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Writer's pictureOrrin Jolley

How to Deploy the MEDDPICC Qualification Methodology


MEDDPICC methodology


Sales qualification is the backbone of every successful sales team. It’s what separates the deals that are worth pursuing from the ones that are dead on arrival. One of the most effective qualification frameworks out there is MEDDPICC—a methodology that helps you qualify deals with precision, close faster, and avoid wasting time on opportunities that aren’t a good fit.

If you’re ready to turn MEDDPICC into a cornerstone of your sales process, here’s how to deploy it step by step.


What is MEDDPICC?

First, a quick refresher: MEDDPICC is an acronym for eight key criteria you should evaluate in every deal:

  • Metrics: Quantifiable outcomes the customer wants to achieve.

  • Economic Buyer: The individual with final decision-making power.

  • Decision Criteria: The formal requirements the customer uses to evaluate solutions.

  • Decision Process: The steps and stakeholders involved in making the decision.

  • Paper Process: The administrative steps to finalize the contract.

  • Identify Pain: The customer’s critical business issues or challenges.

  • Champion: An internal advocate who supports your solution.

  • Competition: The other vendors or alternatives you're up against.


Step 1: Train Your Team

Before you deploy MEDDPICC, make sure your sales team understands the methodology and why it matters. Provide thorough training on each element of the framework, with real-world examples to illustrate how they apply.

Consider hosting workshops or role-playing sessions where reps can practice asking the right questions to uncover each component. The goal is to make MEDDPICC second nature to your team so they can apply it seamlessly during discovery calls and beyond.


Step 2: Integrate MEDDPICC Into Your CRM

Your CRM is the command center for your sales process, so make sure it’s set up to support MEDDPICC. Create fields or templates for each element of the methodology, and require reps to fill them out as part of their deal qualification process.

For example:

  • Metrics: Add fields for measurable outcomes like “% cost savings” or “revenue growth target.”

  • Economic Buyer: Include a contact field to identify the decision-maker.

  • Decision Process: Outline key milestones like demos, legal reviews, and final approvals.

Integrating MEDDPICC into your CRM ensures your team stays consistent and that you have a clear view of every deal’s status.


Step 3: Make It a Team Sport

MEDDPICC isn’t just for individual sales reps—it’s a team-wide effort. Encourage collaboration between sales, marketing, and customer success to gather the insights needed for each deal.

For instance:

  • Marketing can help identify industry benchmarks for Metrics.

  • Customer success can provide insights into pain points based on past clients.

Regular team reviews of deals in the pipeline can also ensure no critical MEDDPICC criteria are overlooked.


Step 4: Adapt Your Discovery Process

To effectively use MEDDPICC, you’ll need to ask smart, targeted questions during discovery calls. For example:

  • To uncover Metrics: “What’s the measurable outcome you’re trying to achieve with this solution?”

  • For the Economic Buyer: “Who else will be involved in making the final decision?”

  • For Identify Pain: “What challenges are slowing down your team’s growth or efficiency?”

The more information you gather upfront, the easier it will be to tailor your approach and anticipate objections.


Step 5: Review and Refine Deals Regularly

MEDDPICC is not a one-and-done activity—it’s an ongoing process. Schedule regular deal reviews with your team to assess progress and fill in any gaps in your MEDDPICC data.

Ask questions like:

  • Are we aligned with the customer’s Decision Criteria?

  • Do we have a clear path through the Paper Process?

  • Is our Champion actively advocating for us?

These reviews help ensure deals stay on track and allow you to course-correct before issues derail the sale.


Step 6: Analyze and Improve

Once you’ve implemented MEDDPICC, track its impact on your sales performance. Monitor metrics like win rates, deal cycle times, and forecast accuracy to measure success. Use these insights to refine your approach and identify areas where your team can improve.


Final Thoughts

Deploying MEDDPICC is a game-changer for any sales organization looking to qualify deals more effectively. By training your team, embedding the framework into your tools, and making it part of your culture, you’ll empower your reps to focus on high-value opportunities and close more deals.

Remember: the power of MEDDPICC lies in its thoroughness. When you consistently apply each component, you gain a deeper understanding of your customers, build stronger relationships, and outmaneuver the competition. So don’t just deploy MEDDPICC—master it, and watch your sales process transform.

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