{"id":4013,"date":"2026-08-02T23:04:54","date_gmt":"2026-08-02T21:04:54","guid":{"rendered":"https:\/\/aleve-es.com\/?page_id=4013"},"modified":"2026-08-04T17:00:55","modified_gmt":"2026-08-04T15:00:55","slug":"crm-readiness-assessment","status":"publish","type":"page","link":"https:\/\/aleve-es.com\/en\/crm-readiness-assessment\/","title":{"rendered":"CRM Readiness Assessment"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\r\n\r\n\r\n \r\n \r\n\r\n CRM Readiness Assessment | Aleve Business Solutions<\/title>\r\n <meta name=\"description\" content=\"Assess whether your business is ready to centralise leads, improve follow-up, strengthen sales visibility and implement a scalable CRM system.\">\r\n <link rel=\"canonical\" href=\"https:\/\/aleve-es.com\/crm-readiness-assessment\/\">\r\n\r\n <meta property=\"og:type\" content=\"website\">\r\n <meta property=\"og:title\" content=\"CRM Readiness Assessment | Aleve Business Solutions\">\r\n <meta property=\"og:description\" content=\"Discover whether your business is ready for a CRM and receive practical recommendations based on your results.\">\r\n <meta property=\"og:url\" content=\"https:\/\/aleve-es.com\/crm-readiness-assessment\/\">\r\n\r\n <style>\r\n :root{\r\n --aleve-green:#0b6b57;\r\n --aleve-green-dark:#084f41;\r\n --aleve-mint:#eaf7f2;\r\n --aleve-mint-2:#f4fbf8;\r\n --aleve-orange:#f39a3c;\r\n --aleve-ink:#10231f;\r\n --aleve-muted:#61726d;\r\n --aleve-line:#d9e7e2;\r\n --aleve-white:#ffffff;\r\n --aleve-shadow:0 18px 50px rgba(8,79,65,.14);\r\n --aleve-radius:22px;\r\n }\r\n\r\n *{box-sizing:border-box}\r\n html{scroll-behavior:smooth}\r\n body{\r\n margin:0;\r\n font-family:Inter,Arial,Helvetica,sans-serif;\r\n color:var(--aleve-ink);\r\n background:#ffffff;\r\n line-height:1.6;\r\n }\r\n\r\n a{color:inherit}\r\n img{max-width:100%;display:block}\r\n\r\n .crm-page{\r\n width:100%;\r\n overflow:hidden;\r\n }\r\n\r\n .crm-container{\r\n width:min(1160px,calc(100% - 40px));\r\n margin:0 auto;\r\n }\r\n\r\n .crm-hero{\r\n position:relative;\r\n padding:90px 0 78px;\r\n background:\r\n radial-gradient(circle at 85% 20%,rgba(255,255,255,.10),transparent 30%),\r\n radial-gradient(circle at 8% 80%,rgba(243,154,60,.16),transparent 26%),\r\n linear-gradient(135deg,var(--aleve-green-dark),var(--aleve-green));\r\n color:#fff;\r\n }\r\n\r\n .crm-hero-grid{\r\n display:grid;\r\n grid-template-columns:1.15fr .85fr;\r\n gap:46px;\r\n align-items:center;\r\n }\r\n\r\n .crm-kicker{\r\n display:inline-flex;\r\n align-items:center;\r\n gap:8px;\r\n font-size:.82rem;\r\n font-weight:800;\r\n letter-spacing:.08em;\r\n text-transform:uppercase;\r\n color:#dff8ef;\r\n margin-bottom:18px;\r\n }\r\n\r\n .crm-kicker::before{\r\n content:\"\";\r\n width:34px;\r\n height:3px;\r\n border-radius:999px;\r\n background:var(--aleve-orange);\r\n }\r\n\r\n .crm-hero h1{\r\n margin:0 0 20px;\r\n font-size:clamp(2.6rem,6vw,5.4rem);\r\n line-height:.98;\r\n letter-spacing:-.04em;\r\n max-width:850px;\r\n }\r\n\r\n .crm-hero p{\r\n margin:0;\r\n max-width:780px;\r\n font-size:1.16rem;\r\n color:rgba(255,255,255,.9);\r\n }\r\n\r\n .crm-hero-actions{\r\n display:flex;\r\n flex-wrap:wrap;\r\n gap:14px;\r\n margin-top:30px;\r\n }\r\n\r\n .crm-btn{\r\n display:inline-flex;\r\n align-items:center;\r\n justify-content:center;\r\n gap:8px;\r\n border:none;\r\n border-radius:999px;\r\n padding:15px 24px;\r\n text-decoration:none;\r\n font-weight:800;\r\n cursor:pointer;\r\n transition:.22s ease;\r\n font-size:.98rem;\r\n }\r\n\r\n .crm-btn:hover{transform:translateY(-2px)}\r\n .crm-btn-primary{\r\n background:var(--aleve-orange);\r\n color:#1b241f;\r\n box-shadow:0 10px 30px rgba(243,154,60,.25);\r\n }\r\n\r\n .crm-btn-secondary{\r\n background:rgba(255,255,255,.12);\r\n color:#fff;\r\n border:1px solid rgba(255,255,255,.28);\r\n }\r\n\r\n .crm-hero-card{\r\n background:rgba(255,255,255,.11);\r\n border:1px solid rgba(255,255,255,.2);\r\n border-radius:28px;\r\n padding:28px;\r\n backdrop-filter:blur(8px);\r\n box-shadow:0 20px 60px rgba(0,0,0,.12);\r\n }\r\n\r\n .crm-hero-card h3{\r\n margin:0 0 15px;\r\n font-size:1.35rem;\r\n }\r\n\r\n .crm-trust-list{\r\n display:grid;\r\n gap:12px;\r\n margin:0;\r\n padding:0;\r\n list-style:none;\r\n }\r\n\r\n .crm-trust-list li{\r\n display:flex;\r\n gap:10px;\r\n align-items:flex-start;\r\n color:rgba(255,255,255,.94);\r\n }\r\n\r\n .crm-check{\r\n width:22px;\r\n height:22px;\r\n min-width:22px;\r\n border-radius:50%;\r\n background:var(--aleve-orange);\r\n color:#173027;\r\n display:inline-flex;\r\n align-items:center;\r\n justify-content:center;\r\n font-size:.8rem;\r\n font-weight:900;\r\n margin-top:2px;\r\n }\r\n\r\n .crm-section{\r\n padding:76px 0;\r\n }\r\n\r\n .crm-section-soft{\r\n background:var(--aleve-mint-2);\r\n }\r\n\r\n .crm-section-head{\r\n max-width:780px;\r\n margin-bottom:34px;\r\n }\r\n\r\n .crm-eyebrow{\r\n color:var(--aleve-green);\r\n font-size:.82rem;\r\n font-weight:800;\r\n text-transform:uppercase;\r\n letter-spacing:.08em;\r\n margin-bottom:10px;\r\n }\r\n\r\n .crm-section h2{\r\n margin:0 0 14px;\r\n font-size:clamp(2rem,4vw,3.5rem);\r\n line-height:1.08;\r\n letter-spacing:-.03em;\r\n }\r\n\r\n .crm-section p{\r\n color:var(--aleve-muted);\r\n margin:0;\r\n }\r\n\r\n .crm-problem-grid{\r\n display:grid;\r\n grid-template-columns:repeat(3,1fr);\r\n gap:18px;\r\n margin-top:34px;\r\n }\r\n\r\n .crm-info-card{\r\n background:#fff;\r\n border:1px solid var(--aleve-line);\r\n border-radius:18px;\r\n padding:24px;\r\n box-shadow:0 8px 24px rgba(8,79,65,.05);\r\n }\r\n\r\n .crm-info-card strong{\r\n display:block;\r\n color:var(--aleve-green-dark);\r\n margin-bottom:6px;\r\n font-size:1.05rem;\r\n }\r\n\r\n .crm-assessment-shell{\r\n background:#fff;\r\n border:1px solid var(--aleve-line);\r\n border-radius:28px;\r\n padding:34px;\r\n box-shadow:var(--aleve-shadow);\r\n }\r\n\r\n .crm-assessment-top{\r\n display:grid;\r\n grid-template-columns:1fr auto;\r\n gap:20px;\r\n align-items:end;\r\n margin-bottom:26px;\r\n }\r\n\r\n .crm-progress-shell{\r\n height:12px;\r\n background:#edf3f1;\r\n border-radius:999px;\r\n overflow:hidden;\r\n margin-top:16px;\r\n }\r\n\r\n .crm-progress-bar{\r\n height:100%;\r\n width:0;\r\n background:linear-gradient(90deg,var(--aleve-green),var(--aleve-orange));\r\n transition:width .25s ease;\r\n }\r\n\r\n .crm-progress-text{\r\n margin-top:8px;\r\n font-size:.9rem;\r\n color:var(--aleve-muted);\r\n }\r\n\r\n .crm-scale-guide{\r\n display:flex;\r\n flex-wrap:wrap;\r\n gap:8px;\r\n justify-content:flex-end;\r\n }\r\n\r\n .crm-scale-guide span{\r\n background:var(--aleve-mint);\r\n border:1px solid var(--aleve-line);\r\n border-radius:999px;\r\n padding:8px 11px;\r\n font-size:.82rem;\r\n color:var(--aleve-green-dark);\r\n white-space:nowrap;\r\n }\r\n\r\n .crm-question-section{\r\n border:1px solid var(--aleve-line);\r\n border-radius:20px;\r\n overflow:hidden;\r\n margin:24px 0;\r\n }\r\n\r\n .crm-question-section-head{\r\n background:var(--aleve-mint);\r\n padding:20px 24px;\r\n }\r\n\r\n .crm-question-section-head h3{\r\n margin:0;\r\n color:var(--aleve-green-dark);\r\n font-size:1.3rem;\r\n }\r\n\r\n .crm-question{\r\n padding:22px 24px;\r\n border-top:1px solid var(--aleve-line);\r\n }\r\n\r\n .crm-question:first-of-type{border-top:0}\r\n\r\n .crm-question-title{\r\n