I’ve been focusing on supporting sales managers to use Salesloft to revolutionize their pipeline calls. However, this is a new tool. The sales team recently went through MEDDIC training and I’m curious if anyone has ideas on how I can bridge the gap to better help the team. They keep their pipeline calls private, so I run independent training with the sales managers.
New Business Forecasting with Deals, Pipeline Review and Forecasting
+2
+1Hi
- Disable call recording for certain users
- Enable the recording announcement for calls
- Have your user not connect to zoom
Please let me know if this helps!
Just like in your CRM, you can add custom fields to Deals in Salesloft (goes w/o saying that it’s best to also have these custom fields mirrored on Opportunities in your CRM).
You could create custom Deal fields specific to MEDDIC that the manager would use in their pipeline reviews to quickly see what MEDDIC criteria has and hasn’t been captured, and to assess if what they’re seeing aligns to the deal stage and forecast category.
If you can do that and show the managers how it saves them time AND helps to improve forecast accuracy, then rep adoption will quickly follow.
Just like in your CRM, you can add custom fields to Deals in Salesloft (goes w/o saying that it’s best to also have these custom fields mirrored on Opportunities in your CRM).
You could create custom Deal fields specific to MEDDIC that the manager would use in their pipeline reviews to quickly see what MEDDIC criteria has and hasn’t been captured, and to assess if what they’re seeing aligns to the deal stage and forecast category.
If you can do that and show the managers how it saves them time AND helps to improve forecast accuracy, then rep adoption will quickly follow.
We have this structure set up in Deals and also have Deals Gaps set up that trigger when certain MEDDICC Fields aren’t filled out at certain Opportunity Stages. It makes opportunity inspection and forecasting a breeze!
Just like in your CRM, you can add custom fields to Deals in Salesloft (goes w/o saying that it’s best to also have these custom fields mirrored on Opportunities in your CRM).
You could create custom Deal fields specific to MEDDIC that the manager would use in their pipeline reviews to quickly see what MEDDIC criteria has and hasn’t been captured, and to assess if what they’re seeing aligns to the deal stage and forecast category.
If you can do that and show the managers how it saves them time AND helps to improve forecast accuracy, then rep adoption will quickly follow.
We have this structure set up in Deals and also have Deals Gaps set up that trigger when certain MEDDICC Fields aren’t filled out at certain Opportunity Stages. It makes opportunity inspection and forecasting a breeze!
So great to hear that! It’s such a great hack for getting more from your methodology.
Hi
I work as a Product Manager here at Salesloft. One of our engineering teams is working on automatically extracting MEDDIC from conversations. I would love to share what were working on if either of you are open to it! Here is my booking link: https://meetings.salesloft.com/salesloftteam6/rachelfoster
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