# Candybox CRM Solutions Reviews **Vendor:** Candybox CRM Solutions **Category:** [Salesforce Consulting Services](https://www.g2.com/categories/salesforce-consulting-services) **Average Rating:** 4.9/5.0 **Total Reviews:** 47 ## About Candybox CRM Solutions Candybox is a team of experts focused on helping simplify the complexities of CRM and your extensible technology platforms. We have years of experience in B2B Salesforce & offer deep operating expertise and wisdom to help you do RevOps the right way. - Extensive experience advising business to business companies from founder-led startups to the enterprise with a focus on technology verticals including, but not limited to traditional SaaS, eCommerce, martech, fintech and edtech. - Our priority is delivering the highest quality of experience advising tomorrow's RevOps needs today. We aspire to feel like a natural extension of your team that seamlessly adapts day to day as your business evolv - Candybox grows with you. Specialty expertise in org migrations and mergers and acquisitions (M&A) from varying CRM platforms. Repeated success with end to end reimplementations. Our Salesforce expertise spans products such as - Sales Cloud - Service Cloud - CPQ - Experience Cloud - Slack - AppExchange Development & Integrations We also regularly support and understand how to integrate with common tools such as - HubSpot - Chili Piper - Outreach - Clearbit - Gainsight - Ironclad - SurveyMonkey - Chargebee - Sage Intacct - Netsuite ## Candybox CRM Solutions Pros & Cons **What users like:** - Users value the **expertise and proactive support** of Candybox CRM Solutions, enhancing their Salesforce experience effectively. (8 reviews) - Users commend the **effective problem-solving** skills of Candybox CRM Solutions, enhancing collaboration and support throughout the process. (8 reviews) - Users value the **proactive problem-solving** of Candybox CRM Solutions, ensuring effective solutions and enhancements to their processes. (8 reviews) - Users commend Candybox CRM Solutions for their **responsive partnership** , showcasing genuine investment in client success and collaboration. (7 reviews) - Users value the **thoughtful and responsive support** from Candybox CRM Solutions, enhancing their success and onboarding experience. (6 reviews) - Users praise the **helpful support** from Brent and Mark, noting their professionalism and genuine interest in client goals. (5 reviews) - Knowledge (5 reviews) - Users highlight the **excellent support responsiveness** of Candybox CRM Solutions, appreciating their proactive and knowledgeable team approach. (5 reviews) - Users appreciate the **expert consulting services** of Candybox CRM, enhancing processes and offering collaborative support. (4 reviews) - Knowledgeability (4 reviews) **What users dislike:** - Users find the **premium pricing** of Candybox CRM Solutions to be quite high, complicating budget approvals. (1 reviews) - Users find the **premium pricing tier quite high** , necessitating extensive budget negotiations for approval. (1 reviews) ## Candybox CRM Solutions Reviews ### 1. Responsive and Adaptable Salesforce Partner **Rating:** 4.5/5.0 stars **Reviewed by:** Angie I. **Reviewed Date:** February 02, 2026 **What do you like best about Candybox CRM Solutions?** 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. **What do you dislike about Candybox CRM Solutions?** 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. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Candybox CRM Solutions helps with Salesforce admin, configuration, and GTM systems optimization, supporting revops growth. They provide historical context, making thoughtful updates and recommendations as we evolve. They're responsive, flexible, and invested in our success, translating requirements into practical solutions quickly. ### 2. Candybox CRM Solutions makes rev ops easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew R. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2025 **What do you like best about Candybox CRM Solutions?** 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. **What do you dislike about Candybox CRM Solutions?** 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. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Candybox CRM Solutions is helping us keep up with the ever-changing needs of our internal stakeholders. They listen, consult, and execute upon our numerous needs for updates, enhancements, and bug fixes in our CRM. This benefits us by providing more reliable and consistent support to the sales team, which helps speed up the sales cycle and execute contracts as seamlessly as possible. ### 3. Great expertise and partnership **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 02, 2025 **What do you like best about Candybox CRM Solutions?** 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. **What do you dislike about Candybox CRM Solutions?** 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. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Candybox has served as our primary Salesforce and Sales Ops partner for several years, supporting everything from data infrastructure to quote and product configuration to process automation. When I joined <3 months ago as our first internal RevOps hire, I was genuinely impressed by how far the business had scaled without a dedicated in-house Sales Ops function. That’s a real testament to the work Candybox has done. They've been instrumental in keeping our revenue engine running, especially in the absence of internal ownership. ### 4. A responsive, knowledgeable Salesforce partner you can actually rely on **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** June 02, 2025 **What do you like best about Candybox CRM Solutions?