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Sales Basics

Set Up a Sales Methodology for Your Org

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Set Up a Sales Methodology for Your Org

Standardize how your sales reps qualify and manage deals by using a structured sales methodology. Define your methodology so your teams can assess deal health, follow a consistent process, and improve win rates.

Required Editions

View supported editions.

Sales Methodology helps you:

Capture key deal details in a structured way.
Evaluate deals using quantitative scoring levels.
Highlight gaps in deal information.
Guide sales reps during deal reviews.
Support better coaching and deal inspections.

When you activate a methodology, Salesforce adds it to your opportunities. Your sales reps can then review, update, and track methodology fields as they work on deals.

Considerations for Setting Up Sales Methodology
Review important considerations before setting up a sales methodology.
Turn On Sales Methodology
To get your sales reps started tracking deals’ progress by using a sales methodology, enable and activate a methodology.

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