End-to-End Salesforce Revenue Cloud Expertise

Icon Cloud Consulting brings over a decade of holistic Salesforce experience to design revenue and billing solutions for fast-growing organizations.

Revenue Cloud

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.

Subscription Billing

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.

Revenue Management

ASC 606-compliant revenue recognition centralizes all revenue channels into one system and brings powerful visibility to your revenue forecast.

Billing Consolidation

Centralize all billing types, consolidate invoices and automate billing operations to bring clarity and confidence to even the most complex customer relationships.

Customer Payments

Make it easier for customers to pay by automating cash receipts on platform.

Accounts Receivable (AR)

Shorten DSO by integrating receivables into your customer 360.

General Ledger Integration

Stand up a single source of truth for revenue and forecasting data.

FinancialForce Partner of the Year North America 2020
Certinia Partner
Salesforce Registered Consulting Partner
FinancialForce 360 Partner Excellence Award System Integrators 2017

Revenue Cloud & Project Recovery Solutions

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?

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.




Customers Globally


Support Hours Per Year

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.



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 Us

Our 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.

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

Celebrating Our Success Stories:
We Excel as Your Top Partner Solution

Icon Cloud Consulting Frequently Asked Questions

Yes, we specialize in Revenue Cloud Project Recovery, whether you are already live or your project is still underway.

Our team is qualified to implement, troubleshoot, and configure any Salesforce product. We're proud to offer our clients top-of-class CRM, CPQ and Revenue Cloud solutions.

Absolutely — We go beyond simple implementations and one-off solutions to deliver well-thought-out, deeply connected software systems that empower your business to reach new levels of growth.

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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