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COPYRIGHT © 2018 LOOPIO INC.
Successfully Responding to
with RFP Response Software
RFPs
COPYRIGHT © 2018 LOOPIO INC.
RFP Response Process
Most companies face similar challenges in their manual response process:
■ Collaborating via ineffective channels (email, Google Docs, Word)
■ Recreating a lot of content from scratch
■ Copying and pasting past responses
Before Loopio, our customers were also slowed down by
these inefficiencies.
See their success stories.
COPYRIGHT © 2018 LOOPIO INC.
is completing RFPs 50% faster with
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Top Challenges before Loopio
■ Assigning questions and receiving answers via email
■ Manually merging responses together in the final document
■ Increasing volume of RFPs
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Reason for Choosing Loopio
■ Simple solution that focuses on solving one problem and doing it well
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Results
■ Completing RFPs in 1/2 the time
■ Pre-populating up to 80% of RFP responses
■ Collaborating within the same workspace
■ Tracking response progress within Loopio
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Loopio has helped bring order to a messy process.
It gives us a much greater degree of confidence
that we can effectively manage projects, identify
risks, and get work done.”
Tanner Voltz | Technical Content Manager | iovation
“
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
is responding to RFPs globally with
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Top Challenges before Loopio
■ Duplication of Work
■ Longer Response Times
“I don’t want to go back to those days—it was a nightmare.”
Rob Wunder | RFP Team Lead
■ Using a ‘Master document’ for each RFP
■ Heavy Project Management
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Reason for Choosing Loopio
■ Allows everyone to work simultaneously
■ Makes content accessible
■ Provides visibility across the team
■ Responsive to feedback and offers amazing customer service
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Results
■ Managing Libraries for 9 Product Lines
■ Collaborating across 7 offices
■ Responding to 50+ RFPs per year
■ Completing RFPs with 1000+ Questions
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Loopio has dramatically increased the efficiency of
the teams. Working together, using the Library, and
not encountering issues with version control—it
saves us a TON of time.”
Rob Wunder | RFP Team Lead | IBM Watson Health
“
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
is responding to 100+ RFPs
per year with
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Top Challenges before Loopio
■ No single knowledge repository–used 75 Word documents for content
■ Knowledge silos, with new responses not being shared across the team
■ Copy-paste errors, including a potential risk of the wrong client name
in submitted RFPs
■ Wasted time due to manually searching for the right response
■ Stale content, as the documents were
infrequently updated
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Reasons for Choosing Loopio
■ Agile and rapidly evolving, just like them
■ Heavy emphasis on customer feedback
■ Loopio’s clean, intuitive, and mobile-friendly interface
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Results
■ Streamlined 75 reference documents
■ Made time for tailored responses
■ Eliminated copy-paste errors
■ Now responding to 100+ RFPs per year
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Consistency is key. With Loopio, no matter who picks up
the response, it looks the same.”
Sarah Sinclair | RFP Manager | Businessolver
“
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
has cut RFP response time by 60% with
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Top Challenges before Loopio
■ No process and no clear ownership structure
■ Difficulty finding accurate information and relevant attachments
■ Huge time commitment for key contributor – Healthx’s CRO, Chuck Rolfsen
■ A rush to get the responses in on time
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Reasons for Choosing Loopio
■ Easy-to-learn and intuitive interface
■ Ability to keep all documents and attachments in a centralized
and accessible location
■ Automation feature, Magic, to help respond faster
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Results
■ Responding to 3X more RFPs
■ Cutting RFP response time by 60%
■ Freeing up 7 hours/month for CRO
■ Leveraging Loopio as a repository of
company knowledge across different teams
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
We didn’t realize how easy RFPs could be until we
had Loopio.”
