CRM cleanup ROI calculator
Estimate affected records, avoidable operating cost, cleanup investment, and payback without connecting your CRM.
Open toolModel enrichment coverage before you spend the credits.
Run three providers in sequence and see how many records reach each step. The model makes fallback coverage, total data cost, and cost per valid result visible.
How the calculation works.
Provider one sees every record. Each later provider receives only the unmatched remainder. Every lookup is charged at the cost you enter, while verification is applied only to matched records.
How to use the result.
Use the result to compare provider order and stop conditions before implementation. Enter conditional match rates from your own sample instead of using headline database coverage.
Formula behind the result.
- Next-provider lookups
- Previous lookups − previous matches
- Provider matches
- Remaining records × conditional match rate
- Coverage
- Total expected matches ÷ starting records
- Cost per valid record
- Provider and verification cost ÷ expected matches
Worked example.
For 10,000 records, a first provider matching 48% leaves 5,200 lookups for provider two. A 42% conditional match rate there adds 2,184 records before provider three runs.
Questions worth asking.
What is an enrichment waterfall?
It is a sequential lookup process. A record moves to the next data provider only when the earlier provider does not return an acceptable result.
What match rate should I enter?
Use the provider's match rate on the records remaining at that stage. The most reliable source is a representative sample from your own CRM or target market.
Does provider order change the result?
Yes. Provider order changes which records reach each stage, the conditional match rates, and the expected cost of the final waterfall.
Does the calculator connect to a data provider?
No. It models a planned waterfall from the assumptions you enter and does not run live enrichment.