** 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. **What do you dislike about Candybox CRM Solutions?** 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. **Recommendations to others considering Candybox CRM Solutions:** If you’re looking for a true partner who brings both technical skills and practical strategy, they’re a strong choice. Just make sure to set expectations early around deliverables and timing, and you’ll be in great shape. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** We brought Candybox in to help with Salesforce architecture, lead flow optimization, and CRM process automation across marketing and sales. As a Marketing Ops lead, I leaned on them heavily to implement flows, improve campaign tracking, and support cross-functional rollouts. Their technical know-how and strategic thinking helped me move faster and build smarter. ### 5. Brilliant Salesforce Partners **Rating:** 5.0/5.0 stars **Reviewed by:** Kay D. | Senior Manager, Sales Operations, Information Services, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2025 **What do you like best about Candybox CRM Solutions?** 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. **What do you dislike about Candybox CRM Solutions?** 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. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** 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. **Official Response from Mark Spellman:** > Unbelievably kind words Kay, thank you so much. This project was truly an example of maximizing the capabilities of the Salesforce platform to not only fulfill functional "CPQ" requirements, but provide reps an UX they can actually work with. The work we did here evolved naturally into a template for us, and we're capable of getting this package into orgs in about a day so that new SaaS companies starting on their Salesforce journey have accurate bookings and line items from day 1. ### 6. Resourceful, Reliable, Thoughtful - Everything You Want in a Consultant! **Rating:** 5.0/5.0 stars **Reviewed by:** Vaheh H. | Ops Leader, Mid-Market (51-1000 emp.) **Reviewed Date:** January 15, 2025 **What do you like best about Candybox CRM Solutions?** 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. **What do you dislike about Candybox CRM Solutions?** 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. **Recommendations to others considering Candybox CRM Solutions:** 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. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** 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. **Official Response from Mark Spellman:** > You're too kind Vaheh, really! Appreciate this review so much. Love the callout about just explaining the business challenges you're trying to solve and how we come back with great solutions. ### 7. Effective and Efficient Problem Solving for Critical Business Challenges **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2025 **What do you like best about Candybox CRM Solutions?** 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. **What do you dislike about Candybox CRM Solutions?** Don't have any notable dislikes about Candybox. Was a great consultant experience. **Recommendations to others considering Candybox CRM Solutions:** Working with any consultant is always an investment of both time and money; however, if you value your company's CRM setup and use, Candybox CRM Solutions is definitely a great option. From our experience I would recommend Candybox for anyone who is looking to scale up their company through the assistance of a CRM. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Candybox CRM Solutions, specifically through Mark's expertise, addressed several critical challenges we faced. Primarily, we had multiple teams using the Sales Enterprise version of HubSpot, but we lacked a cohesive strategy and the technical know-how to leverage its full potential. For the specific project we worked on, there were constraints with what software could be purchased/what resources were available. Mark was great at helping us to come up with a customized setup that worked within these constraints and also at adapting the approach we used as the project developed. I honestly don't think we would have been able to set up our system half as well as we did without Mark's guidance. **Official Response from Mark Spellman:** > Wow! This review made my day. Really appreciate the kind words and the shoutout. It's been pretty awesome to see our work together actually be a needle mover for overall GTM performance and executive reporting clarity. ### 8. Candybox - Order Operations / Deal Desk **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** April 15, 2025 **What do you like best about Candybox CRM Solutions?** The seamless integration into our day to day workflows. ex. Slack, email, meetings, etc. As well as their expertise and timely problem solving solutions. **What do you dislike about Candybox CRM Solutions?** None, Candybox has been a significant boost to our scalability. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Brent V. has been our Candybox consultant for the duration of my team here at Ironclad (1 year) and his help has significantly helped us continue to scale and grow our quote to cash operations. Brent has helped us in a multitude of areas to include pricing rule calculations, CPQ and opportunity automation, troubleshooting process flow errors, and the backfilling of incorrect data debt. Brent and Candybox have allowed us to move from a functioning CRM where most processes were manual to a pro-active, scalable and automated workforce. ### 9. Streamlined Quoting Made Easy by Candybox Team **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about Candybox CRM Solutions?