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Key ROI Metrics Print E-mail
The following productivity improvements illustrate the ROI that can be expected through GoCRM for a single loan officer:

Productivity Increase#Loans per Month Average Balance Total Business Comm-
ission 
Gross Reveneue GoCRM Cost Net Gain 
 0.00% 2.00  $125,000 $250,000 1.5% $3,750  
 1.33% 2.03 $125,000 $253,325 1.5% $3,800 $50.00 $0
 15.00% 2.33 $125,000 $291,323 1.5% $4,370 $50.00 $570
 0.00% 2.00 $250,000 $500,000 1.5% $7,500  
 0.67% 2.01 $250,000 $503,350 1.5% $7,550 $50.00 $0
 15.00% 2.32 $250,000 $578,852 1.5% $8,683 $50.00 $1,133
 0.00% 3.00 $250,000 $750,000 1.5% $11,250  
 0.45% 3.01 $250,000 $753,337 1.5% $11,300 $50.00 $0
 15.00% 3.47 $250,000 $866,338 1.5% $12,995 $50.00 $1,695


In more generic terms, companies must consider their CRM opportunities on two levels: direct and contributing benefits. Only three of the metrics can be considered a direct benefit of these investments based on productivity gains, cost avoidance, scalability, and headcount reduction. Metrics focused on new customer acquisition, revenue per customer, and retention are potential benefits, but must be considered as key enablers and contributors to the benefits.
(Source: AMR Research, Making CRM Spell ROI, ROR, and Beyond)

Key ROI Metrics
 
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