Sales Methodology Overview

Last updated April 22, 2026

Sales Methodology surfaces your team’s qualification framework — MEDDPICC, SPICED, BANT, or any custom field set — as a visual stoplight on every deal, in every view. Configure your methodology fields once, and Akoonu displays qualification completeness automatically across the platform.

This article introduces how sales methodology is infused across the RevWorks platform and where it shows up.

Key capabilities

  • Stoplight on every deal — Color-coded bubbles show which methodology fields are filled, which have AI suggestions, and which are empty.
  • AI-powered suggestions — Akoonu analyzes deal activities, emails, and call recordings to suggest qualification values for unfilled fields.
  • Inline editing — Review and update methodology fields directly from the detail panel without opening the Salesforce record.
  • Field configuration — Map any existing Salesforce opportunity fields to your methodology elements. No new objects or code required.

Where it shows up

Sales methodology isn’t limited to one screen — it’s infused across the entire RevWorks platform:

  • Workbench — The stoplight appears in opportunity list views. Drill into any deal to see the full methodology detail panel on the Sales Process subtab.
  • Pipeline Reviews — The stoplight is visible inline on every deal during pipeline review sessions.
  • Opportunity pages — Add the methodology widget directly to your Salesforce opportunity page layout.
  • Deal Insights — The AI engine references your methodology when analyzing deals, specifically calling out qualification gaps and strengths.
  • Daily Advisor — Prioritized daily actions reference methodology gaps — for example, flagging multiple deals missing an economic buyer or lacking a documented decision process.
  • Oonu (AI Chat) — Ask Oonu to analyze a deal and it includes a sales process section covering what’s been discovered and where qualification gaps remain.

In this section