CRM Foundation & Governance
Design the CRM before you start clicking.
The solution blueprint, requirements, object and data model, and architecture, drafted before a single field is built, so the install reflects how your team actually sells rather than a generic template.
What should our CRM look like before we start building it?
Teams that configure a CRM by clicking around end up with a system shaped by the tool's defaults, not their business, and pay for it in rework and workarounds for years. This project draws the blueprint first: what objects, relationships, and stages your business actually needs, captured in business terms before anyone touches the platform.
What's included
Requirements
A requirements document capturing how the team sells, what it reports on, and the systems the CRM must integrate with.
Data model
A conceptual, logical, and physical data model: objects, fields, and relationships, including junction objects for many-to-many, named in business terms first.
Solution architecture
An architecture covering integrations, lifecycle, and access, the artifact the build executes against.
Data dictionary and diagram
A data dictionary and model diagram handed to the install team, so the build has no ambiguity to resolve.
How it works
- 1
Discover
We capture how the business sells, reports, and integrates, turning tacit process into explicit requirements.
- 2
Model
We design the object model from concept to physical schema, naming everything in business terms first.
- 3
Architect
We document the integration, lifecycle, and access architecture, then hand the build team a dictionary and diagram.
What you walk away with
- A requirements document grounded in how you actually sell
- A conceptual-to-physical data model named in business terms
- A solution architecture covering integration, lifecycle, and access
- A data dictionary and diagram the install team builds from
Frequently asked
- Can we skip design and go straight to the install?
- You can, if you already have an approved object model. Without one, design is the cheapest insurance against an install that has to be rebuilt, because the blueprint is what the build executes against.
- HubSpot or Salesforce?
- Design is platform-aware but not platform-locked. We model the right system for your business and your team, then design to whichever platform fits.
Draw the blueprint first
Book a consultation to design a CRM that fits how you sell, before the build begins.
Where this leads next
CRM Platform Install
The install builds from this blueprint: object model, automation, pipeline, and migrated data, live and trusted.
Explore the project