ComplyAdvantage created a consistent sales process with MEDDICC, and drastically increased deal visibility


London, England




Information Technology & Services

Standardized their
sales playbook

Higher customer
engagement on deals

Better forecasting
and deal guidance

About ComplyAdvantage

ComplyAdvantage is a global FinCrime scaleup and established risk partner to the world’s financial institutions & emerging fintechs. They tackle financial crime and remove the friction of complying with financial regulations.

They use MEDDICC as their sales methodology (Metrics, Economic Buyer, Decision Process, Decision Criteria, Identify Pain, Champion, and Competition). Their objective is to improve qualification to deliver higher win rates, shorter sales cycles, larger deal sizes, and higher retention rates.

The Problem

Qualification was the key area ComplyAdvantage needed to address, as late-stage deals often missed clarity around the needs and challenges.

Before Recapped, they were spending precious time during the Sales weeklies in uncovering the key motivations around the deals' late-stage movement.

The data was in multiple areas -- Salesforce, Google Sheets, Google Docs, notepads, etc. Additionally, the perspective was one-sided. It was from the rep -- they couldn’t corroborate it with the prospect.

The Decision Process

The ComplyAdvantage team was frustrated with their existing process. One key trigger that made them look for something better was the arrival of their new Global Head of Sales, Greg Leech. Greg saw that better qualification would improve their productivity, and if they got it right, the subsequent output could be a living breathing case study from each prospect.

If they didn't do something to change their existing process, they would be much less efficient at closing deals and understanding why they were either winning or losing key sales engagements.

The Solution

ComplyAdvantage was in the market for a solution that had robust security controls, could integrate with Salesforce, and had an intuitive interface. Recapped checked all those boxes.

"The Recapped team understands the objective of a MAP -- to close deals -- and that focus is present in the delivery, which is a super simple and intuitive MAP. Simply put, Recapped is building MAPs from a sales perspective," said Jonathan Fianu, Head of Revenue Operations at ComplyAdvantage.

Recapped has a single, linear page layout that naturally extends beyond the direct sales process to other departments like Pre-Sales, Implementation, and Customer Success. ComplyAdvantage could preview as the prospect with hidden sections, enabling them to leverage Recapped as a learning tool between managers and reps.

There were a few apprehensions as they considered several risks before implementing Recapped. In particular, they were concerned about how it would be adopted internally, how it would be perceived by the prospect, and how it would be used across certain sensitive prospect groups. Ultimately, these concerns were alleviated.

Measurable Outcomes

Recapped has been the perfect complement to ComplyAdvantage's MEDDICC training that was rolled out this year, giving it standardization and structure. ComplyAdvantage has seen many measurable outcomes, including better qualification, more MAPs used on deals, higher engagement of prospects, and a real-time feedback loop and deal guidance for management on active deals.

ComplyAdvantage's overall experience with Recapped has been "Amazing!" says Jonathan Fianu.

Jonathan continues, "The onboarding was excellent and we enjoyed the live run-through and set up with our own MAPs that supported the AEs' buy-in from the start. The Customer Success experience has been stellar with the Recapped team being supportive & available."

Besides just the Sales team, their Partner and Customer Success teams have already been benefiting from Recapped, and ComplyAdvantage will look to roll out to other departments.

Standardized their
sales playbook

Higher customer
engagement on deals

Better forecasting
and deal guidance

See what Recapped can do for you

Streamline your sales cycle now
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