At a glance
Between the complexities of its pricing structure and Callidus CPQ, the internal admin team at KIO Networks was unable to effectively maintain their systems. This often led to low adoption rates, incorrect data, and inefficiency.
Callidus CPQ: Prior to utilizing Salesforce CPQ, KIO Networks used Callidus CPQ, which was too complex and expensive to maintain. Callidus required them to purchase additional professional services to make changes or updates. Complex Pricing: KIO Networks suffered from a complex pricing structure, which required a lot of time and energy to maintain correctly.
About KIO Networks
KIO Networks is based out of Mexico and is a leader in infrastructure and mission-critical information technology services. The company has 15 years of experience in the industry providing innovative, creative, and integral solutions for its customers. It guarantees the highest availability, scalability, security, and redundancy of the systems and infrastructure. KIO Networks currently has 31 data centers across Mexico, Latin America, the Caribbean, and Europe.
Headquarters: México, Ciudad de México
Data Preparation and Storage: To ensure no data was lost in the transition from Callidus CPQ to Salesforce CPQ, we exported all necessary data. Afterward, the data was cleaned and organized before uploading. Salesforce CPQ Implementation: To help meet KIO Network’s exact needs, we implemented Salesforce CPQ and configured multiple user profiles, product bundles, nested bundles, configuration rules, product validation rules, selection rules, approval rules, approval chains, and more. Multilingual Department Generation: We developed multiple Visualforce templates in English and Spanish, which guarantee uniform, marketing-approved quotes and emails are generated each time. DocuSign Integration: We implemented an integration between Salesforce and DocuSign, which allows KIO Networks to gather signatures while keeping all data stored in Salesforce. Training: In order to ensure the internal admin team at KIO Networks felt confident using the new system, we provided a custom orientation course.
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