Retorio Blog

Do you still hold on to your sales framework?

Written by Christoph Hohenberger | 13.09.2024
Quick Answer

Sales frameworks like MEDDPICC, SPIN, and BANT give structure but a false sense of security, because they steer customers along arbitrary internal criteria and overlook the human element. Deals turn on psychology, so add an understanding of the customer's goals, motivations, and needs, build trust, and coach reps to ask better questions and show empathy.

Example. A rep checks every BANT box: budget confirmed, authority identified, need clear, timeline set. The deal still stalls because the buyer fears looking foolish in front of her leadership team and does not yet trust the rep enough to say so. No framework field captures that conversation.

What’s in this article?

This article discusses the limitations of traditional sales frameworks like MEDDPICC, SPIN, and BANT. It argues that these frameworks, while providing a structured approach to sales, often overlook the human element in the process. Sales success hinges not only on meeting internal criteria but also on understanding the customer's psychological state. The article emphasizes that salespeople should focus on building trust and rapport with customers, addressing their needs, motivations, and goals. It suggests incorporating psychological understanding into the sales process, coaching sales teams to ask the right questions and actively demonstrate empathy. This approach can lead to a more effective and successful sales strategy.

Why Sales Frameworks Feel Safe But Mislead

If you work in sales, you’re probably familiar with this: The sales funnel

Yours might look exactly like the one shown above or somewhat similar. Each step usually represents different tasks and challenges for a salesperson. Within the pipeline, you usually define criteria which ought to be met to move your customer to the next stage in the pipeline. The defined criteria are in turn based on different methods known as BANT or MEDDIC, etc. The main goal is to get a better understanding, respectively a better probability for the likelihood of winning or losing a client.

This in turn helps the company, including the sales representatives themselves in forecasting.

So in the end, a pipeline is a process view of the aggregate of your internal tasks and rules, which helps you with forecasting. 

 

The Problem: Frameworks Are Built Around Your Process, Not Your Customer

The problem is that these assumptions seldom work out in practice. Why? Because you try to steer your customer along your internal process. However, your process and criteria are arbitrary and do not necessarily match the way your customer works or operates.   

Moreover, the methods employed are also not something your customer is interested in. Fairly, they help you to have a guideline, a playbook, necessary data points, which are needed to give better estimates of whether a deal can and will be successful. 

 

Most of the time, people try to stick to the process and task level hoping that by following structures with clear criteria it will lead to success.

 

In reality, a lot depends on nuances – Especially in enterprise sales, these nuances are “humans”. Thus, success largely depends on not only fulfilling checklists but also on psychological mechanisms.

However, this view is seldom reflected in the overall approach. In each step on the process and task level, there is human interaction. 

You are writing an email to someone. You are holding a presentation to someone, etc. Thus, you need to get into the shoes of your customer, too!

The customer level or why we still mostly sell to human beings.

On the customer level, the person on the other side – just as you – has goals, aspirations, motivations, needs, feelings, etc.

They usually meet you (a stranger) for the first time and their job might depend on whether you’ll be able to help them or not. Conversely, they’ll decide whether they want to help you or not.

This is crucial, as it will influence if you can move a deal in your CRM.

A first step is to acknowledge the customer level and thus integrating it into your process. Even better, you put the customer level first and then map the customer to your process and not vice versa. This way, it’ll be easier to understand what drives them and why.

 

The Psychological Level: How Customers Actually Make Decisions

One level deeper on the customer level is the psychological level. What is meant by that is that even though your potential customer has realised that your offering helps them to solve their problems because you mentioned the right case-studies and has completed the task on their side (i.e., set-up a call with colleagues) continuing with you depends on whether you also are being perceived as someone who is able to execute (e.g., demonstrating competence) and are trustworthy (e.g., not jeopardising their reputation). HBR's body of work on trustworthiness frames this as a two-axis problem: warmth signals intent, competence signals capability, and buyers need both before they will act.

Imagine this: You are a salesperson, and your goal is to close a client so that you meet your quarterly goals. How do you feel? What would you do if you knew that disclosing this information to a client might help you to close the deal. And what about if you knew that the customer you’re selling to is not the ideal fit for your company, but it helps you to not be the person who scores lowest on the internal quota achievement overview.

 

The same view here applies to your customers. They are afraid of their image inside the company, they need to feel safe and trust you to give you relevant information.

 

How? 

That’s where psychology enters the room. You need to create positive impressions and build confidence as well as trust (and many more things). Understanding behavioral intelligence gives you the language for these signals. It helps you to build the interpersonal connection that you need in order to help your customer (aka the other person) to go along with you and let them disclose information that helps you to do your qualification step, which is part of your overall sales process.

