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Marketing ROI calculator
Case for Automation
CRM systems contain key information on marketing team activities, attracted leads, and funnel management. However, CRMs do not reflect all of the direct and indirect marketing expenses that go into calculating marketing ROI. To discern ROI, the head of marketing must gather data from multiple systems and consolidate it into a single spreadsheet.
Bot Activities
- Collects data on marketing expenditures from accounting, marketing, and management systems
- Collects data on value of deals closed by marketing teams
- Consolidates profits and expenses into a separate spreadsheet
- Calculates ROI based on consolidated data
- Emails report to stakeholders
Automated software
Hubspot
MS Excel
MS Outlook
Sage
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