CRM
Implementation
Align your Salesforce or HubSpot CRM with how your business runs without the technical heavy lifting.
Dozens of health tech companies rely on us to forecast with confidence, build a scalable tech stack and maintain compliance.
Fertility Financing
Medtech Sales Tools
A good forecast needs the right stages, clean data, and a shared definition of “lead.” But when your stages don’t match how you sell, or new business and renewals share the same fields, the forecast you show the board is just a guess.
A deal closes and now that account data has to move into the tools your delivery team uses. That often means FSL, Shield, and other Salesforce products that are tough to set up and integrate properly. When the handoff breaks, delivery misses context.
If it holds patient health info, it needs the right security and encryption to pass an audit. And that usually takes some custom work to set up.
Our solutions
You know where you want the business to be, but you might not be sure what it takes to get there. With Iceberg, you get a full RevOps team on a monthly retainer, focused on getting you there, not just closing tickets. Here’s where we help.
Align your Salesforce or HubSpot CRM with how your business runs without the technical heavy lifting.
Integrate your sales tools so your workflows run smoothly and stay audit-ready.
Get reports you can trust, plus the story that makes them land, so you walk into your next board meeting ready.
Commission plans that pay reps for the right work, and keep them motivated.
Get balanced territory plans built around health systems, referral networks and regions, plus the systems to run them.
Leads that get attributed, managed, and handed off cleanly from marketing to sales. (Yes, even HubSpot to Salesforce.)
“The team now has complete confidence in our pipeline and operational strategy. We’re reporting with accuracy and clarity — and that visibility has been a game-changer.”
Our team has helped dozens of health tech companies get pipeline clarity and handle regulatory complexity.
Meet the whole team
Salesforce Architect
9x Salesforce Certified
Salesforce Developer
3x Salesforce Certified
RevOps Architect
4x Salesforce Certified
Tools we use in MedTech
Here are a few of the many tools our experts are certified in. We’ll always work with what you have, or suggest what you really need.
Your system of record for complex, multi-stakeholder deals.
Core CRM
Your system of record for fast-moving, marketing-led pipeline.
Core CRM
Connected to your secondary stack
ZoomInfo
Clay
LinkedIn Sales Navigator
Outreach
Gong
Salesloft
Chili Piper
LeanData
Calendly
Tell us what you can’t get out of your CRM today. We’ll reach out to set up a call and talk through the best way to fix it.
Outcomes we have achieved for our health tech clients: