Analysis No. 3 · October 2026 · Nelson Viegas

Which sales methodology is best?

No study compares the methodologies head to head. The useful question is a different one: what job does your team have in front of it, and how does it carry it out.

SPIN, Challenger, Solution Selling, MEDDICC, Sandler, Value Selling, JOLT and others. We went back to the origin of each one: who created it, with what data, who measures the results and what independent research says. We included PTD, the author's own method, under the same rule we applied to the others.

0

studies found that compare sales methodologies head to head, whether independent or from vendors.

Our own search of academic journals, analysts and vendors, October 2026
0.28

is the weight of sales knowledge in performance. The weight of personality is 0.06.

Verbeke, Dietz and Verwaal 2011, meta-analysis covering 79,747 salespeople 1
28%

of companies in Spain have a sales methodology that the team does not apply.

IESE 2016, more than 600 directors 2
6% vs 31%

of deals won with a highly indecisive customer: average salesperson against top salesperson.

Dixon and McKenna, about 2.5 million conversations, vendor 3

52 sources · 12 methodologies compared, including PTD · 5 jobs in a sale · about a 30-minute read

A note before we start

Nelson Viegas, in a blue suit and light blue shirt, in an office with natural light

For more than twenty years I have heard the same question in training rooms and board meetings: which sales methodology is best? Every generation has its favourite. In the nineties it was SPIN, then came Solution Selling, then Challenger, and today people talk about MEDDICC and JOLT.

I wanted to answer with evidence. I went back to the origin of each methodology and found something I did not expect to be so clear. There is no study that puts the methodologies side by side and measures which one sells more. Almost all the numbers in circulation were produced by the people who sell the training.

That does not make the methodologies useless. Each one was designed for a different job in the sale, and it does that job well. The mistake is to treat them as competitors. This analysis sorts them by the job they do and shows what independent research says about what separates people who sell from people who do not.

I included PTD, the method I have used for more than twenty years. I gave it the same card as the others, with what is proven and what is not.

Nelson ViegasFounder of Superior Training Technology

Summary

Eight conclusions

In chapter order. Each one leads to the evidence.

  1. 01 · The methodologies

    Nobody has measured which one is best.

    Most of the evidence for each methodology comes from the people who sell it. Independent studies measure skills, not brands.

    See the evidence →
  2. 02 · Five jobs

    Each methodology was built for one job. A sale has five.

    Create the need, uncover the pain, qualify, prove the value and get to a decision.

    See the evidence →
  3. 03 · Create

    Challenger tells you who is at the top. It does not tell you how much more they sell.

    Challengers were 40% of the best performers. Research on relationships does not confirm that the relationship is dead.

    See the evidence →
  4. 04 · Uncover

    In large sales, asking well is worth more than closing well.

    Rackham himself credits SPIN's gain to coaching, not to the questions.

    See the evidence →
  5. 05 · Qualify

    MEDDICC is discipline, not the cause of PTC's growth.

    PTC was already growing 61% a year before the date the method is said to have been created.

    See the evidence →
  6. 06 · Value and decision

    Personal value and the fear of getting it wrong weigh more than price.

    With a highly indecisive customer, the average salesperson wins 6% of the time and the top salesperson 31%.

    See the evidence →
  7. 07 · What gets measured

    Knowledge and adaptation cut across every methodology.

    They are the two factors with the most weight in performance, across almost 80,000 salespeople.

    See the evidence →
  8. 08 · Execution

    The methodology matters less than the way it is lived.

    With dynamic coaching, the win rate was 66%. With random coaching, it was 44%.

    See the evidence →

The backbone of the analysis

A sale has five jobs

Each methodology was born to solve a concrete problem at a concrete company. Sorted by the job they do, they stop competing and start complementing each other. The colours follow each job throughout the analysis.

Job 1Create the need

"Why should we change?"

  • Challenger
  • Insight Selling
Job 2Uncover the pain

"What is really at stake?"

  • SPIN
  • Solution Selling
  • Gap Selling
Job 3Qualify and manage

"Is this deal real, and who decides?"

  • MEDDICC
  • Strategic Selling
  • Sandler
Job 4Prove the value

"Is it worth what it costs, for the company and for me?"

  • Value Selling
  • Command of the Message
Job 5Get to a decision

"What if I get it wrong?"

  • JOLT
The eight phases of the customer's decision in PTDPTD does not take up one job. It maps the whole decision, including the phase that no other methodology covers.
1Ignorance
2Awareness
3Decision
4Criteria
5Research
6Comparison
7Selection
8Reassessment

Why sort by job

Gartner describes business-to-business buying as six tasks the customer has to complete, in no fixed order and often going back 4. Identifying the problem, exploring solutions, defining requirements, choosing a supplier, validating and building consensus. On the selling side, each of the customer's tasks calls for a different job.

Each sales methodology was born for one of those jobs. SPIN came from observing sales calls at companies such as Xerox and IBM, where the problem was uncovering needs in large sales. MEDDICC came from a software company that needed to qualify deals rigorously. JOLT came from analysing conversations in which the customer wanted to buy but did not decide.

When a director asks "SPIN or Challenger?", they are comparing a diagnostic tool with an opening tool. It is like asking whether a team needs a doctor more than a lawyer.

The link to Analysis No. 2

In the previous analysis we sorted customers into four profiles, crossing pain with slack. Each profile calls for different jobs.

  • Settled: the job is to create the need. Without that, no other methodology has anything to work with.
  • Urgent: uncover the pain quickly and get to a decision. They are in a hurry and afraid of getting it wrong.
  • Transformer: qualify and manage a large group, and prove the value to each person.
  • Explorer: prove the value in a pilot and get to a decision when scaling up.

The methodologies side by side

Twelve methodologies, none with independent evidence

For each methodology: who created it, what data it claims to rest on, what kind of evidence exists and what the most quoted number really says. The evidence scale runs from one to three squares. No methodology reaches the third.

