Loopio

Introducing Loopio for Salesforce. ☁️ The only 100% Salesforce native RFP solution on the market. We’re excited to unveil a single solution that unites the efforts of sales and proposals teams, all from the comfort of your CRM. You can use Loopio for Salesforce to: 🎯 Evaluate incoming RFP opportunities 🎯 Respond easily using automation and generative AI 🎯 Close the deal with a library of on-demand answers 🎯 Analyze your team’s results with robust reporting Hear from our SVP of Product & Design, Tobias Dawes, and learn more about this unique solution by checking out the article in the comments. ⬇️

Just a few more sleeps until 1,300+ proposal pros gather in New Orleans. 🤩 It’s all for APMP’s sold-out Bid & Proposal Con. There’s an absolute whirlwind of activities to look forward to, so we've narrowed down to the top 6 you should checkout at this year’s conference. ⬇️ 1️⃣ Learn about AI from an experienced data scientist, Aida Rahim, Ph.D. 2️⃣ Indulge in sweet treats, unique to New Orleans (hello beignets 🤤) 3️⃣ Get a free caricature portrait with a colleague 4️⃣ Pick up the coveted 'best in the bid-ness' swag ☕ 5️⃣ Learn about 2024 benchmarks from industry experts, David Gray, Zak Hemraj, and Rick Harris 6️⃣ Claim your Loopio Experience Pass for VIP treatment from our team Louisiana, we’re ready for you. 😎 Which activity will you try first?

Ready to breathe new life into your SME relationships? 💨   In this edition of The Shortlist, we explore how to take your working relationship with SMEs from stress ➡️ success. Read on to discover: ✅ Tips from Nicole A Robinson on how to collaborate with confidence ✅ Practical tools to measure proposal workloads ✅ How to join an exclusive invite-only dinner in Boston ✅ New puzzles, job openings, and more...

Your team can now translate RFPs into 13 languages—fantástico. 👏 With Project Translations, you can: ✅ View the source document in English ✅ Use your existing content to respond ✅ Export everything back into its original language Learn more about innovative new features at our next customer webinar tomorrow. Log in to your Loopio account and register using the link below. ⬇️

The mantra for this month: SMEs are allies, not enemies. 🤝 Bid expert Nicole A Robinson discusses how to handle tricky situations *while* tapping on SMEs for their expertise. In this exciting new interview, Nicole covers how to navigate: ✍️ Disagreements about the “correct” response 🧠 Knowledge gaps and missing information  🗓️ Busy schedules and capacity planning To learn about Nicole’s tactical SME strategies, watch the full video through the link in the comments. ⬇️

Five heads are better than one. 🧠 With the new Multiple Assignees feature, you can add up to five collaborators to respond to a Project Entry (and an additional reviewer). While you focus on managing complex RFPs and deadlines, your collaborators can take care of the responses. Learn more about the new Multiple Assignee feature in the comments. ⬇️

How are proposal teams *actually* using AI in 2024? 🤖 According to new research from the RFP Trends Report 📖 (produced in partnership with APMP), we asked early adopters, what are you using generative AI for in your RFP process? Answers reveal that teams are leaning on AI for... ✔️ Quickly summarizing information (like condensing bios) ✔️ Writing answers in just a few seconds (so you can focus on refining) ✔️ Competitive Research and quick analysis How are you using AI in your process? Let us know in the comments. 

Ready to ditch the document deep-dive? 🤿 Generative AI is changing the future of search to help you find the right answers the first time. Join our next customer webinar on May 30th, for an inside peek into our AI toolkit and new features. Log in to your Loopio account and register using the link below. ⬇️

Meet Erin Thedwall, the talented Director of Proposals at Salesforce 👋 Within 10 years, her team size quadrupled. As her team grew, she needed a partner who could keep up with the complexity and scale of the projects her team tackled. The only tool she trusted to meet their enterprise needs and power their RFP program—Loopio for Salesforce®. Learn more about Loopio for Salesforce® (and its impact) in the comments below. ⬇️

Struggling to beat the blank page? ✍️ AI can help with that (and much more). From overcoming writer’s block to delivering trusted responses—with Generative Content, you can create a first draft lightning fast. ⚡ Excited to learn more? Join our next customer webinar on May 30th for an inside peek into our AI toolkit and new features. Log in to your Loopio account and register using the link below. ⬇️