Candybox CRM Solutions Reviews & Provider Details

I brought them in to deploy a homegrown CPQ to an underdeveloped SFDC instance. We were launching new pricing and packaging in 3 months time. I needed to deploy contract management, products and price books, quoting functionality, updated opportunity management, and an updated Celigo netsuite integration. Not only did we meet that deadline, but they were with us every step of the way from testing to deployment and for the weeks after as we tackled individual adjustments to a complex deployment to a 100+ GTM team. I kept them on retainer for a year, as a critical augment to my RevOps team. Review collected by and hosted on G2.com.

Be clear about the problem(s) you're trying to solve and what the business value is to that solution. The more they know about what success looks like for you and your team, the better their proposed solution(s) will be. Review collected by and hosted on G2.com.

CandyBox helped my organization implement Service Cloud and migrate a 25-year-old company from Dynamics to SFDC. They also built automation that improved our lead routing from HubSpot and a custom territory management solution for our global teams. Review collected by and hosted on G2.com.

Mark and team really are excellent partners to work with. They bring an amazing skillset to the table and have truly been one of the best resources I could have ever hoped to have and get the pleasure to work with. They have been able to handle any and everything we have thrown at them and even handled me challenging their ideas or processes in such a collaborative way and honestly helped make me better at my job at the same time. They will always be a resource I would recommend to anyone looking for any help or guidance. Review collected by and hosted on G2.com.

Candybox helped us completely revamp our entire Opportunity process along with our own custom CPQ like solution without having to actually purchase Salesforce CPQ. The solution has been so clean and elegant while also maintaining a scalable structure that will allow us to continue to grow and improve our process without having to continually rebuild or reimplement processes. We are also a very small team and they have been an amazing resource for extra bandwidth as well as a trusted resource to collaborate with on how we want to continue to grow and ways to implement our processes while following best practices. Review collected by and hosted on G2.com.

With candybox, we are able to outsource our salesforce projects and save that time to focus on other projects. Mark proactively suggests improvements to our salesforce instance, and always replies extremely quickly when we have questions or new requests. I find their communication super clear and they often send video demos to ensure we know what changed and how. It's very comforting knowing we can trust their work and that they'll reply quick Review collected by and hosted on G2.com.

The team is talented and quick to respond. Highly flexible and accomodating. You don't need to wait a month if you need to adjust scope or priorities. Review collected by and hosted on G2.com.

The team has been assisting us with several projects with Salesforce Service Cloud as well as an integration with Stripe. Review collected by and hosted on G2.com.

For larger, complex projects the Candybox team is our go-to Salesforce partner. From complex integrations to helping support new product offerings, they not only help build the solution but also offer insightful feedback on how to improve the original vision and provide great thought leadership on best practices and implementation. Review collected by and hosted on G2.com.

The team brings a wealth of experience working with B2B SaaS companies, which was evident throughout our projects. Their strong business understanding allowed them to provide insightful, practical solutions that were efficient without being overly complex. Communication was consistently prompt and clear, making the entire process smooth and straightforward. Beyond their technical expertise, the team was personable and adaptable, making them a pleasure to work with. Review collected by and hosted on G2.com.

Our team is lean and we needed the extra bandwidth to help with ongoing (and new) projects. Review collected by and hosted on G2.com.

Cody Camarasana with Candybox CRM Solutions helped us set up a new flow to help automate contact record updates based on super specific, in-app activity criteria and was incredibly knowledgeable, patient, and great at helping us troubleshoot the existing flow and correct it based on our needs. 15/10 would highly, highly recommend Cody for help with any SFDC needs. Review collected by and hosted on G2.com.

We brought in Candybox to support one of our portfolio companies in rearchitecting their Salesforce instance to support their long-term strategy. With their support this company now has a robust instance of Salesforce that gives the GTM teams the tools they need to succeed. Personally, we know that the system will output correct reporting and analytics. Review collected by and hosted on G2.com.

We turned to Candybox to help our fast growing team keep on a steady path through systems & operations support. The Candybox team has been the perfect partner to us - serving as a thought leader with best practices, adjusting to our unique needs, working diligently & quickly, and super responsive on all accounts.

100% recommend Candybox. Review collected by and hosted on G2.com.