Strategic Partnerships & great technology

Accounting Seed is the #1 accounting solution built natively on the Salesforce Platform. Accounting Seed brings Accounting and Customer Relationship Management (CRM) securely under one roof in Salesforce.

This partnership combines CLD’s proven track record in seamless Salesforce implementations with Accounting Seed’s powerful native accounting capabilities. Together, we’re eliminating data silos and delivering the single-source-of-truth solutions our clients need to drive their businesses forward.

As the first-ever implementation partner for Certinia PS Cloud (formerly FinancialForce PSA) in 2011, CLD Partners brings over a decade of unparalleled Certinia implementation experience.

Certinia PS Cloud, Financial Management Cloud and Customer Success Cloud helps businesses streamline, simplify, and automate financial operations on the Salesforce Platform. With CLD’s unmatched expertise, we help our customers successfully implement Certinia apps.

CLD Partners is a Registered Salesforce Consulting Partner. From our architects and business analysts to our developers and project managers, they are all experts on the force.com platform delivering unique and comprehensive solutions for enterprise Quote to Cash processes that run on Salesforce.

Many CLD consultants hold at least one Salesforce Certification. Our certifications 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. 

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.

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.

PSQuote is the leading professional services quoting tool built natively on Salesforce.  PSQuote helps services organizations estimate and scope services, forecast resource demand & revenue, automate SOW (Statement of Work) & Proposal generation, and automate PSA project & resource allocation creation.

The CLD team is the primary implementation partner for PSQuote and combines our foundational knowledge of professional services with Salesforce expertise to provide complete end to end solutions for our clients.