CLD Partners helps services businesses achieve and end-to-end view of services operations on Salesforce. They specialize in implementing Certinia (formerly FinancialForce), PSQuote, and other enterprise quote-to-cash solutions on Salesforce. Whether you're considering Certinia (formerly FinancialForce) and Salesforce 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.
"CLD Partners designed and built a services estimating solution for Kofax that brings together Salesforce CRM, CPQ, FinancialForce PSA, and our own unique estimating needs in a way that is efficient and easy to use. This solution allows our sales and services teams to collaborate effectively when it comes to estimating, selling, and delivering services and will be a great benefit to our business. It is a vast improvement on our old process, and it would not have been possible without CLD's significant knowledge and experience in services estimating."
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