Candybox CRM Solutions Reviews & Provider Details

We use Candybox CRM Solutions as a Salesforce and RevOps consulting partner. They always make thoughtful updates, provide recommendations about our current needs, and bring background knowledge from what they've seen work at other organizations. I've really appreciated how they take our day-to-day questions/requests, boil it down to identify core issues, and put solutions into action quickly. They're responsive, flexible, and I feel like they are truly invested in our success, which is not always the case when working with external partners. Personally, I recently joined and Candybox played a big role in my onboarding, taking time to walk me through what they've built, and answering all my questions as I ramped. Review collected by and hosted on G2.com.

Any challenges we've faced are really a result of the fact that Candybox is outside of our day to day operations, which can limit their view on the full picture. It then falls on us to facilitate and prioritize what's most important. But they've done a great job supporting as we evolved and are bringing on new team members to work directly with them. Review collected by and hosted on G2.com.

My favorite thing about Candybox CRM Solutions is that they are not just order-takers; they are true thought partners. They lean into the role of being a consultant, putting extensive research and reasoning behind the solutions they offer. This gives me confidence that we are building the best possible version of CRM for our business needs. Review collected by and hosted on G2.com.

Consultants are never a perfect replacement for full-time staff. Thus, they don't have the time or resources to interact with all of our internal stakeholders as a full-time team member would. This is less of an indictment specifically on Candybox CRM Solutions, and more of an outcome of the circumstances. Review collected by and hosted on G2.com.

The Candybox team is deeply invested in the success of their clients. They’ve been true partners to us -professional, kind, and collaborative throughout our engagement. It’s clear they care not just about delivering on requests, but about helping the businesses they support grow. Review collected by and hosted on G2.com.

This isn’t a reflection of Candybox’s work, but rather a natural limitation of working with an external partner: there’s always a degree of distance that makes it harder to fully integrate into the day-to-day. That said, Candybox has laid a solid foundation for our next chapter. Review collected by and hosted on G2.com.

They feel like an extension of your internal team. Mark and the crew were super easy to work with — friendly, flexible, and very responsive (usually within an hour). They knew Salesforce inside and out, and didn’t just execute tasks — they contributed to the bigger picture. We tested new features in sandbox, pushed changes live, and they made sure it was all done cleanly and thoughtfully. Review collected by and hosted on G2.com.

If I had to name one thing, it’d be clearer communication around timelines. Work got done at a solid pace, but sometimes it was hard to know when exactly a feature or fix would go live. Nothing major — just think more structured timelines would help with team alignment. Review collected by and hosted on G2.com.

I have hired Candybox twice now. They are phenomenal team with grounded, pragmatic Salesforce professionals who aim to understand the needs. Working with Mark and Cody has been a force accelerator for my initiatives in 2024. It is their focus and accessibility that ensures they build functionality that meets the needs of the business where it is, and ensures the scalability in where it needs to go. I highly recommend them to any GTM leader needing a serious boost to their tech stack management. Review collected by and hosted on G2.com.

There is not much to say here. If there were material reasons to be concerned about Candybox I would not have hired them twice at two different organizations. Review collected by and hosted on G2.com.

Katherine, Mark, and CandyBox team are thoughtful, engaging solution partners. Unlike other agencies, I never feel like I'm working against the clock. They take the time to understand the processes behind the build and recommend solutions that are aligned with my organization's goals and aspirations.

During our Service Cloud implementation, they met with each of the service teams to understand how they use their current CRM, how they wish they could use their CRM, and the ways in which each team interact with the other. Ultimately, their recommended solution was comprehensive and improved communication and interaction within the service org and also between service and other SFDC user groups, like sales and finance. Review collected by and hosted on G2.com.

There weren't any downsides to working with CandyBox. We had a limited budget, limited resources, and a few large projects that we needed help with. CandyBox worked with what we had and provided a solution that fit our budget, met our timeline, and far exceeded our expectations. Review collected by and hosted on G2.com.

Almost every session that we had with Candybox/Mark resulted in us learning new key things about how we structured our Hubspot architecture and/or how we prioritized next steps for the project. From working with Candybox I liked best that we were able to get so much value from each meeting, especially considering that the project was on such a tight timeline. Review collected by and hosted on G2.com.

Don't have any notable dislikes about Candybox. Was a great consultant experience. Review collected by and hosted on G2.com.

The seamless integration into our day to day workflows. ex. Slack, email, meetings, etc. As well as their expertise and timely problem solving solutions. Review collected by and hosted on G2.com.

None, Candybox has been a significant boost to our scalability. Review collected by and hosted on G2.com.

What we like best about Candybox CRM Solutions is their proactive and thoughtful approach. Mark and Cody didn't just implement requested changes. They actively provided valuable insights, explained implications clearly, and ensured every modification enhanced our existing Salesforce processes without upselling or unnecessary add-ons. Their responsiveness and expertise made them a pleasure to work with. Review collected by and hosted on G2.com.

Our only regret was that we weren't able to start with them sooner. Review collected by and hosted on G2.com.

Mark, Cody, and Brent have all been phenomenal to work with. I have continually been impressed with the solutions they have come up with to solve our problems and they have been such supportive and collaborative partners in every aspect. I fully trust any input or suggestions they have because they have proven to me that they really are a best in class resource. Review collected by and hosted on G2.com.

There isn't anything negative I have to say about Candybox. They have all been absolutely lovely to work with and I would work with them again over and over. Review collected by and hosted on G2.com.