What CLD Partners does

CLD Partners is a privately held Salesforce and Certinia (formerly FinancialForce) implementation consulting firm founded in 2010 and headquartered in Front Royal, Virginia. The company specializes in deploying Professional Services Automation (PSA), Financial Management (ERP), and Quote-to-Cash solutions natively on the Salesforce platform, serving professional services organizations and contract research organizations across mid-market and enterprise tiers. Since 2011, CLD has held first-mover status as Certinia's inaugural PS Cloud implementation partner and has completed over 150 implementations for 100+ clients, including large-scale global rollouts for Siemens (3,500 users, 5,000+ active projects) and CTI (1,200+ users, ~200 active clinical trial projects).

The firm's core offering combines certified Salesforce architects and trained CPAs to deliver end-to-end implementation, integration, and post-implementation managed services. CLD has developed a portfolio of 50+ pre-built accelerators including Timecard Compliance, Credit Card Integration, Bid Import (for CROs), Project Unit Tracker, Project Hierarchy Component, and ASC 606 / IFRS 15 Revenue Recognition solutions. Technical work spans custom Lightning Web Components, Apex code, Salesforce Flows, and integrations to enterprise systems including SAP, Oracle, Concur, NetSuite, and Workday. The 2024 launch of PSForecast (native Salesforce revenue forecasting app) and the June 2025 spin-out of PSQuote (native professional services quoting tool) reflect a deliberate shift from pure implementation services toward product IP commercialization.

CLD operates a consultative, enterprise sales motion supported by strategic channel partner referrals from Certinia, Salesforce, TSIA, Accounting Seed, Conga, and PSQuote. All engagements are custom-scoped with no public pricing. The company is owned by four founding partners (Steve Clune, Tom Lagarde, Joe Lyons, Paul Lagarde) and has grown organically without institutional investment. A 2025 launch of an AI/Agentforce Jumpstart program positions CLD to capture AI implementation services within the Salesforce ecosystem, leveraging Agentforce for Slack-based agents, predictive forecasting, and process automation use cases.

Name

CLD Partners

Legal name

CLD Partners, LLC

Website

https://cldpartners.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

CLD Partners is a Salesforce and Certinia implementation consulting firm that delivers Professional Services Automation, ERP, and Quote-to-Cash solutions to mid-market and enterprise professional services and CRO clients, with 150+ implementations and a portfolio of accelerators and AI enablement services.

Ownership category

akta.pro rank

Product category

Salesforce/Certinia Implementation Consulting

NAICS

Management Consulting Services (54161), Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)

SIC

Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Contract Lifecycle Management (CLM) & Document Automation (BPAEAPAD)

Keywords

• Certinia implementation services
• Salesforce consulting
• Professional services automation
• Quote to cash solutions
• Certinia financial management

Headquarters

HQ city

Front Royal

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Professional Services / Implementation Consulting: CLD Partners generates revenue by providing implementation, consulting, and managed services for Certinia (FinancialForce) and Salesforce. Engagements include PSA implementation, ERP implementation, Quote-to-Cash solutions, AI/Agentforce Jumpstart programs, and Concierge (post-implementation) managed services. Revenue is earned on a project and retainer basis, typical for a Salesforce SI partner.

Go-to-market motion2 records

Distribution channels5 records

Marketing channels8 records

Core offering

CLD Partners is a Salesforce/Certinia implementation consulting firm that delivers end-to-end Professional Services Automation (PSA), Financial Management (ERP), and Customer Success Cloud implementations on the Salesforce platform. The firm sells project-based and retainer engagements covering process design, configuration, custom development, data migration, enterprise system integration (SAP, Oracle, Concur, NetSuite, Workday), and post-implementation Concierge managed services, augmented by 50+ proprietary accelerator components and AI/Agentforce Jumpstart advisory.

Product overview

CLD Partners is a Salesforce consulting firm specializing in Certinia (formerly FinancialForce) implementation and professional services automation. The company offers implementation services for Certinia PSA, Financial Management, and Customer Success Clouds, complemented by managed Concierge Services and AI/Agentforce Jumpstart consulting. Their portfolio includes 50+ pre-built accelerator components including Credit Card Integration, Timecard Compliance, Bid Import, Project Unit Tracker, and Project Hierarchy tools. The company also developed PSQuote, a professional services quoting tool on Salesforce (recently spun out as independent entity), and PSForecast for revenue forecasting. Services span quote-to-cash process optimization, enterprise integrations (SAP, Oracle, Concur, NetSuite, Workday), and AI implementation for organizations using Salesforce and Certinia.

