1. Open the Sales Methodology tab
Go to the Sales Methodology tab.
This is where you can see the methodology currently assigned to your company.
You can also change the assigned methodology from this area.
2. Review the available methodology options
In the tab, you’ll see the methodologies available for your company.
Options mentioned include:
MEDDIC
MEDDPICC
BANT
SPICED
Challenger Sale
Gap Selling
Solution Selling
Sandler Selling System
SPIN Selling
Or a custom methodology built specifically for your company
3. Understand what the methodology affects
The selected methodology changes how the platform behaves in several areas.
It affects:
Live call coaching
AI content prioritization
Coaching topics and skills
Deal health scoring
4. See how methodology-specific guidance is applied
Live call coaching provides methodology-specific tracking and guidance during meetings.
AI content prioritization is adjusted based on the chosen methodology.
Coaching topics and skills are aligned to the stages of that methodology.
Deal health scoring uses criteria weighted according to the methodology’s requirements.