 No published study: cases and experience Study with a sample, by whoever sells the model Independent or peer-reviewed study
Comparison of sales methodologies
MethodologyOriginStated basisEvidenceJobMost quoted number, and what it actually says
ChallengerDixon and Adamson, CEB, 2011More than 6,000 salespeople in about 90 companiesCreate"40% of the best are Challengers"Describes the make-up of the top group. Does not measure how much more they sell.
Insight SellingSchultz and Doerr, RAIN Group, 2013More than 700 B2B purchases, in the words of the buyersCreate"Brought me new ideas" is factor No. 1Ranking of factors stated by buyers.
SPINNeil Rackham, Huthwaite, 1988 book35,000 sales calls, 23 countries, 12 yearsUncover"+17% in sales"Rackham himself credits the gain to coaching, not to the questions.
Solution SellingMike Bosworth, 1983; 1994 bookNone publishedUncoverNo reference number
Gap SellingKeenan, 2018None publishedUncoverNo reference number
MEDDICCDunkel and Napoli, PTC, 1996 according to the vendorNone publishedQualify"Took PTC to a billion"The revenue figures are right. PTC was already growing well before 1996.
Strategic SellingMiller and Heiman, 1985; now Korn FerrySurvey with no published sampleQualify"+22% win rate"The vendor's own survey, with no sample size.
SandlerDavid Sandler, 1967None publishedQualify"+50% hit quota"No method described.
Value SellingValueSelling Associates, 1991None publishedValueNo reference number
Command of the MessageForce ManagementNone publishedValueNo reference number
JOLTDixon and McKenna, 2022About 2.5 million recorded conversationsDecide"40 to 60% of deals are lost to indecision"Conversation data analysed by the authors, not published.
PTDNelson Viegas, Superior Training TechnologyMore than 20 years in the field, no published studyThe whole decisionNo reference numberThe method of the author of this analysis. See its own chapter.

Sources in each methodology's chapter. "No reference number" means we found no published outcome figure from the creator or from third parties.

1

Job 1 · Create the need

Challenger tells you who is at the top. It does not tell you how much more they sell.

For the customer who feels no need, the salesperson has to bring an idea that makes them look at the business in a different way. This is the ground of Challenger and Insight Selling. The evidence comes mostly from vendors, and the most famous number is usually misread.

40%

of top salespeople had the Challenger profile. In complex sales, 54%.

CEB 2011, more than 6,000 salespeople, Vendor 5
7%

of top salespeople had the relationship-builder profile. In complex sales, 4%.

CEB 2011, same sample, Vendor 5
No. 1

factor separating the chosen supplier from the runner-up: "brought me new ideas and perspectives".

RAIN Group 2013, more than 700 purchases, Vendor 6

What CEB did

Between 2008 and 2009, CEB's Sales Executive Council, now part of Gartner, asked managers at about 90 companies to rate their salespeople on dozens of attributes 5. The data on more than 6,000 salespeople were grouped into five profiles: the hard worker, the Challenger, the relationship builder, the lone wolf and the reactive problem solver.

The Challenger has three traits. They teach the customer something new about the customer's own business, tailor the message to each person and do not shy away from tension when money or decisions need to be discussed.

CEB then looked at the salespeople rated as top performers. 40% were Challengers. In complex sales, 54%. The relationship-builder profile was 7% of the top group, and 4% in complex sales.

The number says there are many Challengers among the best. It does not say that a Challenger sells 40% more than the others.

How to read the study

There are three caveats. First, the profiles and the performance come from managers' ratings, and a manager may see as "top" the people who resemble what they value. Second, the study is a snapshot, not an experiment: nobody trained one group in Challenger and compared it with another. Third, the sample is described in different ways. In a 2014 interview, the initial study appears with about 1,000 salespeople, later extended to many more 7.

Noel Capon, a professor at Columbia University, published a critique in 2015 titled "a breakthrough built on shaky foundations" 8. Adam Rapp and colleagues wrote a critical review of the model, which won best article of the year in the leading academic sales journal 9. No academic study has tested the five profiles.

The relationship is not dead

Many companies read the book as "the relationship no longer counts". Independent research says something else. Robert Palmatier and colleagues pooled 94 studies in a meta-analysis on commercial relationships 10. Investment in the relationship had a large direct effect on the salesperson's objective performance, and a larger one in business-to-business markets.

Christian Homburg and colleagues matched responses from 56 managers, 195 salespeople and 538 customers 11. Customer orientation increased sales up to a point and then reduced them. The customer always liked it more, but the salesperson who only pleased stopped selling. The useful reading is not to teach instead of relate. It is to relate while still bringing ideas and discussing the decision.

Insight Selling

RAIN Group asked the question from the other side 6. It surveyed buyers in more than 700 business-to-business purchases, with $3.1 billion in buying power, on 42 factors. It compared what the chosen supplier did with what the runner-up did. The first factor was "brought me new ideas and perspectives". The second was "collaborated with me". The new idea opens the door, and collaboration keeps the customer inside.

Who was among the top salespeople

All top salespeopleTop in complex sales
Profiles among top salespeople Challengers: 40% of top salespeople and 54% in complex sales. Relationship builders: 7% and 4%. 0%15%30%45%60% Challenger 40% 54% Relationships 7% 4%
VendorCEB, The Challenger Sale, 2011, source 5. Share of each profile within the top group, as rated by managers. Figures quoted by secondary sources for the HBR article.

What to do next week

  1. Ask each salesperson for one idea they could take to a customer that the customer does not yet know about their own business. If there is none, that is where to start.
  2. Review how you rate your best salespeople. If it is only by impression, start using numbers.
  3. In accounts where the relationship is good and sales are not growing, ask when the salesperson last brought a new idea.
Reading noteWe could not open the original Harvard Business Review articles. The figures of 40%, 54%, 7% and 4% come from secondary sources that are consistent with each other.
2

Job 2 · Uncover the pain

In large sales, asking well is worth more than closing well.

SPIN is the methodology with the largest observational base in the history of selling. Its central finding still stands. The number that made it famous says less than it seems, and the author himself explains why.

35,000

sales calls observed in 23 countries over 12 years, according to the publisher.

Rackham 1988, Huthwaite, Vendor 12
+17%

in sales among the first thousand trained, compared with control groups. The author credits it to coaching.

Rackham in interview, 2026, Vendor 13
+50%

more objections in successful calls than in failed ones, across more than 500 calls.

Xerox Learning Systems, 1983, Vendor 14

What Rackham did

In the seventies Neil Rackham began observing salespeople on real calls, in projects sponsored by companies such as Xerox, IBM and Motorola 13. Trained observers recorded the behaviours in each call and what happened next. According to the publisher, the base reached 35,000 calls and 10,000 salespeople 12.

