Loopio fast-tracks growth and RFPs with Salesforce
As a fast-growing company, Loopio needs scalable teams and tools. With Salesforce, it can grow its business while enabling employees for success. “With Salesforce, our people can do their jobs more efficiently, maximizing job satisfaction and helping them better support our customers,” confirmed Cailin Radcliffe, Senior Director of Revenue Operations at Loopio. “By automating repetitive and mundane tasks, we’ve been able to free up our sales and marketing teams to focus on customer relationships.”
Loopio helps customers simplify RFP responses.
Explore the products that are helping Loopio grow.
Standardized processes and automated reporting improve sales efficiency.
The company calculates all its sales KPIs via Salesforce, which has revealed a 20% reduction in the deal cycle. This has been achieved in part by automating and standardizing sales processes. For example, Sales Cloud ensures a clear entry and exit at every stage of the funnel to help sales reps keep things moving. Its transparency makes it easier for new sales reps to get up to speed too, as they can view the entire customer history in one place.
Other Salesforce-generated reports include weekly collaborative forecasting and forecast snapshots, which help the team understand the projected sales for each month.
Loopio makes ordering easier for customers with Salesforce CPQ.
With Salesforce Inbox, relevant emails are captured alongside opportunities, which further simplifies collaboration for the team. They also use DocuSign integration to gain instant access to contracts and prevent delays.
Loopio added Salesforce CPQ in February 2020 to boost efficiency and standardization even more. Instead of managing quotes and orders via spreadsheets, the sales team can now track everything via Salesforce, which has helped improve the accuracy of order forms. “It’s all about making the process as customer-friendly as possible,” explained Blakeley. “Now we can go into much greater detail, providing customers with an idea of what their future pricing might be, or what an upgrade might look like.”
“The Salesforce ecosystem, AppExchange, and Salesforce Community is always one step ahead, so we have access to a wide range of solutions and resources we can leverage as and when we need them.”
Sales and marketing integration ensures the customer is central to all activities.
The integration between Sales Cloud and Pardot means that marketing and sales teams can work seamlessly together, with the customer at the heart of all their activities. From the first point of contact and lead nurturing, through to onboarding and renewals, Loopio has a single source of truth to help teams make the right decisions. “Our success is directly linked to our ability to view and share the same information. It means we can pool knowledge and expertise and move customer conversations forward in a productive way,” explained Radcliffe. “It’s not just about selling more, but better supporting the customer throughout their journey.”
A 360-degree customer view fuels growth and retention.
In the future, Loopio also plans to harness Salesforce Einstein and AI to help with forecasting and business decisions. “Salesforce has helped us establish the structure, visibility, and collaborative approach we need to stand out from our competitors,” concluded Radcliffe. “We can easily access the data we need to make smart decisions, action them quickly, and grow the business in the right direction.”