Sales Methodologies
Winning deals isn’t just about luck - it’s about process.
Top-performing sales teams follow proven qualification frameworks like BANT and MEDDPICC to focus on the right opportunities, ask the right questions, and close faster. But if your methodology isn’t built into Salesforce, it’s easy for reps to skip steps, lose details, and miss red flags. Our solution embeds BANT or MEDDPICC directly into your sales process—making it simple to capture, track, and act on critical deal information, all in one place
BANT
Budget, Authority, Need, Timeline — is a simple yet powerful way to qualify deals early and focus on the ones most likely to close. Our Salesforce BANT component makes it easy for reps to capture these key details in real time, keep everyone aligned, and ensure no critical information falls through the cracks.
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Easily change the questions and data collected for each step.
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Update BANT details right from any Opportunity list view.
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Report on the BANT status of every Opportunity and identify trends in your qualification process.
MEDDPICC
Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identify Pain, Champion, and Competition - is the gold standard for qualifying complex, high-value deals. Our Salesforce MEDDPICC component helps reps capture each element as they work the deal, giving managers clear visibility, improving forecast accuracy, and keeping every opportunity on track.
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Easily change the questions and data collected for each step.
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Update MEDDPICC details right from any Opportunity list view.
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Report on the MEDDPICC status of every Opportunity and identify trends in your qualification process.
Looking for a more flexible approach?
Our Questionnaire Solution lets you design a fully customized qualification process - complete with scoring, weighted criteria, and multiple question types. Whether you need a quick qualification form or a detailed discovery framework, it captures the right information, scores it instantly, and keeps it all inside Salesforce.
Admin Servicible
Our solutions are built to be easy to maintain and update, putting control in your hands. Easily modify BANT or MEDDPICC questions - or add new ones - so your sales qualification process can evolve without needing a developer.
Pricing
One-Time Licensing Fee
Avoid recurring monthly costs. A single licensing fee covers the full use of the application and infrastructure.
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Implementation Cost
We tailor the solution to fit your needs. This includes any custom enhancements required to make sure everything works exactly how you operate.
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Support Hours
As your business evolves, so might your needs. We include time to implement future enhancements and ensure your solution continues to deliver long-term value.
Book Demo
Let’s get your sales qualification process implemented so that you can start evaluating opportunities in a streamlined fashioned and gather all the data necessary to feed AI models.
Bolt-On Solutions
Opportunity Management
Keep your team focused at every stage of the sales process. Eliminate guesswork, ensure complete data, and move deals faster - powering accurate forecasts and automation. This is the opportunity experience Salesforce should have delivered.
Opportunity Lead Management
Are you a B2B company still using the lead object? Our team has developed a strategy coupled with automation that eliminates the lead object. Level up by using opportunities to track from lead to closed won.
Territory Management
Manage Salesforce territories like never before. Plan, assign, and adjust territory models with ease - automatically connect the right accounts, opportunities, and team members, all on a flexible, fully customizable solution.