Welcome

A fast, standardized worksheet for qualifying deals

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A successful sales process starts with a strong qualification process.

High performing sales teams use MEDDICC to help prioritize leads and qualify the opportunities that are most likely to convert. The MEDDICC acronym stands for:

Metrics

Economic buyer

Decision criteria

Decision process

Identified pain

Champion

Competition

This worksheet gives a structured way for sales teams to think through the framework. For AE’s, it provides an easy exercise for rating each critical item. For sales leaders, it outputs a consistent opportunity score.

The impact: maximize sales potential with higher quality opportunities.

This template works smarter with Salesforce.

If you have custom fields tracking MEDDICC scores in Salesforce, you can use Coda’s

Salesforce pack⁠

to make changes directly to an Opportunity.

That means less context switching and more transparency: AE’s can qualify opportunities and update Salesforce without switching between tabs. That means better hygiene and more visibility for sales leaders.

Interested in setting your team up?

Contact sales⁠

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