Team Iceberg

Choosing the Right Path to Mature Your Sales and Marketing Operations

Growing SaaS companies who’ve recently received Series A or Series B funding are often just beginning to systemize how they’ll scale, manage, and predict growth. As you begin to map out the future state of your sales and marketing operations, you’ll encounter different advantages, challenges, and priorities than organizations with more financial resources and skillsets. 

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Zooming Out: Lead Follow Up

Mastering the Marketing to Sales Handoff This episode of Zooming Out focuses on the lead handoff between Marketing and Sales https://vimeo.com/424640087  Sales operations and marketing operations teams often struggle with the lead handoff from marketing to sales. Even experienced revenue operations teams are frustrated by a lack of visibility into whether sales has contacted inbound

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How to Configure Salesforce Opportunities for Accurate Sales Forecasts

It’s every sales leader’s worst fear: You’ve assured the C-suite you’re well on track to crush this quarter’s goal… but the final numbers just came in … and you’re not even in the same zip code. Your sales forecasts weren’t just off, they were worthless. This scary scenario has become all too real for some.

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Zooming Out: Cleaning Your CRM

Extinguish the Dumpster Fire that Is your CRM DATA https://vimeo.com/424634754 If you’re like most sales, marketing, and operations leaders, you’ve probably struggled with dirty CRM data. When the data in your Salesforce instance is incomplete or inaccurate, almost every other aspect of your sales operations or marketing operations work is impacted. In this episode, Taft

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