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CLD Partners Reviews & Provider Details

Certinia (formerly FinancialForce) implementations can be complicated. Without advanced planning, designing new processes, migrating data, and training employees—the system won’t perform the way you want. CLD Partners guides you through your Certinia implementation, giving you the value you expect from a big investment. Don't let a bad implementation ruin great software. Contact us today, you'll be glad we talked, even if you don't choose to work with us.

Seller

CLD Partners

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CLD Partners Community

Languages Supported

English

Overview by

John Slonkosky

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Salesforce Customer Success

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CLD Partners Media

CLD Partners Demo - The Right Certinia Implementation Partner Matters

You spend a lot time evaluating software, so make sure you pick the right implementation partner. With CLD Partners as your Certinia (formerly FinancialForce) consulting partner, you can get the real-time visibility and efficiency you need from your Certinia solution. Don't let a bad implemen...

CLD Partners Demo - We're here to help you be successful.

We'll help you implement Certinia right the first time. Do you already have Certinia but aren’t getting the visibility or efficiency you expected? CLD Partners can also help you recover from a poor implementation and see value quickly.

CLD Partners Demo - Professional Services Quoting by CLD Partners

Quote Professional Services natively on Salesforce. Build up estimates based on resource roles, rates, tasks, phases and more with support for materials and fixed fee items. Set up billing schedules, create SOWs, plan margin, track sales, and sync to CRM/CPQ & PSA with a services CPQ. Create ...

Accelerators designed for everything from automating timecard compliance, trigger frameworks, solutions designed for contract research organizations to training guides.

CLD Partners Demo - Our clients are talking

Listen and read what they have to say. We have over 150+ successful implementations. Visit cldpartners.com for a list of clients, testimonials and case studies.

CLD Partners Demo - You should have high expectations for your Certinia Solution

Implement Certinia the right way the first time and get the accuracy, efficiency and visibility into your enterprise services business that you need.

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Joshua C.

Accountant

Small-Business (50 or fewer emp.)

2/12/2024

"Fast, easy to work with, and no required knowledge"

5/5

What do you like best about CLD Partners?

We had a dedicated person with us throughout the entire process! Review collected by and hosted on G2.com.

What do you dislike about CLD Partners?

I don't believe there is anything I could exactly say I disliked about them without just knitpicking random things. They were extremly helpful. Review collected by and hosted on G2.com.

Recommendations to others considering CLD Partners:

If you want things set up your way, they might be more hands-on than you're looking for. I did not have knowledge on the topic prior and they walked me through each step and I have now been able to go back and customize things to our likings. Review collected by and hosted on G2.com.

What problems is CLD Partners solving and how is that benefiting you?

We were implementing zoom phone, away from our traditional carrier. I have very limited knowledge in the backend workings of phone lines and what it takes to move them around. CLD did all the work and walked us through the new admin side on zoom. Review collected by and hosted on G2.com.

Karen T.

Learning Experience Designer

Enterprise (> 1000 emp.)

9/12/2023

"All I need in one Place!"

5/5

What do you like best about CLD Partners?

They are extremely knowledgeable and responsive. Review collected by and hosted on G2.com.

What do you dislike about CLD Partners?

Nothing so far as I've stated,They are extremely knowledgeable and responsive. Review collected by and hosted on G2.com.

Stephen J R.

CTO / Partner

Mid-Market (51-1000 emp.)

11/16/2022

"Excellent Implementation Partner - Exceeded Expectations"

5/5

What do you like best about CLD Partners?

From sales to deployment, everyone on the CLD team was equally knowledgeable about our project requirements and scope. We never felt like we had to restart the conversation about functionality or the unique challenges we faced migrating to PSA or FFA. Review collected by and hosted on G2.com.

What do you dislike about CLD Partners?

Not much to dislike. Calling attention to any minor hiccups during our engagement would be a disservice and would simply overshadow the enormous amount of critical thinking and attention to detail that went into a successful deployment. Review collected by and hosted on G2.com.

Recommendations to others considering CLD Partners:

There are only a handful of Financial Force implementation partners, but they are not all created equal. We benefited from vetting multiple partners, which is typically not a process they are accustomed. However, it only highlighted CLD’s strengths and commitment to a successful deployment. Review collected by and hosted on G2.com.

