Opportunity Scorecards: Reps & CSMs
Learn to uncover risks and quickly score your deals according to your org's qualification methodology (MEDDIC, BANT, etc.)
About this course
In this video, you'll see how Opportunity Scorecards make it easy for you to increase visibility into deal risk and communicate closing probability with the wider organization.
You'll learn:
- How to use your scorecard to strategize your next steps with the customer
- How to quickly identify risks in your deals
- How to fill out a Scorecard on each Opportunity to increase org-wide visibility
Where to access Opportunity Scorecards:
- Salesforce Opportunity pages, under the "Scorecard" tab
- Note: some organizations use the name of their qualification methodology for the name of their tab (MEDDIC, BANT, etc.)
- If you're having trouble finding it in your instance, reach out to your Rev Ops Team. Admins have the ability to choose different labels and locations for this application.
