Our consulting and authorized Partners are just one reason to contact us first.


CLD Partners delivers results—and helps you breathe a sigh of relief. Because you’ll get what you need the first time. 

FinancialForce Company the number one customer centric ERP

FinancialForce Authorized Services Provider


CLD Partners has been an Authorized Services Provider for FinancialForce since 2010. With a customer-centric ERP, FinancialForce helps businesses streamline, simplify, and automate financial operations on the Salesforce Platform. CLD was the first Professional Services Automation (PSA) partner of FinancialForce. As FinancialForce grows, CLD continues to expand its offerings, now providing solution expertise in Revenue Management, Financial Management, FinancialForce Accounting and more. As part of FinancialForce’s network of specialist service partners, we ensure successful implementation of FinancialForce apps for our customers.

Salesforce company the number one cloud platform for enterprises

Salesforce Consulting Partner


CLD Partners is a Registered Salesforce Consulting Partner. Most CLD consultants hold at least one Salesforce Certification that include Salesforce Certified Administrators, Salesforce Certified Application Builders, Salesforce Certified Platform Developers, Salesforce Certified Community Cloud Consultants, Salesforce Certified Sales Consultants, and Salesforce Certified Advanced Administrators. We are trailblazers with numerous badges and we keep blazing new trails. Our architects, business analysts, developers and project managers are experts on the force.com platform delivering unique and comprehensive solutions for enterprise Quote to Cash processes that run on Salesforce.

Zimit CPQ integration with FinancialForce PSA

Zimit


CLD Partners is the preferred partner for implementations involving integrations between Zimit CPQ and FinancialForce PSA.  Zimit CPQ is designed specifically for the services industry to make selling services simple. With Zimit, companies can easily forecast resources and revenue. In partnership with Zimit, CLD developed an integration framework for Zimit CPQ and FinancialForce.  Automating project creation is simple with the CLD FinancialForce PSA Solution for Zimit CPQ.

Technology Services Industry Association - the best place for independent research that helps tech companies optimize their services

TSIA Consulting Alliance Partner


CLD Partners is a Technology Services Industry Association (TSIA) Partner. TSIA is the world’s leading research organization dedicated to helping technology companies achieve profitable growth and solve their top business challenges. Services, Sales, and Product teams at technology companies look to TSIA for world-class business frameworks, best practices based on real-world results, performance benchmarking, and peer networking opportunities. When services companies are looking for an implementation partner for Quote to Cash, ERP, or Professional Services solutions built on the Salesforce platform, TSIA refers them to trusted partners like CLD.

Conga Company in the Tech Industry

Conga


CLD Partners is a Conga Consulting Partner.  Many of our clients choose to use Conga with their FinancialForce solutions choosing to create templates for proposal, sales invoices, checks, reporting, and much more.  Conga allows clients to quickly and easily create client ready documents.  It also allows clients the flexibility to modify templates easily in the solution.