What problems is CLD Partners solving and how is that benefiting you?

CLD was able to understand our business model and unique FFA/ PSA needs, so we spent less time designing and architecting and more time building the final product. Review collected by and hosted on G2.com.

Barry S.

Sr, Program Manager

Enterprise (> 1000 emp.)

11/15/2022

"A true PARTNER and not just a consultant/System integrator"

5/5

What do you like best about CLD Partners?

CLD takes ownership of their work and brings expert consulting to the table. They are willing to be creative and flexible where needed as well as call out where our decisions need to be challenged. Review collected by and hosted on G2.com.

What do you dislike about CLD Partners?

Their best and brightest are in high demand at times, but they have a very talented bench that can be called on when needed. This may sound like a negative, but they work so well together that the impact is limited. Review collected by and hosted on G2.com.

Recommendations to others considering CLD Partners:

I recommend being willing to listen and allow CLD Partners to truly Partner with you to define your solution. If you are looking for just developers to hire this would not be a good use of their talent. Review collected by and hosted on G2.com.

What problems is CLD Partners solving and how is that benefiting you?

CLD Partners helped Sirius Computer Solutions with the design and implementation of our Salesforce and Financial Force implementation as the core to our business transformation. They were not only systems integrators but also a true partner in our efforts to transform our business processes and systems. Review collected by and hosted on G2.com.

Ryan W.

Sr Operations Manager, CX

Mid-Market (51-1000 emp.)

10/6/2022

"I would have quit if it wasn't for CLD"

4.5/5

What do you like best about CLD Partners?

CLD has tons of in-house expertise on how to solve something. That way, our teams only have to describe the problems we are facing and we can leave the tooling solution up to CLD. Not only does CLD manage our basic administration, but they likely are completing the same work I would do in less than half the time. Review collected by and hosted on G2.com.

What do you dislike about CLD Partners?

They aren't on our company slack so I can't pester them all the time. ;) I actually don't have any complaints about CLD currently. Review collected by and hosted on G2.com.

Recommendations to others considering CLD Partners:

Kick the tires on a single project implementation to prove their expertise. Then sign up for a managed services type engagement to get maximum value out of them. You'll always find things to work on Review collected by and hosted on G2.com.

What problems is CLD Partners solving and how is that benefiting you?

Our company is growing rapidly. Therefore, our business processes and how we track our business are always evolving. We constantly have to improve our Financial Force PSA system to keep up with the desired changes. CLD team is able to offer a variety of service types to support single project overhauls or offset our operations staff to manage our administration of the FF tool. Review collected by and hosted on G2.com.

Erin B.

Senior Director, Enterprise Systems

Enterprise (> 1000 emp.)

11/21/2022

"World Class Partner for FinancialForce Implementation and Support"

5/5

What do you like best about CLD Partners?

The people! I am in constant awe of CLD’s ability to hire and retain the level of talent so pervasive throughout the company. The team’s knowledge and understanding of the suite of FinancialForce applications is unmatched. This expertise, coupled with their ability to learn and understand our business directly resulted in the overwhelming success of our implementation. Review collected by and hosted on G2.com.

What do you dislike about CLD Partners?

I do not dislike anything about working with CLD. Review collected by and hosted on G2.com.

Recommendations to others considering CLD Partners:

I highly recommend CLD for the implementation of any application within the FinancialForce suite. Review collected by and hosted on G2.com.

What problems is CLD Partners solving and how is that benefiting you?

CLD was the implementation partner for our large-scale roll-out of FinancialForce PSA, FFA and SCM, with exceptional results. They served as a trusted advisor from requirements, design, project management, development, training, and testing and continued to offer post-go-live support to ensure our project was a success. Review collected by and hosted on G2.com.

Verified User in Computer & Network Security

Mid-Market (51-1000 emp.)

1/31/2023

"Innovative, creative, with strong technical and industry knowledge."

5/5

What do you like best about CLD Partners?

Their listening skills, ability to quickly review a problem, give deep thought, come back with requirements and possible solutions. Review collected by and hosted on G2.com.

