Loopio
17 Case Studies
A Loopio Case Study
Clari, a revenue operations platform used by hundreds of sales, marketing, and customer success teams, was overwhelmed by a surge in security reviews—receiving 120 security questionnaires per quarter that totaled about 5,000 questions. With data scattered across systems and response times of 1–2 weeks, Clari needed a single source of truth, faster first drafts from Sales Engineering, and a way to shorten sales cycles. To address this, Clari implemented Loopio’s response software and Library.
Loopio centralized Clari’s security knowledge into one Library, provided a collaborative workspace, and auto-suggested answers so SEs could produce accurate first drafts; the platform was live in about one week. The results speak to measurable impact: Clari now answers questionnaires 7x faster (from ~2 weeks to ~2 days), saves roughly 500 hours per quarter, enables SEs to be 90–95% accurate, reduces CISO involvement, and scales the response process—helping close deals faster with Loopio.
Ben Chen
Sales Engineering Manager, Commercial Team