Sales stack cost comparison & migration planner
Build the business case for a simpler sales stack
Compare your current tools with a written platform quote. Account for retained services, overlapping contracts, and migration costs—then align Finance, RevOps, IT, and Enablement on the rollout.
A decision tool for RevOps, Finance & IT
Build a business case your team can challenge.
Compare actual sales-stack costs, include the transition, and assign the work before you consolidate. No assumed Revenue.io price or automatic revenue uplift.
1. Set the comparison
Use the same currency, seat count, and scope for both options. No currency conversion is performed. Include taxes consistently.
2. List tools you plan to retire
Enter monthly-equivalent contracted spend. Overlap means months you keep paying after the new platform starts. Keep retained tools out of this list.
3. Include the quote and transition
Include agreed seats and recurring license charges.
Included in both options; not counted as savings.
Only costs not already in the platform quote.
Services, integration work, training, and internal time.
Capacity only; excluded from cash savings.
Fields are calculated in your browser. This tool does not submit your entries. Download a copy before leaving; entries are not saved by the tool.
4. Assign prerequisites and migration responsibilities
Check an item only when its owner has verified it. Completion records your checklist; it does not certify readiness or legal compliance.
0 of 5 prerequisites verified by your team.
Plan the rollout with the dialer implementation guide, Conversation AI implementation guide, Moments implementation guide, and Guided Selling implementation plan.
How the model works
Baseline, overlap and savings
Baseline cost = (current monthly tool spend × comparison months) + retained annual costs × months / 12. Proposed cost = (new platform quote + new recurring costs + retained costs) × months / 12 + each retiring tool’s monthly cost × its overlap months (capped at the comparison period) + implementation/migration and exit fees. Net cost difference = baseline minus proposed; a negative value means consolidation costs more over this period.
Break-even and productivity
Break-even is the first month in the selected period when cumulative modeled cost savings cover one-time costs, after including overlap. Costs are spread evenly by month; payment timing, discounting, inflation, and contract escalators are not modeled. Hours saved are displayed separately and never converted into revenue or added to cash savings. Validate capacity gains in a pilot.
Before you approve the business case
Confirm that the quote covers the capabilities you intend to replace. Retained tools may still be required. Match contract obligations to the overlap inputs, and obtain approval for migration scope and recording policies. Review the case again if seats, timing, usage or scope change.
A consolidation business case starts with scope
Replacing several tools is valuable only when the new platform supports the workflows your team needs. Inventory calling routes, Salesforce activity mapping, sequences, conversation review, coaching, and reporting before comparing costs. Identify tools that must remain and exclude them from claimed savings.
Use your contracts and written quote rather than industry-average prices. Include renewal timing, usage, implementation effort, data exports, training, and the overlap needed for a safe pilot. Validate activity completeness, usable recordings, access controls, and rep adoption before retiring systems.
Explore Revenue.io sales-tool consolidation and review package options. Bring the exported comparison and your open requirements to a workflow demo.
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