The main finding was that large sales work differently. Four beliefs from classic training were not confirmed in them: that closing techniques increase success, that describing benefits is essential, that handling objections is a core skill and that open questions are better than closed ones.

What set apart the calls that moved forward was the sequence of questions. First about the situation, then about the problems, then about the implications of those problems, and finally about the value of solving them. The customer reached the conclusion on their own that they needed to change.

In SPIN, a good salesperson gets the customer to state the problem out loud, instead of presenting it to them.

What explains the 17%

SPIN's most quoted number is a 17% increase in sales. In an interview published by Huthwaite in 2026, Rackham recalls that critics pointed this figure out to him: the first thousand trained sold 17% more than the control groups 13. Rackham does not dispute the number. He credits the gain to the coaching process that came with the training, not to the four questions.

A summary of the book describes an experiment at Motorola Canada, with two teams of 42 people 15. The trained team had 17% more orders and 5.3% more sales value. The control team fell 22.1% over the same period. We only found these figures through a secondary source.

A useful contradiction

In 1983, Xerox Learning Systems published a study of more than 500 observed calls 14. Successful calls had almost 50% more objections than failed ones. The authors read objections as a sign of a frank conversation.

This seems to contradict Rackham, who saw objections as created by the salesperson. Both things can be true. An engaged customer raises more objections. A salesperson who presents solutions too early also provokes them. What counts is where they come from.

Solution Selling and Gap Selling

Mike Bosworth created Solution Selling in 1983, drawing on his experience at Xerox and a pilot with Huthwaite 16. The method diagnoses the pain, builds a vision of the solution with the customer and manages the buying process. Keith Eades updated it in 2003. We found no published research base.

Academic research has a warning for anyone selling solutions. Kapil Tuli, Ajay Kohli and Sundar Bharadwaj interviewed 49 customer managers and 55 supplier managers 17. For the customer, a solution is not a bundle of products. It is four processes: defining the requirements, customising and integrating, deploying, and supporting afterwards. Solution selling methods cover the first one well. The other three are often left out of the sales conversation.

Keenan published Gap Selling in 2018 18. It measures the distance between the customer's current state and the state they want, and sells that distance. It is a clear statement of the same idea, with no research base.

On listening, there is some independent evidence. A survey of 162 business-to-business buyers showed that the salesperson's perceived listening increased trust and satisfaction 19.

What SPIN says changes in large sales

Classic beliefIn large sales
Closing techniques increase successNot confirmed
Describing benefits is essentialNot confirmed
Handling objections is a core skillObjections are largely created by the salesperson
Open questions are betterThe type of question counts, not the format
VendorRackham, SPIN Selling, 1988, according to the publisher's description, source 12. The research was never published in a peer-reviewed journal.

What to do next week

  1. Listen to two discovery meetings. Count how many implication questions the salesperson asked before talking about the solution.
  2. For the three largest opportunities, write down the customer's problem in the customer's own words. If you cannot, discovery is not done.
  3. Separate the objections the customer brings from those that arise after the salesperson presents the solution too early.
Reading noteHuthwaite, Xerox Learning Systems and Sales Performance International sell training in what they measured. We could not read the full text of the SPIN book. The Motorola data come from a summary.
3

Job 3 · Qualify and manage

MEDDICC is discipline, not the cause of PTC's growth.

Qualification methodologies exist to separate real deals from hopes and to know who decides. They are useful for forecasting and for coaching. The story that sells them is stronger than the data behind it.

1996

is the year MEDDIC is said to have been created at PTC, according to those who sell it today.

meddicc.com, Vendor 20
+61%

was PTC's revenue growth between 1994 and 1995, before that date.

Company history and annual report filed with the SEC 21
18%

difference in revenue growth between companies with and without a formal sales process.

Jordan and Kelly, HBR 2015, 62 companies, Vendor 22

The story of MEDDIC

According to the website that sells the training today, Dick Dunkel created MEDDIC in 1996 at PTC, an American engineering software company, with the help of Jack Napoli 20. The letters are a checklist: metrics, economic buyer, decision criteria, decision process, identified pain and internal champion. The more recent versions add competition and the paper process.

The story that comes with the method says it took PTC from about $300 million to $1 billion in four years. The revenue figures check out 23 21. PTC's revenue was $244 million in 1994, $394 million in 1995, $600 million in 1996, $809 million in 1997 and $1,018 million in 1998.

The problem is the cause. The company was already growing 61% a year before 1996. Nothing in the public data separates the effect of the method from the effect of the market, the products and the acquisitions. The story may be true in the experience of those who lived it. It is not evidence.

MEDDICC does not make people sell. It makes them stop counting on deals that were never going to close.

What qualification gives you

The value of these methodologies lies elsewhere: they make the pipeline honest. A team that can answer every letter for every deal forecasts better, spends less time on dead opportunities and has a common language for coaching.

There is some evidence that discipline counts. Jason Jordan and Robert Kelly surveyed 62 business-to-business companies 22. Those with a formal sales process grew revenue 18% more. Those that mastered three pipeline management practices grew 28% more. The sample is small and growth was self-reported on a scale of 1 to 7.

Nikolaos Panagopoulos and George Avlonitis studied 170 companies 24. Sales strategy, which includes segmenting and prioritising customers, was associated with better performance, more strongly when leadership was strong.

Strategic Selling and Sandler

Robert Miller and Stephen Heiman published Strategic Selling in 1985. The method maps the people who influence the purchase: the economic buyer, the users, the technical buyers and the person who coaches the salesperson from inside. Today it belongs to Korn Ferry, which claims that those who sell with "perspective" have a 22% higher win rate 25. The survey does not publish its sample size.

David Sandler created his system in 1967 26. It qualifies pain, budget and decision hard, refuses to give free consulting and looks for an early "no". The network today has about two hundred franchised centres. The number in circulation, 50% more salespeople hitting quota, has no method described.

PTC revenue, in millions of dollars

PTC revenue from 1994 to 1998 244 in 1994, 394 in 1995, 600 in 1996, 809 in 1997, 1,018 in 1998. The MEDDIC vendor places the creation of the method in 1996. 02505007501,000 244 394 600 809 1,018 MEDDIC, accordingto the vendor → 19941995199619971998
OfficialFiscal years. 1998 confirmed in the annual report filed with the SEC, source 23. 1994 to 1997 from the company history, source 21. The line marks the date given by the method's vendor, source 20.

