{"id":324,"date":"2026-10-10T19:33:13","date_gmt":"2026-10-10T19:33:13","guid":{"rendered":"https:\/\/dealflow.ro\/?page_id=324"},"modified":"2026-10-10T19:33:15","modified_gmt":"2026-10-10T19:33:15","slug":"crm-quiz","status":"publish","type":"page","link":"https:\/\/dealflow.ro\/en\/crm-quiz\/","title":{"rendered":"Quiz: how ready is your sales process for a CRM"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"324\" class=\"elementor elementor-324 elementor-323\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1d77158 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1d77158\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3d6690f\" data-id=\"3d6690f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-69676c9 elementor-widget elementor-widget-html\" data-id=\"69676c9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t\t<!-- DealFlow: self-assessment quiz (EN). 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At the end you\u2019ll see where you\u2019re losing opportunities and where to start.<\/p>\n  <\/div>\n  <div class=\"dfq-body\" id=\"dfq-body\"><\/div>\n<\/div>\n\n<script>\n(function(){\n  var root = document.getElementById('dfq-body');\n  var DEMO = 'https:\/\/dealflow.ro\/en\/contact\/';\n  \/\/ Pipedrive Web Form link for \u201cSend me my result and the checklist\u201d. Empty = the section is hidden.\n  var FORM_URL = 'https:\/\/webforms.pipedrive.com\/f\/6OzkpIFyD8RjaynOQDT5VWlIKRF4NukR25SiStM5PayxU8qYT6wtXYcOStwDmdkhNx';\n  \/\/ Each answer: 0 = problem, 1 = partly, 2 = under control. \"gap\" is listed in the result when the answer is 0 or 1.\n  var Q = [\n    {q:'Where do you keep track of customers and deals?', gap:'Customer information is scattered',\n     o:['In inboxes, spreadsheets and people\u2019s heads','In a shared file, or a CRM only some people use','In a CRM the whole team uses']},\n    {q:'Does your sales process have clear stages, the same for everyone?', gap:'Everyone sells \u201ctheir own way\u201d',\n     o:['No, everyone works their own way','We have stages, but don\u2019t follow them consistently','Yes, the stages are clear and everyone uses them']},\n    {q:'How does each salesperson know what to do today?', gap:'Next steps aren\u2019t scheduled anywhere',\n     o:['From memory or personal notes','From their calendar, but not for every deal','Every deal has a dated next step']},\n    {q:'How quickly do you reply to a new website enquiry?', gap:'New leads wait too long',\n     o:['It depends, sometimes days later','Same day, if someone notices it','Fast: it\u2019s automatically assigned to someone']},\n    {q:'What happens after you send a quote?', gap:'Follow-up depends on memory',\n     o:['We wait for the customer to get back to us','We follow up when we remember','Follow-up is scheduled from the start']},\n    {q:'How long does it take to get your pipeline value and this month\u2019s forecast?', gap:'Management numbers are hard to get',\n     o:['Hours in Excel, or we don\u2019t really know','We can find out, with some effort','We see them anytime, up to date']},\n    {q:'Do you know why you lose deals?', gap:'Loss reasons aren\u2019t tracked',\n     o:['No, just impressions','For some deals','Yes, we record a reason for every lost deal']},\n    {q:'What happens to a salesperson\u2019s customers when they leave?', gap:'Customer history leaves with people',\n     o:['We lose most of the history','Emails and files remain, hard to follow','The full history stays in the system']}\n  ];\n  var R = [\n    {max:5, level:'System to build', title:'Your sales depend on people, not on a system.',\n     text:'Information is scattered and follow-up depends on memory. This is where most deals are lost, not on price. The good news: you have the most to gain from a well-configured CRM.',\n     cta:'In a 30-minute demo we look at your process and show you what it would look like built in Pipedrive, from first contact to closed deal.'},\n    {max:11, level:'On the right track', title:'You have a base, but you\u2019re losing opportunities along the way.',\n     text:'Part of the team works in an organised way, but not everyone and not always. The difference between \u201cwe know where we stand\u201d and \u201cwe guess\u201d is a system everyone uses the same way.',\n     cta:'In a 30-minute demo we look at what already works and where deals slip through, then show you how Pipedrive covers that in your process.'},\n    {max:16, level:'Ready to accelerate', title:'Your process is under control. The next step is speed.',\n     text:'You have the basic discipline. From here, the gains come from automation, real-time reporting and less admin, so your salespeople can sell more.',\n     cta:'In a 30-minute demo we show you what Pipedrive could take off your team\u2019s plate automatically, and which reports a manager would see every morning.'}\n  ];\n  var ans = [], i = 0;\n\n  function esc(s){return String(s).replace(\/[&<>\"]\/g,function(c){return {'&':'&amp;','<':'&lt;','>':'&gt;','\"':'&quot;'}[c];});}\n\n  function start(){\n    root.innerHTML = '<div class=\"dfq-start\"><p>Answer honestly: there are no wrong answers, just a clear picture of how your team works today.