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ROI Calculator

How to Measure the ROI of a Marketing Automation Platform

A transparent model for the return on switching to an AI-native platform: reclaimed MOps time, lower cost per campaign, and personalization-driven revenue. Conservative defaults, every assumption editable.

Estimate your annual value

Pick a company size to fill in starting numbers, then adjust the inputs to match your team. Every assumption is editable in advanced mode and shown in the methodology below, so the number stays auditable.

Step 1: Company size
Step 2: Your numbers

Full-time people running marketing ops today.

Base pay plus benefits and overhead, per person, per year.

Distinct campaigns your team builds and ships annually.

Your own fully loaded cost to build and launch one campaign today.

Annual revenue your marketing touches across new and existing accounts.

Gross annual value

$0

Capacity reclaimed

0.0 FTE

Gross value before platform investment. Book a demo for tailored pricing and your net ROI and payback.

Where the value comes from

  • People time $0
  • Faster campaigns $0
  • Personalization $0
Methodology

Three value levers, modeled separately

The model follows the benefits side of the Forrester Total Economic Impact structure over a multi-year horizon. Each lever is calculated on its own so you can see exactly where the value comes from. We show gross value here: your net ROI and payback depend on tailored pricing, which we model with you in a demo.

01

People time

Conversion automates manual MOps work: campaign ops, list hygiene, and reporting. The value is reclaimed team capacity plus the future hires you avoid as programs scale.

Formula: MOps headcount x fully loaded salary x % time on manual ops x efficiency gain

02

Faster campaigns (SLA)

Faster turnaround to build and ship a campaign lowers the fully loaded cost per campaign, so the same team ships more for less.

Formula: Campaigns per year x current cost per campaign x cost reduction

03

Personalization

Better segmentation and personalization drives incremental upsell and cross-sell versus a legacy platform. We frame this as the gain from moving off a legacy tool to Conversion.

Formula: Marketing-influenced revenue x personalization lift x attribution factor

Totals

  • Gross annual value = people time + faster campaigns + personalization
  • Gross three-year value = annual value held flat across three years (conservative, no ramp)
  • Capacity reclaimed = the full-time MOps capacity freed by automating manual work
  • Net ROI and payback = modeled against your tailored pricing in a demo, not shown here

Default assumptions and sources

  • Efficiency gain 30%, cost reduction 35%: both below the ~60% build-time and ~90% reporting ceilings reported in vendor studies.
  • Personalization lift 5%: the floor of McKinsey's 5 to 25% revenue-lift range.
  • Fully loaded salary $130k: MOps base of ~$115k to $122k times a conservative loading factor (industry range 1.25 to 1.4x). This is your own staffing cost, not a Conversion price.
  • Every input is clamped to a sane range, and each lever is capped so no single number drives an unbelievable total.

This calculator produces an estimate for planning purposes, not a guarantee. Results depend on the inputs you provide. Benchmark ranges reference Forrester's Total Economic Impact methodology and published analyses from McKinsey and compensation data sources. Adjust the assumptions in advanced mode to reflect your own numbers.

FAQ

ROI calculator questions

How the model works and why the defaults are conservative.

We model three value levers separately, then sum them into a gross annual value. People time is reclaimed MOps capacity (headcount x fully loaded salary x percent of time on manual work x efficiency gain). Faster campaigns is the reduction in your own fully loaded cost per campaign (campaigns per year x cost per campaign x cost reduction). Personalization is incremental upsell and cross-sell revenue (marketing-influenced revenue x personalization lift x attribution factor). The benefits side follows the Forrester Total Economic Impact approach over a multi-year horizon.

Net ROI and payback depend on your tailored price, which varies with data volume, seats, and scope. Rather than guess, the calculator shows the gross annual value across the three levers. Book a demo and we will model your net ROI and payback against your real numbers.

Yes, and they are deliberately conservative. The efficiency gain defaults to 30 percent and the cost reduction per campaign to 35 percent, both well below the vendor-study ceilings of roughly 60 percent. The personalization lift defaults to 5 percent, the floor of McKinsey's 5 to 25 percent range for revenue lift from personalization. Every input is clamped to a sane range so no single field can produce an unbelievable total.

Base pay plus benefits, payroll taxes, and overhead. Industry guidance puts the fully loaded cost at roughly 1.25 to 1.4 times base salary. With a marketing operations base near $115k to $122k, we default the fully loaded figure to $130k, which is intentionally on the low side. This is your own staffing cost, not a Conversion price.

Yes. Advanced mode exposes every multiplier: the share of time on manual work, the efficiency gain, the cost reduction per campaign, the personalization lift, and the attribution factor. Adjust any of them to match your own benchmarks.

See the return on your own data

Book a walkthrough and we will model your numbers against your CRM and warehouse, then show you what shipping campaigns in hours looks like.