Salesforce Sales Cloud ROI Calculator (Salesforce) — a Quiz funnel teardown

ProductSaaS
TypeQuiz
CategoryCRM software
Salesforce — “See your sales team’s ROI.”

A Sales Cloud ROI calculator, advertised on Facebook and Instagram from the Salesforce page since August 2026 with “Salesforce customers grow their revenue by 30% on average with Agentforce Sales.” The ad leads to Salesforce’s standard gate: eight required fields, phone included.

Behind it, the calculator asks two things, both by click: what the team uses now and how big the company is. It then shows a complete five-year forecast (282% ROI, $2.51M net benefit, 8-month payback) built from benchmarks it fills in for the chosen size band, with six value drivers that each map to a product feature.

Captured without submitting the form. The calculator sits on a public confirmation page whose address is in the gate’s source. The report download and the follow-up are still to be seen.

Funnel canvas — drag to pan, scroll or use the buttons to zoom. Each node links to that step's page.

Attract

1“See your sales team’s ROI.”Salesforce — “See your sales team’s ROI.”

The ad’s number, broken down

The ad promises “30% on average”. The results page turns that into six named gains, each tied to a feature (lead scoring, agents, Data 360), so the forecast is also a feature list.

Capture

23Two clicks: what you use, how big you areSalesforce — Two clicks: what you use, how big you are

The gate costs more than the tool

Eight required answers, phone included, to reach a calculator that asks two questions, both multiple choice. The calculator isn’t where the lead is captured; the form in front of it is.

Nurture

134282% ROI, 8-month paybackSalesforce — 282% ROI, 8-month payback

An answer you didn’t have to work for

Pick a size band and the calculator fills in ten benchmarks and six percentages, so the headline (282% ROI, 8-month payback) appears without the visitor typing a single number. Editing is possible, not required.

Sell

4TODO: the report download and the follow-upSalesforce — TODO: the report download and the follow-up

Every exit is a sales conversation

Below the forecast, the page offers “Start your trial”, “Talk to an expert” and “Stay up to date”, and above it “Download the report”. The number is the reason to talk to sales, and the form in front of it already gave sales the phone number.

Retain

Made for a big screen

See all 6 steps as one map

On a computer this funnel opens as a canvas: every page at full length, side by side, with the arrows between them and the moves that make it work. A phone screen can't hold it, so here it's a list.

  1. Salesforce — “See your sales team’s ROI.”Ad“See your sales team’s ROI.”
  2. Salesforce — LinkedIn: the same promise, to two audiencesAdLinkedIn: the same promise, to two audiences

    The ad’s number, broken down

    The ad promises “30% on average”. The results page turns that into six named gains, each tied to a feature (lead scoring, agents, Data 360), so the forecast is also a feature list.

  3. Salesforce — The gate: the same eight fieldsOpt-in/lead formThe gate: the same eight fields
  4. Salesforce — Two clicks: what you use, how big you areQuiz/surveyTwo clicks: what you use, how big you are

    The gate costs more than the tool

    Eight required answers, phone included, to reach a calculator that asks two questions, both multiple choice. The calculator isn’t where the lead is captured; the form in front of it is.

  5. Salesforce — 282% ROI, 8-month paybackQuiz/survey282% ROI, 8-month payback

    An answer you didn’t have to work for

    Pick a size band and the calculator fills in ten benchmarks and six percentages, so the headline (282% ROI, 8-month payback) appears without the visitor typing a single number. Editing is possible, not required.

  6. Salesforce — TODO: the report download and the follow-upEmailTODO: the report download and the follow-up

    Every exit is a sales conversation

    Below the forecast, the page offers “Start your trial”, “Talk to an expert” and “Stay up to date”, and above it “Download the report”. The number is the reason to talk to sales, and the form in front of it already gave sales the phone number.

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