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CLD Partners

CLD specializes in FinancialForce PSA and ERP implementations for mid-market, enterprise and global professional services organizations.
Professional Services Automation (PSA)
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CSM Practice, Inc.

Customer Success Consulting Services - From Research to Measurable Results
Customer Success Automation/AI
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Certinia

Customer Success Automation/AI
Professional Services Automation (PSA)
Revenue Operations
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Concentrix

Concentrix Corporation provides multi-channel demand generation and renewal marketing solutions. Its services include demand generation, renewal marketing, account mapping, database development, analytics and campaign planning, customer contact, and printing and fulfillment services. The company also provides customer interaction center, database analysis, and print-on-demand services. It serves transportation, publishing, banking, healthcare, and high-technology industries. The company was founded in 1983 as BSA Sales, Inc. and changed its name to Concentrix Corporation in September 2006. The company is based in Pittsford, New York. As of February 29, 2004, Concentrix Corporation is a subsidiary of SYNNEX Corp. SERVICESsales & marketing support technical support customer support back office solutions CAREERSRESOURCE LIBRARYCONTACT US COMPANY about Global delivery, local results. Concentrix maximizes the long-term value of our clients customers with solutions that support the entire customer lifecycle and provide a high return on investment. And, by delivering from our locations in Asia, Latin America, and the United States in 12 major languages, we give our clients the global reach essential for business success. Our results- satisfied clients, some with relationships of 12 years or more. Your results? Contact us to find out. Parent company SYNNEX Corporation (NYSE- SNX) Knowledge Process Outsourcing (KPO) industry Lines of business include technical and customer support, sales and marketing, and back office transaction processing Experience 25+ years Industry expertise in technology, communications, and consumer electronics Quality process- ISO 9001-2000, ISO 27001, CMMI Mission statement- At Concentrix, we deliver knowledge-based services that have one measure of success — customer satisfaction
Service Provider/Outsourcer
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Coveo

About Us Getting to your data when and where it matters the most Coveo is a leading provider of Information Access and Enterprise Search solutions. Our G2B search-powered solution provides unified information access across a wide range of enterprise data repositories. From the smallest start-ups to the largest global corporations, we can glue together all your relevant indexes of intranets, email servers, CRM and enterprise systems, databases, web content and even multimedia voice content. We help empower business managers with the information they need to drive higher results by instantly unleashing the value of existing data trapped into their varied databases and converting it into a powerful and unified business dashboard. In 2008, Coveo launched the industrys first mobile unified enterprise search application for devices such as the Blackberry. This solution takes mobile devices to the next level by enabling fast and secure access into any type of application or data repository, with a single easy to use interface. Total Scalability- Some of the largest companies use Coveo Solutions across their enterprises and around the world, just as smaller organizations, departments, divisions, or project teams do. Read more- Enterprise Search from Coveo | Getting to your data when and where it matters the most - http-//www.coveo.com Canadian Headquarters 2800 St-Jean-Baptiste Ave., Suite 212 Québec, QC G2E 6J5 Canada T- 418 263-1111 US Headquarters 945 Lakeview Parkway Vernon Hills, IL 60061 USA T- 1 800 635-5476 The Coveo Enterprise Search Solution- Delivering Quick ROI and Business Value Coveo has created a best-of-breed enterprise discovery platform with a unique combination of enterprise-grade scalability, connectivity and security. Committed to delivering a better customer experience, Coveo offers solutions that are easy to deploy, cost-effective and present minimal risk. Our award-winning solutions are supported by a first-class professional services team who assist managers and organizations in improving their business. Our solutions produce a quick return on investment and tangible business benefits with a new generation search technology and architecture that allows for- Simplicity- Enterprise-class capabilities Scalability- From a single department or business unit to an entire global organization Connectivity- To more than 30 enterprise IT systems, custom connector capabilities Customizable unified view- Intuitive user-experience, high relevancy of results Mobility- Same level of search capabilities and navigation of a desktop workstation available on several Smartphones Robustness- Capable of indexing one billion documents using two to three times less hardware
Knowledge Management/Search
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DB Kay & Associates

DB Kay helps you succeed with KCS, intelligent swarming, and self-service. As an experienced partner, we will reduce risk and speed time to value.
Knowledge Management/Search
Support Automation/AI
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FT Works

At FT Works, we are dedicated to providing tangible results for our customers · Because our only focus is support we fully master industry best practices for support teams of your size supporting products of similar complexity. · We work on all aspects of support so we bring a holistic view to every project for optimal results. · We use proven methodologies to deliver successful results quickly and at minimum risk. · We have a knack to work with all the stakeholders inside and outside the support team so we can build consensus for support projects. · We have no allegiance to any particular group so we can provide unbiased recommendations. · As a boutique firm we rely on a flexible, targeted approach that maximizes your return on investment. · Were people friendly. The goal for each engagement is to leave your team well trained and able to sustain the improvements on its own.
Knowledge Management/Search
Support Automation/AI
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Gainsight, Inc.