font-weight:800;\r\n margin-bottom:13px;\r\n }\r\n\r\n .crm-scale{\r\n display:grid;\r\n grid-template-columns:repeat(5,1fr);\r\n gap:9px;\r\n }\r\n\r\n .crm-scale label{\r\n border:1px solid var(--aleve-line);\r\n border-radius:13px;\r\n padding:12px 8px;\r\n text-align:center;\r\n cursor:pointer;\r\n transition:.2s ease;\r\n background:#fff;\r\n font-size:.86rem;\r\n min-height:70px;\r\n display:flex;\r\n flex-direction:column;\r\n justify-content:center;\r\n }\r\n\r\n .crm-scale label:hover{\r\n border-color:var(--aleve-green);\r\n transform:translateY(-1px);\r\n }\r\n\r\n .crm-scale input{\r\n display:none;\r\n }\r\n\r\n .crm-scale label:has(input:checked){\r\n background:var(--aleve-green);\r\n color:#fff;\r\n border-color:var(--aleve-green);\r\n box-shadow:0 8px 20px rgba(11,107,87,.18);\r\n }\r\n\r\n .crm-actions{\r\n display:flex;\r\n flex-wrap:wrap;\r\n gap:12px;\r\n margin-top:28px;\r\n }\r\n\r\n .crm-action-dark{\r\n background:var(--aleve-green);\r\n color:#fff;\r\n }\r\n\r\n .crm-action-light{\r\n background:#eef5f2;\r\n color:var(--aleve-green-dark);\r\n }\r\n\r\n .crm-result{\r\n display:none;\r\n margin-top:36px;\r\n border-radius:26px;\r\n padding:32px;\r\n background:linear-gradient(180deg,#f7fbf9,#ffffff);\r\n border:1px solid var(--aleve-line);\r\n }\r\n\r\n .crm-result-header{\r\n display:flex;\r\n justify-content:space-between;\r\n gap:20px;\r\n align-items:flex-start;\r\n flex-wrap:wrap;\r\n }\r\n\r\n .crm-score{\r\n font-size:4rem;\r\n line-height:1;\r\n font-weight:900;\r\n color:var(--aleve-green);\r\n letter-spacing:-.05em;\r\n }\r\n\r\n .crm-score small{\r\n font-size:1.1rem;\r\n letter-spacing:0;\r\n color:var(--aleve-muted);\r\n }\r\n\r\n .crm-band{\r\n font-size:1.5rem;\r\n font-weight:900;\r\n margin:8px 0 6px;\r\n }\r\n\r\n .crm-summary{\r\n max-width:780px;\r\n color:var(--aleve-muted);\r\n }\r\n\r\n .crm-category-grid{\r\n display:grid;\r\n grid-template-columns:repeat(3,1fr);\r\n gap:14px;\r\n margin:26px 0 0;\r\n }\r\n\r\n .crm-category-card{\r\n border:1px solid var(--aleve-line);\r\n border-radius:16px;\r\n padding:18px;\r\n background:#fff;\r\n }\r\n\r\n .crm-category-card strong{\r\n display:block;\r\n color:var(--aleve-green);\r\n font-size:1.35rem;\r\n margin-bottom:4px;\r\n }\r\n\r\n .crm-priority-box{\r\n margin-top:26px;\r\n background:var(--aleve-green-dark);\r\n color:#fff;\r\n border-radius:18px;\r\n padding:24px;\r\n }\r\n\r\n .crm-priority-box h3{\r\n margin:0 0 10px;\r\n }\r\n\r\n .crm-priority-box p{\r\n color:rgba(255,255,255,.88);\r\n }\r\n\r\n .crm-priority-list{\r\n display:grid;\r\n gap:10px;\r\n margin:18px 0 0;\r\n padding:0;\r\n list-style:none;\r\n }\r\n\r\n .crm-priority-list li{\r\n display:flex;\r\n gap:10px;\r\n align-items:flex-start;\r\n }\r\n\r\n .crm-priority-list li::before{\r\n content:\"\u2192\";\r\n color:var(--aleve-orange);\r\n font-weight:900;\r\n }\r\n\r\n .crm-cta{\r\n padding:70px 0;\r\n background:var(--aleve-green-dark);\r\n color:#fff;\r\n }\r\n\r\n .crm-cta-box{\r\n display:grid;\r\n grid-template-columns:1.3fr .7fr;\r\n gap:34px;\r\n align-items:center;\r\n }\r\n\r\n .crm-cta h2{\r\n margin:0 0 12px;\r\n font-size:clamp(2rem,4vw,3.4rem);\r\n line-height:1.08;\r\n }\r\n\r\n .crm-cta p{\r\n margin:0;\r\n color:rgba(255,255,255,.86);\r\n }\r\n\r\n .crm-cta-actions{\r\n display:flex;\r\n justify-content:flex-end;\r\n flex-wrap:wrap;\r\n gap:12px;\r\n }\r\n\r\n .crm-footer-note{\r\n font-size:.9rem;\r\n color:var(--aleve-muted);\r\n margin-top:24px;\r\n }\r\n\r\n @media(max-width:900px){\r\n .crm-hero-grid,\r\n .crm-cta-box{\r\n grid-template-columns:1fr;\r\n }\r\n\r\n .crm-problem-grid,\r\n .crm-category-grid{\r\n grid-template-columns:1fr 1fr;\r\n }\r\n\r\n .crm-cta-actions{\r\n justify-content:flex-start;\r\n }\r\n }\r\n\r\n @media(max-width:700px){\r\n .crm-container{\r\n width:min(100% - 24px,1160px);\r\n }\r\n\r\n .crm-hero{\r\n padding:62px 0 54px;\r\n }\r\n\r\n .crm-section{\r\n padding:56px 0;\r\n }\r\n\r\n .crm-assessment-shell{\r\n padding:20px;\r\n }\r\n\r\n .crm-assessment-top{\r\n grid-template-columns:1fr;\r\n }\r\n\r\n .crm-scale-guide{\r\n justify-content:flex-start;\r\n }\r\n\r\n .crm-problem-grid,\r\n .crm-category-grid,\r\n .crm-scale{\r\n grid-template-columns:1fr;\r\n }\r\n\r\n .crm-scale label{\r\n min-height:auto;\r\n text-align:left;\r\n display:block;\r\n }\r\n }\r\n\r\n @media print{\r\n .crm-hero-actions,\r\n .crm-actions,\r\n .crm-cta{\r\n display:none!important;\r\n }\r\n\r\n .crm-result{\r\n display:block!important;\r\n }\r\n\r\n body{\r\n background:#fff;\r\n }\r\n }\r\n <\/style>\r\n<\/head>\r\n<body>\r\n\r\n <main class=\"crm-page\">\r\n\r\n <section class=\"crm-hero\">\r\n <div class=\"crm-container crm-hero-grid\">\r\n\r\n <div>\r\n <div class=\"crm-kicker\">Aleve Business Growth Resource Centre<\/div>\r\n <h1>CRM Readiness Assessment<\/h1>\r\n <p>\r\n Discover whether your business is ready to centralise customer information,\r\n improve follow-up, strengthen sales visibility and build a scalable customer management system.\r\n <\/p>\r\n\r\n <div class=\"crm-hero-actions\">\r\n <a href=\"#crm-assessment\" class=\"crm-btn crm-btn-primary\">Start Your CRM Assessment<\/a>\r\n <a href=\"#crm-how-it-works\" class=\"crm-btn crm-btn-secondary\">How It Works<\/a>\r\n <\/div>\r\n <\/div>\r\n\r\n <aside class=\"crm-hero-card\">\r\n <h3>What you will receive<\/h3>\r\n <ul class=\"crm-trust-list\">\r\n <li><span class=\"crm-check\">\u2713<\/span><span>A CRM readiness score out of 100<\/span><\/li>\r\n <li><span class=\"crm-check\">\u2713<\/span><span>Seven category-level scores<\/span><\/li>\r\n <li><span class=\"crm-check\">\u2713<\/span><span>Identification of your weakest CRM area<\/span><\/li>\r\n <li><span class=\"crm-check\">\u2713<\/span><span>Practical recommendations based on your result<\/span><\/li>\r\n <li><span class=\"crm-check\">\u2713<\/span><span>A clear next step for improving customer management<\/span><\/li>\r\n <\/ul>\r\n <\/aside>\r\n\r\n <\/div>\r\n <\/section>\r\n\r\n <section class=\"crm-section crm-section-soft\" id=\"crm-how-it-works\">\r\n <div class=\"crm-container\">\r\n <div class=\"crm-section-head\">\r\n <div class=\"crm-eyebrow\">Why CRM readiness matters<\/div>\r\n <h2>Most businesses do not have a CRM problem. They have an organisation problem.<\/h2>\r\n <p>\r\n A CRM only creates value when the business has clear processes, reliable data,\r\n defined ownership and a consistent way to manage leads and customers.\r\n <\/p>\r\n <\/div>\r\n\r\n <div class=\"crm-problem-grid\">\r\n <div class=\"crm-info-card\">\r\n <strong>Missed follow-up<\/strong>\r\n Leads, quotations and customer requests depend on memory or personal inboxes.\r\n <\/div>\r\n <div class=\"crm-info-card\">\r\n <strong>Scattered information<\/strong>\r\n Customer details are spread across email, WhatsApp, spreadsheets and paper notes.\r\n <\/div>\r\n <div class=\"crm-info-card\">\r\n <strong>No pipeline visibility<\/strong>\r\n The business cannot clearly see active opportunities, next actions or likely revenue.\r\n <\/div>\r\n <div class=\"crm-info-card\">\r\n <strong>Unclear ownership<\/strong>\r\n Team members are unsure who is responsible for each lead, customer or follow-up task.