The Certinia PSA Health Check is an invaluable way for professional services businesses to gauge the performance of their implementation and extend / optimize their solution. During these assessments, our clients express common concerns. Here's the answers to those 3 key questions.

You've decided that you want to build new features on Salesforce and/or extend an app's abilities to fit your needs. Review these guidelines to make sure you arrive at a sound customized solution. Don’t fear customization – just be thoughtful about it.

Augmenting a product on the Salesforce platform can provide real value to an organization, but such customizations should be evaluated with respect to their benefit to the organization and the effort to maintain them. Read these four considerations.

The question of customization always comes up in discussions during implementing apps on Salesforce. This post provides an introduction to how we define customization and why organizations struggle so often with decisions around customization.

At CLD Partners, we consider it our privilege to be your trusted partner and we thank you for that trust and partnership. We hope you have a blessed time celebrating the season. Merry Services Automation and Happy Holidays from CLD Partners. We hope you enjoy our take on the night before Christmas.

The clinical research industry is growing and changing rapidly. More trials and studies are being commissioned requiring scalable solutions. CTI is a contract research organization (CRO) specializing in complex clinical research involving critically ill patients. Read about CTI’s success using FinancialForce PSA to manage their bidding, project tracking, billing, and more.