'Marketing professionals cry 'Oh boy!' for Marketo. The company''s marketing automation software comprehensively manages marketing campaigns, from email marketing and social media to event planning, lead management, and analytics to measure each campaign''s effectiveness. Its software serves as a database to store current and potential customer data in order to track transactions and facilitate future sales. The software-as-a-service (SaaS) platform can be integrated into customer relationship management (CRM) programs such as salesforce.com, Oracle, and SAP. Marketo''s products are designed to serve both small and large businesses. Founded in 2006, the company went public in 2013.'
Customer Success Automation/AI
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Grazitti Interactive

Knowledge Management/Search
Service Provider/Outsourcer
Support Automation/AI
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Lenovo (United States) Inc.

Workhorse Lenovo Group has risen to the top of the worldwide PC market, ahead of #2 HP and #3 Dell. The China-based group is a global supplier of Think-branded commercial PCs and Idea-branded consumer PCs, holding a dominant position in China. The company makes tablets, smartphones, laptops, desktops, workstations, servers, software, and accessories, and it is developing and launching mini ultrabooks and ideapads. Lenovo offers services for enterprise, small business, and home office markets. Certain products and services are geared specifically at the growing education, government, and health care verticals. Lenovo formed out of the acquisition of IBM's Personal Computing division in 2005.
Remote/Proactive Monitoring
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MODintelechy

Our name says it all (in ancient Greek, entelechy means turning potential into reality). We help firms reach their market potential through the intelligent (this is where the ‘I in Intelechy comes in) fusion of strategy, business development, and marketing savvy. How do we do this? As part of our disciplined process, we analyze your company, its products and services based on the current market and recommend AND execute the most impactful programs and services to power your profitable growth. We have developed and executed revenue growth services for many industry leaders such as AMD, Dell and SAP. When companies want to deliver revenue numbers quickly while also building a sustainable revenue growth engine for the future, they turn to the Intelechy Group.
Renewal Automation/eCommerce
Service Provider/Outsourcer
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Movate

A human-centered technology & experiences company
Service Provider/Outsourcer
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NIIT (USA), Inc.

NIIT (USA), Inc. operates as a training and software services company. It offers information technology education, training, and software solutions for individuals and enterprises. The company’s solutions include software services training, consulting, software, custom training, and instructor led training services, as well as CBT/multimedia products. Its software services include consulting, software development, and systems integration. The company was founded in 1991 and is based in Atlanta, Georgia. NIIT (USA), Inc. operates as a subsidiary of NIIT Ltd.
Learning Management/Learning Experience
Service Provider/Outsourcer
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Neuron7.ai

Neuron7.ai helps service organizations diagnose and resolve issues more effectively, at scale, with AI-powered service intelligence solutions.
Knowledge Management/Search
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Planview

Planview focuses on providing the most comprehensive portfolio management solutions in the industry to enable better decision making and business accountability. Founded in 1989 by visionary and CEO Patrick Durbin, Planview is recognized as an undeniable leader in the PPM market in the Forrester Wave- Project Portfolio Management Tools, Q4 2009, and is positioned in the leaders quadrant in the Gartner Magic Quadrant for IT Project and Portfolio Management, 2010. With offices across the U.S., Europe, and Asia-Pacific, Planview supports more than 550 customers worldwide in virtually every industry. Planview customers include Wells Fargo, WellPoint, Citi, Hallmark, Freddie Mac, BP, and Aetna, as well as public sector agencies such as the American Red Cross, the U.S. Department of Transportation, and the United Kingdom Ministry of Defence. Planview provides solutions for the most successful technology organizations in the world, and they are successful for a reason. These market-leading, knowledge worker organizations have savvy managers who lead the way in optimizing the business by balancing strategy against their scarce resources of people and money. They do this by using Planview solutions, which give them a proven discipline for investment decision-making, resource allocation, and staying on track.
Professional Services Automation (PSA)
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Quark Software Inc.

There's nothing small, much less subatomic, about Quark's presence in the publishing market. The company is best known for its QuarkXPress desktop application long before almost anyone had heard the term desktop publishing. The page layout application is used worldwide by graphic designers to arrange text and images for books, newspapers, magazines, and other publications. Quark also offers content management software for managing text, images, and other files over networks and the Internet. It serves clients in the commercial publishing, graphic arts, and multimedia markets. Founded in 1981, Quark was acquired by Platinum Equity in 2011.
Knowledge Management/Search
Learning Management/Learning Experience
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RTM Consulting, a Belcan Company

RTM Consulting provides Resource Management and Service Business Transformation solutions to help IT hardware, software and pure consulting companies.
Professional Services Automation (PSA)
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Renewtrak

