To system integrator (SI), revenue operations & contract lifecycle consultancy leaders building company plans to start the new year: Intellistack wants to invest in your growth in 2026.
Evolving with the market
We firmly believe that an SI’s decision on what software to work with (let alone, partner with), should be based first on answering the question: “Are the products the right ones to add value for my customer?”
As you may not be fully familiar with Intellistack (rebranded in 2025 from Formstack), here’s the rundown:
Intellistack has long been known for no-code form building and native applications like Salesforce forms, document automation and digital signature. In 2025 we launched our next gen platform, Streamline. Streamline is a security-first, no-code workflow builder helping customers to break down their data silos and create better experiences for their customers and internal teams.
On top of Streamline we have built specific products that solve common workflow challenges, with Contract Lifecycle Management (CLM) as first on the list. We also built our fourth Salesforce AppExchange product to interface with Streamline and CLM and take our native-to-Salesforce approach to the next level.
Our SI partners give us strong reviews for our products, and our ability to index multiple data sources including Salesforce, Snowflake, Databricks, Redox, PowerBI, Oracle, PostgreSQL, Microsoft DataVerse, MySQL, BigQuery and Azure SQL – coupled with a no-code workflow builder - creates a highly predictable delivery model for our SI partners to be able to deliver repeatable use cases for customers, consistently on-time and on-budget.
From that foundation, we’ve layered in significant innovation with a practical approach to AI - AI not for the sake of AI but for helping customers identify real-world efficiencies as they reimagine customer facing and internal business processes. Streamline is product built with AI at its core and use cases including:
- Data classification powered by machine learning - classifying data from disparate data sources; to break down data silos and activate data traditionally trapped in legacy systems
- Data extraction from documents - similarly, to extract data from document count and ensure data is never buried in documents again
- Quickly building out forms and workflows using AI
- Interact with data sources to generate insights and charts from underlying data.
- Generate insights from executed workflow sessions.
Each of these additional areas create opportunity for our SI partners to wow their customers and deliver on customer outcomes around cost savings, revenue acceleration and improved customer experience.
We have your back
From the earliest days of our partner team and program at Formstack, now Intellistack we knew the importance of partners knowing that we have their back. SIs are often working against very tight deadlines, with very thin margin for error on project plans – and it’s crucial that partners get them help when they need it. We are known for our partner enablement to prepare delivery teams for projects, as well as a strong partner support and escalation process.
“We have your back” is a theme for our team that we deliver on for partners on a daily basis.
Everything above is foundational – strong, trusted products, innovating, and helping partners. We use that foundation to support SI partners, help them build new Intellistack practices or amplify existing data integration, RevOps or CLM practices. This is the playbook we’ve developed and honed over the past couple years, and now we are scaling out across a set of close strategic partners this year:
- Trusted, Repeatable Services Delivery: Like I stated above, we know SI relationships start with being a trusted resource for your delivery team. We ensure your delivery team is enabled for repeatable, high trust delivery. We also work on creating repeatable use cases based on your verticals / sub-verticals of focus that we can market together; creating both high trust delivery scenarios for your team, as well as strong repeatable services margins.
- Generating Projects Together, & Services Engagements For You – Intellistack has 20,000+ customers; we ‘account map’ to identify Intellistack customers where partner expertise can add value to make introductions. We look at your prospects or customer relationships where our document use cases can support generating new services projects. The work is performed by our partner growth managers working with a small set of strategic partners.
- Excellent Enablement & Support – It’s so important that I’ll mention it again here – throughout our SI partner engagement from Day 1, our program is built around providing top of the line enablement and support to our partners in every interaction.
- License Revenue Share – I mention this last because some partners aren’t interested in this option, and others have built entire business lines around this – Intellistack helps our partners build a significant recurring revenue stream through license revenue share. Our partners have told us this is an excellent perk of our partner program that they greatly appreciate. We’ve seen entrepreneurial partners turn this into a very meaningful growth revenue stream for their business.
We're investing in partner growth
Partner motions require executive support to stand out in the market and deliver on the type of investments we’ve outlined here. It’s foundational to Intellistack based on partner leadership and broader executive leadership, notably:
Zak Pines, your writer here. I’ve championed Intellistack’s partner-led growth or the last seven years. I understand the mindset of an SI having worked so closely with consulting firms and agencies over the past 25 years; and even having worked with many of the top digital agencies in the world, and starting one of the first five Marketo services partners back in 2010.
Joe Lopez our Chief Sales Officer, Aled Miles, our CEO, and Dave Cole, our CTO are all partner-first leaders with decades and decades and decades of track records leading partner-first businesses.
Hear it from the SI community
No one better to hear it from than colleagues across the SI community – on our partner approach, products, and support. On our partner team and approach:
Spencer Lowe, CEO of growing Salesforce firm SOLVD:
Christi Kane, from Hike2 & Bridgenext:
Kyle Tuominen, Salesforce Professional Services & Coastal Cloud:
And on our products – which you’ll notice have a strong partner angle to the comments as well:
Alex Nicholas from ArgoLogic:
Mathew Tragash from RedPoint Solutions:
Dan Davis from Azur Technologies:
Romil Shah from Servio:
Lynda En from Cascadia Solutions:
Let’s get started
We’ll start small and quickly grow. Reach out to anyone on our partner team, our partner sales team or me at zak.pines@formstack.com and we’ll get started.
