Contact & data model
How this is scored
Depth and hygiene of the core records — contacts, companies, deals, custom fields, deduplication.
0 — A flat address book; no relations between people, companies and deals.
3 — The standard three objects exist but customization is cosmetic: few field types, no required fields, duplicates accumulate unchecked.
5 — Custom fields across objects, basic dedupe on create, activity history on the record; complex models still need workarounds.
8 — Rich field types with validation, merge and dedupe tooling, relationships beyond the standard model, permissioned field access.
10 — A genuinely modelable system: custom objects or equivalent, bulk hygiene tooling, field-level history — the data model bends to the business, not the reverse.
The Sales Ops Lead
Custom fields on companies, contacts and opportunities, plus freely combinable categories and category-filtered search, give me workable segmentation, and calls, follow-ups and meetings are tracked on the prospect through the funnel. But I found no public information on deduplication, merge tooling, required-field validation or permissioned field access, so record hygiene stays manual as the base grows. 4 5 3