What to do next week

  1. Pick the ten largest deals in the pipeline and answer every letter of MEDDICC. Those with more than three blanks come out of the forecast.
  2. For each deal, write down the name of the economic buyer. If the salesperson has never spoken to them, flag it as a risk.
  3. Use the same questions in every pipeline meeting for a month. Consistency is worth more than the choice of methodology.
Reading noteThe Jordan and Kelly study was published in Harvard Business Review, but it is a survey by a company that sells training, with 62 responses. It measures the formal process, not a specific methodology.
4

Job 4 · Prove the value

The customer says they buy on cost. They decide for other reasons.

Value selling methodologies teach how to translate the solution into business outcomes. The academic research on this job is the most solid of all, and it adds a layer the methodologies forget: the value for the person who decides.

816

salespeople and directors in 30 companies, in the most complete academic study of value-based selling.

Terho et al. 2015, Academic 27
27th

place for cost reduction among the factors that make a customer a promoter of the supplier. Customers said it was first.

Bain 2018, more than 2,300 decision-makers, Analyst 28
2×

the impact of personal value compared with business value, across fourteen commercial outcomes.

CEB and Google 2013, more than 3,000 buyers, Vendor 29

Value Selling and Command of the Message

ValueSelling Associates was founded in 1991 and says it has worked with more than a thousand companies 30. The method organises the conversation around the business problem, the value of solving it and the power to decide. Force Management's Command of the Message organises the message around the business outcomes the customer wants and the capabilities needed to get there 31. We found no published studies on the effect of either.

What research says about selling value

Harri Terho, Alexander Haas, Andreas Eggert and Wolfgang Ulaga began by interviewing sales directors to understand what they mean by "selling value" 32. They arrived at three dimensions: understanding the customer's business model, building the value proposition and communicating value in terms the customer recognises.

Then they measured it 27. They surveyed 816 salespeople and directors in 30 companies and linked sales strategy to performance. Segmenting customers well had a direct effect. Prioritising customers and defining selling models only had an effect through two things: the salesperson's customer orientation and value-based selling. Strategy reaches the result through what the salesperson does in the conversation.

The value the customer recognises is measured in their business, not in the product's features.

The value nobody writes into the proposal

Bain surveyed more than 2,300 purchase decision-makers 28. When asked what mattered most, cost reduction came first. When researchers measured what actually made them promoters of a supplier, cost reduction came 27th. "Hope", an emotional element, came 4th.

CEB, Google and Motista surveyed more than 3,000 buyers about 36 brands 29. Only 14% saw enough difference between suppliers to pay more. Personal value, such as career progression, confidence and pride in the decision, had about twice the impact of business value.

Value selling methodologies handle the first floor well, the business case. Research says the decision also goes through the second: what the purchase does for the person who champions it.

What customers say and what moves them

Element of valueStated as importantPredicts promoters
Cost reduction1st27th
HopeRarely mentioned4th
AnalystBain, The B2B Elements of Value, Harvard Business Review 2018, source 28. Bain sells the methodology it proposes.

What to do next week

  1. Take a recent proposal and underline the sentences that talk about the customer's business. If they are less than half, rewrite it.
  2. For each decision-maker in a large deal, write down what the purchase does for them personally.
  3. Ask a satisfied customer to quantify what they gained. Use their number, not yours.
5

Job 5 · Get to a decision

The customer who wants to buy and does not decide.

JOLT is the only methodology designed for the end of the sale, when the customer is already convinced and still does not move. The data come from the authors, but the gap they show between the average and the top salesperson is the largest in the whole analysis.

40–60%

of qualified deals are lost because the customer does not decide.

Dixon and McKenna, HBR 2022, Vendor 33
6% vs 31%

of deals won with a highly indecisive customer, between the average and the top salesperson.

Dixon, 2022, Vendor 3
3×

more likely to buy the larger option, with less regret, when the supplier helps them decide.

Gartner, Analyst 34

What Dixon and McKenna did

Matt Dixon, co-author of Challenger, and Ted McKenna analysed about 2.5 million recorded sales conversations from several dozen companies 33. They used machine learning to code behaviours and link them to the outcome of each deal.

They concluded that 40 to 60% of qualified deals ended with no decision. And that most of those losses came not from a preference for the status quo, but from the fear of choosing badly.

The gap between salespeople was largest exactly there 3. With a decisive customer, the average salesperson won 39% of the time and the top salesperson about 70%. With a highly indecisive customer, 6% against 31%.

The four letters

The name sums up what the best performers did. Judge the customer's level of indecision. Offer a clear recommendation, instead of presenting every option. Limit exploration, so the customer does not get lost in more information. Take the risk off the table, with guarantees, phases or exit clauses.

According to the authors, using the fear of what is lost by not buying made results worse with indecisive customers 35. Increasing the fear does not help a customer who is afraid of getting it wrong.

Faced with indecision, the top salesperson does not push. They recommend, limit and reassure.

What Gartner adds

Gartner reached a similar conclusion by another route. Buyers who receive useful information from the supplier are 2.8 times more likely to find the purchase easy and 3 times more likely to buy the larger option, with less regret 34.

In 2019 it presented an approach it called "sense making": helping the customer reconcile conflicting information 36. Those who used it closed quality deals without regret in 80% of cases. Gartner itself describes this number in two ways in different press releases, and does not publish the sample of salespeople.

Deals won by the customer's level of indecision

Average salespersonTop salesperson
Win rate by customer indecision Decisive customer: average 39%, top about 70%. Moderately indecisive: 26% and 58%. Highly indecisive: 6% and 31%. 0%25%50%75% 39% ≈70% 26% 58% 6% 31% DecisiveModerateHighly indecisive
VendorInterview with Matt Dixon on about 2.5 million recorded conversations, source 3. The classification method is not described in the source.

What to do next week

  1. For stalled deals, ask the salesperson whether the customer is indecisive or not convinced. They are different problems.
  2. In current proposals, replace the list of options with a clear recommendation, with the reason.
  3. For each large deal, write down one way to reduce the customer's risk: an initial phase, a guarantee or an exit.
6

Chapter 6 · What independent research measures

Knowledge and adaptation cut across every methodology.

Academic research does not compare method brands. It measures what sets apart the salespeople who sell. The result has been stable for decades and fits within any methodology.

