Loopio Go/No-Go
With Loopio Go/No-Go functionality, you can win more right business by identifying worthwhile opportunities using a scoring system based on customer inputs. Loopio Go/No-Go feature helps to determine whether a project is worthy of all the effort and investment, it allows sales users and response management professionals to identify which RFPs are worth responding to.
The users will have their own set of questions to enter as input, and based on the answers provided to the questions, the system will assign a Go/No-Go Score and Status and create a record in Salesforce. Based on the score, the user will have the option to create a Loopio project from the appropriate Go/No-Go record or submit the record for manager’s approval.
The following are the topics to learn more about Loopio Go/No-Go functionality: