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Return on Investment Calculations
CaseBuilder ROI for Sales is a step-by-step guide
for developing an ROI-based sales proposal.
You can immediately download the following files:
ROI Sales Guide (MS Word)
Simple step-by-step instructions for incorporating ROI into a sales proposal.
Follow our template to create an ROI-based sales proposal that will show
your customers the value of purchasing your product or service.
Two ROI Spreadsheets (Microsoft Excel)
Return on Investment (ROI) and other relevant metrics can be easily calculated.
These spreadsheets are pre-built and easy to use -- simply input the areas
in blue. All of your original data is used to populate the analysis page.
There are no locked cells, so you can insert rows and customize the fields
as needed. The templates are pre-populated with examples to be self-teaching.
Two versions (intro and advanced) are included. It's that easy!
"The Winning Handbook" (MS Word)
We've distilled the complete sales proposal process in a simple 15-page
handbook -- from initial customer contact through winning the contract.
This guide details the actions your team should take to make the difference
between winning and losing the business. Whether it's a new prospect or
responding to RFP's (Request for Proposal), this formula will make your
team effective and successful. Sure beats spending two days at a seminar!
Marketing Plan Template (MS Word)
This self-guide takes you through the development and completion of a
marketing plan -- from your current situation and SWOT analysis, through
marketing methods, planning, and implementation. You simply fill in the
blanks to complete a comprehensive, easy-to-read layout. This methodology
can be used again and again for virtually any business initiative. Now
you don't have to be a marketing guru to create an effective plan!
Sales Proposal Outline (MS Word)
A step-by-step guide imbedded into a template to present your solution
to clients. You can create a powerful and complete value proposition in
a minimal amount of time with maximum results!
6 Reasons Why You Should Absolutely Choose the
CaseBuilder™ Methodology -- the key to your success:
1. Business Case or ROI experience is not required
CaseBuilder is a simple but effective tool that anyone can use. Simply
follow the appropriate outline, with plug-and-play financial spreadsheets.
You need not be a financial expert!
2. It will not take you countless hours to prepare
You have many responsibilities, and preparing a business case is just
one of them. While it will require energy and thought, CaseBuilder will
save much more time and effort than if you created the document from scratch.
3. Make better decisions
Acceptance or funding of your case is what really matters. This methodology
gathers and presents all of the relevant information to make an informed
case and optimal decision. The CaseBuilder package can pay for itself
many times over in a decision well made.
4. Increase support for your project and probability of approval
Often you have a vested stake in your recommendation. A sharp, complete
presentation increases the chance of approval as well as enhances your
credibility with decision makers.
5. Professional, competent, and comprehensive expertise
You receive the results of the best of our tests and experiments through
continuous improvement of our products. CaseBuilder equips you with valuable
insight based on the most current business trends.
6. Get the recognition you deserve
You can become a competent business case developer with ease by using
CaseBuilder. And your career can only benefit.
How We Can Empower You to Do Pro Forma Analysis,
With Ease
1. Experience
We used our 20+ years of business planning and Pro Forma preparation experience
to create this unique methodology. We have continuously tested and refined
everything in the program to perfect it.
2. Expertise
In addition to our background in business case and Pro Forma development,
we also have expertise in strategic pricing, and competitive and market
development for sales and marketing. We know the components that make
up a compelling Pro Forma and ROI analysis. Our techniques were used in
Fortune 100 companies for evaluating over $1 billion in business cases.
3. We've been in your shoes
We've worked in a number of positions requiring extensive Pro Forma analysis,
as well as started a business using our own methods. Whatever you're experiencing
in developing a Pro Forma, we've probably "been there and done that".
4. Tested and proven
The programs were developed and used extensively by managers in prominent
companies. Other methodologies are based on theory, while ours is based
on real-life business - we tested and proved it in the trenches.
5. Tools for the novice or expert
Understanding that people have varying levels of expertise, CaseBuilder
Pro Formas can be used by anyone. You pick the version that suits you
and your business.
6. Guided instructions
Once you purchase the program, we don't leave you hanging. We've crafted
the instructions to be self-teaching. However, if you need help, simply
email us. We'll respond quickly and keep your project moving.
We've helped many large and small clients including Delta Air Lines,
Verizon, AT&T Canada, Bellsouth, Caterpillar, Cingular, Kodak, KPMG
Consulting, Network Associates, Price Waterhouse Coopers, Royal Caribbean
Cruise Lines, and Time Warner Telecom.
CaseBuilder ROI for Sales has everything you need
to get started:
- ROI Sales Guide
- Two ROI Spreadsheets
- The Winning Handbook
- Marketing Plan Template
- Sales Proposal Outline
Order now and receive FREE two additional business-building products
from the experts at Informed Decision Services
You don't need to be a financial guru to create a winning ROI-based
sales proposal. Just one click will help you determine Return on Investment
for your customers - with ease!
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