Total Economic Impact
Cost Savings And Business Benefits Enabled By The Communication Platform
A FORRESTER TOTAL ECONOMIC IMPACT STUDY COMMISSIONED BY Dialpad, February 2026
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Total Economic Impact The Total Economic Impact™ Of The Dialpad Communication PlatformA FORRESTER TOTAL ECONOMIC IMPACT STUDY COMMISSIONED BY Dialpad, February 2026 Cost Savings And Business Benefits Enabled By The Communication Platform
Executive SummaryOrganizations burdened by legacy telephony systems and fragmented communication workflows face operational inefficiencies, poor customer experiences, and missed revenue opportunities. By recognizing the strategic importance of unified and intelligent communications, companies that modernize with cloud-based platforms can reduce infrastructure complexity, streamline call handling through automation, and uncover significant cost savings while improving agent and customer experiences. Cloud communication solutions can unify voice, messaging, and contact center operations; enhance agility; and accelerate customer insights across an organization. Dialpad’s AI-native communication platform helps companies consolidate disparate telephony systems; integrate CRM for real-time call handling; and automate QA, coaching, and reporting processes. By leveraging features such as real-time transcription, sentiment analysis, call summaries, call rerouting to self-service and voicemail, and automated QA scorecards, organizations gain insights that they can use to improve service quality and operational efficiency. With straightforward tools and API integrations, Dialpad creates consistent and scalable communication environments that support hybrid work and efficient decision-making while reducing manual effort and improving overall agility. Companies replacing legacy private branch exchange (PBX) systems and fragmented communication workflows with Dialpad can realize operational efficiencies, cost savings, and improved customer and employee experiences. Dialpad commissioned Forrester Consulting to conduct a Total Economic Impact™ (TEI) study and examine the potential return on investment (ROI) enterprises may realize by deploying the communication platform.1 The purpose of this study is to provide readers with a framework to evaluate the potential financial impact of Dialpad’s communication platform on their organizations. To better understand the benefits, costs, and risks associated with this investment, Forrester interviewed four decision-makers with experience using Dialpad’s communication platform. For the purposes of this study, Forrester aggregated the experiences of the interviewees and combined the results into a single composite organization, which is a global multiservice organization that supports its B2B and B2C customers via more than 1.3 million phone-based conversations per year. Interviewees said that before adopting Dialpad, their organizations relied on legacy on-premises PBX systems and desk phones, which limited flexibility, remote work, and efficient call handling. Attempts to modernize had little impact, leaving fragmented workflows, long handle times, heavy voicemail use, and delayed resolutions. Managers lacked real-time visibility, and manual processes slowed operations. These issues resulted in high administrative overhead, slow response times, and difficulty adapting to changing needs. Employees and managers were frustrated by outdated tools, and customers faced inconsistent service and longer wait times. After investing in Dialpad’s cloud-based platform, the interviewees’ organizations replaced outdated systems with a unified, AI-powered solution integrated with their CRMs. Users then benefited from features like real-time transcription, sentiment analysis, automated QA scorecards, and voicemail summarization — simplifying call handling, eliminating manual reporting, and streamlining workflows for more seamless customer experiences. Key FindingsQuantified benefits. Three-year, risk-adjusted present value (PV) quantified benefits for the composite organization include:
Unquantified benefits. Benefits that provide value for the composite organization but are not quantified for this study include:
Costs. Three-year, risk-adjusted PV costs for the composite organization include:
The financial analysis that is based on the interviews found that a composite organization experiences benefits of $5.7 million over three years versus costs of $2.1 million, adding up to a net present value (NPV) of $3.6 million and an ROI of 173%. Key Statistics173%Return on investment (ROI) $5.7MBenefits PV $3.6MNet present value (NPV) <6 monthsPayback Benefits (Three-Year)[CHART DIV CONTAINER]
Customer support call center productivity
Service scheduling team performance
Issue resolution team efficiency
Support agent turnover and onboarding improvement
Manager coaching and reporting effectiveness
Legacy system decomissioning savings
The Dialpad Communication Platform JourneyDrivers leading to the Dialpad investmentInterviews
Key ChallengesBefore investing in Dialpad’s cloud-based telephony platform, the composite organization operated with rigid, on-premises systems that lacked flexibility and scalability. Legacy platforms were tied to physical infrastructure, making remote work inaccessible and requiring IT or third-party intervention for even basic changes. These limitations slowed operational agility and increased technical resource dependency. Interviewees noted how their organization struggled with common challenges, including:
Investment ObjectivesThe interviewees searched for a solution that could:
