One-stop access to complete operations services

  • For the same price every month
  • No long-term contracts

Companies Scaling Smarter with Iceberg

“Iceberg’s given us a lot without having to deploy a massive amount of resources. They’re saving us money on headcount now. We don’t have a sales operations person, and we don’t have an IT person dedicated to Salesforce. Those are two headcounts right there that we haven’t needed to hire because Iceberg’s in place.”

-Daren Lauda

EVP of Sales & Customer Success

Consulting & Implementation to Improve Your Customer Journey

Sales Operations

Empower your sales team with the right data and automations so they spend less time on manual tasks and more time on high-value activities.

CRM Implementation & Consulting

Create a single source of truth for your go-to-market team. Fix broken dashboards and unreliable data, and get transparency into every step of your customer’s journey.

Sales Analytics Services

Understand what story your data is telling you to improve sales performance and reach your organization’s revenue potential.

Business Intelligence & Analytics

Reliable, easy-to-digest data that drives strategic decision-making. Whether it’s reducing churn, improving supply chain inefficiencies, or reliable forecasting, the right BI strategy will help you achieve your goals.

Lead Scoring

Whether your organization uses Salesforce, HubSpot, or another platform, we set up robust lead scoring integrated with the rest of your tech stack so your sales team knows exactly which leads to prioritize.


CPQ is notoriously difficult. Get the most out of your investment by hiring a team of strategic and technical Salesforce CPQ experts. (Additional cost based on project complexity.)

Marketing Operations

Gain total visibility into your marketing funnel. Optimize your marketing channels and understand which ones generate the most ROI.

HubSpot Implementation & Consulting

Maximize the ROI of HubSpot by unlocking the right insights and reports to make data-driven decisions.

Marketo Implementation & Admin

Our Marketo-certified consultants help you implement, manage, and integrate Marketo with the rest of your tech stack.

Marketing Attribution

We help you choose the best attribution strategy and implement the necessary data capture mechanisms so you can maximize marketing spend.

Growth Success Stories

Setting a New Standard of Reporting

“One of the standout benefits of working with Iceberg is their fantastic culture. They have the right balance of letting you design what you need while offering up best practices to make you successful. That makes them a really valuable partner.”

-Alex Berry

Head of Sales & Partnerships

Oyster partnered with Iceberg to build the next generation of sales and marketing operations in Salesforce.
  • Cleaning up deal stages so Oyster could track why deals are won or loss
  • Establishing rules for handoffs between teams
  • Setting up a lead distribution system that automatically routes leads to sales reps across different countries
  • Providing strategic guidance on configuring HubSpot for inbound sales activities and tracking marketing attribution.

Dashboards that tell the full story of TaskRay’s inbound sales funnel

“When our SDR comes in and she has a queue of 10 leads, she’s now informed on which ones to hit first because we know which sources produce the strongest leads.”

-Mike Davis

Vice President of Sales

Iceberg designed two new operational frameworks that solved for gaps in tracking lead status and first meetings.
  • Automatically see the status, owner, and next steps for every lead.
  • Take control over the length of deal cycles by tracking the status and outcome of every meeting.
  • Use new dashboards as an early warning system to gauge overall pipeline health.

RevOps Consulting & Implementation with Month-to-Month Pricing

Long-term contracts don’t make sense for early-stage companies. With month-to-month pricing, you get access to Iceberg’s entire team of consultants, strategists, and technical experts who build for the long-term (meaning your systems won’t break three months down the road).

We're On Your Team

Talk with Taft

Grab free 1:1 time with Iceberg’s founder and principal strategist, Taft Love. This is time for you as a sales or marketing leader to get candid advice on your most urgent operational challenges.

(Several of Iceberg’s customers book time every month to get Taft’s take on their ops.)

Reach Out to Us

Send an email and you’ll hear from us soon.

New Client FAQs

RevOps as a Service is a holistic approach that aims to eliminate operational silos and create a cohesive revenue process, enabling cross-functional teams to work in harmony towards shared objectives. RevOps service providers help companies optimize and streamline their revenue operations through strategic advice, technical implementation, process improvements, and ongoing support to align sales, marketing, and customer success operations teams.

Using proven frameworks for success, we can help your company improve operational efficiency and achieve sustainable revenue growth. Our revenue operations consulting and implementation services enable early-stage businesses to leverage external expertise and resources to establish a robust revenue framework without the need for extensive in-house resources or expertise.

A successful RevOps strategy incorporates the following:

  • Align sales, marketing, and customer success teams towards a common revenue goal.
  • Map the customer journey to gain insights into customer interactions and touchpoints, enabling targeted strategies and personalized experiences.
  • Integrate and manage data from various sources for consistency, improved reporting, and better decision-making.
  • Optimize processes across cross-functional teams for improved efficiency and customer experiences.
  • Establish a technology stack with the right tools for smooth data flow and collaboration.
  • Define and track key performance metrics to monitor success and drive data-driven decision-making.
  • Collaborate with the executive team to align strategies with business objectives and support revenue growth.
Your tech stack is an ecosystem, and ignoring half of it leads to broken automations and leaks in your funnel. That’s why we’re tool agnostic and work with a wide range of software and tools including Salesforce, HubSpot, Tableau, Pardot, Marketo, Zendesk, Salesforce CPQ, Salesloft, LeanData, DocuSign, Clari, and Outreach, just to name a few.

We work exclusively with B2B companies, most of which are growth-stage SaaS companies.

Check out our case studies to see how we’ve helped them.

Many clients are hiring in-house when they bring us on board, but they feel their own internal operations are far too messy for new hires to navigate. We help set up your sales operations foundation so when you do bring on more team members, they can actually do their jobs.

We’re also meticulous about documenting processes and systems. This way, it’s even easier for new hires to get on-ramped and understand your SOPs.

Hiring us while you’re hunting for the perfect hire also means you don’t have to rush, which reduces the chances of hiring the wrong person for the job). You can take your time and hire strategically while Iceberg handles your day-to-day projects.