Your Success

is Our Business

Our team of experts will guide you through your Certinia (formally FinancialForce), Rootstock 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

methodology / plan
Plan

Project Initiation
Onboarding
Project Kick-off

methodology / design
Design

Document Requirements
Review Design
Define Scope

PROTOTYPING

methodology / build
Build

Project Initiation
Onboarding
Project Kick-off

methodology / test and train
Test & Train

Configure / Build (iterative)
Walk-Throughs
Refine

PRODUCTION

methodology / deploy
Deploy

Go-live Decision
Deployment
Data Migration
User Training

methodology / support
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
MAP

Partners

Beyond Salesforce, Rootstock and Certinia, we also implement, integrate and partner with the following companies:

Partner Logo - {partner.name}

Bringg/zenkraft on Salesforce is a multi-carrier shipping app built natively on Salesforce, with essential shipping rate calculations APIs and more

Partner Logo - {partner.name}

End-to-end tracking and tracing solution for government agencies regulating legalized marijuana. Ladd Partners is a certified Metrc integration partner

Partner Logo - {partner.name}

Process, compliance and taxation consulting for the Cannabis industry

Partner Logo - {partner.name}

Advanced tax calculation, integrates with Certinia (Formerly FinancialForce)

Partner Logo - {partner.name}

Payments integration provider on the Salesforce Platform

Partner Logo - {partner.name}

Simplifies and automates documents, contracts, and eSignature. Document formatting solution for Certinia (Formerly FinancialForce)

Partner Logo - {partner.name}

A cloud based PoS app that helps retailers get closer to their customers by connecting the shop floor and Salesforce

Partner Logo - {partner.name}

Provides advanced paperless AP and invoice payment automation solutions

Partner Logo - {partner.name}

Cannabis Operations and Compliance consulting