Standardize Your Sales Methodology

One of the biggest challenges for any sales team is ensuring that all members, from the newest to the most senior, follow the same methodology and processes in their customer conversations. Consistency is key to achieving predictable results.

Salescaling allows you to "translate" your sales methodology into a set of measurable rules that AI can automatically evaluate in each conversation, giving you complete visibility into the adoption of your processes.

Step-by-Step Guide: How to "Code" Your Methodology

Step 1: Define Your Key Milestones Before entering the platform, gather sales leaders and make a list of the 5-10 critical, non-negotiable points that must occur in a successful sales meeting for your company.

• Example milestones: "Customer budget is confirmed", "Main 'pains' are identified", "Next steps with date and owner are established", etc.

Step 2: Go to AI Settings Navigate to Settings > Configuración de la IA > Tipos de Actividad. This section is your command center for teaching the AI what is important to you.

Step 3: Create a New "Activity Type" Click on + Add meeting type and create a specific template for your main process. For example: "Product Demo - Official Methodology".

Step 4: Configure the Score with Your Milestones In the Score section of the template you just created, add each of the "Key Milestones" you defined in step 1 as a scoring criterion. Assign a percentage to each according to its strategic importance for closing the sale.

Step 5: Monitor Adoption Across the Organization Once configured, encourage your team to assign this new activity type to their meetings. From that moment on, you will be able to:

• See the AI Score breakdown in each meeting to know if the milestones were met.
• Go to the Dashboard Global de Analytics, filter by this Tipo de Actividad and see the Average AI Score of the entire team, easily identifying if the methodology is being applied consistently.