MEDDPICC Completion
Summarizes everything that a Customer Success Manager or Key Account Manager needs to know going into a QBR.
Winning complex B2B deals requires rigorous qualification using frameworks like MEDDPICC—but tracking qualification status across scattered CRM notes, email threads, call recordings, and internal Slack discussions is time-consuming and error-prone. Sales teams often struggle to maintain a clear, up-to-date view of where each deal stands and which qualification areas still need attention.
The traditional approach is slowing sales teams down. Account Executives spend valuable time manually reviewing documentation, trying to remember which MEDDPICC criteria have been addressed, and piecing together incomplete information from multiple sources. Deal reviews become guesswork, and critical qualification gaps go unnoticed until it's too late.
That's where Realm's MEDDPICC Completion Agent comes in. Instead of manually tracking qualification status, sales teams can generate a comprehensive MEDDPICC analysis in minutes. The agent automatically researches all documentation related to a deal, evaluates each qualification criterion, and delivers a clear visual assessment showing what's been qualified, what's partially qualified, and what still needs work—along with actionable next steps.
What the MEDDPICC Completion Agent does
- Aggregates all deal documentation by searching across your CRM, Slack, Drive, email, and other systems to find every piece of information related to the account
- Analyzes eight qualification criteria including Metrics, Economic Buyer, Decision Criteria, Decision Process, Paper Process, Identified Pain, Champion, and Competition
- Assesses qualification status for each MEDDPICC area using clear indicators: Qualified, Partially qualified , or Not qualified
- Provides detailed evidence by summarizing what you know about the customer for each qualified or partially qualified area
- Identifies qualification gaps by highlighting which areas still need to be addressed to move the deal forward
- Delivers actionable recommendations with a summary of where the deal stands and what needs to be qualified next
Why it Mmtters
MEDDPICC qualification is essential for forecasting accuracy and deal success, but tracking it shouldn't require hours of manual review. The MEDDPICC Completion agent automates the analysis, giving sales teams instant visibility into deal health and qualification gaps. The result: more accurate forecasts, earlier risk identification, better-prepared sales conversations, and higher win rates. With Realm, every deal review starts with a complete qualification picture without the manual effort.