Who We Are

Who Is Icon Cloud Consulting, and What Do They Specialize In?

Icon Cloud Consulting specializes in end-to-end Certinia & Salesforce implementations and support, designed to provide our customers successful business outcomes the first time.

Icon Cloud Consulting brings the deep hands-on experience needed to build future-proofed solutions that will grow with your business. We are a proud Certinia customer and use the same cloud solutions that we implement every day.

Achieving Successful Business Outcomes

Our mission is to help service-based businesses implement Certinia and Salesforce solutions the right way, every time.

Partnership is at the core of the Icon Services Delivery model, and we seek to build long term relationships with customers that reflect our core values of Integrity, Trust, and Innovation. Icon stands behind our work with a 60-day service warranty.

Core Values

Integrity

We provide the best solutions, regardless of the vendor.

Trust

We value complete transparency and honesty within our team as well as with our customers and partners.

Innovation

Our innovative processes are pivotal to the success of any organization.

Why Do Services Organizations Choose Icon Cloud Consulting?

Our working style and process is built around creating supportable, upgradable, and scalable solutions for growing businesses.

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Experienced Team

We offer deep expertise in all products, seamless and continuous support, and an executive team with a strong vision of shared success.

Continuous Innovation

We work closely with our partners to implement leading-edge processes and solutions.

Best Time-to-Value

We put the solution in our clients’ hands as soon as 4-6 weeks for testing and 10-12 weeks for go-live.

Featured Product

Certinia PSA, Live in Weeks, Not Months

Icon1 is a preconfigured Certinia PSA implementation built from 300+ deployments. Less risk, faster time-to-value, and an ROI multiplier built in from day one.

AI Implementation

Put AI to Work on Salesforce. Safely, and for Real.

As graduates of Certinia's inaugural AI Partner Enablement Program, we deliver trusted, autonomous AI workflows on Salesforce and Certinia Agentforce.

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Avalara
Salesforce
Conga
Asperato
Sunrise HCM
Certinia
Certinia Premier Implementation Partner Seal

Certinia Innovation Partner of the Year

With over 13 years of experience, status as an official Certinia Partner, staff members who've worked in critical roles at Certinia, and the 2022 Certinia Innovation Partner of the Year award, we have the depth and breadth of expertise to get the job done right.

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Certinia

300+

Implementations

Certinia and Salesforce deployments completed since 2011. Source: Icon Cloud Consulting internal project records.

60+

Customers Globally

Active clients across the US, Canada, and UK as of 2025.

6000+

Support Hours Per Year

Managed support and advisory hours delivered annually across the client base.

What Sets Icon Cloud Consulting Apart as a Long-Term Partner?

How did Icon Cloud Consulting become the longest-tenured partner in the Certinia ecosystem?

Icon Cloud Consulting was founded in 2011 and joined the Certinia (formerly FinancialForce) partner ecosystem in 2011. At the time, most systems integrators were treating the platform as a side practice. Icon built its entire business around it. Over 13 years, the firm has accumulated implementation depth across more than 300 deployments spanning professional services firms, SaaS companies, nonprofit organizations, and technology businesses in the US, Canada, and UK. Several members of Icon's team previously held roles at Certinia itself, which gives the firm visibility into the platform's roadmap and technical decisions. Mike Dover, Certinia's Vice President of Global Customer Success, has publicly described Icon as sharing "a deep passion for success throughout the customer journey."

What certifications do Icon Cloud Consulting's consultants hold?

Icon Cloud Consulting's team holds certifications from Certinia, Salesforce, and the Project Management Institute (PMI). Certinia certifications cover PSA, ERP, Revenue Management, and the full product suite. Salesforce certifications held by Icon staff include Revenue Cloud, CPQ, and CRM implementations. In 2026, Icon completed Certinia's inaugural AI Partner Enablement Program and received an Official AI Implementation Certification as part of the first cohort of partners trained on Certinia Veda, the firm's enterprise intelligent operations engine built on Salesforce Agentforce. Icon was one of only two partners selected for the Veda pre-release rollout, and the firm now runs Veda in live production on its own business operations.

What types of organizations does Icon Cloud Consulting serve?

Icon Cloud Consulting's client base centers on services-based businesses that run, or plan to run, Certinia and Salesforce as their core operational platform. This includes professional services consulting firms, managed service providers, SaaS companies with professional services arms, technology firms with complex billing and revenue recognition requirements, and nonprofit organizations managing project-based grant funding. Clients range from mid-market firms with 50 to 500 employees to larger enterprises expanding internationally. Courtney Phillips, Finance Operations Manager at Appcast, Inc., has worked with Icon across multiple organizations: "I have had the privilege of working with Icon on several projects with two different organizations; I would choose Icon again and again for any Certinia deployment."

FinancialForce Partner of the Year North America 2020
Certinia Partner
Salesforce Registered Consulting Partner
FinancialForce 360 Partner Excellence Award System Integrators 2017
Trusted By Organizations Worldwide
10 Fold Agile Assets Aquitas Solutions Clean Slate Cloudware Connections groupby Kell Partners Listrak Llamasoft Paytech Progesys Q4 SCMEP Tier 1 Trivista Wellsky

Future-Proof Your Business With Ease

From goal setting to deployment, Icon is ready to get you to the finish line. Get in touch with us to learn more about our Certinia and Salesforce implementation solutions.

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