What do you dislike about CLD Partners?

Timezone coverage can sometimes be a problem if you have contacts overseas. CLD does its best to meet all timezone needs, but this can sometimes be difficult to cover within acceptable U.S. timezone coverage. They will definitely do their best to meet the Client's needs. Review collected by and hosted on G2.com.

Recommendations to others considering CLD Partners:

When looking for a partner to help you run the business in the most efficient, measurable, and quality processes, CLD Partners have the word Partner in their name for a reason. They truly partner with you to run your business and bring the technical and process knowledge to the table. Review collected by and hosted on G2.com.

What problems is CLD Partners solving and how is that benefiting you?

Connecting our end- to-end processes with best business practices and process flow. Review collected by and hosted on G2.com.

Michelle N.

Salesforce Development Manager

Mid-Market (51-1000 emp.)

8/1/2022

"CLD has been an invaluable partner in our implementation of FinancialForce"

5/5

What do you like best about CLD Partners?

Our company had previously hired another consulting company for our FinancialForce implementation, but they turned out to be unprofessional, unresponsive, and inexperienced. Luckily we found CLD.

Our CLD team Brian and Michael are so knowledgeable about FinancialForce and go above and beyond. They pull from years of experience to not only work on the development and build but to help define our financial business processes with important stakeholders. We have thrown many questions at them during our implementation, and they have always been able to answer and address them, coming back with productive, thoughtful, and creative solutions. Review collected by and hosted on G2.com.

What do you dislike about CLD Partners?

We had some delays but it was due to our own business not being ready to make certain changes by launch. Review collected by and hosted on G2.com.

Recommendations to others considering CLD Partners:

If you need experienced and cool people to implement and customize FinancialForce, CLD is the way to go. They also have a really low turnover rate, which is always a good sign. Review collected by and hosted on G2.com.

What problems is CLD Partners solving and how is that benefiting you?

Moving our Financial and Accounting systems into FinancialForce and Salesforce in addition to integrating existing external systems Review collected by and hosted on G2.com.

Verified User in Professional Training & Coaching

Mid-Market (51-1000 emp.)

8/8/2022

"Quick, responsive, and effecient"

5/5

What do you like best about CLD Partners?

CLD was able to discuss finance with our Finance team and Salesforce with our tech team and they filled multiple roles to be able to project manage, build FFA, and pivot seamlessly when our business needs shifted throughout the project. Review collected by and hosted on G2.com.

What do you dislike about CLD Partners?

I really enjoyed working with CLD partners overall. If there was something that I need to mention, then I would say it would have been helpful to have more discussion and expectation setting around what the launch of FFA would be like. Review collected by and hosted on G2.com.

Recommendations to others considering CLD Partners:

First, I appreciate the long-standing reputation of CLD and the sustained tenure of their employees, as a company, they approached their work with pride and a strong customer-centered, get it done right the first time value system. Additionally, CLD partners are cooperative and collaborative and understood our tight turnaround as they took over our implementation. They understood our existing Salesforce infrastructure and build FFA to integrate with the work we'd already completed. Review collected by and hosted on G2.com.

What problems is CLD Partners solving and how is that benefiting you?

CLD is working with our Finance Team to implement Financial Force. They have taken our existing processes and implemented creative solutions so our Finance team can be more automated in our move to FFA as we begin the long(er) term process of full automation. Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

11/4/2022

"Friendly folks with extensive knowledge"

5/5

What do you like best about CLD Partners?

Working with kind, intelligent people. In the past, we experienced the opposite with other implementation teams. It's a welcomed change! Review collected by and hosted on G2.com.

What do you dislike about CLD Partners?

We're happy with CLD and the service they provide. Review collected by and hosted on G2.com.

Recommendations to others considering CLD Partners:

I'd recommend CLD's Concierge Service over the FinancialForce Premier Service. Review collected by and hosted on G2.com.

What problems is CLD Partners solving and how is that benefiting you?

The CLD team assists us with eliminating manual processes and increasing efficiency. Each project we've tackled has done just that, and we couldn't be more grateful. Review collected by and hosted on G2.com.