Renewtrak is a fully managed, white-label renewals platform delivered as-a-service. Our business model is 100% focused on delivering successful financial outcomes for clients rather than simply actions, activities, and output. Renewtrak has fully embraced client business outcomes through an innovative commercial model centred on a 'no-win-no-fee' structure with no up-front investment required other than an investment of a little bit of time, brainpower, and effort. In other words, if clients don't see positive, measurable economic outcomes then they pay nothing. The service that Renewtrak provides allows clients to simplify, automate, and improve renewal rates for service, support, maintenance, and licensing agreements of all types. Pursuing renewals of all values (e.g. 'long-tail' high-volume, but lower dollar value, renewals), Renewtrak delivers incremental profit, cash flow, and revenue to clients, with no incremental increase in their cost of operations. Clients include technology vendors, distributors, systems integrators, and service providers. In addition to reducing the cost of pursuing and managing renewals, Renewtrak clients gain increased knowledge/awareness about their customers along with up-sell and cross-sell opportunities.
Renewal Automation/eCommerce
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Rocketlane

Rocketlane is the #1 rated, modern PSA platform that helps teams manage client projects end-to-end, improve project predictability and profitability.
Professional Services Automation (PSA)
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SAP AMERICA

Learn how SAP S/4HANA provides companies with a proven framework for adopting industry best practices, while attaining operational excellence.
Professional Services Automation (PSA)
Revenue Operations
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SOAR Performance Group

SOAR Performance Group helps B2B companies grow faster than their market/competitors with proprietary diagnostic, consulting and training offerings.
Renewal Automation/eCommerce
Revenue Operations
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ServiceMax

Transforming the Field Service Software Industry ServiceMax, Inc. is the only company that offers a complete on-demand field service solution built on the most trusted SaaS platform - the Force.com Platform. The company launched its ServiceMax Suite, the first complete on-demand field service solution, in summer 2008. The solution quickly won the Million Dollar Challenge Award at Dreamforce 08 and was recently named the Best Service & Support App of 2008 on the Force.com AppExchange. ServiceMax provides technology and expertise to customers who deliver post-sales support and field service to drive revenue, control costs, and sustain a competitive edge. Customers include large enterprises like BioRad and Pentair and smaller companies like Everyday Wireless and Punch Graphix. ServiceMax is headquartered in Santa Clara, California. Maxplore provides ServiceMax, a comprehensive service chain and field service management solution built entirely on the Force.com platform. ServiceMax dovetails into the Salesforce CRM Call Center application to drive all aspects of post-sales service delivery and management, including entitlement verification, configuration management, field service engineer management, dispatch management, service inventory management and depot repair. Customers using ServiceMax inherit the security, customization, integration and other benefits of the Force.com platform as well as the reliability, scalability and availability of salesforce.coms trusted global infrastructure.
Support Automation/AI
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ServiceNow, Inc.

ServiceNow believes in self help. A provider of cloud-based services to IT departments, the company serves the financial services, IT services, and health care industries, among others. ServiceNow offers software and services that help IT organizations automate and integrate various enterprise technologies. Its cloud-based software works across operating systems, servers, networking equipment, PCs, mobile devices, and other technologies to facilitate workflow automation, data consolidation, and administration of organizations' business processes. Customers also use its platform to create custom applications for automating processes unique to their organizations. Founded in 2004, ServiceNow went public in 2012.
Remote/Proactive Monitoring
Support Automation/AI
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Staircase AI

Staircase AI is pioneering Customer Analytics platform helping Revenue leaders generate higher NRR.
Customer Success Automation/AI
Renewal Automation/eCommerce
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SupportLogic

Next-Gen Support Experience Management
Customer Success Automation/AI
Support Automation/AI
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Tek Experts

Extraordinary Talent. Exceptional Customer Experiences. Helping our clients source, skill, and scale their tech talent needs.
Service Provider/Outsourcer
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The Service Design Group

The Service Design Group is a Business Model design consultancy that leverages service design methodology to maximize your customer lifetime value.
Service Provider/Outsourcer
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TheLoopsai, Inc.

TheLoops support operations provide data and process automations that give support leaders a mission control center and increase agent productivity.
Customer Success Automation/AI
Support Automation/AI
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Thought Industries

Learning Management/Learning Experience
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Totango

Customer Success Automation/AI
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West Monroe

We act on inflection points…whether that is a merger or acquisition, a restructuring, the launching of a new product or service, a strategic customer contract, securing strategic investors, or developing new alliance relationships. We serve our clients to help make meaningful, strategic change to produce substantial and sustained financial returns for the company and its investors.Waterstone partners with select leaders and investors in the business-to-business technology and information services industries
Revenue Operations
Service Provider/Outsourcer
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Yext

Answer support questions before they become support tickets. Simplify self-service with AI-powered customer support search solutions from Yext.
Knowledge Management/Search
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cleverbridge GmbH

cleverbridge provides e-commerce solutions for renewals automation and 24/7 customer self-service to easily sell to your customers around the world.
Renewal Automation/eCommerce
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iasset.com

iasset.com ensures automated, easy management and quoting of net-new, renewal and expand opportunities throughout the entire product lifecycle.
Partner Channel Management
Renewal Automation/eCommerce
Revenue Operations
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nCloud Integrators LLC

nCloud Integrators provides customer success leadership and data-driven implementation expertise to accelerate efficiency and profitability.
Customer Success Automation/AI
Support Automation/AI
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xFind

AI with Confidence for Support Teams
Knowledge Management/Search
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