Loopio enables organizations to collaborate on RFX and Questionnaire responses
Loopio for Microsoft Dynamics 365, enables sales professionals, proposal managers and security teams to collaborate on responses to Requests for Proposal, Requests for Information, Due Diligence and Security Questionnaires.
For large organizations that depend on high-quality responses to such requests for growth or ongoing client communication, Loopio enables their teams to:
- Automate responses to frequently asked questions by leveraging best practices answers from prior successful responses
- Centralize and categorize all relevant and pre-approved content for ongoing access by the response team
- Collaborate seamlessly with subject matter experts from across the organization on any given project or question
Loopio for Microsoft Dynamics 365 is leveraged by over 750 financial services institutions, insurers, manufacturers, telecommunications and technology services providers.