Loopio Salesforce Integration
Improve Collaboration Across the Sales Cycle
See how Loopio and Salesforce work together, seamlessly.
Your integrated solution for responding to any questionnaire.
Combine the best of both worlds. CRM reporting and analytics in Salesforce—alongside the intelligent automation, intuitive content library, and advanced workflows of Loopio.
Seamless Workflows
Quickly work across platforms to create winning responses on time, every time.
Sales Efficiency
Break down silos between proposal and sales teams. Improve visibility for RFx performance.
Integrated Reporting
Easily create custom reports and dashboards in Salesforce to monitor the effectiveness of your response process.