Most often, ROI is calculated based on:
Time saved after implementing the automation - most common case
Example:
You have 10 managers in your company and each of them onboards 10 clients per month.
Each onboarding includes creating CRM entities, preparing and signing the agreement, preparing an internal document based on the call with the client etc.
This process takes 4 hours per client. So it's 10 x 10 x 4 = 400 hours per month. Can lead to saving 85% of that time, so 400 x .85 = 340 hours per month. Let's say that your average rate of a manager is $25/hr.
This means that the automation will save you 8,500 USD per month.
Let's imagine you are on our "Unlimited" plan for $3,890/month and building the automation took 2 months.
Monthly savings: $8,500Monthly subscription cost: $3,890Net monthly ROI after automation is live:
→ $8,500 - $3,890 = $4,610/month
Other cases of ROI-positive automations:
- Increased Throughput / Capacity. E.g. closing more deals in a given timeframe
- Error Reduction / Cost of Mistakes. Less mistakes = less losses.
- Faster Response Times / Better Customer Experience. Better experience - increased LTV and number of customers
- Faster Time-to-Market
- And others
We get it - you want your automation investment to start paying off quickly. That’s why everything we do is geared toward fast, measurable results.