The searching feature is very easy to use. I never have problems locating the information that want, through a combination of a keyword search and using the organization of sub-categories in the knowledge base. It's an effective KB for sure! You also have the capacity to get emails based on customized review cycles, which is convenient.
Additionally, the customer support offered by Loopio is very good. Our account managers are hands on and very happy to help with any questions or obstacles we have. Review collected by and hosted on G2.com.
You do need to ensure widespread buy-in to Loopio throughout your company in order to realize maximum value. Users need unique logins to be able to respond to questions or add content to a proposal/response, so there need to be enough accounts for all the people who need to contribute to a proposal to log in at any time. If you can't get those licenses for everyone, then you won't be able to make the most of the proposal management features. Review collected by and hosted on G2.com.
Thanks for sharing your Loopio experience — I'm glad to hear searching is helping your team, and you're seeing a lot of value out of the knowledge base components. I'm sorry to hear about the challenges around getting widespread buy-in across the company, and would love to see if we can help.
If you reach out to your CSM, we'd be happy to connect and see how we can help around the widespread company buy-in.
Thanks,
Sara







