New: Dynamic Project Templates Speed-up the Sales Cycle

The Loopio Team

Your Loopio Library contains some of your organization’s best sales knowledge. After all, you’ve likely put a fair bit of work into keeping your content accurate and up-to-date so that your proposal team can submit RFP responses efficiently.

But what if your sales organization could use your Loopio content Library for more than just RFPs?

Enter Loopio’s new Dynamic Project Templates.

Now, it’s easy to pull content from your Loopio Library into customized sales proposals, quotes,   and other documents that speed up the sales process—no design support or painful review processes needed.

Once you’ve set up your templates, team members simply select the document they want to generate and export it into a branded file that’s ready to be sent to a prospect.

You can also collaborate on a proposal by creating a Project and customize content within the standard templates for prospects as needed.

Here are five different ways you can start scaling the sales cycle with Loopio’s Dynamic Project Templates.

1. Proactive Proposals

Sometimes you want to send prospects a proposal highlighting the value you can provide to them before they ask for it. Or maybe a prospect asks for a proposal but doesn’t give you a firm list of requirements.

Now, you can create a template that has all of your best Library Entries ready-to-go. Simply pick a few key pieces of content you’ll likely include in each proposal—like company descriptions, product overview, use cases, and other FAQs your receive—and your entire team is ready to start generating sales proposals on their own.

2. Security Whitepapers

Security Questionnaires have become a frequent (and time-consuming) part of the modern sales cycle. While Loopio helps speed up the Security Questionnaire response process, what if you could just avoid the whole thing?

By creating a Security Whitepaper, you can share all of your important security information before your buyer sends you a Questionnaire. If you provide the right information, the buyer may not issue a formal Questionnaire.

(If you’re looking for a list of typical Security Questionnaire questions to include in your Project Template, check out this list.)‍

3. Product Overviews

With a constantly evolving product or service offering, it can be hard to keep your overviews up-to-date. Since your Loopio Library contains the most current and compelling version of your product information, generating an overview document using your most recent answers means you’ll never have to worry about sending a prospect out-of-date information again.

To quickly build a template for overviews, consider setting up sections for:

  • Overall product description
  • Key value props or benefits
  • Product features and integrations
  • Security, certifications, and privacy information
  • Support options

4. Statement Of Work (SOW)

If you have a Stack in your Library for your contractual terms and clauses, it’s easy to assemble a Template for SOWs. Then you can generate one whenever you need, without having to bother your legal team, knowing that the terms and language have already been approved.

5. Training Docs

The content stored in your Library is often useful for new employees need to learn about when they first join your organization.

Creating a summary document, which includes all the key Entries about your organization and products, will help onboard them faster. It’s also easy to generate an up-to-date onboarding document for each hire instead of relying on an outdated internal wiki or other documents.

Empower Your Sales Organization with Dynamic Project Templates 

These are just a few examples of the different ways you can use Loopio’s Dynamic Project Templates to create easy-to-access and up-to-date sales documents.

However, the sky’s the limit when it comes to leveraging your Library content to speed up the sales cycles.

Other templates you could build include:

  • Pricing proposals and quotations
  • Media packages and executive biographies
  • Testimonials and case studies
  • Technical FAQs
  • Onboarding plans or schedules

If you’re a Loopio customer, you can start using Dynamic Project Templates today.

If you’re not a Loopio user, book a demo today to see how easy it is to get started.

And if you’d like to learn more about how we make migrating to our platform fast and stress-free, download our Enterprise Guide for Migrating RFP Management to Loopio. It shares how we help you design a Library structure that works for your organization, as well as the best (and fastest) content migration approaches.

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