CallidusCloud CPQ

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4.0 out of 5 stars

CallidusCloud’s CPQ (Configure, Price, Quote) maximizes deal revenue, protects margin and generates a professional proposal in seconds.

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Showing 34 CallidusCloud reviews
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CallidusCloud review by <span>Ross E.</span>
Ross E.
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A solid web-based solution that is not native to a CRM solution

What do you like best?

Compared to most systems, the back end of Callidus has proved to be easy to configure without coding. Additionally, only half of our team use CRM and so the web portal login without CRM reliance is a great time saver.

What do you dislike?

The integration is set to work best with Salesforce and this requires the Enterprise licence to allow 2-way API connectivity. As a Dynamics user, this integration is still ongoing with their team although I believe that it will be "out of the box" before the end of the year.

Recommendations to others considering the product

Allow time in your diary to analyse the structure of how you want to build the system from the ground up. Also ensure that you demonstrate your current system to Callidus during the sales process so that you know what you can configure and what will require the help of their paid professional services team. We were offered 3 half day remote workshops but have actually taken a day of onsite professional services support at our offices.

What business problems are you solving with the product? What benefits have you realized?

We have removed all server based solutions allowing remote access for our teams working around the world. The ability to create new reports that reflect our branding has saved about a day of sales time per week and the upcoming integration of Callidus with our CRM will save a further two days of manual updating our opportunities as projects progress.

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CallidusCloud review by <span>Juan P.</span>
Juan P.
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Verified Current User
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Callidus Cloud CPQ

What do you like best?

The flexibility of Callidus is great but that is only if the system has been set up accurately. I like the ability to add items in seconds as well as having the flexibility of multiple price lists. They system has worked well with Salesforce.

What do you dislike?

Support and project management teams. We've had multiple personnel changes during the initial set up to both CPQ systems. Training is dismal at best...I have asked for additional training and none is available. Callidus is so robust but without having the product knowledge is really hard to take advantage of the system.

Recommendations to others considering the product

Make sure the right project managers and Business Analyst are set in place.

What business problems are you solving with the product? What benefits have you realized?

Quoting has improved compared to our prior quoting tool. The flexibility of the system is great to have.

What CPQ solution do you use?

Thanks for letting us know!
CallidusCloud review by <span>S R.</span>
S R.
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Invitation from G2 Crowd on behalf of the vendor
Reviewed On

Senior Design Engineer ABB

What do you like best?

The people that I work with from Callidus.

What do you dislike?

I dislike not having a guide to help me find certain issues or errors that produce inaccurate data. But I inherited a project so maybe that is the issue for me. I also do not like the WorkFlow site. It is confusing at times and it does allow for spell check or adding screen shots like I can do with a simple email.

Recommendations to others considering the product

Before you go into any endeavor make sure you have a plan in place. If you are configuring a product I feel the best way is to use tables and the write rules to look up the values of the attribute that the user has selected. Tables make it much easier to maintain your configurator and to make changes than it would be if one wrote all sorts of complicated rules to build a particular configured product.

Also you must be willing to have a person commited to your project. This is not something that is a part time job. Not in the beginning at least. Why place such high importance on this if you are not will to have a dedicated person in place.

What business problems are you solving with the product? What benefits have you realized?

We a providing an Online Configuration of ABB Low Voltage Enclosed Starters. Having a configurator for customers and potential customers to use has greatly improved or visibility in the market and has significantly increased our enclosed starter Business

CallidusCloud review by <span>Zoe d.</span>
Zoe d.
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CallidusCloud Makes It Easy

What do you like best?

Everything is all in the same place, the layout is clean and simple to use. When issues had come up in the past the support was really helpful and quick to get us back on our feet. Not a lot of down time

What do you dislike?

Sometimes the website was a little clunky.

What business problems are you solving with the product? What benefits have you realized?

More people in our company now have access to different files. Easier to share files.

CallidusCloud review by <span>Jeffry S.</span>
Jeffry S.
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Invitation from G2 Crowd on behalf of the vendor
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Incredible Software. Wouldn't consider working without it.

What do you like best?

The software in incredibly flexible and intuitive. If you take the time to understand how data moves through your organization, this software can take your company to the next level without a doubt.

What do you dislike?

Nothing. It's brilliant. There is nothing that I currently see that I would say I dislike.

Recommendations to others considering the product

Understand how data moves through your business [intimately]. Involve your sales team, your marketing team, and your CFO - so you can get everyone's requirements and input. Keep your development team small so you avoid scope creep. Ensure that your IT people LISTEN to the sales and marketing team before they start programming. Have regularly scheduled progress/review meetings to ensure milestones are met and the direction is functionally correct.

What business problems are you solving with the product? What benefits have you realized?

This allowed my team to take the complex process of custom configuring our quotes from a laborious process to one that takes literally 10 minutes. In this economy - when time is of the essence, our sales professionals are the first one with a professional [and accurate] quote in the hands of our customers. We close more deals. We look more professional. We set our goals higher.

CallidusCloud review by <span>Matt K.</span>
Matt K.
Validated Reviewer
Invitation from G2 Crowd on behalf of the vendor
Reviewed On

Best In Class CPQ System

What do you like best?

In addition to the built-in Rules Engine in the Callidus CPQ application is a very powerful Iron Python Scripting system. Developers can utilize Iron Python to execute functionality beyond what is possible using the Rules Engine expression builder. This feature elevates the product from the field of competitors and provides virtually limitless development capabilities when building customer solutions.

What do you dislike?

There are few things that I dislike with the product but if forced to choose something I might prefer better integration with other products from the Callidus portfolio. For example, Callidus offers an excellent contract life cycle management application although the integration between this application CPQ could be improved such that quotes generated from CPQ could observe rules based on items currently under contract from a given customer. This can all be accomplished via the rules engine and scripting interface but better out-of-the-box integration between these two products would be ideal.

Recommendations to others considering the product

No other product matches Callidus CPQ in terms of price, extensibiity and breadth of features. We have thoroughly evaluated all CPQ products. The Iron Python scripting system puts CPQ over the top.

What business problems are you solving with the product? What benefits have you realized?

The primary business problem that we have solved is allowing customer to generate quotes that observe their contract terms. For example, our solutions provide for contract renewals, contract upgrades, migrations etc. This can be very difficult to accomplish in other systems but with Callidus CPQ we can do it quite easily. Many companies could benefit from the CPQ application, so the key is just making them aware of the possibilities.

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Kate from G2 Crowd

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