Key Benefits & Capabilities

This section describes the key benefits and capabilities of Loopio for Salesforce (LFS).

• Make the transition from siloed, manual processes with limited data capture to a fully integrated solution that maps to, and automates business processes.

  • Scalable & configurable

  • Workflow automation

  • AI / ML

  • Audit & approvals

  • Team management / role-based access controls

• Get results with an end-to-end solution that’s configured to your business, by holistically looking at People, Process, and Technology.

  • Easy deployment and scale

  • Accelerate & optimize the end-to-end RFx process.

  • Dedicated Implementation & Customer Success resources

• Boost your collaboration with LFS RFx and LFS smart assistant.

• Ingest any document to build your intelligent knowledge library, including MS Word documents, MS Excel spreadsheets, and any information available on public and/or private websites.

• Initiate and integrate your RFx process from any of your accounts and opportunities within your CRM.

• Increase productivity using Chrome Extension and Office Add-Ins.

• Collaborate using your favorite tools, such as Slack, Chatter, and MS Teams.

• Automated notifications and reminders to SMEs, with Slack and Teams integrations.

• Complete your answers confidently and automatically and receive suggested alternatives.

• LFS continuously learns with each new RFx, updating your knowledge library and getting smarter over time.

• Provide omnipresent assistance whenever and wherever required with mobile access.

• Flawlessly translate any document into any language.

• Improved Library performance that can quickly publish multiple Responses in parallel.