\r\n <\/div>\r\n <div class=\"crm-info-card\">\r\n <strong>Weak reporting<\/strong>\r\n Decisions are based on assumptions because lead sources, conversions and sales performance are not measured.\r\n <\/div>\r\n <div class=\"crm-info-card\">\r\n <strong>Manual administration<\/strong>\r\n Valuable time is lost repeating tasks that could be systemised or automated.\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n <\/section>\r\n\r\n <section class=\"crm-section\" id=\"crm-assessment\">\r\n <div class=\"crm-container\">\r\n\r\n <div class=\"crm-section-head\">\r\n <div class=\"crm-eyebrow\">Interactive assessment<\/div>\r\n <h2>Assess your CRM readiness<\/h2>\r\n <p>\r\n Rate each statement from 1 to 5 based on what is currently happening in your business.\r\n Do not score planned improvements that are not yet in place.\r\n <\/p>\r\n <\/div>\r\n\r\n <div class=\"crm-assessment-shell\">\r\n\r\n <div class=\"crm-assessment-top\">\r\n <div>\r\n <strong>Assessment progress<\/strong>\r\n <div class=\"crm-progress-shell\">\r\n <div class=\"crm-progress-bar\" id=\"crmProgressBar\"><\/div>\r\n <\/div>\r\n <div class=\"crm-progress-text\" id=\"crmProgressText\">0 of 28 questions completed<\/div>\r\n <\/div>\r\n\r\n <div class=\"crm-scale-guide\">\r\n <span>1 Not in place<\/span>\r\n <span>2 Inconsistent<\/span>\r\n <span>3 Partly established<\/span>\r\n <span>4 Working well<\/span>\r\n <span>5 Strong<\/span>\r\n <\/div>\r\n <\/div>\r\n\r\n <form id=\"crmAssessmentForm\">\r\n <div id=\"crmQuestions\"><\/div>\r\n\r\n <div class=\"crm-actions\">\r\n <button type=\"button\" class=\"crm-btn crm-action-dark\" id=\"crmCalculate\">\r\n Calculate My CRM Score\r\n <\/button>\r\n <button type=\"reset\" class=\"crm-btn crm-action-light\" id=\"crmReset\">\r\n Reset Assessment\r\n <\/button>\r\n <\/div>\r\n <\/form>\r\n\r\n <div class=\"crm-result\" id=\"crmResult\">\r\n <div class=\"crm-result-header\">\r\n <div>\r\n <div class=\"crm-score\">\r\n <span id=\"crmScore\">0<\/span><small>\/100<\/small>\r\n <\/div>\r\n <div class=\"crm-band\" id=\"crmBand\"><\/div>\r\n <p class=\"crm-summary\" id=\"crmSummary\"><\/p>\r\n <\/div>\r\n <\/div>\r\n\r\n <div class=\"crm-category-grid\" id=\"crmCategoryGrid\"><\/div>\r\n\r\n <div class=\"crm-priority-box\">\r\n <h3>Your priority recommendations<\/h3>\r\n <p id=\"crmPriorityIntro\"><\/p>\r\n <ul class=\"crm-priority-list\" id=\"crmPriorityList\"><\/ul>\r\n\r\n <div class=\"crm-actions\">\r\n <button type=\"button\" class=\"crm-btn crm-btn-secondary\" onclick=\"window.print()\">\r\n Print or Save as PDF\r\n <\/button>\r\n <a href=\"https:\/\/aleve-es.com\/business-growth-discovery-session\/\" class=\"crm-btn crm-btn-primary\">\r\n Book a CRM Discovery Session\r\n <\/a>\r\n <\/div>\r\n <\/div>\r\n <\/div>\r\n\r\n <p class=\"crm-footer-note\">\r\n This assessment provides general business guidance and does not replace a detailed CRM,\r\n data protection, systems or process review.\r\n <\/p>\r\n\r\n <\/div>\r\n <\/div>\r\n <\/section>\r\n\r\n <section class=\"crm-cta\">\r\n <div class=\"crm-container crm-cta-box\">\r\n <div>\r\n <h2>Ready to improve your customer management?<\/h2>\r\n <p>\r\n Aleve Business Solutions can help you centralise leads, improve follow-up,\r\n connect customer communication and build a CRM system that supports measurable growth.\r\n <\/p>\r\n <\/div>\r\n\r\n <div class=\"crm-cta-actions\">\r\n <a href=\"https:\/\/aleve-es.com\/crm-automations\/\" class=\"crm-btn crm-btn-secondary\">\r\n Explore CRM Solutions\r\n <\/a>\r\n <a href=\"https:\/\/aleve-es.com\/business-growth-discovery-session\/\" class=\"crm-btn crm-btn-primary\">\r\n Book a Discovery Session\r\n <\/a>\r\n <\/div>\r\n <\/div>\r\n <\/section>\r\n\r\n <\/main>\r\n\r\n <script>\r\n (function(){\r\n\r\n const categories = [\r\n {\r\n name:\"Lead Capture & Enquiries\",\r\n questions:[\r\n \"Every enquiry is recorded in one central location.