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
Contacts and organizations get automatic pages with the team's full email timeline, auto-enrichment, and automatic plus manual linking to each other and to deals, and pipeline columns take custom types like dropdowns and tags. I found no public information on required fields, merge or ongoing dedupe tooling, field-level permissions, or field-level history, so complex models still need workarounds. 3 4 5 12