** 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. **What do you dislike about Candybox CRM Solutions?** Our only regret was that we weren't able to start with them sooner. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Candybox CRM Solutions addressed our inefficient and error-prone manual quoting process in Salesforce. By building a streamlined, automated quoting system within our existing Salesforce subscription, they eliminated errors and significantly reduced the time needed to generate quotes. This has greatly improved our operational efficiency, reliability, and overall accuracy, benefiting us by enabling faster, more dependable business operations. **Official Response from Mark Spellman:** > Thank you so much for the call about providing valuable insights! Working through your business challenges is always our priority. Our project was another outstanding win for giving an org exactly what the need without the weight of a big CPQ implementation. ### 10. Excellent Partner & Resource **Rating:** 5.0/5.0 stars **Reviewed by:** Melinda R. | Senior Manager of Revenue Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** November 07, 2024 **What do you like best about Candybox CRM Solutions?** 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. **What do you dislike about Candybox CRM Solutions?** 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. **Recommendations to others considering Candybox CRM Solutions:** 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. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** 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. **Official Response from Mark Spellman:** > Appreciate your awesome review for us Melinda! I personally enjoyed our collaborative sessions on how to design certain processes and features down to the field level! Getting to work with such a powerhouse Salesforce expert like yourself only made the end solutions that much better. ### 11. Incredible responsive and reliable **Rating:** 5.0/5.0 stars **Reviewed by:** Bridget M. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2025 **What do you like best about Candybox CRM Solutions?** Responsiveness, quality of work, attention to detail, proactive suggestions for improvements **What do you dislike about Candybox CRM Solutions?** Nothing that I can think of, they have been great **What problems is Candybox CRM Solutions solving and how is that benefiting you?** 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 **Official Response from Mark Spellman:** > Thank you Bridget!! I really aspire to not just be a reactive partner, but one that helps you clear obstacles before you even know they exist. ### 12. An Excellent Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Jack Z. | GTM System Architect / Salesforce Architect, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2025 **What do you like best about Candybox CRM Solutions?** Their ability to listen, offer multiple solutions, deliver quality solutions, and partner with. **What do you dislike about Candybox CRM Solutions?** I have worked with many CRM consulting firms and Candbox is one of the only ones I have nothing I dislike. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Cadybox CRM Solutions help us solve complex Salesforce platform and CPQ problems that enable us to deliver quality solutions quickly. They understand our business needs and are very pleasant to work with. ### 13. Fantastic Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Chris A. | GTM Operations - SQUIRE Technology, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2024 **What do you like best about Candybox CRM Solutions?** The team has been there and seen it already. Its been a pleasure working with the team like Nicolas and Mark. Nicholas has been able to provide massive value by helping the team enhancing our quote to cash process as well as consolidating and optimizing Service Cloud automation flows. One huge, positive distinction of the team is to accomodate our internal support procedures such as using Asana for support and feature requests. **What do you dislike about Candybox CRM Solutions?** My only area of feedback is around resource utiliztion. Because we are held to a set amount of hours on a monthly basis, I don't always have visibility into how much time my team has used. Now this could be because I am not the billing contact but it would be helpful. I should be fair to point out that I haven't needed to ask. **Recommendations to others considering Candybox CRM Solutions:** 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. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** The team has been assisting us with several projects with Salesforce Service Cloud as well as an integration with Stripe. **Official Response from Mark Spellman:** > Thank you so much for this Chris! Candybox is really focused on the quality of experience and speed of delivery. Being able to quickly adapt to the needs of the business and not getting dragged down in the minutiae of line by line SOWs is what we're about. ### 14. Not Just Consultants - Thoughtful & Resourceful Partners **Rating:** 5.0/5.0 stars **Reviewed by:** Ian C. | Sr. Manager, Global Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2024 **What do you like best about Candybox CRM Solutions?** Their output is consistent, and the team is very knowledgable and responsive. They are also just good people in general, which helps make some of the more tedious projects "fun" to work on. **What do you dislike about Candybox CRM Solutions?** Nothing comes to mind, they are great partners. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** 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. ### 15. Excellent group of consultants! **Rating:** 5.0/5.0 stars **Reviewed by:** Stacey I. | Salesforce + Connected Tech Admin, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2024 **What do you like best about Candybox CRM Solutions?** Open, clear communication. Prompt actions/resolutions. Attentiveness. **What do you dislike about Candybox CRM Solutions?** We initially had a couple of hiccups with documentation not being produced, but once we communicated our expectations, this was resolved. **Recommendations to others considering Candybox CRM Solutions:** 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. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Our team is lean and we needed the extra bandwidth to help with ongoing (and new) projects. **Official Response from Mark Spellman:** > Thank you Stacey! Really happy to hear we're able to combine both subject matter expertise with some personality along the way. You're a pleasure to work with too! ### 16. Super knowledgeable, patient, and helpful! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica R. | Partner Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 25, 2024 **What do you like best about Candybox CRM Solutions?** They're responsive, helpful, knowledgeable, patient, and all around great to work with! **What do you dislike about Candybox CRM Solutions?** There's nothing that I've encountered so far that I dislike. They're amazing. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** 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. **Official Response from Mark Spellman:** > Thank you so much Jessica! Cody is an powerhouse, so glad you had the opportunity to work with him. I'm fortunate enough to every day! ### 17. Great partners to have in your corner! **Rating:** 5.0/5.0 stars **Reviewed by:** Chiraag K. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2024 **What do you like best about Candybox CRM Solutions?** There are a lot of Salesforce consultants, but what I like most about Candybox is how they take the time to understand the business - the workflows, processes, and teams - to help craft a solution that fits our needs. They are true thought partners and don't require a structured list of requirements. I gave them a high level set of objectives and they were able to translate that into tactical technical updates. **What do you dislike about Candybox CRM Solutions?** Can't think of anything. They truly are great partners and lovely people to work with. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** 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. **Official Response from Mark Spellman:** > Really appreciate this feedback, Chiraag! I always say the technology is the easy part of Salesforce work and the real challenge is truly understanding the people and process needed to run successful companies. So I couldn't be happier to see you call this out as a strength of ours! ### 18. Great experience with Candybox **Rating:** 5.0/5.0 stars **Reviewed by:** Greg B. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 16, 2024 **What do you like best about Candybox CRM Solutions?** Responsiveness and consultative approach. **What do you dislike about Candybox CRM Solutions?** There's nothing I dislike about Candybox. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** 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. ### 19. Thorough and detailed. Candybox is great! **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle S. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 21, 2024 **What do you like best about Candybox CRM Solutions?** I have primarily worked with Brent and he is awesome. Not only has he solved every issue that I have brought to him, he explains everything in detail so that I can edit the flows on my own. **What do you dislike about Candybox CRM Solutions?** Candybox has been great. I have no complaints. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Candybox has helped us create multiple workflows thus creating efficiencies for our team. ### 20. Brilliant! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services **Reviewed Date:** October 17, 2024 **What do you like best about Candybox CRM Solutions?** Brent and the Candybox team are flow masters and do a fantastic job of listening and troubleshooting as well as taking into consideration longer term strategic considerations. **What do you dislike about Candybox CRM Solutions?** Nothing comes to mind. The experience has been positive. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Brent and the Candybox team are flow masters and do a fantastic job of listening and troubleshooting as well as taking into consideration longer term strategic considerations. ### 21. Best partnership, knowledge, and implementation for a growing startup **Rating:** 5.0/5.0 stars **Reviewed by:** Diane J. **Reviewed Date:** February 01, 2024 **What do you like best about Candybox CRM Solutions?** Partnership, implementation, and proactiveness have been unrivaled. **What do you dislike about Candybox CRM Solutions?** N/A - only been a great experience so far **What problems is Candybox CRM Solutions solving and how is that benefiting you?