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Salesforce architecture for a scalable CRM

clean data secure design reliable integrations stabil governance

We design scalable Salesforce foundations: org strategy, data model, integrations, security, and governance—so your CRM grows without chaos.
Book a free architecture check
Go-live in 1–3 Monaten

What you get

You get a clear architecture package your team can build on—documented, reviewable, and aligned with your operating model.
  • Org strategy: single org vs multi-org, environments, release model
  • Data model: objects, relationships, naming, lifecycle logic
  • Integration architecture: APIs, events, middleware patterns, error handling
  • Security architecture: roles, permission sets, sharing model, auditability
  • Governance: ownership, change control, standards that prevent CRM drift
  • Delivery plan: phased roadmap, quick wins, risks + mitigation

What you get

When Salesforce architecture matters

Enterprise or multi-team CRM (Sales, Service, Partner, Ops)

Complex integrations (ERP, billing, data warehouse, commerce)

Messy org: duplicate fields, broken automations, unreliable reporting

Compliance/security requirements (roles, audit trails, data separation)

Not a “quick admin fix” page—this is for teams that need a scalable, governed foundation.

Check buchen

Salesforce architecture design patterns (5 proven patterns)

These patterns reduce risk and make delivery predictable across enterprise CRM landscapes.

Lifecycle-first data model

Define lifecycle stages and ownership rules before building automation or reporting.

API + event-driven integration

Clean contracts, retries, idempotency, and monitoring—no “silent sync failures”.

Security by design

Roles + permission sets + sharing model built from process needs, not by patching.

Modular automation boundaries

Clear rules for where logic lives (Flow/Apex/integration layer) to avoid conflicts.

Governance operating model

Naming conventions, change control, documentation and release cadence to prevent drift.

So arbeiten wir

  • 1 1 Check (30 Min)
Ziele, Setup, Engpässe
  • 2 2 Blueprint
Architektur + Quick Wins
  • 3 3 Build
Setup, Workflows, Reporting
  • 4 4 Enablement
Doku + Übergabe + Support optional

Typischerweise in 4–12 Wochen (1–3 Monate) – je nach Scope, Datenlage und wie viele Teams (Marketing/Sales/Service) betroffen sind. Für einen Quick-Start (Audit + erste Automationen) reichen oft 1–2 Wochen.

Beides. Häufig übernehmen wir bestehende Portale und bringen sie in eine strukturierte RevOps-Logik (Lifecycle, Pipeline, Naming, Properties, Workflows). Greenfield geht natürlich auch – dann ist es meist schneller und sauberer.

Mindestens:

  • Admin-/Super-Admin-Zugriff (HubSpot)
  • Ansprechpartner pro Team (Marketing/Sales/Service)
  • 2–3 kurze Workshops für Definitionen & Prozesse
  • Optional: Zugriff auf Shops/Integrationen/Analytics, wenn das Teil des Scopes ist.

Ja – sogar empfehlenswert. Wir starten oft mit einem RevOps-Check / Audit und liefern dann einen klaren Umsetzungsplan. Danach bauen wir iterativ: zuerst Foundation → dann Automationen → dann Reporting & Optimierung.

Ja. Wir bieten Managed RevOps / Managed Automation an: Wartung, Monitoring, Änderungen, neue Flows, QA – als monatliches Modell (ideal, wenn du Cashflow willst).

  • Durch klare Regeln + Betrieb:
  • Naming Conventions, Lifecycle-Logik, Property-Governance
  • “Single Source of Truth” (wer schreibt was wann)
  • Workflows mit Logs/Ownern + QA-Prozess
  • Dashboards & KPI-Definitionen
  • Optional: monatliche RevOps-Routine (Review & Cleanup)