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
Standard objects exist implicitly (B2B positioning, pipelines) with activity history via tracking and enrichment, but the evidence says nothing about custom fields, required fields, or merge/dedupe tooling — the lead finder line about avoiding 'mistakes and duplicates' is marketing copy, not hygiene tooling. Without required fields and dedupe evidence I can't run clean data through a 40-seat process. 1 2