Value is duplicated or obscured
Bidder and quote activity either repeats project value or collapses legitimate revenue-bearing scopes into one number.
FlightPath CRM Architecture
Build your CRM around how construction projects are actually sold.
FlightPath is a standalone CRM architecture and Salesforce services engagement for construction-product teams whose systems do not preserve the relationships among projects, bidders, quotes, product scopes, forecasts, awards, and handoffs. One project record. Multiple commercial paths. Each revenue-bearing scope forecast once.
Stable project identity
A stable source of project identity, with value governed by legitimate commercial scope.
Multiple commercial paths
Bidders, stakeholders, quotes, products, and revisions remain related to the project.
Bidder ABidder BQuote / product
Each scope forecast once
A governed forecast counts each legitimate revenue-bearing scope once, with award and handoff governed separately.
An independent professional-services engagement. Orion is optional.
When FlightPath fits
Your CRM should describe the project, not force it into a generic funnel.
FlightPath fits when project identity, legitimate commercial scopes, stakeholder paths, decisions, and ownership cannot be understood without reconstructing the story outside the CRM.
Stages do not match decisions
Generic stages hide specification review, scope, bidder activity, quote status, award, forecast, and technical gates.
Ownership and reporting diverge
Sales, technical, operations, and leadership maintain different versions of the same commercial story.
Project-centered commercial model
One project record. Multiple commercial paths. Each revenue-bearing scope forecast once.
A stable source of project identity, with value governed by legitimate commercial scope.
Stable physical-project identityOne project record preserves location, timing, and the shared project context.
Related commercial pathsBidder, stakeholder, quote, product-scope, and revision paths retain their own activity and status.
1 : manyBidder and stakeholder pathsDistinct participants and pursuit activity related to one project
Quote and product-scope pathsSeparate commercial scopes, revisions, and pricing events where legitimate
Pursuit activityRelated work that does not independently duplicate scope value
Governed commercial outcomesThe model separates legitimate scope value from the activity around it.
governedLegitimate scope forecastsEach revenue-bearing scope is counted once
Awarded routeThe confirmed commercial route is governed separately
Commercial handoffNext owner, decision, and operating context
Illustrative project-centered relationship model. Relationship activity does not duplicate project or scope value.
- Stable physical-project identity as participants, quotes, products, and revisions change.
- Multiple bidder, stakeholder, quote, and product-scope paths remain related.
- Separate revenue-bearing scopes are represented where commercially legitimate.
- A governed forecast counts each legitimate revenue-bearing scope once.
- Pursuit activity does not independently duplicate scope value.
- The awarded route and commercial handoff are governed separately.
Engagement workstreams and deliverables
Select the work required, then define what each workstream must deliver.
Before work begins, the scope assigns deliverables, owners, dependencies, and acceptance criteria to each selected workstream.
Assessment and architecture
Define the commercial model.
Observe the current process, then document the project relationships and decisions the CRM must support.
Potential scoped outputs
- Current-state CRM and sales-process assessment
- Project-centered data model, stages, decision gates, reporting, and governance design
- Documented owners and acceptance criteria
Implementation
Configure the approved design.
Build maintainable system behavior with testing, documentation, and release controls.
Potential scoped outputs
- Salesforce configuration and targeted automation
- Scope forecasting, reporting, management views, and assessed data work
- Testing, documentation, and release readiness
Enablement and optimization
Support use and governance.
Prepare users and administrators to operate the model, then refine it against agreed signals.
Potential scoped outputs
- User guidance, operating documentation, and adoption support
- Governance routines and measured workflow refinements
- Ongoing administration when explicitly included
Five-step delivery process
Move from observed work to maintainable system behavior.
- 01
Assess
Observe the current process, data, roles, friction, and reporting decisions.
- 02
Architect
Define the model, relationships, stages, gates, ownership, and acceptance criteria.
- 03
Implement
Configure and test the approved design; add targeted automation only where justified.
- 04
Enable
Document the system, prepare users, and define administration and governance.
- 05
Optimize
Measure agreed operating signals and refine the system when a change is justified.
Configuration first
Use maintainable platform capabilities before adding code.
FlightPath begins with the safest maintainable configuration that can satisfy the approved requirement. Custom code is considered only when configuration cannot meet that requirement without unacceptable risk or operating friction.
Any custom work requires documented ownership, testing, failure behavior, release controls, and an administration path.
OrionOpportunity intelligence
Find and qualify evidence-backed commercial opportunities.
FlightPathCRM architecture
Structure the project-centered workflow that receives and advances approved commercial records.
Either offering can stand alone. An Orion handoff exists only when included in the approved scope and tested.
Engagement expectations
Clear owners, decisions, and acceptance criteria on both sides.
- Pegasus brings
- Process discovery, architecture, configuration discipline, documentation, and testing structure.
- Your team brings
- Process owners, representative users, CRM access, source-data context, and timely decisions.
- Together
- Both teams define acceptance criteria, data responsibilities, release readiness, and governance.
FlightPath FAQ
Set the scope before changing the system.
Is FlightPath part of Orion?
No. FlightPath CRM Architecture is an independent professional-services offering. It can support an Orion handoff when that work is separately approved, but either offering can be purchased without the other.
Does FlightPath always require custom code?
No. FlightPath is configuration-first. Custom code is considered only when an approved requirement cannot be met safely and maintainably through configuration.
Which CRM platforms does Pegasus support?
Salesforce configuration can be included in an approved scope. Other platforms, integrations, or custom-development requirements are assessed during discovery and included only when Pegasus has verified the delivery path.
Can FlightPath include data cleanup or ongoing administration?
Yes, when explicitly scoped. Data cleanup, migration, adoption support, governance, and ongoing administration are separate workstreams with agreed ownership and acceptance criteria.
How is an engagement scoped?
Pegasus starts with the current sales process, project and quote relationships, reporting needs, user roles, data condition, and governance constraints. The resulting scope identifies concrete deliverables and decisions before implementation begins.
FlightPath CRM Architecture
Discuss the project, quote, scope forecast, or adoption problem your CRM needs to represent.
Pegasus will help frame a bounded assessment and identify the architecture decisions that should come before configuration.