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CLD Partners

Professional Services Experts

Overview

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.

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  • 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.

Categories

Geographic Focus
Shows the regions where the provider operates or has done business
United States
Supported Languages
English
French
Spanish

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