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This Assessment Tool has been done to help evaluate the value of a CRM solution .It is designed to be used with a strong methodololy and return on experience in CRM projects.
ROI calculation is quite complex to evaluate, before starting a ROI calculation, make sure you have a strong corporate business case .
This tool is design to bring manager a high level view of project cost and benefit for an initial project review.Further deeper estimation should be performed to go more in detail of the financial analysis
ROI CRM
11Main Page Quick Calc.
ROI calculation is quite complex to evaluate, before starting a ROI calculation, make sure you have a strong corporate business case .
This tool is design to bring manager a high level view of project cost and benefit for an initial project review.
Quick CRM ROI Assessment
Model based on a three (3) years cost and benefit analysis
Basic Assumptions
Salary cost of internal IT employee
K Ratio (for fully loaded coast of an employee)
Cost Information
Total cost of server software
Consulting costs
Hardware costs
Number of internal IS personnel needed for project
Maintenance cost per year
Number of IS personnel needed
Benefit Information As Benefit Information could be complex to asses, fill in the amount value with the minimum and define an additional percentage for the maximum
Max.
Improved technology management 0%
Improved process management 0%
Improved customer and partner communication 0%
Improved information organization and access 0%
Capitalization on new revenue opportunities 0%
Other benefits 0%
Financial Calculations
Total savings over three years 00
Time to Balance Cost & Benefit (#Months) > 36Average monthly benefit 0
Interest Rate
Net present value (NPV)
ROI CRM
11Main Page Quick Calc.
Initial
Year 1
Year 2
Year 3
0 1 1
0
0
0
0
0
0
0
Annual Savings
Initial
Year 1
Year 2
Year 3
0 1 1
0
0
0
0
0
0
0
Annual Savings
As Benefit Information could be complex to asses, fill in the amount value with the minimum and define an additional percentage for the maximum
The fully loaded cost is used to calculate the costs. Use an average for your department
Fully loaded cost = Salary Cost * K. K is used to estimate internal HR cost (Training, taxes, other cost)
Rate used to discount future cash flows to their present values is a key variable of NPV Calculation
Total cost to purchase the application. Fit to "On Premise" Solution
Consulting expected cost to deliver initial project
Total cost to purchase the hardware (Servers, Desktops, Laptops,…)
Number of full time internal IS personnel needed to help build the application (initial)
Full (Software + Hardware) maintenance cost. Charges can range from 10% to 25% of the acquisition cost per year
Number of full time IS personnel needed to support the application
As Benefit Information could be complex to asses, fill in the amount value with the minimum and define an additional percentage for the maximum
Using a standard platform enables organizations to reduce the cost of developing, managing, and improving further projects
Such as automation procedure, workflows, for Marketing, Sales or Service automation
Automating portions of customer and partner communication can enable organizations to improve quality and efficiency
By opening portions of their applications /data to external view, companies can reduce the cost of accessing & sharing information
CRM Solution enables organizations to increase revenues from new products or services
Other benefits include reductions in IT and administration staffing needs, increased reliability and reduced downtime, and increased sales
Calculation area (DO NOT DELETE)
Cost data
Initial Year 1 Year 2 Year 3
0
0
0
0
0 0 0
0 0 0
0 0 0 0
Benefit Data
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0 0
Initial Year 1 Year 2 Year 3
0 0 0 0
Additional Benefit 0 0 0
Monthly Benefit 0 0 0
Net after period 0 0 0
# of Month #DIV/0! #DIV/0! #DIV/0!
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