10-Point Systems Inspection
Iceberg’s free 10-point inspection shows you how your Salesforce compares against our checklist of best practices. While rev ops is more than Salesforce, Salesforce is a good indicator of your overall quality of your operational efficiency.
How does it work?
Just like an auto inspection, one of Iceberg’s operations experts carefully evaluates your Salesforce and delivers a detailed report with scores and guidance for any areas of improvement.
The process begins with both parties executing a mutual NDA.We will never alter or share your company’s private data.
Your inspector needs access to your systems for 24 hours. We do not make changes to any of your systems during the inspection. If you have a full sandbox available, we never have to touch your live instance.
The report is presented live to your team so we can review important details together. The report does not commit you to anything—you’re welcome to keep it and use it internally.
Example inspection points
Loss Tracking
Are you properly tracking why you lose deals?
Are your losses tracked using clean, standardized values, or non-standard fields?
Attribution
Are lead sources and campaigns properly mapped from your Marketing Automation to your CRM?
Do your campaigns adhere to a clear naming convention?
Do you track first and last touch attribution?
Security
Is your CRM secure?
Do you have strong password policies in place?
Do you limit the number of people with access to update your System?
To learn about the other seven inspection points, contact us and start your free inspection
About Iceberg
Iceberg provides modern operations skills and leadership to companies of all sizes. But we go beyond the typical, old-school consultancy — we give guidance and do the work. We’re also tool agnostic. We work with your whole tech stack to make sure it all works together.
We’ve worked with businesses of all types and sizes.
For any marketing team, time and other resources are perpetually at a premium, and there are roughly three times as many things on our to-do list as we can tackle. Iceberg has been our solution — they came in, understood our systems and processes, and helped us meet our goals, including helping to solve lead attribution challenges.
Justin and his team came in and made an immediate difference by tackling some high priority projects we were struggling to even start. They handled users’ issues so we could get back to strategy, which is our main focus.
I went through four Salesforce Admins in a year before I found Taft. Taft was the first person I found who understood CRM infrastructure, Sales, and Marketing. This gave him the ability to execute what I wanted, while also challenging me on things that I thought I wanted.