 

Which “means”?

There are several ways to do it. For example, if someone is afraid that introducing a new product/software into the company could affect their image in a negative way, you could mitigate it with different means so that psychologically that person does not feel that way anymore.

For example, the person could try your product (e.g., demo access) or you show them the output quality (e.g., a report, etc.). Another way could be through sophisticated communication and professional language that demonstrates your knowledge and rigour.

In sum, there is an active demonstration part and a psychological impression part. The good news is that you can have control over both. However, bear in mind that “emotion beats cognition” – This does not mean that arguments (i.e., cognition) are irrelevant, rather it means that your impression can enhance or mitigate them. Research on behavioral science in business decisions consistently shows that emotional context shapes how buyers weight rational information. 

 

Aspect

Salespeople's perspective

Customers' perspective

Focus

Structured frameworks like MEDDPICC, SPIN, BANT guide the process.

Primarily concerned with solving their problems and achieving goals.

Visualization

Use of sales funnels and pipelines to track progress.

Not concerned with the salesperson’s internal process.

Qualification Frameworks

Follow traditional frameworks like BANT, MEDDIC, and SPIN to qualify leads and prioritize prospects.

Unaware or uninterested in salesperson’s criteria for moving through the pipeline. For deeper context, see SPIN Selling? The 4 Questions.

Data Gathering

Collect necessary information to estimate deal success.

Influenced by trust, competence, and safety perceptions.

Primary Motivation

Guide prospects effectively through the sales process.

Make decisions based on how well solutions address their specific needs.

 

What Actually Moves Deals: Understanding the Customer Mindset

If you understand the psychological aspects of your customer and put yourself in their shoes on how they work internally as well as their needs, motivations, and goals, it’s much easier to achieve what your company has set as a process.

The goal here is not to replace the process view aka the pipeline with the psychological view but rather to incorporate it. 

It would be ought to forecast deals on the question “Did we already build trust with our champion?”.

However, the consequence of that state inside your champion will determine if you will be able to push the deal to the next stage.

The good thing is that it’s in your hands and you can learn and coach yourself or employees to consider and incorporate the psychological elements together with your company-specific requirements.

 

For example, by coaching the right question tactics to get the information you need to qualify a potential client and then learning, which product or which solution is the best one fitting to their needs. Practical sales coaching examples show how this plays out across discovery, objection handling, and close.

 

This can create trust by demonstrating that you understand the client’s needs and helping them to succeed. If you then present the solution in a positive framed and emotional way, it even amplifies the experience and mitigates negative feelings in your counterpart.

 

How to Coach Sales Reps to Combine Frameworks with Psychology

One way to coach exactly this approach is with AI sales coaching. You can mimic your customer journey and perspective, combine it with your company specifics (product specs, etc.), and address psychological aspects to move the deal to the next stage.

 

Interested in experiencing AI coaching? Let us tell you more:

 

Frequently Asked Questions

Does having a sales framework guarantee better results?

No. Frameworks like BANT, SPIN, and MEDDPICC give you a structured checklist, but they track your internal process, not your customer's decision-making. A rep can check every box and still lose the deal because trust was never established. Frameworks are a starting point, not a substitute for understanding the person across the table.

What is the main limitation of MEDDPICC, SPIN, and BANT frameworks?

They focus entirely on the salesperson's pipeline criteria, which are arbitrary from the customer's point of view. Customers make decisions based on trust, competence, and whether they feel safe moving forward with you. None of those dimensions have a field in a framework.

How do you add the psychological dimension to a structured sales process?

Start by mapping your pipeline stages to the customer's internal state at each step, not just your qualification criteria. Then coach reps to ask questions that surface motivation, fear, and organizational context rather than just verifying data points. AI role-play coaching lets reps practice these conversations repeatedly against realistic buyer personas before they happen live.

Can sales reps be coached to build trust more consistently?

Yes. Trust signals, including vocal tone, pacing, question quality, and how reps respond to hesitation, are observable behaviors. That means they can be measured, practiced, and improved. The same behavioral patterns that correlate with closed deals can be identified and coached systematically across an entire sales team.

What makes AI coaching effective for closing the framework gap?

AI coaching simulates the full customer journey, including the psychological pressure points, not just the product knowledge. Reps get feedback on observable behaviors like empathy signals, response quality, and trust-building language, and they can repeat the same scenario until those behaviors become reliable.

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