SalesGPT: ROI & Business Case Builder

Need to help a customer justify a purchase? Use our ROI & Business Case Builder to build a CFO-ready business case that stands up to scrutiny. This bot uses proven methods (Forrester TEI, IDC Business Value) to turn your inputs into a transparent model with a 3-year cash-flow view, ROI, NPV/, RR, and Payback up front, and a clear executive summary (≤250 words).

This bot generates a report that will resonate with your prospect's finance and procurement team. It expands each value driver with baseline → assumptions and rationale → calculation → risk adjustment → validation reference, and logs every assumption with conservative haircuts so finance can audit the math. You also get sensitivity analysis (best/base/worst, break-even, tornado), an implementation roadmap with owners and risks, and appendices that mirror a real analyst workbook.

How to use it: Paste in the following data:

• Solution: product/service name, modules in scope, contract term

• Pricing/costs: implementation/professional services (one-time), subscription/licenses (ACV), expected internal labor for rollout (hours × roles), current tool costs

• Scale metrics: # users/agents/seats/install base, # transactions/month (or records, campaigns, tickets—whatever’s relevant).

• Customer context: industry, company size (employees and/or revenue).

• Baseline spend or process: the “as-is” tool stack and/or process you’ll replace (names + annual cost if known), baseline productivity/cycle time

• Any known benefits: time saved, lift in conversion/NRR

• Your finance guardrails: WACC/discount rate, gross margin, confidence levels

Use the built-in conversation starter to ask, “Help me create an ROI report for my SaaS/professional services solution that will resonate with my prospect's CFO and procurement team. Follow your instructions precisely. Make sure to build in the best practices in your knowledge base.”

The bot will calculate ROI, NPV, IRR, and payback, show its work, and produce a clean package ready for CFO and procurement review.

For privacy, remove sensitive customer data before you paste.