Sales Methodology · RevWorks Basic + AI

You invested in the methodology. Now put it to work.

MEDDPICC, SPICED, BANT, or your own. Sales Methodology surfaces compliance as a stoplight on every deal, in every view—without a custom build.

What changes

From SKO slide deck to live deal signal.

Evaluate every deal

A visible qualification signal on every Commit and Best Case deal — so the forecast is grounded in methodology, not gut feel.

Always where your team works

One configuration, visible everywhere — in every Akoonu view and on the standard Salesforce opportunity page.

AI helps reps maintain it

AI suggests methodology values based on deal activity so the data stays current — reps confirm with one click instead of filling out forms.

How it works

Three steps to a living methodology.

01 · Choose your methodology

MEDDPICC, SPICED, BANT, or your own.

Map your existing Salesforce fields to the methodology elements that matter. No new objects, no custom code. If you don't have fields yet, Akoonu can provide them. Configure once and it's live.

Sales Methodology · Configuration
Active
Field mapping
Metrics
MEDDPICC_Metrics__c
Economic Buyer
MEDDPICC_Econ_Buyer__c
Decision Criteria
MEDDPICC_Decision_Criteria__c
Decision Process
MEDDPICC_Decision_Process__c
Identify Pain
MEDDPICC_Pain__c
Champion
MEDDPICC_Champion__c
02 · See it everywhere deals are discussed

Stoplight on every deal. In every view.

The methodology stoplight appears in Pipeline Reviews, Workbench, Deal Reviews, forecasting submissions, and Oonu — plus on the standard Salesforce opportunity page. One configuration, visible everywhere your team works.

Pipeline Reviews · Sales Process
22 deals $2.17M
Opportunity
Amount
Stage
MEDIC
Meridian Health Systems
Meridian Health
$420K
Negotiation
Atlas Manufacturing
Atlas Mfg Corp
$340K
Contract
Pinnacle Energy Solutions
Pinnacle Energy
$615K
Proposal
Cascade Financial Group
Cascade Financial
$580K
Negotiation
Redwood Labs
Redwood Labs Inc
$210K
Discovery
03 · AI fills in the gaps

Activity-based suggestions. One-click confirmation.

AI analyzes deal activity — emails, calls, meetings, notes — and suggests methodology field values. Reps review and confirm with one click instead of filling out forms from memory. The data stays current because the AI does the heavy lifting.

AI Suggestions · Meridian Health Systems
Champion
Sarah Chen, VP Operations
Source: 3 recent meetings
Accept
Decision Process
Procurement review → Legal → CFO sign-off
Source: Email thread Apr 12
Accept
Metrics
Targeting 40% reduction in forecast prep time
Source: Discovery call notes
Accept

See your methodology come alive.

Configure in minutes. See compliance everywhere.

Trusted by revenue teams at

HoneywellThalesAvery DennisonTeamworksKOREStreetLight Data

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