Differentiator

Problem solved

Functional benefit

Products and services

• Certinia PSA Implementation Consulting services for implementing Certinia Professional Services Cloud (PSA), covering resource management, project management, time and expense entry, and billing to provide complete visibility into project delivery and resource utilization. Targeted at professional services firms adopting Salesforce/Certinia PSA.
• Certinia ERP / Financial Management Implementation Implementation consulting for Certinia Financial Management Cloud covering accounting, finance operations, revenue recognition, and forecasting on a single Salesforce platform. Targeted at organizations replacing or upgrading ERP financial processes on Salesforce.
• Concierge Services Post-implementation managed services for Certinia including on-demand help desk, system enhancements, business process improvements, user adoption, strategic consulting, and health checks on a retainer basis.
• Quote to Cash Solutions End-to-end quote-to-cash process consulting covering services estimation, quoting, order management, project delivery, billing, invoicing, and revenue recognition on Salesforce. Targeted at organizations seeking to unify services economics on a single Salesforce platform.
• AI / Agentforce Jumpstart 4-week consulting engagement to help organizations identify AI use cases, assess data readiness, and create a prioritized roadmap for Salesforce Agentforce implementation. Includes Hubbl org scan, data and integration gap analysis, and quick-win AI agents delivered in Slack or Salesforce UI.
• Certinia Implementation (PS Cloud, Financial Management, Customer Success) End-to-end implementation of Certinia PS Cloud, Financial Management Cloud, and Customer Success Cloud on Salesforce, including process design, data migration, testing, and training for organizations adopting the full Certinia suite.

Quantifiable outcome

• 150+ successful Certinia implementations over 10+ years
• +5 more outcomes

Named customers14 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration13 records

AI capability9 records

Feature9 records

Partnerships

14 partnerships are on record, tiered core and supporting.

• Certinia (formerly FinancialForce)coreImplementation/ SI/ Consulting Partner · 1 January 2011CLD Partners is an official Certinia Implementation Partner. In 2011, CLD became the first-ever implementation partner for Certinia PS Cloud (formerly FinancialForce PSA), giving it over a decade of unparalleled Certinia implementation experience. CLD implements Certinia PS Cloud, Financial Management Cloud, and Customer Success Cloud for clients across enterprise and mid-market.
• SalesforcecoreImplementation/ SI/ Consulting PartnerCLD Partners is a Registered Salesforce Consulting Partner. Their architects, business analysts, developers, and project managers are experts on the force.com platform. Many CLD consultants hold Salesforce Certifications including Certified Administrators, Platform Developers, Community Cloud Consultants, Sales Consultants, and Advanced Administrators.
• Accounting SeedsupportingImplementation/ SI/ Consulting PartnerCLD Partners is a Solutions Implementation Partner for Accounting Seed, the #1 accounting solution built natively on the Salesforce Platform. The partnership combines CLD's proven track record in seamless Salesforce implementations with Accounting Seed's native accounting capabilities to deliver single-source-of-truth solutions.
• CongasupportingImplementation/ SI/ Consulting PartnerCLD Partners is a Conga Consulting Partner. Many CLD clients use Conga with their Certinia solutions to create templates for proposals, sales invoices, checks, reporting, and more. Conga allows clients to quickly create client-ready documents and modify templates easily within the solution.
• PSQuotecoreImplementation/ SI/ Consulting PartnerPSQuote is the leading professional services quoting tool built natively on Salesforce. CLD Partners is the primary implementation partner for PSQuote, combining foundational knowledge of professional services with Salesforce expertise to provide complete end-to-end quote-to-cash solutions. PSQuote is available on the Salesforce AppExchange.
• TSIA (Technology Services Industry Association)supportingStrategic or Co-development PartnerCLD Partners is a TSIA Consulting Alliance Partner. TSIA is the world's leading research organization for technology companies. When services companies look for an implementation partner for Quote to Cash, ERP, or Professional Services solutions on Salesforce, TSIA refers them to trusted partners like CLD.
• SAPsupportingTechnology or IntegrationCertinia integrates with SAP. CLD has implemented integrations with SAP including Contracts/Orders to SAP contract modules and SAP projects for billing and invoicing. For Siemens, CLD integrated Certinia cost, billing, and revenue data into SAP using SAP's Revenue Accounting and Reporting engine.
• OraclesupportingTechnology or IntegrationCertinia integrates with Oracle. CLD has experience implementing integrations between Certinia and Oracle ERP systems as part of enterprise quote-to-cash solutions.
• Concur (SAP)supportingTechnology or IntegrationCertinia integrates with Concur. This is a common request by large organizations that use Concur for expense management. CLD has implemented at least two Certinia-Concur integration solutions, bringing expenses into Certinia PSA from Concur and exposing projects and resources.
• NetSuite (Oracle)supportingTechnology or IntegrationCertinia integrates with NetSuite. CLD implements integrations between Certinia and NetSuite ERP systems as part of enterprise financial management solutions.
• WorkdaysupportingTechnology or IntegrationCertinia integrates with Workday. CLD has experience implementing integrations between Certinia and Workday for enterprise financial management and HR data synchronization.
• AsperatosupportingTechnology or IntegrationAsperato provides end-to-end payment automation for Certinia, enabling 'Pay Now' buttons on sales invoices, automatic recurring revenue collection, and automatic cash entry and cash matching. CLD has helped clients implement Asperato and extend its functionality for recurring subscription payment collection.
• HubblsupportingTechnology or IntegrationHubbl is used by CLD during AI/Agentforce Jumpstart engagements to scan Salesforce orgs and surface issues that could block AI adoption. The Hubbl Scan is part of CLD's Discovery phase to identify data and integration gaps.
• Slack (Salesforce)supportingTechnology or IntegrationCLD implements Agentforce agents that work directly in Slack, providing access to AI capabilities (e.g., time entry from Slack, resource plan from Slack, Status Update Agent) without leaving the Slack environment. Same logic, same data, where teams already work.