0.28

is the correlation of sales knowledge with performance. It is the strongest factor.

Verbeke et al. 2011, 268 studies, Academic 1
0.27

is the correlation of the ability to adapt to the customer and the situation.

Verbeke et al. 2011, Academic 1
0.14

is the correlation of customer orientation with performance. Small and stable.

Jaramillo et al. 2007, 16 studies, Academic 37

The largest synthesis there is

Willem Verbeke, Bart Dietz and Ernst Verwaal pooled 268 studies published between 1982 and 2008, covering 79,747 salespeople 1. They calculated the weight of each factor in sales performance. Sales knowledge and the ability to adapt came out ahead. Ambiguity about the salesperson's role had a negative effect. Personality hardly counted.

Sales knowledge includes knowing about the product, but above all about customers, types of buying situation and the strategies that work in each one. Adaptation is using that knowledge to change approach from customer to customer. Barton Weitz and colleagues had already proposed this in 1986: adaptation depends on knowledge 38.

A sales methodology is a way of organising knowledge. It is worth what the team knows and manages to adapt.

Adapt, yes. Pleasing the customer, up to a point.

George Franke and Jeong-Eun Park brought together 155 samples covering more than 31,000 salespeople 39. Adaptive selling increased performance as measured by the salespeople themselves, by their managers and by objective figures. Customer orientation only increased the performance that salespeople reported about themselves.

Fernando Jaramillo and colleagues found a correlation of 0.14 between customer orientation and performance, across 16 studies 37. It was the same in business and consumer markets, and in subjective and objective measures. Add Homburg's result from the first chapter: beyond a certain point, pleasing the customer more reduces sales.

A 2025 review of 188 articles on adaptive selling found positive relationships with performance in about two thirds of cases, no effect in more than 30% and negative ones in about 3% 40. Adapting almost always helps. It is not a formula.

What this says about the methodologies

Each sales methodology is a package of knowledge about one job in the sale. SPIN organises what is known about uncovering needs. MEDDICC organises what is known about qualifying. A salesperson who masters several has more room to adapt. A salesperson who applies only one to every customer loses adaptation, which is what research says counts most.

What weighs most in sales performance

Correlation of factors with performance Sales knowledge 0.28; adaptability 0.27; role ambiguity minus 0.25; cognitive aptitude 0.23; work engagement 0.23; personality 0.06. 00.10.20.3 Sales knowledge0.28 Adaptability0.27 Role ambiguity−0.25 Cognitive aptitude0.23 Engagement0.23 Personality0.06
AcademicVerbeke, Dietz and Verwaal 2011, 268 studies and 79,747 salespeople, source 1. Corrected correlations. Role ambiguity has a negative effect and is drawn by its absolute value, in copper.

What to do next week

  1. Ask three salespeople how they would approach an Urgent customer differently from a Settled one. If the answer is the same, adaptation is missing.
  2. Make a list of what a salesperson needs to know about customers, not about the product. It is the most valuable training content.
  3. Check that each salesperson knows exactly what is expected of them. Role ambiguity weighs almost as much as knowledge.
7

Chapter 7 · Execution

The methodology matters less than the way it is lived.

The few measurements that exist on methodologies point the same way: what sets teams apart is how the methodology is applied, followed up and adjusted, not which one was chosen.

66% vs 44%

win rate with dynamic coaching, against random coaching.

CSO Insights 2017, about 500 companies, Vendor 41
54% / 28%

of companies in Spain apply their methodology. 28% have one but do not apply it.

IESE 2016, more than 600 responses, Survey 2
+64%

in sales at small firms randomly assigned to marketing and sales training.

Anderson, Chandy and Zia 2018, 852 firms, Academic 42

Having a methodology is not using it

Julián Villanueva and Cosimo Chiesa, of IESE, surveyed company directors in Spain and received more than 600 responses 2. 54% had a sales methodology that was defined and internalised by the team. Another 28% had one, but the team did not apply it. In the United Kingdom, a Huthwaite survey with YouGov found only 22% of companies with a single methodology 43.

A survey of 400 software companies in the US asked which methodology they used and how effective it was 44. There was little difference in effectiveness between types of methodology. 52% of executives thought theirs was very effective. Among salespeople, 39%.

The living process and coaching

CSO Insights, part of Miller Heiman, spent years classifying companies into four levels of process and of coaching: random, informal, formal and dynamic 41. Dynamic is the process that is measured and adjusted regularly.

In the sales process, only the dynamic level stood out, with 13.5% more quota attainment and a 10.1% higher win rate. In coaching, the win rate rose at each level: 43.6% random, 50.9% informal, 58.8% formal and 66.1% dynamic.

The data on execution repeat what Rackham said about SPIN: the gain lies in the follow-up.

Training works, if it reaches the field

Winfred Arthur and colleagues pooled 162 studies on training in organisations 45. The average effect was moderate to strong, with similar values for learning, behaviour and results. Within the same studies, the effect shrank from the classroom to the field.

The cleanest experiment on sales training was carried out in South Africa 42. Stephen Anderson, Rajesh Chandy and Bilal Zia randomly assigned 852 small firms to three groups: marketing and sales training, finance training and none. A year later, the firms trained in sales had 64% more sales and 61% more profit. Those trained in finance increased profit by cutting costs.

There is a warning. David McKenzie and Christopher Woodruff reviewed 16 evaluations of business training and concluded that most did not have a large enough sample to detect reasonable effects 46. Many training "results", for better and for worse, are noise.

A study at a retailer with more than 200 stores compared training everyone, training only some and training nobody 47. Training only part of the team worked when the salespeople had similar performance. Choosing people with different lengths of service helped pass what they learned on to colleagues.

Win rate by coaching level

Win rate by coaching level Random 43.6%, informal 50.9%, formal 58.8%, dynamic 66.1%. 0%25%50%75% 43.6% 50.9% 58.8% 66.1% RandomInformalFormalDynamic
VendorCSO Insights, 2017 Sales Enablement Optimization Study, about 500 responses, source 41. Self-reported data. Miller Heiman sells training and methodology.

