MountainCloud & i2c, Inc.

i2c, Inc. needed to implement Salesforce Revenue Cloud Advanced to support its initial sales and operations requirements while establishing a scalable foundation for its long-term platform strategy. The organization required a structured, phased approach to ensure core functionality was delivered quickly without compromising future flexibility or user adoption.

MountainCloud partnered with i2c, Inc. to deliver a successful Phase 1 implementation of Salesforce Revenue Cloud Advanced using a deliberate “crawl, walk, run” methodology. The engagement began with a comprehensive requirements validation process, aligning stakeholders on scope, priorities, and adoption strategy before moving into configuration and delivery.

MountainCloud configured Revenue Cloud Advanced to support multiple personas, customized core CRM objects, implemented quote templates and e-signature workflows, and introduced automation to streamline approvals and processes. The team also prioritized reporting, data readiness, and quality assurance to ensure the system was production-ready at launch. User adoption was supported through structured training, documentation, and knowledge transfer.

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With the successful Phase 1 go-live, i2c, Inc. achieved:

• A core Revenue Cloud Advanced system configured for sales operations
• Streamlined quoting and approval workflows
• Actionable reporting and dashboards for key metrics
• A validated data migration to production
• A trained and enabled initial user base
• A scalable framework designed to support future phases

The platform now serves as a reliable foundation for ongoing expansion and enhancement.

This engagement highlights MountainCloud’s execution-first approach to complex enterprise implementations. By focusing on phased delivery, adoption, and long-term scalability from the start, MountainCloud helped i2c, Inc. move live with confidence while laying the groundwork for continued growth under an ongoing managed services partnership.