TrustRadius Insights for Loopio are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
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.
Loopio is used to complete RFP's and RFI's. We use it mostly on the sales side of things, but we do have an RFP team that helps manage this as well. Loopio makes it extremely easy to fill out RFP's and store data and answers to these questions for RFP's. It also allows us to grade responses based on how we've answered RFP's in the past and how its helped us win other deals
Pros
the platform is intuitive and very easy to use and find answers to. I love being able to google specific words or questions and find info on that feature or product.
The platform is organized in a way that it makes reading the responses very easy. Its not hard to organize sections and see how those responses have done based on other RFP's that have been done.
I love being able to see how these responses have done based on other RFP's. Its also nice to see that if questions have been reviewed as well or if they are currently being reviewed so that I can make sure I distribute the right information when doing an RFP.
Cons
The user interface isnt super easy to navigate. It's difficult to understand what some of the features are within the user interface and where to find actual RFP responses. The "reviews" tab in particular presents some confusion every time I seem to use it.
Not easy to distinguish between UK and US based responses for global companies. It would be nice to be able to distinguish responses based on country as well as language. Or have an English based version for US and UK since there are different nuances of spelling between the two.
Search functionality for multiple words or phrases can sometimes be difficult. Filler words are often pulled up to frequently and not necessarily the root words of the phrase that I'm trying to search. Having a phrase based search function would be super helpful instead of pulling up each individual words within the phrase.
Likelihood to Recommend
I use Loopio specifically for RFP's mostly. I think it is a great and adequate tool for this and much of what I think that needs to improve are not large needle movers for me since the software as a whole is fantastic. It is very easy to upload an RFP into Loopio and begin answering those questions or pulling from previously answered questions. I also will use Loopio for large client proposals and I often use the "search functionality within Loopio to see if I can find answers to clients questions. I like that I can also pull images from Loopio as well and often use those visualizations in my proposals.
VU
Verified User
Account Manager in Sales (Computer Software company, 1001-5000 employees)
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.
Pros
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
Cons
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.
Likelihood to Recommend
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.
VU
Verified User
Team Lead in Information Technology (Internet company, 11-50 employees)