Stacey Way | Marketing Operations Manager | Healthx
“
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
scales their RFP response processes with
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Top Challenges before Loopio
■ Limited resources
■ Difficulty enforcing ownership
■ Difficulty tracking progress
■ Copying and pasting requirements into Google Docs
and then sharing them with contributors
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Reasons for Choosing Loopio
■ Centralized library for Netskope’s RFP content and ability to reuse it
■ Streamlined collaboration workflows
■ Very little time needed to get up and running
■ Designed to scale the response process
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
Results
■ Pre-populating up to 90% of RFP Responses
with existing content
■ Responding to over 100 RFPs a year
■ Completing RFP Responses 10x faster
■ Keeping their messaging consistent
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
We are now given time back to focus on what SEs should
be doing, and that’s to be in front of the customers.”
Mario Puras | VP of Sales Engineering | Netskope
“
Customer Success Story
COPYRIGHT © 2018 LOOPIO INC.
About Loopio
Loopio’s RFP Response Software supercharges the way enterprises respond
to RFPs, RFIs, and Security Questionnaires.
Want to see how Loopio can enable you to streamline your
RFP response process?
REQUEST A DEMO

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Successfully Responding to RFPs with RFP Response Software

  • 1. COPYRIGHT © 2018 LOOPIO INC. Successfully Responding to with RFP Response Software RFPs
  • 2. COPYRIGHT © 2018 LOOPIO INC. RFP Response Process Most companies face similar challenges in their manual response process: ■ Collaborating via ineffective channels (email, Google Docs, Word) ■ Recreating a lot of content from scratch ■ Copying and pasting past responses Before Loopio, our customers were also slowed down by these inefficiencies. See their success stories.
  • 3. COPYRIGHT © 2018 LOOPIO INC. is completing RFPs 50% faster with Customer Success Story
  • 4. COPYRIGHT © 2018 LOOPIO INC. Top Challenges before Loopio ■ Assigning questions and receiving answers via email ■ Manually merging responses together in the final document ■ Increasing volume of RFPs Customer Success Story
  • 5. COPYRIGHT © 2018 LOOPIO INC. Reason for Choosing Loopio ■ Simple solution that focuses on solving one problem and doing it well Customer Success Story
  • 6. COPYRIGHT © 2018 LOOPIO INC. Results ■ Completing RFPs in 1/2 the time ■ Pre-populating up to 80% of RFP responses ■ Collaborating within the same workspace ■ Tracking response progress within Loopio Customer Success Story
  • 7. COPYRIGHT © 2018 LOOPIO INC. Loopio has helped bring order to a messy process. It gives us a much greater degree of confidence that we can effectively manage projects, identify risks, and get work done.” Tanner Voltz | Technical Content Manager | iovation “ Customer Success Story
  • 8. COPYRIGHT © 2018 LOOPIO INC. is responding to RFPs globally with Customer Success Story
  • 9. COPYRIGHT © 2018 LOOPIO INC. Top Challenges before Loopio ■ Duplication of Work ■ Longer Response Times “I don’t want to go back to those days—it was a nightmare.” Rob Wunder | RFP Team Lead ■ Using a ‘Master document’ for each RFP ■ Heavy Project Management Customer Success Story
  • 10. COPYRIGHT © 2018 LOOPIO INC. Reason for Choosing Loopio ■ Allows everyone to work simultaneously ■ Makes content accessible ■ Provides visibility across the team ■ Responsive to feedback and offers amazing customer service Customer Success Story
  • 11. COPYRIGHT © 2018 LOOPIO INC. Results ■ Managing Libraries for 9 Product Lines ■ Collaborating across 7 offices ■ Responding to 50+ RFPs per year ■ Completing RFPs with 1000+ Questions Customer Success Story
