


Introducing the ROI Calculator




Interested in running the numbers? Press the button below:

Access The CRM Calculator

How to use the calculator:

Step 1. Score yourself out of 10 on generating new business

Step 1
Being effective in generating new business is key to growth.

Negative indicators include not being able to track leads once passed to the sales team & a lack of transparency around Marketing ROI. Positive indicators include being able to rapidly build targeted Marketing campaigns and reviewing individual performance on lead follow up.

Step 2. Score yourself at cross-selling to your existing customers and retaining business

Whilst new business is essential, massive opportunities often sit with existing customers who already know and trust you.

Negative indicators include lacking a central database of all customer interaction, not knowing who to target with new products or which customers are unhappy. Positive indicators include easily targeting customers based on prior purchases, customer size, interest & industry etc.

Step 3. Rate your current sales management & deals execution out of 10

An effective sales team with limited leads often outperforms an unstructured or bogged down sales team with unlimited leads. Effective sales management can often dramatically increase close rates and speed up sales cycles.

Negative indicators include teams being burdened by admin tasks, missing sales forecasts and losing deals unexpectedly. Positive indicators include being able to easily create accurate sales forecasts, having a proven sales methodology, which everyone follows, and knowing why deals are lost or won.

Step 4. Enter your expected total sales

Finally, your expected total sales (including both new and existing expected sales) are used to compute your projected sales increase.

Step 4. Enter your expected total sales


Step 5. Enter your details (your report will be emailed) and hit ‘Get Results’

By now, you should have a good idea of how the calculator works, its benefits and how to score yourself on each point. Why not try it and see what financial benefits CRM could bring?

Access the CRM Calculator