Incorporating MEDDPIC requirements

[S4b25]

Hello,

I'm coming from ~20 years of Salesforce. I'm trying to incorporate MEDDPICC criteria into our sales stages. As an example, to advance from stage 2 to stage 3, I want to introduce 3 fields (economic buyer, budget, decision process) that are required to be complete before the rep can advance the deal. Has anyone done that? 

[franksteiner79 · Accepted solution]

Hi @S4b25 

I haven't implemented MEDDPIC specifically but similar processes. Doing that in HubSpot is pretty straightforward:

1. Create the deal properties you need/require 
2. Set them as mandatory in the conditional deal stages of the pipeline settings 

That's pretty much it.

Frank

[S4b25]

Helpful! Thank you, Frank!