CLD Partners Reviews & Provider Details

Our company purchased another company and needed to bring all their project and financial information into Financial Force PSA and FFA. The team assigned made things simple for loading data, did quick turn around on whatever we needed, offered opinions on how processes could work smoother, and overall was great. They had innovative ideas that have helped our integration be as smooth as possible, and we would 100% use them again for any integration we have. Review collected by and hosted on G2.com.

I was a massive fan of the quick response times, innovative ideas, ways to make it simpler for us to have separate and combined data. Review collected by and hosted on G2.com.

Our company used an external quoting tool that was supposed to integrate into SalesForce, but it was not properly installed or integrated. Data moved between 5 separate platforms requiring human interaction to repeat manual tasks to save and store. Compliance with our most important asset, our contract vehicles, relied on manually updating a spreadsheet. The risk to our business was high; to comply with requirements and produce an accurate quote required an unacceptable level of effort; and we had no single-pane visibility into our business. We were paying for a costly storage tool that had no data integrity, so our system did not work for us, we worked for it. CLD streamlined our quoting process, customized a quoting tool fully integrated into SalesForce and created a self-contained system that allows us to be compliant. Our platform now has checks and balances and automates so many of the manual processes it has created an efficiency that increased our RFQ to quote time 100%. Review collected by and hosted on G2.com.

CLD has industry leading experts. They allow you to focus on the outcome you are trying to achieve, using their internal expertise to craft the most efficient and best way to achieve your result. They are responsive, easy to work with and knowledgeable. I have never worked with a better consultant; they really invest and become part of your team. Review collected by and hosted on G2.com.

CLD turned around our 8000 user, global FFDC PSA, Rev Rec, Vendor management implementation. They came in about 1 year in and fixed the issues from the previous vendor and then finished the job. Review collected by and hosted on G2.com.

They’re more than fair, honest (was never afraid to push back when we were headed down the wrong path), and 100% committed to their customer’s success. Review collected by and hosted on G2.com.

Two different companies, two different programs and challenges and 2 different implementations. I first used CLD partners at Guidewire and there was no other company we would have used at Apttus, they were my first and only call. Review collected by and hosted on G2.com.

The methodology for implementation that CLD brings to the table is very structured and helps the business and IT stakeholders think through use cases and scenarios in a step by step way while drawing from CLDs expertise on not just the tool but also the business processes for delivery to cash. Data migration is always one of the toughest items in any enterprise program and I can always count on the CLD team to have amazing experts who have done it over and over again and are as keen to get things as close to perfect as the customer is. Review collected by and hosted on G2.com.

CLD managed our Financial Force PSA Implementation in 2013. Through the years they have also built several custom solutions including a Concur integration and a Project Revenue Forecasting tool. Review collected by and hosted on G2.com.

The CLD team understand the Professional Services world. They are also experts in FinancialForce PSA and Salesforce. They have always been very responsive to our needs and have become a valuable business partner. Additionally their documentation is outstanding. I still look at our SmartSheets from six years ago. Review collected by and hosted on G2.com.

Suzanne was more than helpful in helping to ensure that our organization was aware of the options within PSA. She helped to guide us through the PSA functionality and how to utilize this to best meet our specific business requirements and constraints. Suzanne was extremely skilled and patient with all of the numerous changes that we encountered. Review collected by and hosted on G2.com.

Detailed knowledge and ability to find good solutions to challenges Review collected by and hosted on G2.com.

CLD guided us through Phase 1 of an implementation of FinancialForce PSA with a tight timeline. The project was successful on all counts thanks to the CLD Partners team and their methodology. Review collected by and hosted on G2.com.

We valued the ability to have many face to face working sessions, they were one of the keys to our overall success. They took the time to analyze, evaluate and respond to tough technical challenges and deliver solutions that exceeded our needs and expectations. CLD is a true partner with expert, dedicated staff that you enjoy working with. This is coupled with an effective methodology that starts with training, allowed us to make informed decisions during design and configuration. During design, they quickly came to understand our business and requirements, guiding us to well-designed solutions that are flexible enough to meet our evolving needs after deployment. Review collected by and hosted on G2.com.

CLD guided us through an implementation of FinancialForce PSA with complex requirements and a tight timeline. The project was successful on all counts thanks to the CLD team and their methodology. Review collected by and hosted on G2.com.

CLD is a true partner with expert, dedicated staff that you enjoy working with. This is coupled with an effective methodology that starts with training, which allowed us to make informed decisions during design and configuration. During design, they quickly came to understand our business and requirements, guiding us to well-designed solutions that are flexible enough to meet our evolving needs after deployment. Review collected by and hosted on G2.com.

Our company wanted to go with PSA Financialforce and CLD partner helped us from start to finish. They really did a great job understanding what we wanted to achieve and how they can jump in help with anything with salesforce and financialforce app. They filled the gap between financialforce PSA and salesforce platform via their expertise and custom solutions. Review collected by and hosted on G2.com.

They are such a sweet people and helped us from ground up. They are so talented and help us understand the PSA tool. Review collected by and hosted on G2.com.

CLD was the integrator that RCI, LLC (a Wyndham Destinations company) used to install Financial Force for our company. Review collected by and hosted on G2.com.

CLD has experts that understand the complicated recognition requirements and quickly learned our business model to understand how to integrate our data from our legacy systems into the Financial Force system to properly calculate the revenue in accordance with the new rules. This saves our company time and money when looking at the volumes of transactions that we do annually. Review collected by and hosted on G2.com.