THE DOOD WORKSHOP / FREE INTERACTIVE TOOLS
CRM health check
Check whether your CRM supports the work your team actually does.
Make the output useful.
How is this calculated?
Each answer scores 0–3. The result is your total divided by the available points, expressed as a percentage. Missing answers are never scored as zero. The lowest three dimensions become your next actions. This is a self-assessment, not an independent audit.
What should I do next?
Check your assumptions against a small sample of actual work. Name the process owner, test the exception path and agree what evidence will show that the workflow is working. Use the Dood System Method to structure a focused prototype.
MAKE IT PART OF YOUR WORKFLOW
A useful tool. A connected business.
Bring your customer, inventory and accounting workflows together. Tell us where the handoff gets difficult.
