Norevia CRM
Sales database · 2019 → 2026 · owner : Sales management
SRC-CRM-01
- Total volume
- 312 accounts · 1,240 contacts · 48 opportunities
- Volume analysed
- 60 accounts · 48 opportunities
- Sampling
- Every opportunity from the last 12 months, plus the 60 accounts carrying them.
- Access
- Read-only CSV export, obtained on 31 July 2026
- Feeds
- Prototype · Business case
Available information
- Accounts and their attached contacts
- History of sales activity
- Sales owner for each opportunity
- Estimated amount and sales stage
- Date of last activity
Possible use
- Provide the commercial context of an account
- Act as the trigger: an opportunity created or updated
- Identify the owner who will have to validate the action
What limits it
- Incomplete activity history on older accounts
- No explicit link to the projects already delivered for the account
What this limitation changes for the decision
Without a key into the archive, matching stays manual — which is exactly what the first loop has to rebuild.
Quality, axis by axis
- MediumCompleteness
- Commercial fields filled in on recent opportunities; history patchy before 2022.
- GoodFreshness
- Used daily — last-activity dates are reliable.
- GoodConsistency
- Consistent sales stages, a single nomenclature.
- GoodTerminology
- Stable commercial vocabulary across the sales team.
- GoodIdentifiers
- Accounts and opportunities carry a unique identifier.
- LowLinkability
- No key into the project archive. This is the limitation that decides what the loop can do.
- GoodAccessibility
- CSV export obtained without difficulty.
- GoodPriority coverage
- Covers the loop trigger: an opportunity arriving.