ROI evaluation at a glance

Identify all revenue improvements, costs savings and qualitative upgrades you expect to achieve from your CRM initiative.

Identify the initial and ongoing costs for new software, equipment, services and change management.

Be realistic about the time period in which you expect to achieve measurable results.

Analyze a “no change” scenario over the identified time period; i.e. a scenario where your business continues without the CRM.

Apply monetary values to CRM benefits and calculate ROI.

Compare the two scenarios and determine what incremental returns your CRM initiative will yield.

Approach the project systematically to ensure anticipated returns are achieved.