<\/p>'+\n      '<ul><li>8 questions, one click each<\/li><li>Instant result, no email needed<\/li><li>A recommendation for your situation<\/li><\/ul>'+\n      '<button class=\"dfq-btn\" type=\"button\" id=\"dfq-go\">Start the quiz<\/button><\/div>';\n    document.getElementById('dfq-go').onclick = function(){ i = 0; ans = []; show(); };\n  }\n\n  function show(){\n    var q = Q[i], h = '<div class=\"dfq-progress\"><div class=\"dfq-bar\" style=\"width:'+(i\/Q.length*100)+'%\"><\/div><\/div>'+\n      '<div class=\"dfq-count\">Question '+(i+1)+' of '+Q.length+'<\/div><p class=\"dfq-q\">'+esc(q.q)+'<\/p>';\n    q.o.forEach(function(t,k){ h += '<button class=\"dfq-opt\" type=\"button\" data-k=\"'+k+'\">'+esc(t)+'<\/button>'; });\n    h += '<div class=\"dfq-nav\"><button class=\"dfq-back\" type=\"button\" id=\"dfq-back\"'+(i? '':' hidden')+'>\u2190 Back<\/button><span><\/span><\/div>';\n    root.innerHTML = h;\n    root.querySelectorAll('.dfq-opt').forEach(function(b){\n      b.onclick = function(){ ans[i] = +b.getAttribute('data-k'); i++; i < Q.length ? show() : result(); };\n    });\n    document.getElementById('dfq-back').onclick = function(){ i--; show(); };\n    var first = root.querySelector('.dfq-opt'); if (first && i) first.focus({preventScroll:true});\n  }\n\n  function result(){\n    var score = ans.reduce(function(a,b){return a+b;},0), r = R[0];\n    for (var k=0;k<R.length;k++){ if (score <= R[k].max){ r = R[k]; break; } }\n    var hard = [], soft = [];\n    ans.forEach(function(a,k){ if (a === 0) hard.push(Q[k].gap); else if (a === 1) soft.push(Q[k].gap); });\n    var gaps = hard.concat(soft).slice(0,4);\n    var h = '<div class=\"dfq-progress\"><div class=\"dfq-bar\" style=\"width:100%\"><\/div><\/div>'+\n      '<span class=\"dfq-level\">'+esc(r.level)+'<\/span><div class=\"dfq-score\">Your score: '+score+' of 16<\/div>'+\n      '<p class=\"dfq-rtitle\">'+esc(r.title)+'<\/p><p class=\"dfq-rtext\">'+esc(r.text)+'<\/p>';\n    if (gaps.length){\n      h += '<div class=\"dfq-gaps\"><b>Where you\u2019re losing the most right now:<\/b><ul>';\n      gaps.forEach(function(g){ h += '<li>'+esc(g)+'<\/li>'; });\n      h += '<\/ul><\/div>';\n    }\n    h += '<div class=\"dfq-cta\"><b>Free 30-minute demo<\/b><p>'+esc(r.cta)+'<\/p>'+\n      '<div class=\"dfq-row\"><a class=\"dfq-btn\" href=\"'+DEMO+'\">Book the demo<\/a><\/div><\/div>'+\n      (FORM_URL ? '<div class=\"dfq-gaps\"><b>Want your result and the \u201c10 signs\u201d checklist by email?<\/b>'+\n        '<div class=\"dfq-row\" style=\"margin-top:8px\"><a class=\"dfq-btn2\" target=\"_blank\" rel=\"noopener\" href=\"'+FORM_URL+'\">Email them to me<\/a><\/div><\/div>' : '')+\n      '<div class=\"dfq-row\"><button class=\"dfq-btn2\" type=\"button\" id=\"dfq-again\">Retake the quiz<\/button><\/div>'+\n      '<div class=\"dfq-small\">DealFlow by PRO IT, Pipedrive Premier Partner in Romania. We set up Pipedrive around each company\u2019s real sales process, migrate the data and train the team.<\/div>';\n    root.innerHTML = h;\n    document.getElementById('dfq-again').onclick = function(){ i = 0; ans = []; show(); };\n    if (window.dataLayer) window.dataLayer.push({event:'dealflow_quiz_complete', quiz_score:score, quiz_level:r.level});\n  }\n\n  start();\n})();\n<\/script>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":0,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_seopress_titles_title":"","_seopress_titles_desc":"","_seopress_robots_index":"","_seopress_robots_follow":"","_seopress_robots_imageindex":"","_seopress_robots_snippet":"","_seopress_robots_primary_cat":"","_seopress_robots_breadcrumbs":"","_seopress_robots_freeze_modified_date":"","_seopress_robots_custom_modified_date":"","_seopress_robots_canonical":"","_seopress_social_fb_title":"","_seopress_social_fb_desc":"","_seopress_social_fb_img":"","_seopress_social_fb_img_attachment_id":0,"_seopress_social_fb_img_width":0,"_seopress_social_fb_img_height":0,"_seopress_social_twitter_title":"","_seopress_social_twitter_desc":"","_seopress_social_twitter_img":"","_seopress_social_twitter_img_attachment_id":0,"_seopress_social_twitter_img_width":0,"_seopress_social_twitter_img_height":0,"_seopress_redirections_value":"","_seopress_redirections_enabled":"","_seopress_redirections_enabled_regex":"","_seopress_redirections_logged_status":"","_seopress_redirections_param":"","_seopress_redirections_type":0,"_seopress_analysis_target_kw":"","footnotes":""},"class_list":["post-324","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/dealflow.ro\/en\/wp-json\/wp\/v2\/pages\/324","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dealflow.ro\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/dealflow.ro\/en\/wp-json\/wp\/v2\/types\/page"}],"replies":[{"embeddable":true,"href":"https:\/\/dealflow.ro\/en\/wp-json\/wp\/v2\/comments?post=324"}],"version-history":[{"count":1,"href":"https:\/\/dealflow.ro\/en\/wp-json\/wp\/v2\/pages\/324\/revisions"}],"predecessor-version":[{"id":327,"href":"https:\/\/dealflow.ro\/en\/wp-json\/wp\/v2\/pages\/324\/revisions\/327"}],"wp:attachment":[{"href":"https:\/\/dealflow.ro\/en\/wp-json\/wp\/v2\/media?parent=324"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}