SALES COLLATERAL ROI REPORT

Executive Summary

The purpose of this report is to provide an in-depth analysis of the return on investment (ROI) on [Your Company Name]'s sales collateral. This includes identifying the collateral pieces that are proving successful, and those which need improvement, based on data collected over the last financial year.

The findings included in this report are designed to guide [Your Company Name] towards maximizing their sales collateral ROI, and to optimize strategies for future sales initiatives.

Scope

This report focuses on evaluating the various forms of sales collateral that [Your Company Name] has invested in, which includes brochures, product datasheets, case studies, and presentations. The performance of each type has been measured based on the costs incurred in their production and the leads or sales they have generated.

Methodology

Data was collected from [Your Company Name]'s sales and marketing departments, including the costs of creating and distributing sales collateral and the associated leads or sales for each campaign. The ROI was then calculated for each piece of collateral.

Report Highlights

• Overall, the company's case studies showed the highest ROI.

• Brochures were found to be the least effective collateral in terms of ROI.

• Presentation materials garnered significant customer engagement, but the conversion rate to sales was low.

• Product datasheets have proven to be effective in aiding the sales team to close deals.

• The digital collaterals have shown a significant increase in customer engagement compared to printed collaterals.

ROI Detailed Breakdown

Type of Collateral	Costs Incurred	Leads Generated	Sales Closed	ROI
Brochures	$10,000	100	10	1%
Product Data sheets
Case Studies
Presentations

Recommendations

1. Reallocate budget from brochures to more successful collateral types, particularly case studies.

2. Investigate strategies to improve the effectiveness of presentations in closing sales.

3. Continue to integrate digital collaterals into sales strategies due to high engagement.

4. Improve the quality of product datasheets to leverage their potential in closing deals.

5. Undertake regular assessments of the effectiveness of sales collateral to ensure ongoing optimization of ROI.

Sales Templates @ Template.net