Methodology Scoring

Methodology Scoring

Score a call Methodology Configuration

Transcript

Milestones in scope

Checked milestones are included in the analysis. Uncheck a milestone to exclude it — because it was completed before this call, or because it does not apply to this deal. Excluded milestones are not sent to the model and are not scored.

Exit SS0

1.SDR Qualified
2.Value Demo
3.Scheduled First Discovery

Exit SS1

4.Before State & Future State Drafted
5.MEDDIC Qualification Approved

Exit SS2

6.Strategic Maturity Assessment Complete
7.Custom Demo Complete
8.Champion Built and Tested
9.Key Team Mapped Out
11.Leadership Demo Complete
12.EB POC Success Criteria Agreement

Exit SS3

10.POC Success Criteria Built with Champion
13.Path to Partnership Drafted
15.TVE/POC (If Necessary) Complete

Exit SS4

14.CS/Implementation Methodology Overview
16.Pricing Finalized
17.SOW + MSA + Contracting initiated