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 RevOps Integrator
The individual contact record is genuinely good — auto-timestamped notes, synced emails, meetings, follow-ups, 25GB of files per user, and share-level access control. But the evidence never evidences a company or deal object, custom fields, required fields, or any dedupe/merge tooling, so hygiene is whatever the timeline happens to capture. 1 2