Data & visibility
You can't trust the info
Pipeline reports vary by who pulls them. Forecasting is instinct, not data. Marketing ROI is a guess. The numbers exist, they just don't add up.
How we work together
Designed for your needs.
Iceberg offers adaptable commitments, all for one predictable monthly rate.
RevOps isn't broken for the reason you think
Companies come to Iceberg because something in their revenue system isn't working, but the presenting problem is usually a symptom. The underlying issue is almost always the same: the operational infrastructure hasn't kept pace with the business. That's what we fix; not just the symptom you called us about.
Systems & scale
Your infrastructure didn't scale with you
Your CRM, automation tools, and reporting stack were built for a smaller, simpler company. Now they create work instead of reducing it.
Capacity & bandwidth
You're maintaining, not transforming
Your team is talented but stretched. There's no bandwidth left to build what the business actually needs.
Strategy & execution
You're always firefighting
You never get to the meat of your strategy because something always comes up and can't seem to get everyone on the same page.
Get an agency that can do it all.
The most common failure mode in RevOps isn't bad strategy or bad execution or even bad ideas, it's that they're all disjointed. Iceberg is built to close that gap.
What most vendors do
You tell them what's wrong. They fix that specific thing. Six months later you're back with the next problem because no one looked at the system underneath.
What Iceberg does
We diagnose the root cause, design the fix, and build the operating model so the same class of problems stops recurring. You get a team with a point of view, not one waiting for instructions.
“Another agency asked us for the list of things we want fixed, and then it was 'now just tell me exactly how you want this fixed' — and we're like, wait. But that's why we hired you.”
How an engagement with Iceberg works
01
Roll up our sleeves ASAP
We love to find the quick wins that help you feel a difference immediately. While some things take a more strategic approach, we always find an awful lot that can be fixed quickly. We uncover the acute pains that get you moving.
02
Assess before we build
We don't start building complex workflows until we understand the system, the data, the tools, the processes, and the people. Our work lives within a complex ecosystem of your business, and we make sure we get what's upstream of it first.
03
We bring a point of view, not a blank slate
We've worked with enough high-growth teams to know what good RevOps looks like at your stage. We come in with proven playbooks then customize them to your business, your stack, and your goals. You're getting tested methodology, not improvised fixes.
04
We own the strategy and the execution
We work with you to agree on direction and prioritization. Our project management keeps everything moving. Our technical resources implement in Salesforce and across your GTM stack. One team, no handoffs, no translation loss between strategy and what actually gets built.
05
We push back when it matters
If your intended plan has problems, we'll tell you before we build it. If a project should be sequenced differently, we'll say so. If slowing down now saves three months later, that's the recommendation you'll get. We're here to get you the right outcome, not to maximize scope.
06
We build for the team that runs it after us
Every architecture decision is documented. Every workflow is written up. Every process is built to be understood and operated by your internal team, not dependent on Iceberg's continued presence. When the engagement winds down, your team should be more capable than when we started.
Our areas of expertise
Iceberg is tool-agnostic. We work with what you have, or recommend what you need. The tools are never the point, the operating model is.
CRM & pipeline
Salesforce architecture that reflects how you actually sell
Data models, object architecture, workflow automation, and reporting that produces numbers your team trusts.
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 without us
Documentation, process guides, and team training so the operating model outlasts the engagement.
Platforms we work with
What it looks like in action
“I can't say enough nice things about Iceberg. They come to the table to solve the problem, not just execute against a brief.”
“Thanks to Iceberg, when I give marketing $10,000, I can now see where they should spend it, and what ROI to expect.”
“My ability to report to our board and investors is now better than it ever was.”
“Ultimately Iceberg was the total package. They provided technical expertise, strategic insight, and quickly became an extension of our team.”
Not sure if we're the right fit?
That's exactly what the first call is for. Tell us where you are. We'll ask good questions, tell you honestly what we think, and either scope an engagement or point you somewhere better.