Addison, 60101, IL,
United States
Source North America Technographics
Source North America Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Source North America and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Source North America employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Source North America has purchased the following applications: Informediate SourceWare ERP for ERP Financial in 2011, Microsoft 365 for Collaboration in 2017, Keap CRM for CRM in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Source North America is running and its propensity to invest more and deepen its relationship with Informediate , Microsoft , Keap (formerly Infusionsoft) 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 Source North America revenues, which have grown to $10.0 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 Source North America 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.
Source North America Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Informediate | PrismERP | Informediate SourceWare ERP | ERP Financial | ERP Financial Management | n/a | 2011 | 2012 |
In 2011 Source North America implemented Informediate SourceWare ERP, replacing PrismERP and adopting the system as its core ERP Financial platform. The implementation targeted finance, inventory and distribution operations across the company and was structured around a vendor-led implementation and data migration plan.
During the discovery phase Informediate conducted a detailed gap analysis and then constructed a deployment timeline with clearly defined project milestones. The implementation plan included a data migration approach with sequencing and validation checkpoints, and the Informediate SourceWare ERP configuration emphasized financial ledgers, inventory management and operational workflows consistent with ERP Financial capabilities.
Source North America executed the migration and successfully launched the Informediate SourceWare ERP on January 1, 2012. Since go-live the company has integrated inventory and staff from two acquisitions and has expanded or relocated three warehouse sites with SourceWare supporting those transitions, demonstrating the applications operational role across distribution, inventory and finance functions.
Governance and rollout were milestone driven, with the diligence of the discovery and gap analysis phases cited as essential to go-live success and the overall project outcome. The implementation narrative reflects a structured ERP Financial deployment combining migration planning, milestone orchestration and operational integration of acquired entities and warehouse moves.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Source North America implemented Microsoft 365 to establish cloud Collaboration across its distribution organization. The company website references Microsoft 365 usage, confirming the adoption of Microsoft 365 for core office productivity, cloud email, and document collaboration that support sales and operations functions.
The deployment was provisioned as a single Microsoft 365 tenant with centralized administration and Azure Active Directory identity and access management, and it encompassed Exchange Online email, SharePoint Online intranet and document libraries, OneDrive for Business file synchronization, Microsoft Teams for real time collaboration, and Office desktop and web applications. Operational coverage targeted internal departments including sales and operations in the United States, with configuration attention on SharePoint site structure, Teams channel topology, OneDrive storage allocation, user and license provisioning, and tenant level governance to support document lifecycle and distribution workflows.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Keap (formerly Infusionsoft) | Legacy | Keap CRM | CRM | CRM | n/a | 2019 | 2019 |
In 2019, Source North America deployed Keap CRM as its CRM on the corporate website to centralize online lead capture and contact management. Source North America is a United States based distribution company with approximately 100 employees, and the Keap CRM implementation is surfaced directly through their website for inbound lead collection.
The Keap CRM configuration centers on web form based lead capture, a centralized contact database, and automated email follow up workflows typical of CRM platforms. The deployment leverages sales pipeline management and contact segmentation capabilities within Keap CRM to support structured opportunity tracking and targeted customer communication.
Operationally the Keap CRM instance is used to route web generated leads into sales and marketing workflows, creating a single source of truth for customer records gathered via the website. The implementation aligns CRM functional modules with front end web capture, lead assignment, and automated nurture sequences, covering core sales and marketing functions across the organization.
Governance emphasizes standardized contact records and automated task triggers for follow up, enabling consistent qualification and handoff between marketing and sales. The narrative focuses on the Keap CRM application and its role as the CRM for Source North America, implemented in 2019 and embedded on the company website.
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Source North America
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Source North America Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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