  • 12. COPYRIGHT © 2018 LOOPIO INC. Loopio has dramatically increased the efficiency of the teams. Working together, using the Library, and not encountering issues with version control—it saves us a TON of time.” Rob Wunder | RFP Team Lead | IBM Watson Health “ Customer Success Story
  • 13. COPYRIGHT © 2018 LOOPIO INC. is responding to 100+ RFPs per year with Customer Success Story
  • 14. COPYRIGHT © 2018 LOOPIO INC. Top Challenges before Loopio ■ No single knowledge repository–used 75 Word documents for content ■ Knowledge silos, with new responses not being shared across the team ■ Copy-paste errors, including a potential risk of the wrong client name in submitted RFPs ■ Wasted time due to manually searching for the right response ■ Stale content, as the documents were infrequently updated Customer Success Story
  • 15. COPYRIGHT © 2018 LOOPIO INC. Reasons for Choosing Loopio ■ Agile and rapidly evolving, just like them ■ Heavy emphasis on customer feedback ■ Loopio’s clean, intuitive, and mobile-friendly interface Customer Success Story
  • 16. COPYRIGHT © 2018 LOOPIO INC. Results ■ Streamlined 75 reference documents ■ Made time for tailored responses ■ Eliminated copy-paste errors ■ Now responding to 100+ RFPs per year Customer Success Story
  • 17. COPYRIGHT © 2018 LOOPIO INC. Consistency is key. With Loopio, no matter who picks up the response, it looks the same.” Sarah Sinclair | RFP Manager | Businessolver “ Customer Success Story
  • 18. COPYRIGHT © 2018 LOOPIO INC. has cut RFP response time by 60% with Customer Success Story
  • 19. COPYRIGHT © 2018 LOOPIO INC. Top Challenges before Loopio ■ No process and no clear ownership structure ■ Difficulty finding accurate information and relevant attachments ■ Huge time commitment for key contributor – Healthx’s CRO, Chuck Rolfsen ■ A rush to get the responses in on time Customer Success Story
  • 20. COPYRIGHT © 2018 LOOPIO INC. Reasons for Choosing Loopio ■ Easy-to-learn and intuitive interface ■ Ability to keep all documents and attachments in a centralized and accessible location ■ Automation feature, Magic, to help respond faster Customer Success Story
  • 21. COPYRIGHT © 2018 LOOPIO INC. Results ■ Responding to 3X more RFPs ■ Cutting RFP response time by 60% ■ Freeing up 7 hours/month for CRO ■ Leveraging Loopio as a repository of company knowledge across different teams Customer Success Story
  • 22. COPYRIGHT © 2018 LOOPIO INC. We didn’t realize how easy RFPs could be until we had Loopio.” Stacey Way | Marketing Operations Manager | Healthx “ Customer Success Story
  • 23. COPYRIGHT © 2018 LOOPIO INC. scales their RFP response processes with Customer Success Story
  • 24. COPYRIGHT © 2018 LOOPIO INC. Top Challenges before Loopio ■ Limited resources ■ Difficulty enforcing ownership ■ Difficulty tracking progress ■ Copying and pasting requirements into Google Docs and then sharing them with contributors Customer Success Story
  • 25. COPYRIGHT © 2018 LOOPIO INC. Reasons for Choosing Loopio ■ Centralized library for Netskope’s RFP content and ability to reuse it ■ Streamlined collaboration workflows ■ Very little time needed to get up and running ■ Designed to scale the response process Customer Success Story
  • 26. COPYRIGHT © 2018 LOOPIO INC. Results ■ Pre-populating up to 90% of RFP Responses with existing content ■ Responding to over 100 RFPs a year ■ Completing RFP Responses 10x faster ■ Keeping their messaging consistent Customer Success Story
  • 27. COPYRIGHT © 2018 LOOPIO INC. We are now given time back to focus on what SEs should be doing, and that’s to be in front of the customers.” Mario Puras | VP of Sales Engineering | Netskope “ Customer Success Story
  • 28. COPYRIGHT © 2018 LOOPIO INC. About Loopio Loopio’s RFP Response Software supercharges the way enterprises respond to RFPs, RFIs, and Security Questionnaires. Want to see how Loopio can enable you to streamline your RFP response process? REQUEST A DEMO