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Business Case
Business Case

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

Developed by: Jennifer Martinez, David Thompson
Date: December 5, 2025

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.

Value driver
Key metric & projected improvement
Projected annual gain
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.

Description
Annual projection
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.

Infinite combinations. Zero friction.

Our engine understands the nuance of your sales process. Mix and match triggers, filters, and AI actions to build the perfect safety net for your deals.

Deep context triggers

Don't just trigger on field changes. Trigger on health trends, MEDDPICC gaps, activity staleness, or competitor mentions in emails.

Health Score < 50
Days Since Activity > 14
MEDDPICC Criteria Missing

Intelligent actions

The AI doesn't just alert you; it does the work. It researches, summarizes, drafts content, and provides strategic coaching based on the deal context.

Research Economic Buyer
Draft Renewal Strategy
Competitive Battlecard

Omnichannel delivery

Get the insights where you work. Slack DMs for urgent alerts, Email for weekly reports, or direct CRM field updates to keep data hygienic.

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Set and forget

Run workflows on deals on a schedule, or trigger them to run automatically whenever criteria are met. Your 24/7 sales assistant.

24/7
Monitoring
100%
Coverage

Measurable results that matter

Transform your sales organization with AI-driven execution that delivers tangible business outcomes

Higher

Win Rates

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

Shorter

Sales Cycles

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

Consistent

Execution

Scale best practices across your entire sales organization with AI-driven standardization

Smarter

Engagement

Personalized stakeholder interactions based on comprehensive deal intelligence

More

Selling Time

Automate administrative tasks and focus energy on high-value client interactions

Scalable

Excellence

Replicate top performer strategies across your entire sales organization

Built for the entire sales org

Optivian empowers every role with AI-driven insights and automation.

For sales representatives

Automate admin & research

Generate closing assets instantly

Know exactly what to do next

Sell without leaving your inbox

For sales leaders

Unbiased pipeline visibility

Scale coaching & best practices

Automate win/loss analysis

Improve forecast accuracy

For RevOps

Unified data & hygiene

Automated workflow orchestration

Advanced performance analytics

Reduce tool fatigue

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