What is the standard CRM ROI formula and template?

Data-backed insights from 939 B2B companies (Q1-Q3 2025)

TL;DR

CRM ROI formula: (ΔRevenue + ΔCost Savings - Total CRM Cost) / Total CRM Cost × 100. Key variables: Team size, average deal size, conversion improvement, CRM license cost. Source: Optifai Sales Ops Benchmark 2025

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Key Findings

Average Payback
8 months
Based on 939 B2B companies
Sample Size
939
B2B companies, Q1-Q3 2025

Overview

This benchmark data is based on anonymized CRM data from 939 B2B companies collected during Q1-Q3 2025. The analysis covers various industries including SaaS, Manufacturing, Consulting, and Professional Services, with company sizes ranging from 5 to 500+ employees.

Methodology

Data was collected through anonymized CRM exports with company consent. Statistical analysis includes outlier removal and industry-size weighting to ensure representative benchmarks. For detailed methodology, see ourmethodology page.

How to Use This Data

Use these benchmarks to evaluate your team's performance and identify improvement opportunities. Remember that benchmarks vary by industry, company size, and market conditions. For personalized insights based on your specific situation, try Optifai's free plan to measure your actual metrics.

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Update History

Data last updated: November 1, 2025

v1.1November 1, 2025
  • Data validation and quality improvements
  • Enhanced methodology documentation
  • Updated sample size reporting for transparency

Impacted metrics:

CRM ROI formula
v1.0October 31, 2025
  • Initial release of CRM ROI formula benchmark
  • Industry average data (N=939 companies)

Regularly updated with latest industry data