FAQs
Frequently asked questions
Answers about MEDDIC on Salesforce, Sales AI and Mutual Closeplan. Cannot find yours? Email now@iseeit.com.
Is the tool fully configurable to reflect my company’s best practices?
Yes. iSEEit comes with MEDDIC out of the box and lets you configure qualifiers and checkpoints with free text, dates, contact tagging and pick lists.
How will my company’s data be stored?
iSEEit is a native Salesforce app, so all data is stored within Salesforce and secured by Salesforce SSO and user permissions. iSEEit has no access unless you grant it temporarily for setup.
What does the implementation process look like?
We send you a configuration spreadsheet to fill out, then install iSEEit as a managed package from the AppExchange.
Do I have to use MEDDIC or MEDDPICC?
No. iSEEit can be configured to Challenger, Solution Selling, IMPACT or your own methodology.
Does MEDDIC on Salesforce work on other CRMs?
MEDDIC on Salesforce only supports Salesforce. Sales AI and Mutual Closeplan can also be used standalone.
What support is included?
Comprehensive email support with SLAs based on issue severity.
Is training provided after installation?
End-user and admin training is included with the Full-Service onboarding tier. Methodology training is available from our training partners.
Can iSEEit integrate with other Salesforce apps?
Yes. iSEEit uses native Salesforce functions and custom objects, so apps that work with them integrate easily.
What is the difference between a full and a read-only license?
Full licenses are for users who enter data and plan campaigns, such as reps, managers and admins. Read-only licenses are for executives and supporting roles who mostly read.
Is there a pilot?
Yes. You can run an iSEEit-led pilot supported by dedicated managers.
What is iSEEit Sales AI?
An AI-powered solution that captures, consolidates and structures sales insights from calls, emails and meetings, and updates Salesforce and iSEEit fields automatically.
How does Sales AI capture insights?
It integrates with Zoom, Microsoft Teams, Gong, Outlook and Gmail. In customer-hosted meetings, the Sales AI Notetaker joins to record, transcribe and summarize.
How does Sales AI support MEDDIC?
It detects MEDDIC elements in calls and emails, maps them to opportunities and flags missing qualification data.
Does Sales AI integrate with Salesforce and iSEEit?
Yes. It populates MEDDIC fields, notes and next steps, with SSO, data synchronization and embedded views.
How long does implementation take?
Most customers go live in days, with minimal IT effort.
Is my data secure?
Sales AI follows enterprise-grade standards including encryption, role-based access control, anonymization, and compliance with GDPR and ISO 27001.
What is Mutual Closeplan?
One shared close plan with your buyer. Instead of emailing spreadsheets back and forth, both teams work the same live plan, with phases, milestones, owners and tasks.
Do I need Salesforce to use Mutual Closeplan?
No. Mutual Closeplan works standalone, or synced with Salesforce.
How does the Salesforce sync work?
Import the close plan already on your opportunity in one click, with phases, milestones and owners intact. Work a task in the plan and it syncs to Salesforce. Add a task in Salesforce and it lands in the plan.
How do buyers join the plan?
Pick the contacts and send the invitations. Each stakeholder gets a personal link and sees what is theirs to do.
How do I keep everyone on track?
See who owns what on both teams, with open tasks and progress per person, and notify or remind collaborators in a click.
Can I share the plan outside the tool?
Yes. Export a snapshot of the live plan to Excel or a polished PDF, for example for a steering committee.
Is Mutual Closeplan included in MEDDIC on Salesforce?
Yes, it is included. Ask us about standalone plans.
How can I see it with my own deals?
Book a short Mutual Closeplan demo and we will show it with your own setup.
Still have questions?
Talk to us in a short demo, or email now@iseeit.com.
