Loopio is a user-friendly sales tool
October 26, 2020

Loopio is a user-friendly sales tool

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Loopio

It is used mainly by the sales team. There is a database of responses and their team can reply to the clients much quicker than without this solution. Also, they can find the right responses, which is essential for newcomers in the team. Sometimes professional services team reviews the sales proposals in order to prepare the project plan.
  • Ease of use - a few minutes' tutorial is enough for a newcomer to start using the tool.
  • Handy options - i.e. support in searching for the right answer
  • Often meaningful & useful releases
  • May not be suitable for small companies
  • There is no option to search by using the keyboard enter button, you need to click on the filter button.
  • The search option isn't working the best - quite often it shows irrelevant answers so searching takes some time.
  • Decrease in the waiting time between request and providing a response to the customer
  • Simpler communication between teams
I haven't used any other similar products
They're very supportive and reply in a timely manner. Whenever I contacted the support I received a helpful reply that actually solved my issue. Quite often when my team suggested an improvement that would simplify and speed up our work it happened not long after which is perfect for us.
After some training it's intuitive to use it

Do you think Loopio delivers good value for the price?

Yes

Are you happy with Loopio's feature set?

Yes

Did Loopio live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Loopio go as expected?

I wasn't involved with the implementation phase

Would you buy Loopio again?

Yes

My company receives a request proposal, and the sales team uses Loopio in order to reply promptly to the potential customer either by using an already existing template or by adjusting one that currently is unavailable. Professional services team may advice and collaborate on the proposal in case of any doubt.

Loopio Feature Ratings

Proposal branding
9
Proposal templates
8
Proposal content library updates
8
Guided proposal creation
9
Searchable proposal database
9
RFP management & response
8
Proposal collaboration & approval
10
User permissions/proposal editing controls
9
Sales proposal workflow
9
Proposal automation user interface
10
Proposal distribution
Not Rated
Interactive proposals
Not Rated
Proposal content tracking
Not Rated