Iceberg RevOps

BACKGROUND

Please describe your company and position.

I am the Operations Manager of DocSend

Describe what your company does in a single sentence.

Securely share your documents with real-time control and insight

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Iceberg RevOps to accomplish?

• Identify and fix a bug affecting Salesforce processes used by the sales org.

SOLUTION

How did you find Iceberg RevOps?

Referral

Why did you select Iceberg RevOps over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Referred to me

How many teammates from Iceberg RevOps were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

Helped with SFDC troubleshooting, which led to an enhancement in system/operational processes for the sales org

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Operational processes were facilitated (time saved per Sales and Ops rep). Speed to leave a system was increased

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were professional and quick to reply. Email, calls, and Zoom were a key communication conduits. Our asks were delivered on time.

What was your primary form of communication with Iceberg RevOps?

Virtual Meeting

What did you find most impressive or unique about this company?

Professional and incredibly smart PMs. They focus on the age old motto: "Measure twice, cut once"

Are there any areas for improvement or something Iceberg RevOps could have done differently?

n/a