Communicate value with clarity.

1. What is ROI Snapshot?

ROI Snapshot is a web-based tool that helps B2B software sales teams quantify and share the business value of their solution. It makes it easy to show prospects metrics like ROI %, dollars saved, hours gained, and break-even timelines in clear, professional reports.

2. Who is ROI Snapshot for?

Our primary users are account executives, solutions engineers, and sales leaders at B2B software companies. If your sales cycle depends on proving value to prospects, ROI Snapshot is designed for you.

3. How does it work?

Admins create ROI templates with inputs (like "Number of Users" or "Current Manual Hours per Week") and formulas that calculate value. Sales reps then create ROI instances for each prospect, enter prospect-specific data, and instantly generate results. Reports can be shared with prospects via secure links or exported to Word and PowerPoint.

4. Do I need technical skills to use it?

No. ROI Snapshot is built for sales professionals. Templates are easy to set up with simple fields and formulas, and end-users only need to enter prospect data to see results.

5. Can I customize the branding?

Yes. Paid plans allow you to add your logo, adjust colors, and remove ROI Snapshot branding. Enterprise plans include full white-label and vanity subdomains for a seamless prospect experience.

6. How do I share ROI results with prospects?

Each ROI instance can generate a secure share link. Prospects can view the summary and results online. You can also export reports into PowerPoint or Word for presentations and executive summaries.

7. Do you integrate with Salesforce, HubSpot, or other CRMs?

Not in the MVP release. CRM integrations and API access are included in the Enterprise plan roadmap. For now, users can export and attach reports manually.

8. How is my data secured?

All customer data is encrypted in transit and at rest. Daily database backups and weekly restore tests are performed. You can request data deletion at any time.

9. What does it cost?

We offer a free plan to get started, with Pro and Enterprise options for growing teams. View our pricing details.

10. Do you offer a trial?

Yes. The Free plan is a great way to try ROI Snapshot without commitment. Upgrade to Pro or Enterprise anytime.

11. What makes ROI Snapshot different?

Most ROI calculators are either overly technical or hard to share with prospects. ROI Snapshot is:

• Built for salespeople, not analysts
• Fast to set up, with templates ready in minutes
• Prospect-friendly, with clear reports that explain the value

12. How do I get started?

Sign up on roisnapshot.com with your email. You can create your first ROI template and calculation in minutes.