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Loopio

Видавець: Loopio

(810 оцінки)

Loopio & Microsoft Dynamics 365 | Seamless Integration with CRM data and RFP, DDQ and SQ projects

Effectively manage opportunities through the entire sales and response process.

With Loopio’s Microsoft Dynamics 365 integration, easily coordinate deliverables and opportunity progress across your teams. Plus, unlock more powerful reporting for your entire sales and response process.

  • Start RFP Responses from Dynamics 365: Create Loopio projects directly from your Dynamics 365 opportunities.

  • Keep your CRM and Response Platform Connected: From project information to custom details, data always stays in sync across both platforms.

  • Analyze Your Responses & Opportunities: With PowerBI, get a full view of your sales and response metrics and health.

This integration makes it easier for your team to submit your next RFP, RFI, DDQ, and Security Questionnaire without missing a beat.

Стислий огляд

https://catalogartifact.azureedge.net/publicartifacts/loopio.loopio_projects-02eb095c-b20c-4559-9f36-fa63369bc462/4d4e68db-5a19-425d-b238-458696bd972b_1.png
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https://catalogartifact.azureedge.net/publicartifacts/loopio.loopio_projects-02eb095c-b20c-4559-9f36-fa63369bc462/35f21856-de1c-4bab-93f7-2d9bc26710a9_LoopioAgentcopilotImages3.png