Loopio On-Demand Hub

Learn How RFP Automation Software Works

Explore the ins and outs of Loopio’s platform and get answers to your biggest RFP software-related questions.

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Get Your Popcorn Ready

Loopio helps you find the right answers faster, so you can hit your RFP deadlines and win deals. Watch these bite-sized videos to see how Loopio sets you up for success.

Organizing Your Library Content

Finding the best answer quickly is a breeze when your content is stored in Loopio.

Building & Maintaining Your Library

Robust content management tools ensure your content stays accurate and up to date.

Importing & Exporting Projects

Get started on Projects quickly and create responses that wow your prospective clients.

Automating Your RFP Response Process

Let our response automation tool find the right content and fill in the answers for you.

Collaborating on a Project

Make it easy for everyone to work together and stop chasing people for answers.

Accessing Valuable Sales Content

Extend the value of the information you store in Loopio throughout your sales cycle.

Frequently Asked Questions (and Answers)

We often get the following questions from people wondering if Loopio is the right solution for their company. Here are our answers.

How would I complete an RFP or questionnaire sourced from a web portal?

Loopio’s Chrome extension allows you to create Projects in Loopio from a web portal.

You can then respond to the RFP or questionnaire within Loopio as you normally would, leveraging all of the automation and collaboration tools available to you in the platform. Once complete, the Chrome extension enables you to transfer your answers back into the portal.

Which applications does Loopio integrate with?

Loopio provides out-of-the-box integrations with Microsoft Dynamics, Salesforce, Slack, and a variety of popular cloud storage solutions (Google Drive, SharePoint, Box, Dropbox, OneDrive).

We offer single-sign-on (SSO) capabilities through Google Authentication, SAML 2.0, Okta, Azure AD, and Active Directory Federated Service (ADFS). Loopio also offers a Chrome extension that enables easy Library searches as well as the ability to create, import and export projects from web portals.

Finally, if there is an internally-built application that you wish to connect with, or a third party application not listed above, you may wish to consider building your own custom integration with Loopio’s API.

How do I get my existing content into Loopio’s Library?

Loopio offers several options to allow you to easily upload any existing RFP or questionnaire content that you may have.

For most organizations, we recommend our Excel Template. The template will help you quickly structure and build your Library by consolidating the great content you already have that may be spread across multiple folders, documents, and past proposals.

You’ll populate the template with your question and answer pairs, identifying the appropriate categories, subcategories and tags. From there, you’ll import the content into Loopio—up to 2000 entries at once. These entries will appear in your Library perfectly organized, searchable, and ready to be used in your next response.

What can I expect from the onboarding process?

New Loopio clients are supported by a named Customer Enablement Manager (CEM) and a named Customer Success Manager (CSM). Together, they will work with you to build out a custom implementation project plan, to ensure adoption of the platform internally and to assist with change management.

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.

Who on my team do I need to involve in onboarding?

We recommend that you identify 2-3 key contacts from your organization work with Loopio during onboarding to provide insight on the following:

  • User groups and permissions
  • Library structure
  • Current database information
  • Training scheduled
  • Custom roll-out plan

During your onboarding, Loopio may also require a resource from your IT team to set up Single Sign-On (SSO) or various integrations as part of your plan.

What type of time commitment should I expect to make for onboarding?

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.

Loopio’s onboarding approach is supportive and collaborative, and we’re also continuously investing in making our platform as intuitive and easy to use as possible. We are consistently able to onboard even large global teams within this standard 15-30 day time frame.

To put this in 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.

What kind of support will I get from Loopio post-onboarding?

Loopio has been recognized for its exceptional customer service and support, most recently receiving two 2020 Stevie Awards for Customer Service and a G2 badge for “Best Support.”

Once your organization has completed onboarding, you’ll have a dedicated Customer Success Manager (CSM) who will be your main point of contact going forward. Your CSM will continue to partner with you and your team on an ongoing basis to ensure you’re always getting the most out of Loopio.

For instance, the Loopio platform is regularly updated with new features and functionality that can drive additional value for your team. Your CSM will help you take advantage of that new functionality on a proactive basis. Plus, your CSM is always there to help you set goals and share best practices to develop more efficient response strategies.

In the event that a user needs more technical assistance with the Loopio platform, they can always reach our Technical Support Team directly through our web application, by email, or by phone.

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