Official Content Hub

Take your Loopicon learnings back to your team with conference content and session resources.

Winning Over the Modern Buyer

Mark Roberge | Sr Lecturer, Harvard Business School & Former CRO, Hubspot

Modern Selling goes beyond sales teams, it’s about gaining alignment across the entire organization. In this keynote session, Mark discusses the challenges organizations face in the discovery process and how to put yourselves in the shoes of your buyer.

Driving Enablement That Matters

Elay Cohen | CEO & Co-Founder, SalesHood

In this keynote session, Elay Cohen shares valuable insights from his book Enablement Mastery. He’ll also share his expertise in the emerging discipline of enablement automation  — a field he pioneered in part during his eight years at Salesforce, boosting it from a $500 million company to an enterprise worth more than $3 billion

Keeping Track of Key Metrics in Your Response Process

Ellie Ransom | Solutions Consultant, Splash

Splash implemented Loopio to streamline the response process for RFIs, RFPs, and Security Questionnaires. Learn about the key KPIs they measure to assess the effectiveness of their response processes and how to leverage Salesforce dashboards to keep track of metrics that matter to your team.

Why Security Questionnaires Should Be a Part of Your Sales Strategy

Linda White | Director, Cyber Security, UiPath

This session touches on key topics around a security sales strategy: why you should have one, what Security Questionnaires have to do with it and how it can drive business growth. Hear specific examples of how Linda created a scalable Security Questionnaire response strategy.

Tips and Tactics to Maximize Efficiency when Responding to RFPs

Sarah Small, Team Lead, Solutions Architecture, Veracode
Rob Wunder, RFP Team Lead, IBM Watson Health Imaging

This discussion focuses on materials, strategies, and tactics that RFP teams can employ to help maximize their efficiency and enable their teams to turn responses around quickly. Discussion topics include organization, balancing workloads, operating as a lean team, and being able to pivot to the needs of various situations.

Winning Business: What You’re Not Doing Makes All the Difference

Hamish McKenzie | Co-Founder, McKenzie Pitch Partners

Unfortunately, what really matters in the RFP response process is often ignored. Hamish highlights the opportunity to increase your win rate by applying a unique framework to the response process that includes focusing on the buyer, adopting a solutions-oriented approach, and crafting a compelling story.

Land & Expand Loopio into Multiple Use Cases

Ben Chen | Senior Sales Engineer, Commercial Team Lead, Clari

Clari began using Loopio for Security Questionnaires, and now uses the platform for Business RFPs and Proactive Proposals. In this session, Ben offers his unique perspective on how Clari rolled Loopio out to different teams for different use cases.

Building a Culture of Collaboration

Christie Fitzgerald | Senior Solutions Consultant, Sprinklr
Amy Appleyard | SVP, Global Inside Sales, Carbon Black

Collaboration is a key element in the success of any organization. In this session, you will get insights into how Carbon Black and Sprinklr have mastered collaboration to make their sales teams more efficient and effective.

Building Teams and Processes for Scale

Eric Filowitz | Director of Sales Operations, Benefitfocus
Adam McHenry | Senior Operations Specialist, SimCorp
Szilvia Kovács | EMEA Bid Manager, Qualtrics
Deena Rini | VP, Retirement Plan Services, Oswald Financial

In this session moderated by Loopio’s Director of Customer Success, Sara Masson, panel speakers from organizations including Oswald Financial, Benefitfocus, SimCorp, and Qualtrics discuss the topic of scaling teams and processes, highlight best practices, and share their success stories.

The Flip Side: Understanding the Procurement Perspective

Omar Salaymeh | Executive Director of Client Success & Partner, Bonfire
Juli Smyth | Strategic Sourcing Specialist University Health Network
Sanja Cancar-Todorovic | Director, Strategic Relationships, Global Real Estate Management, Manulife

Featuring a panel of procurement professionals from organizations including Bonfire, the University Health Network, and Manulife, this session, moderated by Loopio’s CRO, Jafar Owainati, provides an inside look into the flip side of the RFP response process. Panelists discuss everything from trends they’re seeing in the response process to the rapidly evolving dynamic between issuer and responder.