Your Success
is Our Business
Our team of experts will guide you through your Certinia (formally FinancialForce) and Salesforce implementation smoothly and seamlessly.
Founded in 2015, Ladd Partners offers full-service consulting for Salesforce, Certinia & Rootstock including implementations, managed services support and custom development. We focus on delivering meaningful results for our customers. We hire the best people, and treat our employees and our customers right. At the end of the day: Your success is our business.
Methodology
At Ladd Partners, we employ a consistent, proven methodology to deliver repeatable results for our customers.
PREPARATION
Plan
Project Initiation
Onboarding
Project Kick-off
Design
Document Requirements
Review Design
Define Scope
PROTOTYPING
Build
Project Initiation
Onboarding
Project Kick-off
Test & Train
Configure / Build (iterative)
Walk-Throughs
Refine
PRODUCTION
Deploy
Go-live Decision
Deployment
Data Migration
User Training
Support
Adoption
Support
Locations
From Silicon Valley to Ottawa, Canada, our team is strategically located across major cities in North America.
- San Francisco, CA
- San Jose, CA
- Huntington Beach, CA
- San Diego, CA
- Portland, OR
- Bellingham, WA
- Denver, CO
- Kansas City, KS
- Austin, TX
- Chicago, IL
- New Orleans, LA
- Richmond, VA
- Bellingham, WA
- Ottawa, CANADA
Partners
Beyond Salesforce, Rootstock and Certinia, we also implement, integrate and partner with the following companies:
Bringg/zenkraft on Salesforce is a multi-carrier shipping app built natively on Salesforce, with essential shipping rate calculations APIs and more
End-to-end tracking and tracing solution for government agencies regulating legalized marijuana. Ladd Partners is a certified Metrc integration partner
Process, compliance and taxation consulting for the Cannabis industry
Advanced tax calculation, integrates with Certinia (Formerly FinancialForce)
Payments integration provider on the Salesforce Platform
Simplifies and automates documents, contracts, and eSignature. Document formatting solution for Certinia (Formerly FinancialForce)
A cloud based PoS app that helps retailers get closer to their customers by connecting the shop floor and Salesforce
Provides advanced paperless AP and invoice payment automation solutions
Cannabis Operations and Compliance consulting