MEDDPICC for Salesforce is a native deal scoring solution that embeds the MEDDPICC® framework directly inside your CRM. Instead of notes and slide decks living outside Salesforce, each opportunity becomes a shared plan for how to win.

Why MEDDPICC for Salesforce

  • Aligns sellers, managers and champions around the same deal plan.
  • Brings MEDDPICC® fields, scoring and next steps into Salesforce.
  • Makes pipeline reviews about execution, not just stage names and amounts.
  • Provides leadership with a consistent view of risk and confidence by opportunity.
Plan2Close MEDDPICC image Courtesy of SalesMethod
Plan2Close MEDDPICC image Courtesy of SalesMethods

Key capabilities

  • Structured MEDDPICC® fields on the opportunity.
  • Simple health indicators based on MEDDPICC® completeness and quality.
  • Action-oriented next-step planning tied to each MEDDPICC® element.

Why Sales Teams Choose Plan2Close MEDDPICC®

  • Quick and easy check list of deal status.
  • Integrate key MEDDPICC® processes in Salesforce.
  • Qualify Deals Effectively – Ensure opportunities meet real criteria before advancing.
  • Streamline Opportunity Management – Keep deals moving forward with real-time insights.
  • Improve Sales Forecasting – Use data-driven insights to enhance revenue predictions using MEDDPICC® score as part of your forecast process.
  • Gain a Competitive Advantage – Close more deals faster with a structured approach.

MEDDPICC for Salesforce is ideal for sales teams that already use MEDDIC or MEDDPICC® in their training, and are a salesforce client and want that discipline applied to every live opportunity. Instead of relying on memory or ad-hoc spreadsheets, reps work from a consistent MEDDPICC® template inside Salesforce, while managers get instant visibility into deal quality, risk, and next steps. Because Plan2Close MEDDPICC® mirrors the original methodology, it reinforces the same language you use in workshops and coaching sessions. The result is better qualification, cleaner pipelines, and forecast calls that are grounded in real MEDDPICC® data rather than optimistic stage changes.

Availability & next steps

MEDDPICC® for Salesforce is delivered in partnership with SalesMethods’ Plan to Close solution.
Learn more about PLan2Close MEDDPICC on SalesMethod’s website.