Structured, Consistent, Repeatable ROI Conversations
Replace spreadsheets and inconsistent AI prompts with a governed ROI platform that helps every rep quantify and communicate value consistently—while giving leadership visibility into adoption and usage.
One Click ROI
Upload call transcript to create a custom calculator.
AI Storytelling
AI will transform the inputs and outputs into a compelling story.
PDF or PP output
Create an executive summary with a push of a button.
Value Realization
Track actual customer outcomes over time to prove realized value, strengthen renewals and uncover expansion opportunities.
Governance & Reporting
Standardize your ROI methodology and give leadership visibility into usage and adoption across the sales organization.
Integrations & SSO
Connect The ROI Shop to your CRM, SSO and existing tech stack, including Salesforce and Okta.
Platform Highlights
One-Click ROI gets sellers to the business case fast. Governance, standardized assumptions and reporting make it work across the entire sales organization.
Scale ROI across your sales organization without losing consistency. Give every seller the same approved methodology and assumptions, while management dashboards provide visibility into usage and adoption.
See who is using the application, how often they're using it, and where additional coaching may be needed.
Build a business case buyers can defend. Sellers and buyers can adjust assumptions together and create more conservative ROI scenarios, helping turn the analysis from a sales claim into a credible business case.
Know when your business case is getting attention. Sellers can be notified when prospects engage with a shared ROI calculator, helping them identify active opportunities and follow up at the right time.
Show customers the value they’ve actually realized. Give Customer Success teams a structured way to revisit the original business case and compare where the customer started with the results they’re seeing 6, 12 and 18 months after implementation.
Document both measurable ROI and operational improvements over time—helping reinforce value before renewal, reduce discount pressure and churn, and uncover opportunities for expansion.
Start the value conversation before a prospect ever talks to sales. Embed an interactive ROI calculator directly on your website so buyers can explore their potential business impact using their own inputs.
When a prospect completes the exercise, your team gains a stronger signal of buyer intent and a more valuable starting point for the sales conversation.
Fit ROI into the workflow your sellers already use. The ROI Shop supports CRM integrations, enterprise single sign-on and other integrations to fit your existing tech stack. Data can flow between The ROI Shop and systems like Salesforce, including mapping ROI data to custom CRM fields.
The ROI Shop currently integrates with Salesforce and supports Okta SSO, with additional integrations available based on customer requirements.
Building a Business Case Has Never Been Easier
Friendly user interface
Built by salespeople for salespeople, The ROI Shop is designed to make value conversations easy for everyday sellers—not just financial experts or dedicated value engineers.
Step-by-step questions and discovery
Guide reps through the right discovery questions to uncover business challenges, quantify impact and move the conversation from product features to measurable business value.
Arm your champion to sell internally
Your champion still has to build support internally. Give them a clear, credible financial business case they can use to communicate the impact of your solution to finance, executives and other stakeholders.
Happy Customers
Want to see a calculator in action?
See how One-Click ROI turns a sales call transcript or discovery notes into a prospect-specific, interactive ROI calculator, with executive summaries in PDF and PowerPoint.
