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
Semi-automatic data input and tracked email/web/LinkedIn activity imply a living activity history on the record, but the evidence is silent on custom fields, validation, required fields and merge/dedupe tooling — the only 'duplicates' mention is lead-finder marketing copy. Worse, the record model is fed by enrichment, a lead finder and a business email finder, i.e. profiles assembled from the open web without evidenced consent or provenance fields. 1