"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."
"By automating processes we are seeing real value out of our investment in FinancialForce. In addition to key enhancements we designed together with CLD, our finance team has eliminated manual, time-consuming, and costly processes with the NetSuite integration."