Composite OrganizationBased on the interviews, Forrester constructed a TEI framework, a composite company, and an ROI analysis that illustrates the areas financially affected. The composite organization is representative of the interviewees’ organizations, and it is used to present the aggregate financial analysis in the next section. The composite organization has the following characteristics:
KEY ASSUMPTIONS
Analysis Of BenefitsQuantified benefit data as applied to the compositeTotal Benefits
Customer Support Call Center ProductivityEvidence and data. Across interviews, support leaders reported that Dialpad materially increased call center productivity by reducing handle times, improving call summarization, and giving agents more real‑time context to resolve issues efficiently. In their organizations, AI transcription, automated summaries, and integrated call handling eliminated the need to navigate between multiple systems, reduced manual wrap‑up effort, and gave staff clearer visibility into customer interactions. One contact center reduced average call handle time from 15 minutes to 12 minutes using voicemail‑driven workflows, while another interviewee cited 3 minutes saved per call and 1.5 minutes saved in summarization through Dialpad’s AI tooling. The contact center manager in agritech explained how, at their organization, voicemail transcription and summaries created immediate savings: “Instead of listening to the entire complaint, we receive a transcription, quickly review it, and follow up with a brief call or email.” Agents were also able to handle more complex interactions in less time because Dialpad removed friction in switching between platforms and made it easier to search transcripts for context, accelerating follow‑up and case documentation. Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
Risks. Productivity improvements may vary based on:
Results. To account for these risks, Forrester adjusted this benefit downward by 5%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $3.0 million. 4.5 minutesTime saved per call on call handle and documentation time Customer Support Call Center Productivity
Service Scheduling Team PerformanceEvidence and data. Service scheduling teams experienced major performance gains after adopting Dialpad. Interviewees reported that the communication platform enabled real‑time routing, reduced voicemail reliance, and eliminated repeated callbacks that previously burdened schedulers and contact centers. One interviewee stated that prior to Dialpad, only 40% of scheduling calls were answered live; with Dialpad, that increased to 70%, while voicemail volume dropped from 60% to 5%. Self‑service IVR and clearer segmentation (e.g., segmenting new versus existing patients in a healthcare setting) helped reduce queue congestion and ensured that high‑value calls received priority routing. Some interviewees reported that schedulers could now handle service scheduling in a single live call instead of multiple back‑and‑forth attempts, increasing operational throughput and enabling more effective scheduling. Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
Risks. Variability may depend on:
Results. To account for these risks, Forrester adjusted this benefit downward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $683,000. 75%Increase in scheduling completed on first contact Service Scheduling Team Performance
Issue Resolution Team EfficiencyEvidence and data. At the interviewees’ organizations, specialized issue‑resolution teams (e.g., those handling escalations, consumer complaints, or post‑purchase technical problems) realized measurable efficiency gains when transitioning from live call intake to voicemail‑supported workflows powered by Dialpad AI. With automated transcription, teams no longer needed to listen through lengthy messages; instead, they could review the text summary and respond with a brief call or email. This shifted their model from long synchronous conversations to more asynchronous, sped-up processes. One interviewee reported a reduction in average call handle time from 16 minutes to 5 minutes, saving 11 minutes per interaction, while maintaining quality and consistency through searchable transcripts and shared call histories. The VP of customer experience in real estate noted: “Instead of waiting to speak with an agent, callers leave a voicemail and we respond efficiently. The entire process is faster and requires no extra staffing.” Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
Risks. Savings may vary depending on:
Results. To account for these risks, Forrester adjusted this benefit downward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $547,000. 11 minutesReduction in average call handle time per issue resolution case Issue Resolution Team Efficiency
Support Agent Turnover And Onboarding ImprovementEvidence and data. Interviewees with support organizations described meaningful reductions in turnover and onboarding time after implementing Dialpad. They confirmed that modern, intuitive tools reduced daily friction, improved employee satisfaction, and reduced training burdens. AI tools such as call summaries, sentiment insight, and RTA cards shortened onboarding programs and made it easier for new hires to ramp into complex workflows. The VP of customer experience in real estate reported that their organization saved 5 hours of onboarding time per new agent and the turnover rate at their call center dropped from 25% to 23.75%, which was driven by simplified workflows, reduced manual tasks, and a better agent experience. They said, “We shaved off 5 hours per onboarding effort ... thanks to RTA cards.” Interviewees also emphasized that eliminating poorly integrated legacy systems helped retain staff who previously struggled with disjointed tools. Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
Risks. Variability may result from:
