Customer Story · WBM Technologies

How WBM Technologies closes 98% of opportunities scoring 4.4+

When a proven sales methodology couldn't scale with the business, WBM operationalized it inside Salesforce. The MEDDPICC score became the qualification gate — and the coaching.

Headquarters
Saskatoon, Saskatchewan, Canada
Industry
Managed technology services
Company size
501–1,000 employees
Founded
1950
ARPEDIO products
MEDDPICC Assessment & Heat Map
98%
Close rate on opportunities scoring 4.4+ in the MEDDPICC Assessment
3 weeks
From rebuilt plan to closed strategic enterprise deal
The challenge

WBM had a proven sales methodology — refined over years, rooted in long-term customer relationships. As the business scaled, basic tools couldn't hold it. Strategic account managers lacked guided steps, real-time insight, and a way to operationalize what had made the team successful in the first place.

The outcome

Opportunities scoring 4.4+ in ARPEDIO's MEDDPICC Assessment now close at 98%. One strategic enterprise deal — initially written off — was rebuilt on the scores and closed in three weeks. WBM's methodology didn't change; it became executable inside Salesforce.

The methodology was the moat

Years of WBM's enterprise success came from a disciplined, relationship-led approach to strategic accounts — refined over time, rooted in long-term customer partnerships, carried in the heads of the strategic account managers who'd lived it.

As the business grew, the tools didn't. Methodology lived in binders and slide decks; execution lived in Salesforce. Strategic account managers knew what should happen, but they lacked guided steps in the flow of their work, real-time insight into where a deal actually stood, and a way to make what the best-performing reps did visible to everyone else. What's in one person's head stays in one person's head — until that person moves on.

When a strategic enterprise opportunity started slipping — the kind of deal WBM's methodology was built for — the gap turned concrete. The team could feel the deal wasn't going to come together. The instinct to reach into the methodology was right; the tooling to execute on it in time wasn't there.

Methodology that compiles

ARPEDIO lives inside Salesforce, not beside it. For WBM, that meant the platform didn't require the methodology to adapt — the methodology shaped the platform. MEDDPICC Assessment configured to WBM's own definitions. Scoring models that reflected how WBM reps actually qualified. Next-step guidance surfaced in the same workspace reps already worked in, not a second tool they'd have to remember to open.

The rollout operationalized WBM's playbook across the sales team. Strategic sessions became focused on scores and signals instead of slide refreshes. Reps moved through a consistent guided process — onboarding through enterprise close. Sales leaders coached with real-time visibility into opportunity health; the coaching itself got smarter.

WBM extended further. They built a custom Pipeline Estimate Calculator on top of ARPEDIO's scores — linking scoring directly to win rates, sharpening forecast precision. Leadership got a data-backed lens to prioritize, and the 4.4+ threshold became the qualification gate for strategic focus.

Opportunities scoring 4.4+ in the MEDDPICC Assessment close at 98%. The score isn't a report; it's a gate. And the strategic enterprise deal the team had written off? They went back to the scores, rebuilt the plan around ARPEDIO's suggestions, and closed it in three weeks.

"We realized it wasn't going to come to fruition – so we went back, looked at the scores, and the account executive built a brand new plan based on the suggestions in ARPEDIO. He brought it to a strategic session, executed it flawlessly – and within three weeks, that deal closed. That's the power of ARPEDIO!"

Ryan Jeffery
Director of Strategic Account Management, WBM Technologies
What a 4.4+ opportunity looks like in ARPEDIO
"It's like a sales manager in a box, ARPEDIO captures what's made us successful and makes it repeatable. It's now part of how we win."
Dustin Lee, Executive Director of Marketing and Sales Enablement, WBM Technologies

The choice wasn't between ARPEDIO and another qualification tool. It was between asking a proven methodology to compress into software built for someone else's sales motion — and operationalizing WBM's own methodology inside Salesforce without compromise.

The second option makes the discipline repeatable: a coach in the flow of work, not a binder nobody opens. Qualification stopped being a compliance step. It became how WBM wins.

Related capabilities

See the qualification discipline
running in Salesforce.

A recorded 5–7 minute walkthrough of the MEDDPICC Assessment and sales heat map — no form to fill in.

Watch Demo Let's Talk