Loopio for Salesforce

The Only 100% Salesforce Native RFP Solution

Meet the industry’s only response management solution that’s built, managed, and delivered exclusively on Salesforce.

Uniquely designed for Enterprise companies, who are bringing their digital transformation journey to life, with the help of Salesforce.

Built for Enterprise Organizations

Experience the difference of Enterprise-grade response management, designed for those who live and breathe in Salesforce.
Centralize Revenue Activities

Centralize revenue-generating activities in your CRM. Respond to RFPs in the same platform you report on revenue.
Powerful Reporting & Insights

Connect the dots between your RFP strategy and revenue outcomes with customizable Salesforce reporting.

Go/No-Go

Score and qualify opportunities to improve your odds of winning.
Content Library

Centralize and maintain your best content in a single source of truth.
Answer Automation

Craft your first draft faster by automating responses to questions.
Generative AI

Leverage AI and natural language processing to generate high-quality responses.
Confident Collaboration

Remove collaboration barriers and make it easy for everyone to work together in one platform.
RFP Assistant

Access answers on-demand through Slack, Teams, or Chrome.

Want to see more? Book a demo.

Reports & Dashboards

Make Salesforce your single source of truth for reporting & forecasting RFP revenue, using actionable data and deep insights.
Multi-Lingual, Multi-Regional

Empower collaboration between international teams with unparalleled support for 90+ languages throughout the response process.
Security You Already Trust

Leverage all existing Salesforce security structures, authentication, and data centres by installing directly into your Salesforce environment.

Loopio for Salesforce® is completely unique from other response solutions on the market. It is 100% Salesforce native, meaning that it is exclusively built, managed, and delivered within the Salesforce platform—an entirely embedded experience.

On the other hand, a Salesforce integration connects a standalone platform to Salesforce. This connection allows the two platforms to share data back-and-forth.

In addition to the embedded experience, Loopio does offer a standalone response management platform that offers a robust Salesforce integration.
In 2023, Avnio was acquired by Loopio. Today, Avnio (also known as Avnio Response Cloud) is called Loopio for Salesforce®.

With this platform, you can expect the same Salesforce-native functionality that Avnio customers know and love. Loopio continues to invest in key features that make this Salesforce-native platform unique (like advanced generative AI functionality), as well as new areas, like innovation for the content library experience.
Loopio for Salesforce® is ideal for Enterprise companies who want to centralize revenue-generating functions as part of a larger digital transformation strategy.

The companies who benefit the most from Loopio for Salesforce® are those who rely on Salesforce as their source of truth to report on all key revenue and go-to-market metrics. Ideally, all teams supporting revenue should have access to Salesforce and work regularly within the platform.