CRM & pipeline
Salesforce architecture that reflects how you actually sell
Data models, object architecture, workflow automation, and reporting that produces numbers your team trusts.
An embedded RevOps team for scaling companies
Outgrow your competition, not your operations.
Strategy, systems, and execution to fix and scale the machine behind your revenue.
Does this sound familiar?
Too much firefighting, so strategic projects never seem to get done
Your pipeline looks different depending on who creates the report, and nobody fully trusts it
The go-to-market machine isn't keeping up with growth and the operational debt is slowing you down
A new leader just arrived, looked around, and realized they don't have the systems they need to be successful
You need RevOps help, but hiring someone is too slow and too expensive right now
“Ultimately Iceberg was the total package. They provided technical expertise, strategic insight, and quickly became an extension of our team.”
Trusted by teams that can't afford to get ops wrong
Make your ops run like a well-oiled machine
GTM alignment
Sales and marketing that work from the same data
Lead routing, handoff processes, attribution models, and shared definitions so both teams are measured on the same reality.
Forecasting & visibility
Pipeline you can actually forecast from
Stage definitions, hygiene rules, and reporting infrastructure that makes your forecast a data exercise, not an instinct exercise.
Tech stack
A stack that does more with less
Audit, rationalization, and integration of your sales and marketing tools, eliminating redundancy and connecting the platforms that need to talk.
AI implementation
AI where it actually compounds results
Forecasting models, lead scoring, routing automation, and reporting that gets smarter over time, built on a working operational foundation.
Enablement
Systems your team can run
Documentation, process guides, and team training so the operating model outlasts the engagement.
“Iceberg set the bar high for what we expect from our vendors going forward. We're finally understanding and getting clear on the data around our sales funnel.”
Strategy › Alignment › Execution
Every engagement starts with our proven playbooks, customized to your business.
Operational judgment
We prioritize, sequence, and push back. If the fix you want will create three new problems, we'll tell you before we build it.
Embedded pod model
Strategic lead, project management, and technical execution in your Slack, your tools, your workflows, not a ticket queue.
Documentation you keep
Architecture, workflows, processes, team training. If Iceberg disappeared tomorrow, your team could still operate.
AI where it actually fits
Avoid adding AI on top of broken data or processes and layer thoughtfully into a sound operating model.
We’re an experienced Salesforce partner
From managing implementations to deploying custom applications, our team can deliver the suite of solutions that you need across departments.
“Thanks to Iceberg, when I give marketing $10,000, I can now see where they should spend it, and what ROI to expect.”
Mike Davis · VP of Sales @ TaskRay
Three situations we know well
01
Overwhelmed team
The function exists, but is stretched thin. There's no way for them to plan for tomorrow when they're still fixing yesterday's problems.
02
Critical skills gap
There are projects, tools, or systems that you just don't have the right skills to handle in-house right now.
03
New leadership
You walked in and conducted an audit. You need a thought partner for the diagnostic and execution capacity once the plan is clear.
Stop patching. Start building.
If your revenue team is growing faster than the operating model supporting it, the gap only gets more expensive to close. Tell us where you are and we'll tell you honestly if we're the right fit.