What to do next week

  1. Ask five salespeople what the company's method is and how they used it in their last meeting. If the answers differ, the problem is not the method.
  2. Set up a weekly coaching session with each manager on real deals, using the questions of the chosen methodology.
  3. Before buying training, define the behaviour you want to see in the field three months later, and how you will measure it.
Reading noteThe data from CSO Insights, Huthwaite and the survey of software companies come from those who sell training or methodology, and are self-reported. We found no data for Portugal.
8

Chapter 8 · PTD, the author's method

A map of the customer's decision, with the same card as the others.

PTD was not designed for one of the five jobs. It maps the customer's decision from start to finish and says which job to do in each phase. We apply the same rule to it: what is proven and what is not.

8

phases of the customer's decision, grouped into four zones: comfort, decision, search and choice.

PTD, Superior Training Technology, Author 48
6

buying tasks in Gartner's model, which the customer completes in no fixed order and revisits.

Gartner, Analyst 4
5

stages in the adoption of an innovation in an organisation, from agenda-setting to routine, according to Rogers.

Rogers 2003, Academic 49

What it is

PTD (Processo de Tomada de Decisão, the decision-making process) starts from one idea: sell at the pace of the customer's decision, not at the pace of the salesperson 48. Every buying decision is a journey with distinct phases that influence each other. In each phase, the customer has a different purpose, and the salesperson needs different strategies and initiatives.

The eight phases fall into four zones. In the comfort zone, the customer moves from ignorance to awareness of the problem. In the decision zone, they decide to change and define the criteria. In the search zone, they research and compare. In the choice zone, they select and reassess.

Where it comes close to the published models

The structure is similar to models of buying that come from other sources. Gartner describes six buying tasks, from identifying the problem to building consensus 4. Everett Rogers described the adoption of innovations in organisations in five stages, from agenda-setting to routine 49.

PTD adds two things. It starts before the customer knows they have a problem, in the ignorance phase, which is where Challenger and Insight Selling work. And it ends after the purchase, in reassessment. None of the eleven branded methodologies in this analysis covers this last phase. Analysis No. 2 showed why it matters: buying is not adopting, and a customer who regrets the purchase does not buy again.

PTD does not compete with SPIN or MEDDICC. It says at which moment of the decision each one is useful.

What is not proven

PTD rests on more than twenty years of client projects. There is no published study measuring its effect on sales, just as there is none for most of the methodologies in this analysis. The structure is consistent with research on the buying process. The gain from applying it has not been measured.

The honest test is simple to design. Record which phase of the decision each deal is in, measure how long it stays in each phase and at what rate it moves to the next, and compare teams that use the map with teams that do not.

Conflict of interestThe author of this analysis created PTD and uses it in his training and consulting. We rate it on the same scale as the other methodologies, and with the same score as most of them: no published study.
PTD phases, jobs and useful methodologies
ZonePhaseThe customerJobMethodologies that help
Comfort1 · IgnoranceDoes not see the problemCreateChallenger, Insight Selling
Comfort2 · AwarenessSees the problem, does not yet prioritise itCreate UncoverInsight Selling, SPIN
Decision3 · DecisionDecides they must changeUncoverSPIN, Solution Selling, Gap Selling
Decision4 · CriteriaDefines what they needUncover ValueSolution Selling, Command of the Message
Search5 · ResearchLooks for who can solve itQualifyMEDDICC, Strategic Selling, Sandler
Search6 · ComparisonCompares optionsValueValue Selling, Command of the Message
Choice7 · SelectionChooses, or does not decideDecideJOLT
Choice8 · ReassessmentChecks whether they got it rightAdoptionNone of the branded methodologies

Mapping between the PTD phases and the methodologies, validated by the method's author.

9

Chapter 9 · How to choose and combine

Choose by the job that is failing.

If no methodology has proven to be better, the choice stops being a matter of preference and becomes a matter of diagnosis. Start with the symptom in the pipeline, choose one methodology per job and invest more in follow-up than in the choice.

From symptom to methodology
The symptomThe job that is failingStart withCombine with
Few new opportunities. Customers say everything is fine.CreateChallenger or Insight SellingSPIN, to turn the idea into concrete pain
Generic proposals, lost to similar competitors.UncoverSPINMEDDICC, to know who decides
A full pipeline that does not close. Missed forecasts.QualifyMEDDICCJOLT, for the real deals that get stuck
Deals lost on price.ValueValue Selling or Command of the MessageSPIN's implication questions
Convinced customers who do not sign.DecideJOLTA proposal with one recommendation and a way out of the risk
Each salesperson does it their own way. There is no common language.ExecutionA map of the customer's decision: PTD, Gartner's tasks or Strategic SellingWeekly coaching on real deals

Three rules

Diagnose before you choose. Look at where deals stall. If they die before the proposal, the problem is in creating or uncovering. If they die after it, the problem is in proving the value or getting to a decision. If the forecast is never right, the problem is in qualifying.

One methodology per job, with a common language. Mixing three discovery methods confuses the team. Combining one for discovery, one for qualification and one for the decision gives it tools for different jobs. Research on adaptation says this is what the best performers do.

Spend more on follow-up than on the choice. The data on coaching and on a living process show the largest differences in the whole analysis. Training without weekly coaching afterwards achieves little, whatever the methodology.

By the profiles from Analysis No. 2

  • Settled: create the need. Challenger or Insight Selling, with patience and presence.
  • Urgent: short discovery and a quick decision. SPIN focused on implication, and JOLT for the fear of getting it wrong.
  • Transformer: qualify a large group and prove the value to each person. MEDDICC or Strategic Selling, with Value Selling.
  • Explorer: prove the value in a pilot with a success criterion, and get to a decision when scaling up.

Numbers without a source

Six numbers we left out

They appear in methodology presentations and in training proposals. We went back to the origin of each one.

Challengers sell 40% more.Misread

The study says that 40% of top salespeople had the Challenger profile. That is the make-up of the group, as rated by managers. It does not measure how much each profile sells.

See the source →
MEDDIC took PTC from $300 million to $1 billion.Cause not proven

The revenue figures are right. PTC was already growing 61% a year before 1996, the date the vendor itself gives for the creation of the method.

See the revenue →
SPIN increases sales by 17%.Credited to coaching

The figure appears in the words of critics quoted by Rackham. The author himself credits the gain to the coaching that came with the training, not to the questions.

See the interview →
A formal methodology gives a 15% higher win rate.No source

We could not find the source. The closest is a software vendor that wrote in 2011 that the win rate "can vary by up to 52%", with no sample.

