LoopUp switches to Platformed for an elevated RFP automation process and self-maintained knowledge base

Discover why LoopUp disconnected from its previous RFP management provider as it sought higher quality automated responses for its questionnaires, easier import/export and no more knowledge base management burden

The customer: About LoopUp

LoopUp enables multinational enterprises to consolidate the procurement and management of their global telephony service provision into a single, consistently managed cloud implementation integrated with Microsoft Teams. LoopUp replaces disparate implementations from multiple local carriers, simplifying global telephony and reducing costs. Through Microsoft Teams, LoopUp provides a flexible, unified experience for users, while future-proofing communications with a scalable, AI-enabled solution designed to meet evolving business needs.

The challenge: Finding a provider that could handle any document and deliver a self-maintaining knowledge base

As the top provider for country coverage on Microsoft’s Operator connect program and an unprecedented growing list of multinational customers, LoopUp was seeing an increasing need to more effectively manage its RFP process. Prior to signing with Platformed, LoopUp had been using a questionnaire automation tool but found it struggled to cope with importing and exporting documents in formats other than spreadsheets. This was particularly challenging for LoopUp as its teams often receive multiple documents in varying formats under one RFP.

Additionally, burdensome library management through LoopUp’s previous RFP management tool left the team with a bottleneck issue and little confidence that other team members would be able to locate the right answers to questions.

LoopUp needed a solution that would be able to accelerate and support its paper process in any format and provide its team with automated responses to questionnaires that are consistent, accurate, and high-quality. It also required a solution that would take the manual burden out of maintaining a library of facts - or knowledge base - that would be accessible, searchable, and user-friendly across multiple team members within its RFP project teams.

“Timing is everything within our deal cycles - not just turnaround times for our prospects but also the amount of time our teams are stuck doing admin when we could be fostering relationships with those prospects.

"We already took the step to automate our RFP process, but we really struggled with the limitations on importing and exporting in multiple document formats. We also became bottlenecks within our own teams because it was so difficult to find specific information within our fact library. It became a huge headache for us.”

Allison Vose, Sales Director, LoopUp

The solution: Platformed selected by LoopUp to elevate its RFP process

Following a successful pilot, Platformed was selected by LoopUp as its partner of choice to deliver high-quality automated questionnaire responses, and a self-maintained AI-powered knowledge base.

Through Platformed Respond, the AI-powered questionnaire platform, LoopUp has been able to respond to RFPs in a fraction of the time previously spent. With no complicated migration required to move over from its previous provider, Platformed’s knowledge base product, Platformed Graph, has tapped into LoopUp through historical questionnaires, policy documents, certifications, and other sources of truth.

LoopUp now has access to an ever-learning and automatically maintained knowledge base that feeds into Platformed Respond and generates consistent, high-quality, and accurate responses.

“Being able to respond to an RFP or a security questionnaire without doing a ton of manual work to re-answer the same questions in a different way, and not having to spend countless amounts of time just getting a questionnaire loaded into the system has been a breath of fresh air.

"We originally looked into Platformed to elevate our RFP process, but we can see a lot of use cases for the facts it generates via its knowledge base internally too.”

Allison Vose, Sales Director, LoopUp

Through Platformed, LoopUp is also able to access features such as ‘Ask Question’. This allows its team to ask individual ad-hoc questions, and receive immediate and precise answers without spending time searching through internal documents or relying on internal subject matter experts. Built into the existing Platformed Graph infrastructure, this feature taps into the extensive knowledge Graph holds about an organization and delivers insightful responses in seconds.

“Reducing employee administration and optimizing productivity has been a huge focus for LoopUp, helping us achieve triple digit growth as we scale. With Platformed, we’re most excited about enabling more users across the business to access facts, easily searching and finding answers to accurate information without relying on other internal subject matter experts.

"We’re finding more ways we can use the knowledge base internally, and it’s great to be working with a team that is so receptive to ideas on how we can use and shape the product.”

Marcus Greensit, Chief Operating Officer, LoopUp

With information uploaded to Platformed Graph, a trust center was generated through Platformed Showcase for LoopUp in less than a day to allow its compliance team to establish trust with prospects from day zero. Platformed Showcase is auto-generated based on uploads and edits to Platformed Graph, relieving LoopUp’s internal teams of onerous administrative tasks to manually maintain a single source of truth.

“I’m really pleased we’ve found a solution that helps reduce the administrative burden on our commercial team allowing them to do the things they’re most passionate about - building relationships and giving our customers and prospects what they need, when they need it.”

Michael Hughes, Co-Chief Executive Officer, LoopUp

Interested in learning more about Platformed and our product suite?Check out our demo for Respond, and explore more of our features

The product: Platformed Respond and Platformed Showcase

Platformed Respond automates RFPs, RFIs, DDQs and SAQs - in whatever format they come. Get onboarded in less than a day:

• Accelerate your paper process - Import and export data and questionnaires in any format. Spreadsheets (e.g. Excel and CSV), documents (e.g. Word and PDF), online portals (e.g. OneTrust). If you find something Platformed can’t automate, our support team will handle it for you
• Automated, consistent, and high-quality responses - Fully automate your questionnaire responses while retaining control over word count, tone, and format. Save core responses for information that is unlikely to change (e.g. key business information and specific signed-off wording). Assign, notify, collaborate, and report with multiple teams within the platform
• Self-maintained and searchable knowledge base- Search and respond to full questionnaires or one-off questions with information that never goes out of date. Platformed plugs into multiple sources of truth and continuously learns while providing a comprehensive evidence trail

Interested in learning more about Platformed and our product suite?Check out our demo for our trust center, Showcase, and explore more of our features

Platformed Showcase is a trust center that puts you on the front foot, building trust from before the first conversation, demonstrating your trust credentials to current and future customers and partners

• Ready in less than a day and fully synchronised with automatic updates - Showcase is built using Platformed's powerful knowledge library, Graph. Content is auto-generated, keeping the work off your plate. As your business evolves, Showcase will draft updates to your trust center so it’s always accurate
• Self-service standard information and lock down access if needed - Allow your customers to self-service information and documents. With built in NDAs and approval workflows, your customers and prospects can access the documents they need
• Customizable and hosted on your own domain- Automatically generated does not mean cookie-cutter - attach custom JS/CSS, customize to match your brand identity, and host on your own subdomain. Your internal teams can review all content and changes before they are published to ensure complete accuracy
• Subprocessor management made easy - Point your customers to a live list of subprocessors

Trusted by innovative brands globally, Platformed is your integrated toolkit to navigate procurement and risk management processes. Platformed automatically builds and maintains a live graph of trust information about your organization, and empowers your team to showcase your trust credentials, respond to trust enquiries, and build trust with enterprises faster than ever before.

If you sell to enterprise organizations and have to balance multiple RFPs and questionnaires per month, Platformed can help to put your procurement pains to bed. Sign up for a demo with our team of experts, or get in touch to find out more.