Results. To account for these risks, Forrester adjusted this benefit downward by 5%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $171,000. 5 hoursOnboarding time saved per newly hired agent Support Agent Turnover And Onboarding Improvement
Manager Coaching And Reporting EffectivenessEvidence and data. Interviewees who were contact center leads described significant reductions in time spent on coaching, QA reviews, and weekly reporting. Before Dialpad, supervisors had to listen to entire call recordings and compile metrics from multiple systems. Dialpad’s dashboards eliminated the need to investigate queue or service‑level issues manually, while actionable insights helped managers quickly identify coaching priorities. With AI‑generated transcripts, sentiment scoring, searchable call content, and real‑time dashboards, managers now focus on targeted coaching and faster case reviews. The VP of customer care in telecommunications said: “The manager no longer needs to listen through entire calls because transcripts make it easy to review and search for specific details. This simplifies quality checks and coaching, making the process much faster and more focused.” Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
Risks. Outcomes may vary based on:
Results. To account for these risks, Forrester adjusted this benefit downward by 5%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $568,000. 18 hoursTime saved per manager per month for reviews, coaching, and reporting Manager Coaching And Reporting Effectiveness
Legacy System Decommissioning SavingsEvidence and data. Interviewees’ organizations transitioned from legacy, on‑premises PBX systems to Dialpad’s cloud‑based platform, eliminating costs associated with hardware, server maintenance, third‑party reporting tools, and telephony infrastructure. Interviewees described frequent outages, vendor dependencies for simple routing changes, and escalating costs for desk phones and analytics systems before using Dialpad. By retiring on‑premises infrastructure and decommissioning desk phones, organizations saved on hardware purchases, data center costs, networking equipment, and third‑party software. IT teams also saw time savings as monthly telephony maintenance dropped by up to 80% due to Dialpad’s self‑service IVR, cloud routing, and reduced troubleshooting burden. The contact center manager in agritech highlighted: “Our old system was on-prem and any update or fix was a burden on IT. It felt like we were babysitting the phone system instead of focusing on strategic projects.” Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
Risks. The magnitude of legacy system savings depends on:
Results. To account for these risks, Forrester adjusted this benefit downward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $758,000. $250,000Savings from retiring legacy hardware Legacy System Decommissioning Savings
Unquantified BenefitsInterviewees mentioned the following additional benefits that their organizations experienced but were not able to quantify:
FlexibilityThe value of flexibility is unique to each customer. There are multiple scenarios in which a customer might implement Dialpad and later realize additional uses and business opportunities, including:
Flexibility would also be quantified when evaluated as part of a specific project (described in more detail in Total Economic Impact Approach). Analysis Of CostsQuantified cost data as applied to the compositeTotal Costs
Fees To DialpadEvidence and data. Interviewees consistently described Dialpad’s pricing model as predictable and easy to contract. Cost elements included per user subscription fees and workforce management (WFM) licenses, Premium Support, and professional services for onboarding and implementation. Modeling and assumptions. Based on the interviews, Forrester assumes the following about the composite organization:
Risks. Organizational differences that may impact fees to Dialpad include:
Results. To account for these risks, Forrester adjusted this cost upward by 5%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $2.0 million. Fees To Dialpad
Internal CostsEvidence and data. Internal costs included implementation labor, training, testing, and ongoing system management. Interviewees repeatedly described these costs as light compared to legacy telephony-related expenses. Most organizations used a small number of FTEs for implementation and a fraction of an FTE’s time for ongoing IVR and system support. Business and operations involvement typically included managers, directors, and project leads during implementation. The SVP of IT transformation in healthcare said, “Implementation required minimal effort.” Equally, agent training time was low due to the UI of Dialpad, which most interviewees found intuitive. Agents completed onboarding through short sessions and self‑service resources. Modeling and assumptions. Based on the interviews, Forrester assumes the composite organization incurs the following internal costs:
Risks. Organizational differences that may impact internal costs associated with implementation, training, and ongoing management include:
Results. To account for these risks, Forrester adjusted this cost upward by 10%, yielding a three-year, risk-adjusted total PV (discounted at 10%) of $118,000. Internal Costs
Financial SummaryConsolidated Three-Year, Risk-Adjusted MetricsCash Flow Chart (Risk-Adjusted)[CHART DIV CONTAINER]
Total costs
Total benefits
Cumulative net benefits
Initial
Year 1
Year 2
Year 3
Cash Flow Analysis (Risk-Adjusted)
