Model CRM

Most CRMs are configured by someone who had thirty minutes and a deadline. The result: duplicate fields, meaningless picklists, stages that don't match your process, and automations no one understands.

I design CRM systems from the schema level — entity relationships, field hierarchies, and lifecycle rules that make your CRM an accurate model of your business.

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The Problem

You open your CRM and see:

• Objects that don't map to reality — "Deals" when you sell retainers, "Contacts" with no company association, custom objects nobody remembers creating
• Fields that contradict each other — three different "Status" fields, a lead score that means nothing, picklist values from two mergers ago
• Automations built on sand — workflows that fire on conditions nobody can explain, sequences that conflict, and integrations that silently break

The root cause is always the same: someone configured the CRM without designing it first.

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How I Approach This

1. Audit the Current State

I map every object, field, automation, and integration in your current system. No assumptions — just a complete inventory of what exists and what it does.

2. Design the Target Model

Working with your revenue and operations teams, I design the object model, field schema, lifecycle stages, and automation map that reflects how your business actually acquires and retains customers.

3. Build the Migration Path

I create a phased implementation plan that moves you from current state to target state without breaking live processes or losing historical data.

4. Implement Governance

Naming conventions, field creation policies, automation change management, and documentation so the system stays clean after I leave.

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What You Get

• Object Model Document — Entity relationship diagram showing how Contacts, Companies, Deals, and custom objects relate
• Field Schema — Complete field inventory with types, validation rules, and naming conventions
• Lifecycle Map — Stage definitions with predicate-based transitions (not arbitrary score thresholds)
• Automation Audit — Every workflow, sequence, and trigger documented with purpose and dependencies
• Governance Playbook — Rules for adding fields, creating automations, and managing schema changes

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Who This Is For

• Companies whose CRM has become a mess of duplicate fields and broken automations
• Teams migrating between CRM platforms (HubSpot, Salesforce, Pipedrive, custom)
• RevOps teams who need a clean architectural foundation before building reporting
• Firms that have outgrown their original CRM setup and need a structural redesign

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Related Products

• CRM Architecture — Full CRM schema, automation design, and operational governance
• Revenue Systems — Commercial systems design for lifecycle, routing, and reporting
• Commercial Ontology — Formal definition of your product, feature, solution, and persona structure

Related Use Cases

• For RevOps Teams — Fix routing, track health, and improve reporting across the revenue engine
• For Sales Teams — Define stages, clarify handoffs, and reduce waste in your sales process
• For Marketing Teams — Clarify messaging, sharpen proof, and improve conversion

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→ Book a Consultation — Let's talk about what's broken in your CRM.

Or email directly: tim@hiretimothysolomon.com