See the closest →
80% of sales close between the 5th and the 12th contact.Source does not exist

It is attributed to a "National Sales Executive Association" that does not exist. VentureBeat investigated the number in 2014 and found no origin.

See the investigation →
We forget 84% of training within 90 days.No source

"A study" is quoted without a name. Ebbinghaus's forgetting curve measured nonsense syllables in a single person, and so did the 2015 replication. It says nothing about skills practised in the field.

See the replication →

Test

Which job is failing in your team?

Twelve questions, two per job and two on execution. The result shows where the failure is and which methodologies to look at first. It is indicative and is meant to guide the conversation.

Create the need

Do salespeople bring customers ideas they did not yet have about their own business?

Does a significant share of opportunities start on the team's initiative, rather than at the customer's request?

Uncover the pain

Before presenting the solution, can the salesperson write down the problem and its cost in the customer's own words?

In discovery meetings, does the salesperson ask more than they present?

Qualify and manage

In every large deal, does the team know who the economic buyer is and has it already spoken to them?

Do deals without clear decision criteria come out of the forecast?

Prove the value

Do proposals quantify the outcome for the customer's business?

Does the team lose few deals on price?

Get to a decision

Does the team lose few deals to customer indecision?

In proposals, does the salesperson make a clear recommendation instead of presenting several options?

Execution

Does each salesperson get coaching on real deals at least once a week?

Does the team use the same sales language in pipeline meetings?

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Method

How we did this analysis

Back to the origin of each methodology

For each methodology we looked for the creator, the stated data base, who sells it today and any independent test or critique.

The same card for all

Origin, basis, idea, what the evidence says and what it does not say. An evidence scale from one to three. PTD, the author's own, has the same card and the same scale.

Six types of source

Academic, official, analyst, vendor, survey and essay. When whoever measures sells the methodology, we classify it as vendor.

Discrepancies in plain sight

The Challenger sample is described in different ways. Gartner describes its 80% figure in two ways. We say so where it happens.

The limits of this analysis
  • We found no study that compares methodologies head to head. The main conclusion rests on the absence of that evidence.
  • We could not open the original Harvard Business Review articles on Challenger or the full text of the SPIN book. The numbers come from secondary sources, which are flagged.
  • Many academic studies were consulted only through their abstract. This is stated for each source.
  • We found no data on sales methodologies in Portugal. The closest European figure is from Spain.
  • The author created one of the methodologies compared.

