Sales Methodology Template

When I first got into tech sales, I didn't understand the difference between sales methodology versus sales process.

Your sales methodology is an approach for how your sales people interact with prospects. It's a common language and framework used for sales communication.

This is different than a sales process, which is the step-by-step sequence of events from the first touch with prospects to a closed-won customer. This is a Sales Process.

You have to have both to create repeatable revenue when growing your sales organization.

We implemented the MEDDIC sales methodology.

It transformed the way our team thought about gathering information during discovery, de-risking opportunities and advancing pipeline to close.

In fact, we built a Sales Methodology Template to train our sales team on our chosen methodology.

You can receive a link to the Google Sheet template we use by clicking "Add to Cart" on the right.

Here is what's included within the Sales Methodology Google Sheet Template and how it can help train your sales team:

• Sales Methodology Template: This is a blank template for you to customize based on the methodology that best suits your sales motion.
• Sales Methodology Examples: This tab documents the top 10 sales methodologies commonly used in B2B SaaS sales, such as MEDDPICC, SPICED, Sandler, Solution Selling, and others. You could easily choose one of them that works best for you, remove the others, and boom! You have a training document for your sales team.
• ‍Sales Methodology (AI-Powered): This is an AI-powered tab that enables you to enter any sales methodology that you want to use, and this will generate a training document that you can use to train your sales team. ‍
• Bonus Go-to-Market Checklist: This is a simple checklist to do the right things in the right order when bringing B2B products to market.

In a few simple steps, you can quickly customize this template and begin transforming your sales team's performance:

1. Review all tabs in the worksheet to familiarize yourself with the content.
2. Evaluate the various sales methodologies and decide, which best aligns with your industry, deal size and sales cycle.
3. Eliminate all other sales methodologies except for your chosen one.
4. Add the tab to your master sales playbook.
5. Train your team on the sales methodology. Ensure there are note taking fields in your CRM on the opportunity record to align with your methodology.
6. Review call recordings to give feedback and measure rep performance over time.

Once we made this change, our sales team not only communicated more effectively with our buyers, but with each other. We all shared a new common language for how we talked about deals and thought about advancing our deals to generate more revenue.

Click “Add to Cart” on the right. Then checkout to copy the Sales Methodology Template for your team.