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CLD Partners

  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 0
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 25
  • Year this company was founded Founded 2010
Professional Services Experts

Whether you're implementing an entire Quote to Cash solution or just tackling Professional Services Automation, CLD can help. We implement Certinia (formerly FinancialForce) and offer PSQuote to optimize your financial & services operations.


  • PROFESSIONAL SERVICES QUOTING##Easily create Professional Services Quotes in Salesforce with PSQuote. Accurately estimate and price professional services based on how services companies sell using roles, rates, discounts, materials, packages & more
  • CERTINIA IMPLEMENTATION SERVICES##We guide you through your Certinia (FinancialForce) implementation. Everything from Solution Design, Business Process Re-engineering, Complex Enterprise Integrations, Data Migration, Change Management, Training, and more
  • THE CLD DIFFERENCE ##Our consultants understand and speak the language of business users from sales to operations to finance. We partner with you to do what’s best for your business bringing an unparalleled understanding of Certinia & Salesforce.


CLD specializes in Certinia (formerly FinancialForce) implementations and enterprise quote to cash solutions on Salesforce. ####Whether you're considering Certinia for the first time, just went live or you’ve been using it for years, CLD Partners has solutions to help you get the most out of your investment. ####Our services and solutions include:##• Professional Services Automation (PSA) and ERP Cloud Implementation##• Revenue Management, Revenue Recognition (ASC 606), Revenue Forecasting ##• Professional Services Quoting (PSQuote)##• Post-Go-Live Support Services##• 50+ Accelerators ##• FinancialForce Health Checks and much more## ##Your services operations should perform the way you want. If it’s not, we can help. ####We provide a fresh perspective to help you visualize solutions to specific pain points. Depending on your needs, we also offer more strategic consulting services to manage business changes caused by acquisitions, launching new services, digital transformation, or process automation. ####We’re here to help, so talk to us first – our goal is to help YOU be successful so you can better serve your clients.

Geographic Focus


English, French, Spanish

About CLD Partners Whether you're implementing the entire Quote to Cash process or tackling Professional Services Automation, CLD can help. We provide professional services quoting solutions and implement Certinia (formerly FinancialForce) while optimizing your financial operations.####Our consultants and our leadership have years of experience in implementing and developing cutting-edge technology that streamlines business processes and improves service to customers, employees and vendors.####By taking everything we have learned over the years in traditional custom application development, and applying our extensive knowledge and experience with the Salesforce platform, we repeatedly deliver high-quality solutions tailored to our customers needs while providing all of the benefits that the cloud paradigm has to offer.

Front Royal, Virginia USA