Case Study: 80% Cost Reduction
50-person Sales team replaces Salesforce with AI-first revenue operations
Executive Summary
$12.3k
Monthly Savings
80%
Cost Reduction
3.7
Months to ROI
$698k
5-Year Savings
Financial Impact
Before: $15,384/mo
50 Salesforce seats
$8,250
Salesforce add-ons
$3,750
Cloud Marketing
$1,250
DocuSign integration
$1,650
Mailchimp (10k contacts)
$484
Total Monthly
$15,384
After: $3,096/mo
50 Notion CRM seats
$500
Self-hosted n8n infrastructure
$150
AI automation
$300
Documenso Enterprise
$250
Migration (amortized)
$1,896
Total Monthly
$3,096
Savings
$12,288/mo
Migration Strategy
Foundation (Weeks 1-4)
Infrastructure setup and security hardening • Core data migration with validation • Basic CRM functionality
Automation (Weeks 5-8)
n8n workflow deployment • AI integration with safety controls • Parallel testing with Salesforce
Transition (Weeks 9-12)
User training and change management • Full cutover with rollback capability • Performance optimization and monitoring
Security Audit
Centralized credential management, prompt injection protection, end-to-end TLS encryption, GDPR/SOC2/HIPAA compliance, role-based access controls, 99.9% data integrity guarantee.
Operational Transformation
Lead assignment
Before:
Manual round-robin in Salesforce
After:
AI scores & routes in <1s
Sales insights
Before:
Weekly CRM exports to BI
After:
Real-time Slack alerts & dashboards
Renewal workflow
Before:
Spreadsheet reminders
After:
Automated 90/60/30-day sequences
Document signing
Before:
DocuSign $1.65k/mo
After:
Documenso $250/mo
Data entry
Before:
Reps hand-type notes
After:
GPT summaries auto-logged