Sources

52 sources, in the order they appear

Academicpeer-reviewed journal or researchers' working paper Officialpublic body or mandatory report Analystresearch firm Vendorsells the methodology or solution it measures Surveybusiness school or association, self-reported data Essaybook, summary or popular write-up Authormethod of the author of this analysis
  1. 1
    AcademicVerbeke, Dietz and Verwaal. Drivers of Sales Performance: A Contemporary Meta-Analysis, Journal of the Academy of Marketing Science, 2011.268 studies, 79,747 salespeople. Working paper version read in full.open ↗
  2. 2
    SurveyVillanueva and Chiesa (IESE). Study of sales teams in Spain, IESE Insight, October 2016.More than 600 responses from CEOs and sales directors.open ↗
  3. 3
    VendorMatt Dixon, interview with CustomerThink. The problem of customer indecision and how to get over it, 2022.About 2.5 million conversations; method not described.open ↗
  4. 4
    AnalystGartner. The B2B Buying Journey, research page.Six buying tasks.open ↗
  5. 5
    VendorDixon and Adamson (CEB). The Challenger Sale, 2011, in an InsideSales summary of the HBR article.More than 6,000 salespeople, about 90 companies. Secondary source.open ↗
  6. 6
    VendorRAIN Group. What Sales Winners Do Differently, 2013.More than 700 B2B purchases, 42 factors.open ↗
  7. 7
    VendorCustomerThink. Challenging traditional sales myths, interview, 2014.Description of the study's initial sample.open ↗
  8. 8
    AcademicCapon. Revisiting The Challenger Sale: "Breakthrough" Built on a Flimsy Foundation, Velocity, 2015.Critique. Abstract consulted.open ↗
  9. 9
    AcademicRapp, Bachrach, Panagopoulos and Ogilvie. Salespeople as Knowledge Brokers: A Review and Critique of the Challenger Sales Model, Journal of Personal Selling & Sales Management, 2014.Critical review. Citation confirmed, abstract not read.open ↗
  10. 10
    AcademicPalmatier, Dant, Grewal and Evans. Factors Influencing the Effectiveness of Relationship Marketing: A Meta-Analysis, Journal of Marketing, 2006.94 studies. Abstract consulted.open ↗
  11. 11
    AcademicHomburg, Müller and Klarmann. When Should the Customer Really Be King?, Journal of Marketing, 2011.56 managers, 195 salespeople, 538 customers. Abstract consulted.open ↗
  12. 12
    VendorRackham. SPIN Selling, Routledge publisher's page.35,000 calls, 10,000 salespeople, 23 countries, 12 years.open ↗
  13. 13
    VendorHuthwaite International. Interview with Neil Rackham on the SPIN research, 2026.Huthwaite sells SPIN training.open ↗
  14. 14
    VendorRadick (Xerox Learning Systems). The Voice of Success, Training and Development Journal, 1983.More than 500 observed calls.open ↗
  15. 15
    EssaySuperSummary. Summary of SPIN Selling.Secondary source for the Motorola Canada experiment.open ↗
  16. 16
    EssayWikipedia. Solution selling.Origin and timeline of the method.open ↗
  17. 17
    AcademicTuli, Kohli and Bharadwaj. Rethinking Customer Solutions: From Product Bundles to Relational Processes, Journal of Marketing, 2007.104 managers interviewed. Abstract consulted.open ↗
  18. 18
    EssayKeenan. Gap Selling, 2018, getAbstract summary.open ↗
  19. 19
    AcademicAgarwal, Castleberry, Ridnour and Shepherd. Salesperson Empathy and Listening: Impact on Relationship Outcomes, 2005.162 B2B buyers. Abstract consulted.open ↗
  20. 20
    VendorMEDDICC. What is MEDDIC, Andy Whyte's website.The story of the method as told by those who sell it.open ↗
  21. 21
    EssayFundingUniverse. Parametric Technology Corp. history.Revenue from 1994 to 1997.open ↗
  22. 22
    VendorJordan and Kelly. Companies with a Formal Sales Process Generate More Revenue, Harvard Business Review, 2015.62 B2B companies. The authors sell training.open ↗
  23. 23
    OfficialPTC (Parametric Technology). Annual report 10-K for fiscal year 2000, filed with the SEC.1998 revenue.open ↗
  24. 24
    AcademicPanagopoulos and Avlonitis. Performance implications of sales strategy, International Journal of Research in Marketing, 2010.170 companies. Abstract consulted.open ↗
  25. 25
    VendorKorn Ferry. The Blue Sheet: history and evolution of an industry icon.Sales Maturity Survey 2024, sample not stated.open ↗
  26. 26
    VendorGong. The Sandler Selling Method.Origin of the method and number quoted from the Sandler website.open ↗
  27. 27
    AcademicTerho, Eggert, Haas and Ulaga. How sales strategy translates into performance, Industrial Marketing Management, 2015.816 salespeople and directors, 30 organisations. Abstract consulted.open ↗
  28. 28
    AnalystAlmquist, Cleghorn and Sherer (Bain). The B2B Elements of Value, Harvard Business Review, 2018.More than 2,300 decision-makers. Full article.open ↗
  29. 29
    VendorCEB, Google and Motista. From Promotion to Emotion, 2013, in Marketing Week.More than 3,000 buyers. Original no longer published.open ↗
  30. 30
    VendorValueSelling Associates. Company website.Founded in 1991.open ↗
  31. 31
    VendorForce Management. Company website.Command of the Message.open ↗
  32. 32
    AcademicTerho, Haas, Eggert and Ulaga. "It's almost like taking the sales out of selling", Industrial Marketing Management, 2012.Interviews with sales directors. Abstract consulted.open ↗
  33. 33
    VendorDixon and McKenna. Stop Losing Sales to Customer Indecision, Harvard Business Review, 2022.About 2.5 million calls. The authors sell the training.open ↗
  34. 34
    AnalystGartner. Customer Confidence, research page.Sample not stated.open ↗
  35. 35
    VendorCustomerThink. What Causes No Decisions and What to Do About Them.On The JOLT Effect. Secondary source.open ↗
  36. 36
    AnalystGartner. Gartner Reveals New B2B Sales Approach, press release, 2019.More than 1,000 B2B customers.open ↗
  37. 37
    AcademicJaramillo, Ladik, Marshall and Mulki. A meta-analysis of the relationship between SOCO and salesperson job performance, Journal of Business & Industrial Marketing, 2007.16 studies, 3,477 respondents. Abstract consulted.open ↗
  38. 38
    AcademicWeitz, Sujan and Sujan. Knowledge, Motivation, and Adaptive Behavior, Journal of Marketing, 1986.Conceptual article.open ↗
  39. 39
    AcademicFranke and Park. Salesperson Adaptive Selling Behavior and Customer Orientation: A Meta-Analysis, Journal of Marketing Research, 2006.155 samples, more than 31,000 salespeople. Abstract consulted.open ↗
  40. 40
    AcademicChaker et al. The past, present, and future of adaptive selling, Journal of the Academy of Marketing Science, 2025.Review of 188 articles.open ↗
  41. 41
    VendorCSO Insights (Miller Heiman Group). 2017 Sales Enablement Optimization Study.About 500 responses, self-reported.open ↗
  42. 42
    AcademicAnderson, Chandy and Zia. Pathways to Profits: The Impact of Marketing vs. Finance Skills on Business Performance, Management Science, 2018.852 firms. Full text.open ↗
  43. 43
    VendorHuthwaite and YouGov. Survey of UK companies, 2020, in Manufacturing Digital.Sample not stated.open ↗
  44. 44
    VendorMetaCX and Revenue Collective. State of Sales Methodologies in B2B SaaS, 2020, in CustomerThink.400 responses from software companies.open ↗
  45. 45
    AcademicArthur, Bennett, Edens and Bell. Effectiveness of Training in Organizations: A Meta-Analysis, Journal of Applied Psychology, 2003.162 sources. Full text.open ↗
  46. 46
    AcademicMcKenzie and Woodruff. What Are We Learning from Business Training and Entrepreneurship Evaluations around the Developing World?, World Bank Research Observer, 2014.16 evaluations. Working paper version read.open ↗
  47. 47
    AcademicAtefi, Ahearne, Maxham, Donavan and Carlson. Does Selective Sales Force Training Work?, Journal of Marketing Research, 2018.Retailer with more than 200 stores; sample size from a secondary source.open ↗
  48. 48
    AuthorNelson Viegas. PTD, Processo de Tomada de Decisão, Superior Training Technology.Description of the method on the author's website.open ↗
  49. 49
    AcademicRogers. Diffusion of Innovations, 5th edition, 2003, in a UCLA summary.Stages of adoption in organisations.open ↗
  50. 50
    VendorTAS Group, in CustomerThink, 2011.Closest origin of the 15% figure.open ↗
  51. 51
    EssayVentureBeat. These incredible sales stats everyone cites are actually completely false, 2014.open ↗
  52. 52
    AcademicMurre and Dros. Replication and Analysis of Ebbinghaus' Forgetting Curve, PLOS ONE, 2015.One participant, nonsense syllables.open ↗

There is no best sales methodology. There is the job that is failing, and a team that learns to do it every week.

Talk to Nelson

Analysis No. 3 · October 2026 · Nelson Viegas · Superior Training Technology

Illustrative example

NAPA diagnosis — a commercial-leadership role

Based on a real report. Shows the reading by domain for the role, not the diagnosis’ full numeric values.

Revenue Strategy & PredictabilityStrong
KPIs & Revenue PerformanceConsolidating
Customer JourneyTo assess
Sales LeadershipTo develop
Leadership & TeamTo develop
Stakeholder OrchestrationTo develop
Negotiation & PartnershipsTo develop

The same domains, as a radar chart

Current levelRole requirement
RevenueStrategyKPIs &PerformanceCustomerJourneySalesLeadershipLeadership &TeamOrchestrationNegotiation
Diagnosis by domain, current level and role requirement
DomainCurrent levelRole requirement
Revenue Strategy & Predictability8885
KPIs & Revenue Performance6480
Customer Journey5070
Sales Leadership3685
Leadership & Team3875
Stakeholder Orchestration3480
Negotiation & Partnerships3378