RFP Qualification
Summarizes everything that a Customer Success Manager or Key Account Manager needs to know going into a QBR.
Responding to RFPs can be a significant investment of time and resources—but evaluating whether an RFP is worth pursuing means hours of reading through dense documents, extracting key requirements, assessing fit, and estimating your chances of winning. Making the wrong go/no-go decision wastes valuable proposal team capacity on unwinnable deals.
The traditional approach doesn't scale. Sales and proposal teams spend hours manually reviewing RFP documents, trying to understand requirements, calculating compliance, and debating whether the opportunity is a good fit. By the time the evaluation is complete, precious days have passed, and the team may have already committed resources to a low-probability opportunity.
Realm's RFP Qualification Agent changes the game. Instead of manually analyzing RFP documents, teams can generate a comprehensive qualification summary in minutes. The agent automatically extracts key information, analyzes requirements against your capabilities, calculates compliance percentage, identifies gaps, and delivers a structured report with everything needed to make a confident go/no-go decision.
What the RFP Qualification Agent does
- Extracts critical RFP details including company overview, contact person, submission deadline, total question count, and required attachments
- Analyzes the opportunity context by summarizing the reason for the RFP, such as vendor renewal, new initiative, or competitive displacement
- Distills key requirements by identifying and prioritizing the top 10 most important requirements from the RFP
- Assesses your fit by analyzing what type of vendor is likely to win and how well your capabilities align with their needs
- Calculates compliance percentage with an estimate of how compliant your solution is to the stated requirements
- Identifies capability gaps by highlighting specific areas where your offering may fall short of requirements
- Recommends next steps with actionable guidance on whether to pursue, what to emphasize, or what partnerships might be needed
- Works across languages by generating reports in English even when RFP materials are in other languages
Why it matters
RFP responses require significant investment, so pursuing the right opportunities is critical to sales efficiency. The RFP Qualification agent automates the initial analysis, giving sales and proposal teams instant visibility into fit, compliance, and win probability. The result: faster go/no-go decisions, better resource allocation, higher win rates, and more time spent on winnable deals. With Realm, every RFP gets a thorough qualification assessment without the manual effort.