The problem this solves
CRMs configured without a data model accumulate structural debt fast: duplicate properties with slightly different names, deals used for things that should be custom objects, associations that make revenue reporting impossible, and a lifecycle that means something different to every team. Fixing structure after two years of data is a migration project; fixing it at the design stage is a document revision.
How we work
We model your business into CRM primitives, starting from the awkward cases rather than the happy path: what a company, contact, and deal mean in your reality, whether multi-year contracts, renewals, parent-child company structures, or distributor sales need their own representation, and which relationships have to carry meaning for reporting to work later.
The design then gets specific: an object and property dictionary with types, options, and owners, an association model, pipeline and stage definitions with entry and exit criteria, lifecycle stage mapping, and naming conventions that keep the portal legible as it grows.
The blueprint hands off cleanly to implementation, whether we build it or your team does. Every decision is written down with its reasoning, so nothing gets reinvented in the configuration screen.
Deliverables
- Data model diagram: objects and associations
- Property dictionary with types, options, and owners
- Pipeline and stage definitions with entry and exit criteria
- Lifecycle stage mapping
- Custom object recommendations with rationale
- Naming conventions and governance notes