Model
Define contacts, companies, opportunities and custom entities using representative business scenarios and relationship cardinality.
- Receives
- Current records and sales scenarios
- Produces
- Object and association model
CRM implementation and optimization
Build a usable customer system with considered data models, clear permissions and workflows your teams can maintain.
Let’s connect
A customer model with explicit write authority
Start with objects, relationships and source ownership. Screen configuration follows the business rules that the CRM must preserve.
Map
Create a field dictionary with stable identifiers, allowed values, write authority and migration transformations.
- Receives
- Source exports and target metadata
- Produces
- Approved mapping specification
Migrate
Load a controlled sample, preserve source keys and reconcile associations before expanding the migration batch.
- Receives
- Validated records and crosswalk
- Produces
- Reconciled CRM records
Operate
Validate roles, automation side effects, duplicate handling and the responsibility for future schema changes.
- Receives
- Configured CRM and test scenarios
- Produces
- Permission matrix and operating guide
Step 1 of 4
Inspect the data contract.
Select a field to examine its owner, permitted changes and conflict handling. Clear ownership keeps updates consistent across systems.
| Field or object | Accountable owner | Mapping and control |
|---|---|---|
| Source system | Retained for reconciliation and repeatable migration. | |
| Revenue operations | Allowed transitions are documented separately from deal stages. | |
| CRM steward | Distinguishes employer, billing entity and partner relationships. |
Resolve the important decisions.
Custom object or property
Use an object when information has its own lifecycle or multiple records. A property suits one value on an existing record.
Merge authority
Require evidence and an audit trail before merging identities. Shared email domains alone are insufficient.
Validate before handover.
Select the scenarios to discuss with your implementation team.
0 of 3 selected
Test an example workflowPlatform documentation
Built around how you operate.
A CRM is a representation of your business relationships. If that representation is unclear, teams create workarounds and reporting becomes harder to trust. UniLink helps design objects, associations, properties and pipelines around your actual customer lifecycle, rather than forcing every process into a contact record.
We support implementation, cleanup and optimization across the platforms named in our ecosystem. Engagements can include migration planning, duplicate resolution, role design, workflow configuration and adoption. Each scope is agreed around the systems you already use and the operating model you want to support.
What we help you build.
Object and relationship design
Model contacts, companies, opportunities and relevant custom entities with clear relationships and identifiers.
Property governance
Create a field dictionary covering definition, type, allowed values, ownership, validation and reporting use.
Pipeline configuration
Align stage rules, required information, activities and permissions with your sales and customer processes.
Data migration and cleanup
Profile source data, map fields, define duplicate rules and reconcile representative records before a controlled migration.
Permissions and access
Define access by role, team and business need, with review of sensitive fields and administrative responsibilities.
Adoption and documentation
Provide role specific guidance, administrative runbooks and a change process for maintaining the CRM after implementation.
How the work comes together.
Assess process and data
Review the current schema, integrations, data quality and the everyday tasks of representative users.
Design the target model
Agree entities, associations, identifiers, lifecycle fields and ownership before configuration begins.
Configure and reconcile
Build in a suitable test environment, validate access, rehearse migration and compare source and destination totals.
Transition the team
Plan cutover, train users and document support, issue triage and future configuration changes.
The engineering detail.
Read the contracts, controls and failure behavior behind a maintainable implementation.
A few practical questions.
Can you improve an existing CRM?
Yes. Optimization can focus on a defined problem such as duplicate records, inconsistent stages, fragile automation or poor adoption without replacing the entire system.
When should we use custom objects?
When an important business entity has its own attributes and relationships that standard objects cannot represent clearly. Platform availability, reporting needs and maintenance effort should inform that decision.
What does a migration need beyond a field mapping?
It needs identity rules, association handling, ownership mapping, historical data decisions, validation criteria and a cutover plan. Source totals alone are not enough to verify a useful migration.
Make the next connection.
What could work better, together?
Tell us where your operations are today. We’ll help you see what comes next.