for Application Hosting and Computing Services in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems PartnerSource Solutions is running and its propensity to invest more and deepen its relationship with Microsoft , Keap (formerly Infusionsoft) , HostGator or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing PartnerSource Solutions revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for PartnerSource Solutions intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
PartnerSource Solutions Tech Stack and Enterprise Applications
PartnerSource Solutions Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, PartnerSource Solutions deployed Microsoft 365 as a Collaboration platform. PartnerSource Solutions is a United States based professional services firm with about 10 employees and is using Microsoft 365 on their website to surface productivity and communication capabilities to staff and external contacts.
Microsoft 365 is provisioned as a tenant-level cloud collaboration environment, leveraging standard Collaboration capabilities such as email and calendaring, document libraries and versioned file sharing, and team-based synchronous communication. Operational coverage centers on core business functions including professional services delivery, internal coordination, and client-facing communication, with governance oriented toward centralized tenant administration, user provisioning, access control, and sharing policies appropriate for a small firm.
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PartnerSource Solutions CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Keap (formerly Infusionsoft) | Legacy | Keap CRM | CRM | CRM | n/a | 2018 | 2018 |
In 2018 PartnerSource Solutions implemented Keap CRM, deploying the Keap CRM solution as a cloud-hosted customer relationship management platform. The Keap CRM deployment is embedded on their public website to capture leads and manage client contacts for the 10-employee professional services firm. This implementation aligns with CRM functions such as contact management, lead capture via web forms, sales pipeline staging, and email automation capabilities.
Operational ownership is concentrated across sales, marketing, and client services teams, with a small number of administrators managing configuration and automation rules to keep workflows aligned with service delivery cycles. The architecture reflects a SaaS-first model where Keap CRM handles web-based data capture and centralizes contact records and campaign execution without on-premises infrastructure. Governance emphasizes lightweight configuration controls, standardized web-to-CRM form processing, and automated follow-up sequences to standardize lead handling.
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PartnerSource Solutions IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HostGator | Legacy | HostGator | Application Hosting and Computing Services | IaaS | n/a | 2020 | 2020 |
In 2020, PartnerSource Solutions deployed HostGator to host its public website. HostGator provides Application Hosting and Computing Services for the company, serving as the primary platform for website content delivery, DNS management, and standard hosting operations for marketing and client-facing pages. This implementation is focused on web hosting of the corporate site rather than back-office enterprise applications.
Operationally the deployment is lightweight and aligned to a small professional services firm model, with site administration and content updates managed internally by PartnerSource Solutions staff. Configuration and ongoing administration follow typical Application Hosting and Computing Services workflows such as account provisioning, domain mapping, SSL certificate management, and content publishing. Governance centers on web content and hosting access controls rather than cross-system integrations or enterprise-wide platform consolidation.
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IT Decision Makers and Key Stakeholders at PartnerSource Solutions
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Principal/Owner | Director | Finance | |
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Senior Solution Architect | Manager | IT | |
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Apps Being Evaluated by PartnerSource Solutions Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||