** We've worked with Candybox CRM since our seed stage, and have continued working with them to today (Series B). Throughout the way, Candybox has been unrivaled in their partnership and adaptability, as well as scrappiness. We started with very basic CRM needs, and were able to gradually build it towards an increasingly complex system. Candybox is amazing across the different tools we use - Salesforce is our primary CRM, but we also use Hubspot, and a ton of related integrations. We've included Candybox in their implementations, partnered with them as thought partners, and leaned on them for implementation help. Mark and Tony, in particular, have been super responsive, prompt, and thoughtful. They monitor our CRM proactively, and are able to stay on top of any issue that occurs. Would strongly recommend them for any company. **Official Response from Mark Spellman:** > Thank you so much for the shoutout Diane! We aspire to be so much more than just Salesforce consultants- partners that truly understand your business challenges so that we can provide thoughtful and intelligent solutions. ### 22. Efficient, thorough partners in building scalable systems **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie K. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2024 **What do you like best about Candybox CRM Solutions?** Clear, concise communication, quick to iterate, and thoroughness in the delivery. **What do you dislike about Candybox CRM Solutions?** More proactive updates on how we're progressing through the project from an hours (cost) perspective. We're not sure how we're tracking against the original plan. Otherwise, all is great. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Our implementation of Salesforce quotes & products has been going smoothly. We received a clear scoping plan, continual updates, and training resources to ensure the team was onboarded without any issues. Candybox are great partners in building our Salesforce instance as a fractional Revops team member! ### 23. The Best Salesforce Implementation Partners I've Worked With **Rating:** 5.0/5.0 stars **Reviewed by:** Jeff B. | Chief Development Officer, Partner, Mid-Market (51-1000 emp.) **Reviewed Date:** December 06, 2023 **What do you like best about Candybox CRM Solutions?** The are incredibly practical and not only understand Salesforce capabilities but know why and when certain capabilities or processes should be implemented for a specific use case. Starting from scratch with 3 unique companies and processes meant there were often a multitude of different ways we could solve each individual problem, but they were very helpful in helping us hone in on the right approach for each individual problem while keeping the bigger picture in mind. When it came time to build, solutions were implemented quickly and thoroughly and we performed many rapid iterations. **What do you dislike about Candybox CRM Solutions?** Only downside of working with them is they don't work for us. I'd hire all of them if I could. They're great. **Recommendations to others considering Candybox CRM Solutions:** Highly recommend using them. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** We implemented a brand new Salesforce instance from scratch to serve as the primary CRM and system of record across 3 acquired companies. Each company had previously used disparate and sub-optimized CRMs in the past. We also needed our system to interact with other core systems including Hubspot (Marketing), Sage Intacct (Finance), Chargebee (billing), and our product. ### 24. Professional Salesforce Partners **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph H. **Reviewed Date:** May 29, 2024 **What do you like best about Candybox CRM Solutions?** The people are easy to work with, always come with solutions to my problem, and get things done on time. **What do you dislike about Candybox CRM Solutions?** There is nothing I dislike about this organization. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Candybox helped us move from Hubspot to Salesforce, a complicate project that we could not have done without them. We now have excellent visibility into our business thanks to this awesome team. ### 25. A dependable extension of my Ops team! **Rating:** 4.5/5.0 stars **Reviewed by:** Patty M. | Director, Revenue Operations, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 26, 2023 **What do you like best about Candybox CRM Solutions?** - Extensive experience w/ B2B SaaS businesses - Actual business acumen - Practical solutions that aren't over-engineered - Timely and clear communication - Personable and flexible team **What do you dislike about Candybox CRM Solutions?** Nothing. It's just a bummer we don't have the budget for outside consultants any longer! **What problems is Candybox CRM Solutions solving and how is that benefiting you?** We were introduced to Candybox by the Crossbeam team when we were in the early stages of operationalizing our partner data. Dylan provided us with a practical solution to our problems, documented in simple two-page brief. We implemented with ease and began our regular engagement with Candybox on operational topics of all sizes. During the 1+ years we worked together, they helped us design our "Support Request" process, stand up our forecasting infrastructure, and enhance our security & governance in Salesforce. The single biggest topic we addressed with the assistance of Dylan and Ryan was the overhaul of our contracting process. They steered us away from outsized, impactical solutions (that probably would have been more profitable for them!). And they transformed our rudimentary contracting "process" in Google Docs, an outdated Docusign integration, and a complex integration with a Salesforce-native subscription management tool into something 1) far more sophisticated yet 2) easily manageable in-house. ### 26. The Finest Example of a Strategic Partnership **Rating:** 5.0/5.0 stars **Reviewed by:** Keith J. | Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2023 **What do you like best about Candybox CRM Solutions?