Scenario: A Sales Team with 5 SDRs Using HubSpot Pro/Enterprise

1. SDR Time Saved (Monthly)

• 5 SDRs = number of salespeople

• 10 accounts = accounts each SDR researches per day

• 30 mins = time to research 1 account

• 20 days = working days per month (Mon-Fri, 4 weeks)

• ÷ 60 = convert minutes to hours

Step by step:

• 5 × 10 = 50 accounts researched daily (by whole team)

• 50 × 30 = 1,500 minutes spent daily on research

• 1,500 × 20 = 30,000 minutes per month

• 30,000 ÷ 60 = 500 hours saved per month

Result: A sales team with 5 SDRs save about 500 hours monthly when research is automated.

2. Manager Time Saved (Monthly)

Formula:

(Total accounts daily × Assignment time in minutes × 20 working days) ÷ 60

Example with 50 accounts daily:

• 50 accounts × 5 minutes × 20 days = 5,000 minutes

• 5,000 ÷ 60 = 83 hours saved monthly

Explanation:

• Total accounts daily: Number of SDRs × Accounts per SDR per day

• 5 minutes: Time manager spends assigning each account manually, creating tasks, updating CRM

• 20 days: Working days per month

• ÷ 60: Converts minutes to hours

Result: 83 hours saved monthly by a sales manager with 5 SDRs in the sales team.

Key Assumptions:

1. Research time (30 minutes per account)

2. Manager assignment time (5 minutes per account)

3. Working days (20 per month):

• Monday-Friday only

• 4 weeks per month average

What Gets Automated

• Account identification (buyer intent filtering)

• Decision-maker research (2 personas per account, senior sales and marketing leaders)

• Sales note generation (insights + icebreakers)

• CRM entry and persona creation

• Round-robin assignment to SDRs and tasks creation

Result: SDRs log in each morning to research-ready accounts for outreach. Managers monitor quality, not manual tasks.

Important: This calculator shows estimated ongoing operational savings only. Implementation costs are not included and vary based on team size and account volume. Research costs may vary depending on custom requirements and platform pricing changes. Contact us for a custom implementation quote tailored to your requirements.

This SDR sales research automation is just one example of what's possible when you optimise your CRM operations.

Saving time to boost productivity is essential. Whether it's automating marketing workflows, sales processes, or customer success tasks.

Imagine what your team could achieve with the right automation across your entire CRM.

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This calculator estimates the time and cost savings your team achieves when sales research, assignment, and task creation are automated. It shows monthly hours saved, labor cost savings, research platform costs, and estimated annual ROI.

Sales leaders, CRM operations managers, and business owners who want to understand the ROI of automating their SDR team's research process.

HubSpot Pro/Enterprise:

• Full end-to-end automation

• Research time saved: 30 minutes per account

• Manager time saved: 10 minutes per account

• Why: Managers previously spent 10 mins per account manually reviewing, assigning, and creating tasks. HubSpot automation (round-robin + task workflows) eliminates ALL of this.

Other CRMs or HubSpot starter plan with no automation features:

• Research automation only

• Research time saved: 30 minutes per account

• Manager time saved: 5 minutes per account

• Why: Research is automated, but managers still manually upload accounts, assign to SDRs, and create tasks. This takes about 5 mins per account (faster than 10 mins because research is already done, but not fully automated).

The difference: HubSpot saves MORE manager time (10 mins vs 5 mins) because assignment and tasks are fully automated. Other CRMs (with no automation feature) still require manual work at the end.

A good manual research per account typically includes:

Finding decision-makers

Researching company information

Note-taking, sales notes creation and CRM data entry

With automation, this happens automatically while your team focuses on outreach.

Manual assignment per account includes:

• Reviewing the account

• Deciding which SDR to assign it to

• Creating the task in CRM

• Updating CRM status

With HubSpot automation, round-robin workflows and task creation happen automatically.

Research costs for the research process I’ve built are based on:

• About 15 credits per account (covers 2 personas + sales notes)

• Monthly account volume (SDRs × accounts/day × 20 working days)

• Pricing tier based on total credits needed

Example: 1,000 accounts/month × 15 credits = 15,000 credits = About £699/month tier

This calculator shows ongoing operational savings only. Implementation is a one-off investment that varies based on team size, account volume, and customisation requirements.

Figures are estimates based on industry averages. Actual savings depend on:

• Your team's current research process

• Complexity of accounts you target

• Level of detail required in sales notes

• How quickly your team adopts the system

For a personalised assessment, book a free consultation.

·       Account identification (buyer intent filtering)

·       Decision-maker research (2 personas per account)

·       Research & sales note generation (insights + icebreakers)

·       CRM entry and persona creation

·       Round-robin assignment to SDRs

·       Daily task creation

Result: SDRs log in each morning to research-ready accounts with tasks assigned.

·       Decision-maker research (2 personas per account)

·       Research & sales note generation (insights + icebreakers)

Manual steps required:

·       Upload high-fit accounts via CSV (you identify them from your CRM or intent tools)

·       Manager assigns accounts to SDRs manually after the research is completed

·       Manager creates tasks manually

Result: Research is automated, but identification, assignment, and task creation remain manual.

Yes! The research automation works with any CRM. You'll export high-fit accounts, upload them for research, and receive insights via Google Sheet. Then manually upload to your CRM and assign to your team.

It's not as streamlined as HubSpot's full automation, but still saves significant research time.

I specialise in HubSpot (and I teamed up with a Gold HubSpot partner agency who also have expertise in Salesforce CRM) but I can implement research automation for any CRM (Pipedrive, Zoho, Monday, custom systems, etc.) by using CSV imports. The level of automation (to assign leads and create tasks after the research) depends on your CRM's automation features and capabilities.

Your actual savings may be higher or lower depending on:

• Current research efficiency

• Account complexity

• Team processes

• Adoption rate

If your team spends significant time on manual research, yes. The calculator shows potential savings - typically £200K-£300K+ annually for mid-sized teams. Even conservative estimates show strong ROI.

Typically 3-4 weeks:

• Week 1: Discovery and setup

• Week 2: Build and testing

• Week 3: Support and optimisation

• Week 4: Support and optimisation

• All the information I will request prior and after the discovery phase.

• ICP criteria (ideal customer profile)

• Detailed Information about your service/product

• Access to CRM for integration and to build the workflows

• A few hours of your time for discovery and alignment meetings

No! I handle all technical setup and maintenance (with a monthly check-in and maintenance fee) . Your team just needs to use the CRM as usual. Accounts appear ready for outreach automatically on your CRM or Google sheets to align with your process.

1. Use the calculator to see your potential savings

2. Book a free consultation

3. I'll assess your specific needs

4. Receive a custom implementation quote

5. Go-live in 3-4 weeks

Yes! We offer free CRM audits to identify automation opportunities across marketing, sales, and customer success. Not just research automation.

Book CRM Audit

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