Company intelligence
CLD Partners
Implementation & Mgd Services for Salesforce quote-to-cash (ARM), PSA (Certinia), PSQuote & Forecasting
About CLD Partners
CLD Partners helps services businesses achieve and end-to-end view of services operations on Salesforce. We specialize in implementing & managed services for Salesforce, Certinia (formerly FinancialForce), PSQuote, PSForecast, Agentforce Revenue Management(formerly Revenue Cloud) and other enterprise quote-to-cash solutions on Salesforce. Whether you're considering Certinia or 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. We'll help you identify the right AI use cases for your business, integrate AI into your workflows, modernize outdated processes, and move past siloed data. Your services operations should perform the way you want. And sometimes a fresh perspective is all you need to visualize solutions to specific pain points. Other times, you need more strategic consulting services to manage business changes caused by acquisitions, launching new services, digital transformation or process automation. We're here to help, our goal is to help you be successful so you can focus on your customers.
Verified activity
Signals from CLD Partners
3 published signals
Presence & Recognition
CLD Partners hosted a roundtable with Sue Bonar from Pellera Technologies and fellow executives over lunch at Dreamforce on Tuesday, September 15, 2026.
Reported by CLD Partners
Presence & Recognition
CLD Partners is attending Dreamforce with Certinia at the Fogo de Chão headquarters in San Francisco.
Reported by CLD Partners
Presence & Recognition
CLD Partners has implemented enterprise quote-to-cash solutions on Salesforce together for 15 years and is bringing that partnership to San Francisco.
Reported by CLD Partners