Please NoteThe financial results calculated in the Benefits and Costs sections can be used to determine the ROI, NPV, and payback period for the composite organization’s investment. Forrester assumes a yearly discount rate of 10% for this analysis. These risk-adjusted ROI, NPV, and payback period values are determined by applying risk-adjustment factors to the unadjusted results in each Benefit and Cost section. The initial investment column contains costs incurred at “time 0” or at the beginning of Year 1 that are not discounted. All other cash flows are discounted using the discount rate at the end of the year. PV calculations are calculated for each total cost and benefit estimate. NPV calculations in the summary tables are the sum of the initial investment and the discounted cash flows in each year. Sums and present value calculations of the Total Benefits, Total Costs, and Cash Flow tables may not exactly add up, as some rounding may occur. From the information provided in the interviews, Forrester constructed a Total Economic Impact™ framework for those organizations considering an investment in the Dialpad communication platform. The objective of the framework is to identify the cost, benefit, flexibility, and risk factors that affect the investment decision. Forrester took a multistep approach to evaluate the impact that the Dialpad communication platform can have on an organization. Due DiligenceInterviewed Dialpad stakeholders and Forrester analysts to gather data relative to the communication platform. InterviewsInterviewed four decision-makers at organizations using the Dialpad communication platform to obtain data about costs, benefits, and risks. Composite OrganizationDesigned a composite organization based on characteristics of the interviewees’ organizations. Financial Model FrameworkConstructed a financial model representative of the interviews using the TEI methodology and risk-adjusted the financial model based on issues and concerns of the interviewees. Case StudyEmployed four fundamental elements of TEI in modeling the investment impact: benefits, costs, flexibility, and risks. Given the increasing sophistication of ROI analyses related to IT investments, Forrester’s TEI methodology provides a complete picture of the total economic impact of purchase decisions. Please see Appendix A for additional information on the TEI methodology. Total Economic Impact ApproachBenefitsBenefits represent the value the solution delivers to the business. The TEI methodology places equal weight on the measure of benefits and costs, allowing for a full examination of the solution’s effect on the entire organization. CostsCosts comprise all expenses necessary to deliver the proposed value, or benefits, of the solution. The methodology captures implementation and ongoing costs associated with the solution. FlexibilityFlexibility represents the strategic value that can be obtained for some future additional investment building on top of the initial investment already made. The ability to capture that benefit has a PV that can be estimated. RisksRisks measure the uncertainty of benefit and cost estimates given: 1) the likelihood that estimates will meet original projections and 2) the likelihood that estimates will be tracked over time. TEI risk factors are based on “triangular distribution.” Financial TerminologyPresent value (PV)The present or current value of (discounted) cost and benefit estimates given at an interest rate (the discount rate). The PVs of costs and benefits feed into the total NPV of cash flows. Net present value (NPV)The present or current value of (discounted) future net cash flows given an interest rate (the discount rate). A positive project NPV normally indicates that the investment should be made unless other projects have higher NPVs. Return on investment (ROI)A project’s expected return in percentage terms. ROI is calculated by dividing net benefits (benefits less costs) by costs. Discount rateThe interest rate used in cash flow analysis to take into account the time value of money. Organizations typically use discount rates between 8% and 16%. PaybackThe breakeven point for an investment. This is the point in time at which net benefits (benefits minus costs) equal initial investment or cost. Appendix ATotal Economic ImpactTotal Economic Impact is a methodology developed by Forrester Research that enhances a company’s technology decision-making processes and assists solution providers in communicating their value proposition to clients. The TEI methodology helps companies demonstrate, justify, and realize the tangible value of business and technology initiatives to both senior management and other key stakeholders. Appendix BSupplemental MaterialRelated Forrester Research The Contact-Center-As-A-Service Platforms Landscape, Q4 2024, Forrester Research, Inc., October 24, 2024. Appendix CEndnotes1 Total Economic Impact is a methodology developed by Forrester Research that enhances a company’s technology decision-making processes and assists solution providers in communicating their value proposition to clients. The TEI methodology helps companies demonstrate, justify, and realize the tangible value of business and technology initiatives to both senior management and other key stakeholders. DisclosuresReaders should be aware of the following: This study is commissioned by Dialpad and delivered by Forrester Consulting. It is not meant to be used as a competitive analysis. Forrester makes no assumptions as to the potential ROI that other organizations will receive. Forrester strongly advises that readers use their own estimates within the framework provided in the study to determine the appropriateness of an investment in the Dialpad communication platform. Dialpad reviewed and provided feedback to Forrester, but Forrester maintains editorial control over the study and its findings and does not accept changes to the study that contradict Forrester’s findings or obscure the meaning of the study. Dialpad provided the customer names for the interviews but did not participate in the interviews. TEI Consultant:Lena Baudo PublishedFebruary 2026 |
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