\",\r\n \"We know where each lead originated.\",\r\n \"New leads are assigned to the correct person.\",\r\n \"No enquiries are lost, forgotten or left without a next action.\"\r\n ],\r\n recommendations:[\r\n \"Create one central intake point for all new enquiries.\",\r\n \"Record lead source and ownership for every opportunity.\",\r\n \"Set a clear first-response standard and automatic follow-up reminder.\"\r\n ]\r\n },\r\n {\r\n name:\"Customer Information\",\r\n questions:[\r\n \"Customer details are stored centrally and kept up to date.\",\r\n \"Communication history is available to the relevant team members.\",\r\n \"Notes are recorded consistently after calls, meetings or important interactions.\",\r\n \"Documents, quotations and customer records are easy to locate.\"\r\n ],\r\n recommendations:[\r\n \"Create one trusted customer database.\",\r\n \"Standardise how notes, documents and communication history are stored.\",\r\n \"Remove duplicate spreadsheets and disconnected customer records.\"\r\n ]\r\n },\r\n {\r\n name:\"Sales Pipeline\",\r\n questions:[\r\n \"We have a clearly defined sales process.\",\r\n \"Opportunities move through consistent pipeline stages.\",\r\n \"We can see the value and status of active opportunities.\",\r\n \"Sales forecasts are based on current pipeline data.\"\r\n ],\r\n recommendations:[\r\n \"Define a simple sales pipeline with clear stages.\",\r\n \"Set entry and exit criteria for each stage.\",\r\n \"Track opportunity value, probability and next action.\"\r\n ]\r\n },\r\n {\r\n name:\"Follow-up Management\",\r\n questions:[\r\n \"Follow-up reminders are scheduled and visible.\",\r\n \"Quotations are followed up consistently.\",\r\n \"Customers receive timely communication during the sales process.\",\r\n \"Important opportunities do not depend on memory alone.\"\r\n ],\r\n recommendations:[\r\n \"Introduce automatic task reminders for every open opportunity.\",\r\n \"Create a quotation follow-up workflow.\",\r\n \"Set escalation rules for leads that receive no response.\"\r\n ]\r\n },\r\n {\r\n name:\"Team Collaboration\",\r\n questions:[\r\n \"Relevant team members can see the same customer information.\",\r\n \"Ownership of each lead and customer relationship is clear.\",\r\n \"Internal notes support smooth handovers.\",\r\n \"The team avoids duplicate calls, messages and administrative work.\"\r\n ],\r\n recommendations:[\r\n \"Assign a named owner to every lead and customer.\",\r\n \"Use shared notes and activity history for handovers.\",\r\n \"Define who can view, edit and manage customer information.\"\r\n ]\r\n },\r\n {\r\n name:\"Reporting & Visibility\",\r\n questions:[\r\n \"We know our lead-to-customer conversion rate.\",\r\n \"We measure response times and follow-up performance.\",\r\n \"We can review sales activity by person, source or service.\",\r\n \"CRM reports support management decisions.\"\r\n ],\r\n recommendations:[\r\n \"Define the small set of CRM metrics that matter most.\",\r\n \"Create a simple weekly sales and follow-up dashboard.\",\r\n \"Review lead source, response time and conversion performance.\"\r\n ]\r\n },\r\n {\r\n name:\"Automation Readiness\",\r\n questions:[\r\n \"Routine CRM administration could be automated safely.\",\r\n \"Appointment reminders and confirmations are systemised.\",\r\n \"Internal notifications reduce delays and missed handovers.\",\r\n \"Automated workflows could improve consistency without harming the customer experience.