Migration Guide · Sales Enablement / RFX
A practical playbook for moving proposal work from Loopio or Responsive to PYRAMYD, where each RFP is answered from your product's data, your answer library, and your battlecards. Library port, CRM integrations, the parallel run, and the timeline.
Why teams move
Loopio's 2026 RFP Response Trends & Benchmarks Report (more than 1,500 teams): the average win rate is 39%, the average RFP takes 33 hours, and almost 80% of teams have used generative AI. PYRAMYD drafts from your product's data, your answer library, and your battlecards.
Source: Loopio · 2026 RFP Response Trends & Benchmarks Report (7th annual).
What you get
| Part of the job | In PYRAMYD |
|---|---|
| Response substrate | Drafts drawn from your Answers library, your product's features and evidence in the graph, and the competitive angles in your battlecards |
| Library maintenance | The Answers library flags stale, duplicate, or conflicting entries; drafts are made from the graph each time you run Fill with APEX |
| Competitive context in responses | Same graph · the matched feature, your product's evidence, relevant reviews, and your battlecards' competitive angles feed each draft |
| Time per RFP | Every requirement is extracted and matched to a capability, and Fill with APEX drafts an answer for each |
| Reviewer audit trail | Assign each requirement to a reviewer with a due date and a review chain; each row shows when it is approved |
| CRM push | Salesforce and HubSpot connect to PYRAMYD; drafted answers stay in PYRAMYD and are not pushed to the CRM |
| Annual contract value | Published per-seat prices: Starter is Workspace plus one hub you choose; Growth and Enterprise add all four hubs, with live prices on the pricing page |
For Loopio itself, side by side with PYRAMYD and every fact sourced and dated, see PYRAMYD vs Loopio.
The timeline
Assumes existing Loopio (or Responsive) deployment with 5-8 active RFPs at any time, a typical Salesforce + Highspot integration footprint, and a 3-5 person proposal team.
Week 1 · Discovery
Week 2 · Library port
Week 3 · First parallel RFP
Week 4 · Cutover + Loopio sunset
Migration FAQ
No. There is no Loopio importer, so you export your library as CSV, Excel, or JSON and upload it to the Answers library, with our help. Your approved answers ground every AI-drafted RFP answer; each draft also draws on your product's features and evidence in the graph and the competitive angles in your battlecards.
Same migration pattern. Same import path. Same Salesforce, HubSpot, Highspot, and Seismic connectors. The same playbook applies.
Loopio drafts from your approved content (see /vs/loopio). PYRAMYD drafts from your product's data and evidence in the graph, your answer library, and your battlecards. On questions that span a whole document collection, Microsoft Research's GraphRAG paper found graph-built answers more comprehensive than vector search in 72-83% of head-to-head comparisons. We've covered the substrate argument in our Sales Enablement / RFX blog post.
Three metrics: (1) time per RFP — Loopio's 2026 benchmark puts the average at 33 hours; measure yours from day one. (2) RFP completion rate — a QorusDocs survey found companies leave about 20% of the RFPs they receive incomplete; that share should fall. (3) Win rate on submitted RFPs — Loopio's 2026 benchmark puts the average at 39%; compare yours at day 90.
It does not have to. The time saved on first drafts can go into higher-margin work — more strategic RFPs in the pipeline, better win-loss analysis, more time on the deal-stage briefing your AEs actually need.
Book the 30-minute migration call. We'll review your Loopio deployment, scope the library port, confirm CRM compatibility, and set the cutover date.