Loopio Customer Experience
Award-Winning Partnership That Fuels Your Growth
Why Customers Love Our Team
Planning for Long-Term RFP Success
We’ll create a tailored plan for your distinct needs that sets up your whole team for success.
Experienced Change Management
From migrating content to mapping workflows, Loopio creates a smooth experience for your entire team.
Strategic Onboarding Team
You’ll have a named enablement manager that will define, build, and execute your onboarding plan.
Unlimited Customer Support
Receive unlimited support from our award-winning team. Plus, 24/7 access to our Help Center.
Loopio has excellent customer service. They always walk me through what I’m having trouble with and follow up to ensure I’m successful.
“Loopio’s superhero team made sure we set up our entire sales org for success.”
“Loopio’s Customer Support team has been a key differentiator for us. Any time we have an issue, they are extremely helpful and quick to respond.”
Loopio had the most supportive and streamlined onboarding I’ve experienced in my career.
What Makes Loopio Different
Expert-Led Webinars
Learn informed best practices in monthly webinars from Loopio’s expert proposal team and industry professionals.
Free Training Courses
Access on-demand videos, guides, resources, and engaging walkthroughs of Loopio’s platform to train your RFP team with ease.
RFP Academy
Enjoy insightful lessons on creating a stress-free response process through Loopio’s RFP Academy. Sign up now.
Response Insiders
Response Insiders Community
Join the top online community for RFP response professionals. Make new connections and level up your proposal knowledge.
Trends Report
Industry Benchmarks & Resources
Learn how you stack up against 650+ RFP teams across North America, through the industry’s most comprehensive report.
Frequently Asked Questions
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Yes. Loopio has an Enablement Services Team that offers expert hands-on support over and beyond our standard implementation offerings. They can help with tasks like:
- Structuring Content
- Eliminating Duplicate Entries
- Setting up Export Templates
- Auditing your Response Process
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We encourage new clients to plan for a standard onboarding time frame of 15-30 days. During this time period, your key contacts should expect to make themselves available for 1-2 calls per week in order to support the flow of information between our team and yours.
For perspective, one of Loopio’s biggest clients is a Fortune 500 company who has 4,000 users in Loopio. The Loopio team was able to successfully onboard this client so that they were responding to live customer requests in Loopio within four weeks of signing the contract.
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The onboarding journey consists of the following steps:
- Kickoff Call: Align on goals and success criteria with your core team.
- Library Plan: Set up a scalable Library structure and identify initial content to import.
- Library Import: Add your first batch of content to the Library.
- Project Build: Import your first Project, run Magic, and practice feeding new content back into your Library.
- Process Mapping: Map out your processes and document ownership to support internal change management efforts.
- Users: Decide on your license distribution, invite and train your team(s).
- CSM Transition: Continue to optimize Loopio with your Customer Success Manager.
Your Loopio Enablement Manager will work with you throughout this onboarding journey to ensure that your organization is fully set up for success with Loopio.