This workbook is designed to calculate a return on investment (ROI) for new software like a CRM (Customer Relationship Management system). Doing this can help you understand if a proposed purchase is worthwhile, and can help you make a case for invesment to others. Note: This is not a calculation for Social Return on Investment (SROI).
The calculator includes an example, which shows you a complete calculation. The user inputs basic assumptions as well as data about costs and savings, both upfront and into the future. It includes cost calculations for staff time involved in implementation and training.