ROI as A Sales Tool Outline with Instructions

Multi-Year ROI Anlysis Input Tab

Basic ROI Analysis

SALES PROFESSIONALS

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.

The Six Fatal Flaws of Most "How-To-Do-Business Case Development" or "ROI Analysis" Programs

Fatal Flaw One:  Lack of flexibility
If you use a program designed for a specific industry not related to your business, your case will be weak. You need tools that allow you to customize your case to your specific business attributes.

Fatal Flaw Two:  Theoretical, rather than practical
Other products are created by people who worked in academia, consulting firms, or otherwise where their theories were not applied to real-work situations. The methods sound great -- but the reality of delivering and executing an internal recommendation can make or break the growth of your division or career.  CaseBuilder arms you with a practical, simple, and easy-to-implement methodology.

Fatal Flaw Three:  Information overload
Competing products result in dozens or hundreds of pages with complicated, impractical methods and verbiage. You then must sift through all the information, and try to distill it into a usable format. Choose tools that are down-to-earth and practical, and keep the process moving. CaseBuilder boils it down without "dumbing it down".

Fatal Flaw Four:  No step-by-step specific tools
Other products provide general advice and expect you to pay for personal consultations for specific recommendations. Stick to step-by-step tools that identify specific communication points and recommendations.

Fatal Flaw Five:  Overlooked critical factors
Some competing products do not cover points like the importance and process of the market analysis, establishing strategic pricing, and communicating your message effectively. CaseBuilder does all that and more.

Fatal Flaw Six:  Too complex
Often you have a small window of opportunity to make your case - time is of the essence. Learning complicated software or PhD-level financial spreadsheets only slows the process. Choose streamlined tools that will give you new insights into your business and help you produce an effective business case.

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.  

"I cannot thank you enough. Again, you have rescued my business model with your absolutely incredible service and follow-through. The service you offer through the Internet should be the standard for others to follow."

Susan Alexander Gilber, Principal Texas Legacy Properties, LLC

"Your approach to economic matters is clear and easy to customize."

Massimo Spino, Finance & Administrative Manager

• 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:

1. 10-Steps to Effective Competitive Analysis
   • Step-by-step method and instructions to walk you through the process of analyzing competitors.
   • Needs assessment guidelines to ensure complete results.
   • Detailed directions on how to obtain competitive data from top information resources.
   • Easy outlines to focus areas of research to keep you on target.
     
     
2. Strategic Pricing Guide
   • Overview on basic through advanced pricing structures.
   • Easy-to-use tutorials on cost-plus pricing and market-based pricing.
   • Explanations on special pricing situations and price negotiations.
   • Tips/pitfalls and pricing resources.

Purchase and Download CaseBuilder ROI for Sales Now!

Only $99 for a Single License

$199 for Three User Licenses

Contact us for additional volume price quotes.

If you need to do an ROI analysis or sales proposal, let us help you make it as painless as possible.  Remember..if you impress just one person in your audience, you just might make the sale.

No-risk, 30-day money back guarantee 

If you are not satisfied for any reason, simply email us and we will refund your money.  No questions asked.

Best Wishes,

The BusinessCase.com Team

IDS.  Putting the power of knowledge behind your business decisions.