Loopio

Intuitive and easy-to-use platform: Many users have praised the platform for its intuitive and easy-to-use nature, making it effortless to find answers and information. They appreciated the organization of the platform, finding it effective in presenting responses in a clear and understandable manner. Some reviewers mentioned that they only needed a short tutorial to get started, highlighting its user-friendly design. Efficient search functionality: The ability to search for specific words or questions and quickly access relevant information has been well-received by users. They found this feature helpful in easily finding answers about features or products. Additionally, some reviewers liked how the platform had a high match rate for similar questions with slightly different phrasing, ensuring accurate and comprehensive search results. Regular updates and improvements: Users appreciate that releases are often meaningful and useful, indicating that updates and improvements are regularly made to the platform. They value the continuous enhancement of the platform's accuracy and relevance through machine learning from previous answers. Furthermore, reviewers liked how various fields were automatically prepopulated, saving them time and effort when entering information.

Difficult User Interface: Some users have mentioned that the user interface of the software is not easy to navigate and it is difficult to understand the features and find actual RFP responses. Reviewers have also expressed confusion when using the reviews tab.

Challenging Search Functionality: The search functionality for multiple words or phrases can sometimes be difficult, as filler words are often pulled up frequently instead of the root words of the phrase. Users have reported frustration with the search option showing irrelevant answers, making searching time-consuming.

Limited Suitability for Small Companies: According to some users, the software may not be suitable for small companies. This limitation could potentially hinder smaller businesses from fully utilizing its features and benefits.

Based on user reviews, Loopio users commonly recommend the following:

1. Utilize integrations and schedule training with a Customer Success Manager. This helps improve response efficiency and enhance the tool's functionality. It is advised to take advantage of integrations and schedule training sessions to fully understand Loopio.

2. Run reports from administrators and import libraries via CSV. Running reports provides insights and helps track performance, while importing libraries via CSV simplifies the organization and updating of information in Loopio.

3. Engage with the Loopio team for support and advice. Users highly recommend reaching out to the account manager or customer support team for any questions or support needs. It is also suggested to attend webinars, request demos, and engage directly with the Loopio team to fully utilize the features.

Overall, users recommend Loopio as a time-saving tool that improves response efficiency and productivity for companies dealing with a high volume of RFP requests. Emphasis is placed on organization, involving upper management, leveraging the user community for feedback, and taking advantage of Loopio's ease of use, accuracy, scalability, and centralization of company information.