What Salesforce Revenue Cloud Services Does Icon Cloud Consulting Provide?
Icon Cloud Consulting brings over a decade of holistic Salesforce experience to design revenue and billing solutions for fast-growing organizations.
Provide a single source of truth for all revenue data. Icon’s experts understand every intricacy of Revenue Cloud needed to successfully scale your business.
We assess and configure Salesforce CPQ to optimize products and bundles,, streamline pricing and quoting processes, and grow your sales pipeline.
Seamlessly automate your organization’s billing processes from end-to-end to provide complete transparency and protect crucial financial data.
Ensure that your Salesforce products function in perfect harmony within your ERP architecture. Improve accounting controls and best practices.
ASC 606-compliant revenue recognition centralizes all revenue channels into one system and brings powerful visibility to your revenue forecast.
Centralize all billing types, consolidate invoices and automate billing operations to bring clarity and confidence to even the most complex customer relationships.
Make it easier for customers to pay by automating cash receipts on platform.
Shorten DSO by integrating receivables into your customer 360.
Stand up a single source of truth for revenue and forecasting data.
What Happens When a Salesforce Revenue Cloud Implementation Gets Off Track?
Revenue Cloud Health Check
We evaluate your Revenue Cloud production environment against best practices.
- Ensure processes are aligned properly in the solution.
- Ensure configurations support current (and future) processes.
- Evaluate customizations against platform best practices.
- Identify opportunities to fill process and configuration gaps.
- Review issue backlog and look for patterns to apply root cause analysis.
Onboard New Business Units
Seamlessly migrate any business unit (whether new or existing) onto your Revenue Cloud solution.
- Incorporate new quoting, billing, or revenue processes.
- Conduct thorough unit, UAT and regression testing.
- Onboard and train new Sales and Finance users.
- Ensure a smooth cutover by standing up a combined team hyper-care process.
- Ensure that migrated data is clean and supports all quoting, billing, and revenue processes.
CPQ and Billing Implementation
Engage Icon to roll out Revenue Cloud, leveraging an MVP approach to minimize time to value.
- Gather requirements and incorporate industry best practices.
- Design and configure an MVP version of the solution to get users "hands-on" rapidly.
- Execute iterative testing and feedback cycles.
- Ensure solution confidence with thorough user acceptance testing.
- Ensure migrated data is clean and supports all new processes.
Implementation Health Check
We evaluate your underway Revenue Cloud project to quickly identify a path to success.
- Review all requirements to ensure clarity of desired outcomes.
- Review design and configuration to identify gaps with requirements.
- Review your architecture top to bottom to identify potential roadblocks.
- Identify possible customization or platform best practices issues.
- Recommend a path leveraging your existing investment to generate quick wins.
Why Work With Us?
At Icon Cloud Consulting, we offer more than just Certinia implementations—explore the many benefits of a comprehensive partnership.
Award-Winning Expertise
With over a decade of experience, status as an Tier-1 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.
Long-Lasting Success
We go beyond basic implementation to carry our clients further—Icon’s ongoing support and “Right Practices” customized to your business ensure you continue to get the most value out of your Certinia investment through every growth phase.
Client-First Protection
We want our clients to feel completely confident about their systems and services. Along with our track record of longstanding, successful partnerships, our 60-Day Warranty acts as a guarantee of your satisfaction.
How Does Salesforce Revenue Cloud Work, and Is It Right for Your Business?
What is the difference between Salesforce CPQ and Salesforce Revenue Cloud?
Salesforce CPQ (Configure Price Quote) is the quoting and pricing engine within the broader Revenue Cloud product family. CPQ handles the front-end sales process: configuring product bundles, applying pricing rules and discount approvals, and generating branded PDF quotes for customers. Revenue Cloud extends CPQ downstream into the customer lifecycle — adding subscription billing, contract amendments, revenue recognition (ASC 606), accounts receivable, and general ledger integration. For professional services organizations, the typical implementation path starts with CPQ to streamline the quote-to-cash process, then expands into billing and revenue recognition once the sales motion is stable. Icon Cloud Consulting has implemented both CPQ standalone and the full Revenue Cloud suite, and can advise on the right scope for a given organization's maturity level and budget.
What can go wrong with a Salesforce Revenue Cloud implementation, and how does Icon help?
Revenue Cloud implementations fail most often for three reasons: underspecified product catalog and pricing rules that break down under real-world quoting scenarios, data migration errors that corrupt billing history or contract records, and customizations that conflict with Salesforce's upgrade path. Icon Cloud Consulting offers both a Revenue Cloud Health Check for existing deployments and an Implementation Health Check for in-progress projects. In both cases, Icon reviews requirements against the current configuration, evaluates customizations against platform best practices, identifies architecture gaps, and delivers a remediation roadmap. Icon's team is specifically trained in the Revenue Cloud edge cases — such as multi-currency subscription amendments, usage-based billing, and complex discount structures — that tend to surface late in an implementation when they are most expensive to fix.
How does Salesforce CPQ integrate with Certinia ERP?
For organizations running both Salesforce Revenue Cloud and Certinia ERP, the integration between the two platforms creates a closed-loop revenue process: a won opportunity in Salesforce CRM triggers quote-to-cash in CPQ, the resulting contract data flows into Certinia for project setup and resource management, time and expenses tracked in Certinia PSA feed back into Certinia billing, and the invoiced amounts reconcile against the original CPQ contract. Icon Cloud Consulting is one of the few firms in the Certinia ecosystem with deep expertise in both platforms, which makes it uniquely positioned to design and implement the ERP-to-CRM data architecture correctly from the start rather than retrofitting integrations after each system goes live independently.
300+
Certinia and Salesforce deployments completed since 2012. Source: Icon Cloud Consulting internal project records.
60+
Active clients across the US, Canada, and UK as of 2025.
6000+
Managed support and advisory hours delivered annually across the client base.
How It Works
Discovery and Requirements Gathering
Our process starts with a deep dive into your organization’s unique service needs, identifying opportunities and defining project goals.
Configurations and Updates
We delve into your Revenue Cloud ecosystem and configure all settings, products, and processes to align with your vision.
Documentation and Training
We’ll empower your staff with dedicated, hands-on training and clear documentation to ensure the success of your solution.
Deployment
Our process culminates with testing and deployment, but our services don’t stop there—you can rely on Icon to maintain your Salesforce systems as your organization scales.
Need Ongoing Support? Experiencing Implementation Issues?
We can jump in anytime to remediate an issue or bring the project to completion.
Contact UsOur Ongoing Support Process:
We assess your existing systems to identify potential pitfalls, risks, and opportunities for improvement and further automation.
Icon services enact ongoing positive change—you’ll always know that your systems are up-to-date with the most current upgrades and enhancements.
We’ll initiate Proactive Services to anticipate and remediate future issues and onboard new business ops users so they are fully capable and ready to go.
Celebrating Our Success Stories:
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Icon Cloud Consulting Frequently Asked Questions
Future-Proof Your Billing and Revenue Systems 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 Salesforce Revenue Cloud & Project Recovery solutions.
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