CRM ROI. Three letters and a critical spreadsheet formula. Yet most folks in outside sales couldn’t explain it if you offered them front-row tickets to the Super Bowl. And it's no wonder. The math usually lives in an executive's head (or slide deck). In truth it lives out on the road, in a Ford F-150 with 237,000 miles on the odometer.
That’s where the real ROI either happens... or doesn’t. That's why a legacy CRM will never produce the same ROI as a tool purpose-made for the field. It simply will not get used, whereas a field sales CRM and app make a rep's life better.
Enter your current stats. Then choose how many additional visits each rep could make per day. We'll estimate the extra revenue you are leaving on the table if you don't capture those visits.
Assumptions: Weekly = 5 work days. Monthly = 22 work days. Annual = 260 work days. Close rate applies equally to additional visits. Adjust inputs to see impact.
Pro tip: tap 'Download PNG' to share it with your boss or anyone else who might be interested.
There’s a belief that more software equals more success. But you’re not running an SDR bullpen. Your reps are fighting for parking spots, dodging voicemail jail, and juggling six follow-ups while staring into a busted iPad mount. So unless your CRM gets them in front of more people more often, it’s burning a hole in your balance sheet.
Here’s the formula they’ll quote you:
(Revenue from CRM – Cost of CRM) ÷ Cost of CRM
Fine. But for teams knocking on doors, hauling samples, and closing in golf polos, that doesn’t say much.
You need something messier. More real. Something like:
Get a free RepMove trial and get real ROI.
You could sketch this out on a napkin, but that’s exactly the kind of analog thinking your CRM’s supposed to eliminate. We made something better.
Input:
That’s it.
And boom: daily, weekly, monthly, annual revenue. Right there. Visual. Immediate. Sharper than a regional manager's side-eye during QBR.
Let’s get specific. Say you’ve got 5 reps. They average 5 visits a day. But you know in your bones that if routes were cleaner, follow-ups faster, and account info a tap away, they could easily make 10.
That’s 5 extra visits × 5 reps = 25 added shots per day.
If they close 1 in 5 and the average sale clocks in at $1,500?
Miss that, and you’re not behind. You’re bleeding.
They track stages. They push reminders. They’re fine. But field sales is fluid. There’s traffic. Weather. Weird prospects. The CRM has to run with the rep, not slow them down.
If your team’s driving more than they’re closing, there’s a disconnect and it’s costing you.
The boardroom loves KPIs. Your reps need traction. If your CRM helps them:
…it’s worth every penny.
If not? Pull the plug.
Use the calculator. Show the numbers. Stop guessing. Because CRM ROI isn’t a concept. It’s a countdown. Either you’re capturing the extra revenue, or you’re leaving it in a glovebox. And when you're ready for a real CRM built for the field, give us a shout.
