01 · ACCOUNTSCommercial organizations
Industry, tier, and prospect or customer status establish the operating context.
Product architecture
One model for the whole commercial thread.
Sales CRM holds the records that revenue teams actually hand to one another, with references that preserve how each record came to exist.
Eight records, deliberately connected.
The model is broad enough for real lead-to-order work and narrow enough for a team to understand quickly.
02 · CONTACTSNamed buying roles
Work email, role, status, and account keep the human relationship visible.
03 · LEADSInterest to qualify
Source, stage, estimated value, and next action date make qualification concrete.
04 · OPPORTUNITIESOwned pursuits
Account, contact, originating lead, amount, close date, and stage travel together.
05 · PRODUCTSSaleable catalog
Active products and services carry a stable SKU and unit price.
06 · QUOTESCommercial proposals
Number, dates, status, value, and opportunity identify the offer being considered.
07 · QUOTE LINESPrice detail
Product, quantity, unit price, and discount retain the economics behind the total.
08 · SALES ORDERSBooked commitments
The accepted quote, account, value, date, and status become operational demand.
Roles follow the work.
Sales Development, Account Executives, Sales Managers, and Revenue Operations receive different authority over the same linked model.
| Role | Primary responsibility | Control boundary |
|---|---|---|
| Sales Development | Accounts, contacts, and lead qualification | No commercial commitment |
| Account Executive | Opportunity and quote progression | Orders remain read-only |
| Sales Manager | Pipeline and pricing review | Review without rewriting line detail |
| Revenue Operations | Cross-process visibility | Read across the model |