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 Data Protection Officer
Contacts split into companies and people with profiles carrying correspondence, tasks, notes and deals, plus admin-defined custom fields and ownership on every record; duplicate matching on Tax ID and Regon with merge tooling that transfers files, wall posts and deals, a default-contact rule and bulk merge up to ten is genuinely serious hygiene. Duplicate search sits behind the Automation plan and admin permissions, and I found no public information on field-level permissioning or field validation, which keeps it below the top band. 2 3 11