AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Loopio

Response Management Software - Streamline Your RFP Process & Unleash Growth

Overview

See How Loopio Works

  • Kick off Loopio Projects from Salesforce: Make it quick and easy for sales reps to hand off RFPs to your proposal team by having them start projects right from a Salesforce Opportunity or Account.

  • Track Your Progress: Improve visibility into how your RFPs are progressing and what outstanding tasks are left. Hit more deadlines with less of the burnout.

  • Auto-Populate Project Fields: Automatically map over relevant details like Deal Size and Product Line directly from Salesforce. This ensures that there are no discrepancies in Project details and that writers have the information they need to respond.

Loopio is the leading Response Management software that helps businesses supercharge and scale their response process for RFPs, RFIs, Due Diligence and Security Questionnaires, and more. Our platform is thoughtfully built and beautifully designed, making it the easiest RFP Response solution to use on the market. By integrating Loopio with Salesforce you’ll streamline your response process, improve visibility for your organization, and unlock valuable RFP insights. The proof is in the numbers—Loopio delivers results: • 42% decrease in time spent on crafting responses • 51% increase in the number of responses completed • 85% win more business Learn more about the business impact and ROI of Loopio at https://loopio.com/resources/rfp-response-software-roi/

Categories

Business Needs
Sales
Productivity
Collaboration
Personas
Business Operations Manager
Executive
Sales Representative / Manager
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package