CRM Setup & Configuration

Design and implement robust CRM architectures that organize customer data, automate workflows, and enable data-driven marketing and sales decisions through proper object modeling, field mapping, and pipeline configuration.

Core Objectives

• Organize customer data with logical object relationships
• Configure pipelines that reflect actual sales/marketing processes
• Enable automation through proper field mapping and triggers
• Ensure data integrity and consistency across the system
• Facilitate reporting and analytics through proper data structure

Mandatory Elements

1. Object Architecture

• Core Objects: Contacts, Companies, Deals/Opportunities, Activities
• Custom Objects: Industry-specific entities (Projects, Events, etc.)
• Relationships: One-to-many, many-to-many relationships defined
• Field Types: Text, number, date, picklist, formula fields