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Business Case

Business case for Acme Corp: A strategic investment in sales acceleration

Developed by: Jennifer Martinez, David Thompson
Date: February 3, 2026

Executive summary: The financial opportunity

This document outlines the significant financial opportunity available through implementing Optivian's AI-powered sales automation platform. Our current sales process is characterized by long deal cycles (averaging 9 months) and high manual workload. By automating champion enablement, continuously optimizing our process based on closed deal analysis, and improving deal management, we can achieve a compelling return that positions us to significantly outpace our growth targets.

Net Benefit
$296,000
Projected 12-month benefit*
Payback Period
2.1 months
Return on investment*
ROI
462%
Return on investment*

Projected annual financial gains

Our analysis identifies key areas where implementation of Optivian's platform will generate substantial financial value. By automating champion enablement and continuously learning from closed deals, we can accelerate deal cycles and increase our team's capacity to manage more deals in parallel.

Financial Gains Summary
Increase win rate*
Additional deals won: 6 per year*
$216,000
Decrease sales cycle length*
Additional deals closed faster: 4 per year*
$144,000
Total projected annual gain
$360,000*

Return on investment analysis

This section summarizes the compelling financial return based on the total value identified above. The projected gains far outweigh the required investment, positioning this implementation as a strategic imperative rather than a simple cost.

ROI Analysis
A. Total projected financial gain
$360,000*
B. Annual investment
($64,000)*
Net financial benefit (A - B)
$296,000*
Return on investment (ROI)
462%*
Payback period
2.1 months*

Basis for projections (*)

Our projections are built on a foundation of conservative estimates and a clear understanding of our business objectives. The sources for our estimates are outlined below to ensure full transparency.

  • Increase win rate: We project winning 6 additional deals (average deal value: $36,000) through improved deal intelligence and champion enablement. This is a conservative estimate—DataFlow's case study showed an 18% increase in win rate after implementing automated business case generation and deal analysis, while we're projecting an 8% improvement.
  • Decrease sales cycle length: We project closing 4 additional deals by reducing our average sales cycle from 9 months to 7.5 months, allowing more deals to close within the year. This is a conservative estimate—CloudScale reduced their sales cycle by 25% using automated champion enablement, while we're projecting a 17% reduction.

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Measurable results that matter

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Higher Win Rates

Strategic deal guidance that helps teams close more opportunities with data-driven insights

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Accelerate deal progression with AI-powered next best actions and strategic timing

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Personalized stakeholder interactions based on comprehensive deal intelligence

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Replicate top performer strategies across your entire sales organization

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