The Salesforce Integration allows Salesforce Users to create, track and report on Loopio Projects.
Looking for technical instructions on how to set up the Salesforce Integration? Read on at either of the following links: How Do I Set Up the Salesforce Integration - Lightning View? or How Do I Set Up the Salesforce Integration- Classic View?
Creating Projects
Salesforce Users can seamlessly kick-off Loopio Projects, and feed the necessary details and documents to Loopio from a Salesforce Opportunity or a Salesforce Account. This includes information like the Customer name, Due dates, and the RFP, RFI, or Security Questionnaire itself.
For more information on how to create a Loopio Project using the Salesforce Integration, read more: How can I create a new Loopio Project using the Salesforce Integration - Lightning View or How can I create a new Loopio Project using the Salesforce Integration - Classic View
Tracking Projects
Project information updates are pushed to the Salesforce Opportunity every 10 minutes, allowing Salesforce Users to track the progress of Loopio Projects right from Salesforce.
For more information on what fields you can add to the integration, read on: What fields can I add to the Salesforce Integration?
Updating Your Project Status in Loopio
Keep your whole Team up to date on the status of your Project. Projects created from an Opportunity will be automatically marked Won or Lost in Loopio when the Salesforce Opportunity is marked Closed - Won or Closed - Lost.
Note: Your Loopio Project must be marked Complete or Stopped for the Salesforce Won or Lost status can sync with Loopio.
Reporting on Projects
Create custom reports in Salesforce to analyze different elements of RFPs, RFIs, Security Questionnaires and your business. Example reports include:
- Win/Loss based on Opportunities
- Productivity by Project Owner
- Volume of RFPs Over Time