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?
Salesforce Users can seamlessly kick-off Loopio Projects, and feed the necessary details and documents to Loopio from a Salesforce Opportunity. 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
Project information updates are pushed to the Salesforce Opportunity every 10 minutes, allowing Salesforce Users to track and manage 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?
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