01CRM architecture
Lifecycle fields, object relationships, ownership, associations, and operational source-of-truth boundaries.
02Automation
Event-driven orchestration, webhooks, API operations, branching, retries, and controlled handoffs.
03Data controls
Validation, normalization, identity resolution, idempotency, persistent state, and auditability.
04Revenue operations
Qualification, routing, SLA enforcement, exception handling, and sales-ready operational outputs.
05AI-assisted intelligence
Structured research, evidence preservation, explainable scoring, confidence controls, and human review.
06Delivery discipline
Requirements, architecture decisions, scenario testing, failure-path evidence, documentation, and handoff.