MEDDIC Sales Template
Enhance your sales success using the MEDDIC methodology – craft an engaging, coherent, and convincing pitch efficiently.
About this template
Strengthen your sales approach with our interactive MEDDIC Sales Template. This user-friendly template helps sales reps navigate the MEDDIC methodology, focusing on metrics, economic buyers, decision criteria, and more. Equip your team with the tools to identify high-potential opportunities and close deals more effectively.
What's included?
- Overview
- Executive summary
- Mutual action plan
- Procurement & security criteria
- How we help
- What makes us different
- Value
- Testimonials
- Contact us
A tool packed with features
Design interactive proposals
Impress buyers with interactive proposals that stand out. Qwilr’s drag-and-drop editor makes it easy to create on-brand, stunning collateral — no design skills needed. Add videos, dynamic pricing, and ROI calculators to deliver a unique experience, while automated brand customizations ensure every proposal looks professional.
Smart automations
Streamline your sales process with Qwilr’s automation tools. Generate personalized proposals, quotes, and pitch decks in minutes by connecting to your CRM. Use templates and dynamic fields to automate content creation and keep your CRM updated. With integrations like HubSpot and Salesforce, Qwilr eliminates manual tasks so your team can focus on closing deals.
Built-in e-sign functionality
Combine stunning proposals, plain-text agreements, and secure e-signatures in one tool. Add print-friendly agreements alongside dynamic content and collect legally compliant e-signatures with ease. Track progress, capture multiple signatures, and close deals faster with Qwilr’s integrated e-sign functionality.
Real-time proposal analytics
Qwilr’s analytics provide full visibility into buyer engagement. Track when proposals are opened, signed, or shared, and get instant notifications for key buyer activities. See what buyers click on, how they engage, and prioritize follow-ups based on real-time insights—all designed to help close deals faster.
Embed dynamic quotes & interactive pricing
Create accurate, engaging quotes that speed up sales. Populate quotes directly from your CRM, showcase pricing as traditional quotes or interactive plans, and upsell buyers with add-ons. Customize quotes with recurring costs, discounts, and multi-currency options. Qwilr ensures every quote is professional and designed to close deals.
Get Paid Instantly with QwilrPay
Simplify payments with QwilrPay. Let buyers pay instantly after reviewing and signing proposals using credit cards, direct debit, or bank transfers (coming soon). Offer part or full payments and track status in real time, removing delays and making it easy to get paid quickly.
Templates for every use case
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Frequently asked questions
The MEDDIC Sales process is a prospect-centered B2B sales methodology, designed to help sales representatives qualify prospects with more precision. This sales methodology stresses the importance of thorough customer qualification early in the sales funnel, empowering your sales team to ask prospects the right questions at the right time.
In short, the MEDDIC Sales methodology is a six-step sales process used to determine whether or not a prospect is the right fit for your products or services based on the following criteria: Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion.
The MEDDIC score is a value that helps sales representatives evaluate the level of qualification of their prospect based on the six elements of the MEDDIC Sales process, Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion. Simply put, the higher the MEDDIC score, the more qualified a prospect is. The MEDDIC Academy developed this checklist that can be used to determine a prospect’s individual MEDDIC score.
The MEDDIC Sales process encourages sales representatives to ask a number of questions at every stage to qualify prospects as they come in. Here are some examples of MEDDIC Sales process questions for each of the six steps.
Metrics:
- What goals are you hoping to achieve?
- How does your organization measure success?
- What KPIs are you responsible for in your organization?
Economic Buyer:
- Is anyone else involved in this decision?
- Who would ultimately sign off on this?
Decision Criteria:
- How would you justify making this purchase?
- What is the most important factor in making a decision?
Decision Process:
- Who do you need to talk to for approval?
- What is the formal approval process?
- What is the approximate time your organization takes to make a decision?
Identify Pain:
- What are the biggest challenges your team faces?
- How is this issue affecting your organization’s bottom line?
- Is your organization suffering financially from this issue?
- What would happen if this issue went unaddressed?
Champion:
- What are the next steps to get this solution approved?
- What are we missing to present a business case for this?
- What other solutions is your organization considering?
The MEDDPICC Sales methodology is an extension of the MEDDIC Sales process and is typically used in extended B2B sales cycles. The key difference is the addition of two extra steps: Paper Process and Competition. The Paper Process refers to the series of steps that occur once a decision has been made. This can include legal and security compliance checks, and procurement processes. Finally, competition, as the name suggests, is any organization or individual that is competing for the same business.
The first step to implementing the MEDDIC Sales process is to train your sales team on your buyer personas. Updated buyer personas help sales representatives understand how your product or service relates to your target audience and ideal customer, ensuring they can successfully qualify prospects.
It is also important to identify sales objections beforehand, preparing your sales representatives to overcome potential obstacles. Once implemented, the MEDDIC Sales process helps your sales personnel focus their efforts on prospects with intent to close a deal, resulting in higher closing rates.