--- title: 10-Point Inspection description: Your free 10-Point CRM Inspection by Iceberg RevOps will help you understand if your Salesforce is set up according to best practices. --- ![logo-2x](https://info.icebergops.com/hs-fs/hubfs/landing%20pages/Landing1/logo-2x.png?width=181&height=125&name=logo-2x.png "logo-2x") # 10-Point Systems Inspection Iceberg’s free 10-point inspection shows you how your Salesforce compares against our checklist of best practices. While rev ops is more than Salesforce, Salesforce is a good indicator of your overall quality of your operational efficiency. ![1](https://info.icebergops.com/hs-fs/hubfs/landing%20pages/Landing1/1.png?width=827&height=534&name=1.png "1") ![1](https://info.icebergops.com/hs-fs/hubfs/landing%20pages/Landing1/1.png?width=827&height=534&name=1.png "1") ## How does it work? Just like an auto inspection, one of Iceberg's operations experts carefully evaluates your Salesforce and delivers a detailed report with scores and guidance for any areas of improvement. ![icon-1](https://info.icebergops.com/hs-fs/hubfs/landing%20pages/Landing1/icon-1.png?width=113&height=132&name=icon-1.png "icon-1") Mutual NDA The process begins with both parties executing a mutual NDA.We will never alter or share your company's private data. ![icon-2](https://info.icebergops.com/hs-fs/hubfs/landing%20pages/Landing1/icon-2.png?width=139&height=132&name=icon-2.png "icon-2") 24-hour Inspection Your inspector needs access to your systems for 24 hours. We do not make changes to any of your systems during the inspection. If you have a full sandbox available, we never have to touch your live instance. ![icon-3](https://info.icebergops.com/hs-fs/hubfs/landing%20pages/Landing1/icon-3.png?width=133&height=132&name=icon-3.png "icon-3") Report Delivered The report is presented live to your team so we can review important details together. The report does not commit you to anything—you're welcome to keep it and use it internally. ## Example inspection points ### Loss Tracking Are you properly tracking why you lose deals? Are your losses tracked using clean, standardized values, or non-standard fields? ![loss-tracking](https://info.icebergops.com/hs-fs/hubfs/landing%20pages/Landing1/loss-tracking.png?width=756&height=432&name=loss-tracking.png "loss-tracking") ![attribution](https://info.icebergops.com/hs-fs/hubfs/landing%20pages/Landing1/attribution.png?width=646&height=432&name=attribution.png "attribution") ### Attribution Are lead sources and campaigns properly mapped from your Marketing Automation to your CRM? Do your campaigns adhere to a clear naming convention? Do you track first and last touch attribution? ![attribution](https://info.icebergops.com/hs-fs/hubfs/landing%20pages/Landing1/attribution.png?width=646&height=432&name=attribution.png "attribution") # Security Is your CRM secure? Do you have strong password policies in place? Do you limit the number of people with access to update your System? ![security](https://info.icebergops.com/hs-fs/hubfs/landing%20pages/Landing1/security.png?width=854&height=414&name=security.png "security") ## To learn about the other seven inspection points, contact us and start your free inspection ## About Iceberg Iceberg provides modern operations skills and leadership to companies of all sizes. But we go beyond the typical, old-school consultancy — we give guidance and do the work. We're also tool agnostic. We work with your whole tech stack to make sure it all works together. ![client-logos](https://info.icebergops.com/hs-fs/hubfs/Iceberg__Website/Homepage/client-logos.png?width=1120&height=320&name=client-logos.png "client-logos") ![client-logos-m](https://info.icebergops.com/hs-fs/hubfs/Iceberg__Website/Homepage/client-logos-m.png?width=310&height=370&name=client-logos-m.png "client-logos-m") ## We’ve worked with businesses of all types and sizes. ![](https://info.icebergops.com/hubfs/Iceberg__Website/Homepage/client-1.jpg) Anna Westendorf Director of Marketing, PeopleGrove For any marketing team, time and other resources are perpetually at a premium, and there are roughly three times as many things on our to-do list as we can tackle. Iceberg has been our solution — they came in, understood our systems and processes, and helped us meet our goals, including helping to solve lead attribution challenges. ![](https://info.icebergops.com/hubfs/Iceberg__Website/Homepage/client-2.jpg) Sean Quinnan Head of Sales Operations, HouseCanary Justin and his team came in and made an immediate difference by tackling some high priority projects we were struggling to even start. They handled users' issues so we could get back to strategy, which is our main focus. ![](https://info.icebergops.com/hubfs/Iceberg__Website/Homepage/Derrik.png) Derrik S. Shakespear VP Sales and Marketing, busybusy I went through four Salesforce Admins in a year before I found Taft. Taft was the first person I found who understood CRM infrastructure, Sales, and Marketing. This gave him the ability to execute what I wanted, while also challenging me on things that I thought I wanted. ## Start your free10-point systems inspection. ![footer-logo](https://info.icebergops.com/hs-fs/hubfs/Iceberg__Website/Homepage/footer-logo.png?width=93&height=65&name=footer-logo.png "footer-logo") 2019 copyright - All rights reserved - ICEBERG