Dealership CRM/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.
Scoring Model
| Score | Definition |
|---|---|
| 0 | Not visible |
| 1 | Partially visible |
| 2 | Clearly visible and managed |
Section 1: CRM Visibility
- 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.