How can I get MEDDPICC notes from sales calls automatically?
Short answer
Record your sales calls with an AI meeting assistant that has a MEDDPICC template. Acta records the call on Zoom, Google Meet or Teams and writes a MEDDPICC report afterwards: the Economic Buyer, Champion, Decision Criteria and Process, Paper Process and Competition, with the details still missing so you know what to ask next time.
How to do it with Acta
- 1
Turn on the MEDDPICC template
In Acta, choose the sales template your team uses: MEDDPICC, BANT, SPIN or SPICED.
- 2
Record the sales call
Use the desktop app, the Chrome extension or the notetaker, with or without a bot.
- 3
Read the deal report
After the call, Acta fills in each MEDDPICC field from what the buyer said, and flags the ones the call didn't cover.
- 4
Follow the deal across calls
Ask Acta across every call with the account to see how the deal has moved.
What you get
- MEDDPICC, BANT, SPIN and SPICED templates
- Missing fields flagged before your forecast call
- Templates skip meetings they are not meant for
- Search across every rep's calls for objections and competitors
Good to know
Can I use BANT or SPICED instead of MEDDPICC?
Yes. Acta has MEDDPICC, BANT, SPIN and SPICED templates, and you can run more than one on the same call.
Does the MEDDPICC report make things up when the call didn't cover them?
No. A field the call didn't cover is shown as missing, so you know what to ask on the next call.