MEDDIC in Pipedrive

Caleb Gamble
Caleb Gamble Member Posts: 1 VERIFIED MEMBER
edited June 20 in Sales CRM #1

Hi Folks,

Has anyone integrated MEDDIC scoring into the 'Deals' view in Pipedrive?

It looks like there are some limitations that prevent you from linking a value to a text option to produce a score. While you can create customer fields with dropdowns, there doesn't appear to be any way to tally the collective scores to measure overall deal health.

Has anyone been able to crack this one yet? It looks like the most recent discussion in the community is back a couple of years in 2022.

Screenshot 2024-06-20 at 1.38.56 PM.png

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Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,306 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #2

    @Nikolai Sokolov are you familiar with any implementation of MEDDIC in Pipedrive that you can share details about? Thanks

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 123 VERIFIED MEMBER
    100 Comments Third Anniversary 25 Likes 5 Up Votes
    #3

    @Caleb Gamble @Manuel Oliveira this currently a bit cumbersome in pipedrive, especially since webhooks in workflow automations are still restricted to admins. it would be much easier to pull this off with more targeted webhook calls.

    Here's the gist of doable calculation approach currently:

    1. send deal updates to a webhook
    2. filtler deals with updates to relevant fields (MEDDIC fields)
    3. calculate score depending on values on every update

    On the other hand, MEDDIC can be achieved by proper design of the pipeline and allocation of different attributes like decision maker, products, stages of the pipeline and a few required fields.

    Basically, metrics can be covered by conversion of leads to deals and the few first stages.

    Economic buyer can be the contact person on the deal or a separate field "decision maker".

    Decision criteria and pains are notes + a fact that a proposal can be made.

    Champion is a deal or project owner.

    Ensuring that the process is straight forward and all necessary information is collected along the way will automatically "prioritize" deals based on their stage and remove the necessity to go super granular on the scorings. That score is a way to push deals towards a contract/payment anyway.

  • pete-uk
    pete-uk Member Posts: 10 VERIFIED MEMBER
    Name Dropper First Comment Photogenic
    #4

    For anyone looking to do this in the future, I wrote a webhook listener that accomplishes this by adding custom fields in a deal that are just number values, then using a webhook to sum them up in to a MEDDPICC score:

    https://github.com/opsmill/pipedrive-webhook-listener

    Thanks @Nikolai Sokolov for the idea!

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