Scale indicators11 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Persistent Systems: Persistent Systems is a global digital engineering and Salesforce SI with a sizable Salesforce and Certinia practice. Comparable in Certinia delivery capability but operates at much larger scale and across more geographies than CLD.
• Accenture Salesforce Business Group: Accenture's Salesforce Business Group is a tier-1 global SI delivering Salesforce and Certinia implementations. Overlaps with CLD on enterprise Salesforce customers, but operates at vastly larger scale with global delivery capability.
• Slalom: Slalom is a large, multi-disciplinary consulting firm with a substantial Salesforce and Certinia practice. Comparable to CLD in target customer (mid-market and enterprise Salesforce buyers) but with vastly greater scale, geographic coverage, and a much broader service portfolio.
• Deloitte Digital: Deloitte Digital is a tier-1 global SI with a large Salesforce practice including Certinia/FinancialForce delivery. Competes with CLD for large enterprise Salesforce transformations but at dramatically greater scale and breadth.
• Appirio (Wipro): Appirio is a Salesforce-focused SI acquired by Wipro, with deep Salesforce cloud and ecosystem implementation heritage. Comparable Salesforce SI capability and target customers; notably, Appirio's early sales team is referenced as the prior employer of CLD's co-founder Tom Lagarde.

Direct peers

• Torrent Consulting: Torrent Consulting is a long-standing FinancialForce/Certinia implementation partner serving professional services and PSA customers. Directly comparable niche focus, customer overlap, and partner status with Certinia.
• Coastal Cloud: Coastal Cloud is a US-based Salesforce consulting partner with implementation services across multiple Salesforce clouds and ecosystems. Comparable as a mid-sized Salesforce SI pursuing similar mid-market and enterprise customers.
• Simplus (Infosys): Simplus is a pure-play Salesforce consulting and implementation partner (acquired by Infosys in 2020) covering Salesforce clouds, Certinia/FinancialForce, and adjacent enterprise apps. Directly comparable to CLD as a Salesforce/Certinia-focused SI; larger in scale and global reach.

Emerging players

• Girikon: Girikon is a Salesforce implementation and consulting partner offering Salesforce and FinancialForce/Certinia services with delivery centers in the US and offshore. Comparable Salesforce/Certinia delivery capability, generally more cost-competitive on offshore-heavy work.

Regional players

• Sense Corp: Sense Corp is a mid-sized management and technology consulting firm with Salesforce and PSA/ERP implementation capabilities. Comparable in mid-market Salesforce delivery scope, primarily operating in the US market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/cldpartners
• LinkedInlinkedin.com/company/cld-partners

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about CLD Partners