Download the Canadian Dealership CRM and DMS Gap Assessment
Use this assessment to identify where your current CRM and DMS setup does not provide enough operational visibility for delivery readiness control.
Use the scoring model
| Score | Definition |
|---|---|
| 0 | Not visible |
| 1 | Partially visible |
| 2 | Clearly visible and managed |
Score CRM visibility gaps
- Lead tracking
- Follow-up discipline
- Customer communication history
- Opportunity status clarity
Section 2: DMS Visibility
- Deal accounting status
- Finance and contract status
- Service and parts transaction status
Section 3: Delivery Readiness Gaps
- PDI status visibility
- Detail readiness visibility
- Accessories and we-owe status
- Stips and funding blockers
- Registration and admin status
- Customer readiness confirmation
Section 4: Cross-System Gaps
- Data does not flow cleanly between systems
- Duplicate manual tracking
- Unclear ownership of blockers
- No unified delivery view
Section 5: Management Visibility
- Can leadership see delivery blockers in one place?
- Can leadership identify same-day delivery risks?
Interpretation Bands (Maximum Score: 10)
0-3: High operational risk and low readiness visibility.
4-7: Partial visibility with inconsistent control.
8-10: Strong visibility and managed delivery control.
Continue exploring
View the CRM/DMS gap assessment resource page or browse all resources.