\"\r\n ],\r\n recommendations:[\r\n \"Identify repetitive CRM tasks suitable for automation.\",\r\n \"Start with reminders, assignments and internal notifications.\",\r\n \"Document the manual process before automating it.\"\r\n ]\r\n }\r\n ];\r\n\r\n const questionsContainer = document.getElementById(\"crmQuestions\");\r\n const form = document.getElementById(\"crmAssessmentForm\");\r\n const progressBar = document.getElementById(\"crmProgressBar\");\r\n const progressText = document.getElementById(\"crmProgressText\");\r\n const resultBox = document.getElementById(\"crmResult\");\r\n\r\n let questionIndex = 0;\r\n\r\n categories.forEach((category, categoryIndex) => {\r\n\r\n const section = document.createElement(\"section\");\r\n section.className = \"crm-question-section\";\r\n\r\n const heading = document.createElement(\"div\");\r\n heading.className = \"crm-question-section-head\";\r\n heading.innerHTML = `<h3>${categoryIndex + 1}. ${category.name}<\/h3>`;\r\n section.appendChild(heading);\r\n\r\n category.questions.forEach((question) => {\r\n\r\n questionIndex += 1;\r\n\r\n const questionBox = document.createElement(\"div\");\r\n questionBox.className = \"crm-question\";\r\n\r\n let scaleHTML = \"\";\r\n\r\n const labels = [\r\n \"Not in place\",\r\n \"Inconsistent\",\r\n \"Partly established\",\r\n \"Working well\",\r\n \"Strong\"\r\n ];\r\n\r\n [1,2,3,4,5].forEach((value) => {\r\n scaleHTML += `\r\n <label>\r\n <input type=\"radio\" name=\"q${questionIndex}\" value=\"${value}\">\r\n <strong>${value}<\/strong>\r\n <span>${labels[value - 1]}<\/span>\r\n <\/label>\r\n `;\r\n });\r\n\r\n questionBox.innerHTML = `\r\n <div class=\"crm-question-title\">\r\n ${questionIndex}. ${question}\r\n <\/div>\r\n <div class=\"crm-scale\">\r\n ${scaleHTML}\r\n <\/div>\r\n `;\r\n\r\n section.appendChild(questionBox);\r\n });\r\n\r\n questionsContainer.appendChild(section);\r\n });\r\n\r\n const totalQuestions = questionIndex;\r\n\r\n function updateProgress(){\r\n const completed = document.querySelectorAll(\r\n '#crmAssessmentForm input[type=\"radio\"]:checked'\r\n ).length;\r\n\r\n const percentage = (completed \/ totalQuestions) * 100;\r\n\r\n progressBar.style.width = percentage + \"%\";\r\n progressText.textContent = `${completed} of ${totalQuestions} questions completed`;\r\n }\r\n\r\n form.addEventListener(\"change\", updateProgress);\r\n\r\n document.getElementById(\"crmReset\").addEventListener(\"click\", function(){\r\n setTimeout(function(){\r\n updateProgress();\r\n resultBox.style.display = \"none\";\r\n },0);\r\n });\r\n\r\n document.getElementById(\"crmCalculate\").addEventListener(\"click\", function(){\r\n\r\n const checked = [\r\n ...document.querySelectorAll(\r\n '#crmAssessmentForm input[type=\"radio\"]:checked'\r\n )\r\n ];\r\n\r\n if(checked.length < totalQuestions){\r\n alert(`Please answer all ${totalQuestions} questions before calculating your CRM score.`);\r\n return;\r\n }\r\n\r\n const rawScore = checked.reduce((total,input) => {\r\n return total + Number(input.value);\r\n },0);\r\n\r\n const overallScore = Math.round(\r\n ((rawScore - totalQuestions) \/ (totalQuestions * 4)) * 100\r\n );\r\n\r\n let stage = \"\";\r\n let summary = \"\";\r\n\r\n if(overallScore <= 35){\r\n stage = \"CRM Foundation Required\";\r\n summary = \"Your customer and lead management processes are currently fragmented or inconsistent. The priority is to create reliable foundations before introducing complex automation.\";\r\n }else if(overallScore <= 60){\r\n stage = \"Developing CRM\";\r\n summary = \"Useful processes are in place, but visibility, ownership and follow-up are not yet fully connected. A structured CRM implementation could significantly improve consistency.