CRM MEDDICC Qualification

Use MEDDICC/MEDPICC as a checklist, not theater.

Workflow

1. Read the deal, company, contact, activities, and tasks.
2. Score evidence for metrics, economic buyer, decision criteria, decision process, paper process, pain, champion, and competition.
3. Log verified facts as activities.
4. Create tasks for missing evidence.
5. Do not advance a deal stage solely from vibes.

CLI Examples

crm deals list
crm activities create --deal-id deal_123 --type note --body "MEDDICC: EB likely CFO; confirm procurement path."
crm tasks create --deal-id deal_123 --title "Confirm decision criteria and paper process" --due-at 2026-05-09T17:00:00Z