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#SalesSummit
#SalesSummit
Metrics for Measuring the ROI of Sales
Technology
Forrester Consulting
Shaheen Parks
Principal Consultant, Total Economic Impact
#SalesSummit
3
Why Measure ROI?
#SalesSummit
4
Why Measure ROI?
#SalesSummit
© 2012 Forrester Research, Inc. Reproduction Prohibited
A framework can help cover all the bases
TEI: Forrester’s ROI-based methodology that helps articulate the benefits, costs, risk, and
flexibility of technology vendors’ solutions.
“Options” created
•Base for future
•Valued financially
•Communicated
Business value
•Quantified and valued
•Measured outside of IT
•BU accountability
Technology cost
•IT costs
•Business costs
Uncertainty
•More accuracy
•Risk mitigation
•Higher success rates
#SalesSummit
Where the rubber meets the road
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 7
Trends in Technology ROI Calculation: IT
to BT
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 8
Trends in Technology ROI Calculation: IT
to BT
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 9
Trends in Technology ROI Calculation: IT
to BT
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 10
Quantifying a Positive Impact on Sales
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 11
Quantifying a Positive Impact on Sales
Hours recovered * hourly
rate
= savings
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 12
Quantifying a Positive Impact on Sales
Hours recovered * hourly
rate
= savings
• Lead Generation
• Close rates
• Deal size
• Cross Sell
• Time to close
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 13
Lead Generation
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 14
Close Rates
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 15
Deal Size
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 16
Cross Sell
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 17
Time to closing
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 18
Challenges: Making It Believable
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 19
Challenges: Making It Believable
• Be conservative
• Adjust for risk factors
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 20
Consider Future Options – The Value of
Flexibility
#SalesSummit
© 2014 Forrester Research, Inc. Reproduction Prohibited 21
Don’t forget the costs!
#SalesSummit
Thank you
Shaheen Parks
+1 617.613.6077
sparks@forrester.com

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