\";\r\n }else if(overallScore <= 80){\r\n stage = \"CRM Ready\";\r\n summary = \"Your business has solid operational foundations for CRM. The next gains are likely to come from better reporting, workflow automation and stronger team adoption.\";\r\n }else{\r\n stage = \"Advanced CRM Business\";\r\n summary = \"Your CRM capability is strong and supports scalable customer management. Continue improving through integration, reporting, automation and regular process optimisation.\";\r\n }\r\n\r\n document.getElementById(\"crmScore\").textContent = overallScore;\r\n document.getElementById(\"crmBand\").textContent = stage;\r\n document.getElementById(\"crmSummary\").textContent = summary;\r\n\r\n const categoryScores = [];\r\n let offset = 0;\r\n\r\n categories.forEach((category) => {\r\n\r\n const categoryAnswers = checked\r\n .slice(offset,offset + category.questions.length)\r\n .map(input => Number(input.value));\r\n\r\n offset += category.questions.length;\r\n\r\n const categoryRaw = categoryAnswers.reduce((a,b) => a + b,0);\r\n\r\n const categoryScore = Math.round(\r\n ((categoryRaw - category.questions.length) \/\r\n (category.questions.length * 4)) * 100\r\n );\r\n\r\n categoryScores.push({\r\n name:category.name,\r\n score:categoryScore,\r\n recommendations:category.recommendations\r\n });\r\n });\r\n\r\n const categoryGrid = document.getElementById(\"crmCategoryGrid\");\r\n\r\n categoryGrid.innerHTML = categoryScores.map(category => `\r\n <div class=\"crm-category-card\">\r\n <strong>${category.score}\/100<\/strong>\r\n <span>${category.name}<\/span>\r\n <\/div>\r\n `).join(\"\");\r\n\r\n const lowestCategory = [...categoryScores]\r\n .sort((a,b) => a.score - b.score)[0];\r\n\r\n document.getElementById(\"crmPriorityIntro\").textContent =\r\n `Your lowest-scoring category is ${lowestCategory.name}. Start here before adding more tools or complexity.`;\r\n\r\n document.getElementById(\"crmPriorityList\").innerHTML =\r\n lowestCategory.recommendations\r\n .map(item => `<li>${item}<\/li>`)\r\n .join(\"\");\r\n\r\n resultBox.style.display = \"block\";\r\n\r\n resultBox.scrollIntoView({\r\n behavior:\"smooth\",\r\n block:\"start\"\r\n });\r\n\r\n });\r\n\r\n })();\r\n <\/script>\r\n\r\n<\/body>\r\n<\/html>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>CRM Readiness Assessment | Aleve Business Solutions Aleve Business Growth Resource Centre CRM Readiness Assessment Discover whether your business is ready to centralise customer information, improve follow-up, strengthen sales visibility and build a scalable customer management system. Start Your CRM Assessment How It Works What you will receive \u2713A CRM readiness score out of 100 […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_canvas","meta":{"footnotes":""},"class_list":["post-4013","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/aleve-es.com\/en\/wp-json\/wp\/v2\/pages\/4013","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aleve-es.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/aleve-es.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/aleve-es.com\/en\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/aleve-es.com\/en\/wp-json\/wp\/v2\/comments?post=4013"}],"version-history":[{"count":3,"href":"https:\/\/aleve-es.com\/en\/wp-json\/wp\/v2\/pages\/4013\/revisions"}],"predecessor-version":[{"id":4016,"href":"https:\/\/aleve-es.com\/en\/wp-json\/wp\/v2\/pages\/4013\/revisions\/4016"}],"wp:attachment":[{"href":"https:\/\/aleve-es.com\/en\/wp-json\/wp\/v2\/media?parent=4013"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}