** - Professionalism - Excellence - Humanity - Communication **What do you dislike about Candybox CRM Solutions?** The only thing I can put here is that I wish we could've worked together longer but alas I had to jump for my next adventure. If I were still working hands on with Salesforce I reckon I would still be partnering with their team. **Recommendations to others considering Candybox CRM Solutions:** Look to the work we did together at Mural allow that serve a blueprint for similar clients. I am not always the easiest person to work with and if Candybox can manage my neuroses regarding Salesforce development I know they can handle just about anything for any client of any shape and size. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** When I began my work at Mural in August of 2020 I inheririted a salesforce enviroment that had seen significant development in an extremely short span of time that had been intended to support what realiasticly was unsustainable hyper growth. In the few short months prior to my taking over the org the user based had quadrupled and the business had employed the services of other consluting partners that had implemented an admittedly impressive amount of configuration however the end result was more short sighted than anything else. I engaged with Candybox early on in my time at Mural before I saw to hiring a full team of systems analysts and other staff. Their work was critical to my early success there. They began by providing a comphrehsive audit of our org which provided with the critical roadmap items we needed to right-size the enviroment and prepare it for additional growth over the next several years. As my role and my team evovled over time so did our relationship with Candybox. Towrads the end of my time working at Mural and with the CB team we have fully integrated them into our development workflows and often looked to them to supercharge our architecting prowress whenever the demands of the business grew too much for our small but nible and talented internal team. We were able to see through to completion significantly more complex projects with the support of Candybox. They operated with the utmost professionalisam and excellence. Most importantly they adapated their workflows (within reason) to meet us where we were at from project to project. I owe much of what I look back on positively at Mural to the partnership we had with Candybox. ### 27. Trusted Consultants to the Business! **Rating:** 5.0/5.0 stars **Reviewed by:** Leyna H. | Salesforce Practice Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2023 **What do you like best about Candybox CRM Solutions?** Knowledgeable Professional Thorough Available Amazing Individuals/Company **What do you dislike about Candybox CRM Solutions?** The only thing I don't like is that my current company doesn't use consultants so I can't work with them anymore. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** While working at Mural, we had made an acquisition that greatly expanded our product offerings and significantly elevated the complexity of product pricing and configuration within our Salesforce org. To seamlessly incorporate these new offerings and empower our sales team to configure products on Opportunities and Quotes using the new pricing model, we enlisted the expertise of CandyBox. While we had previously relied on standard Salesforce functionality for adding Products, including Salesforce Products and Price Books, we encountered new requirements for quantity-based price tiers and percent of total calculations that exceeded the capabilities of the existing model. We didn't feel that we were quite ready for CPQ, so additionally we sought user interface enhancements and the implementation of a "Configure Products" Salesforce flow. The CandyBox team proved to be exceptional throughout this project, as well as other projects I'd worked with them on. Despite frequently changing requirements and tight deadlines, their depth of understanding of our system and business allowed them to take the project in stride with remarkable composure and precision. They consistently surprised us with valuable suggestions and innovative solutions, truly serving as trusted consultants to our business throughout the process. When it came time to deploy the changes to production, they delivered neatly organized change sets in numerical order, resulting in the smoothest deployment experience we've had. Having collaborated with CandyBox on multiple projects, I consistently witnessed their commitment to excellence and expertise. I have since moved on from Mural, however I look forward to partnering with CandyBox again in the future as I know first-hand what an integral extension of an in-house team they can be. Thanks CandyBox! ### 28. Consistently delivering amazing results. **Rating:** 5.0/5.0 stars **Reviewed by:** Stony G. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 11, 2024 **What do you like best about Candybox CRM Solutions?** It's their consistency. Never been let down. **What do you dislike about Candybox CRM Solutions?** Despite the name of their company, I did not get a box of candy... **What problems is Candybox CRM Solutions solving and how is that benefiting you?** We have worked with Candybox as a partner multiple times. They have consistently delivered great results. They are extremely knowledgeable about the entire RevOps process, which really differentiates them from a typical Salesforce SI, which is (understandably) more focused on data integrations and configuration. ### 29. Our trusted partner for Salesforce development **Rating:** 5.0/5.0 stars **Reviewed by:** Cooper M. **Reviewed Date:** January 19, 2024 **What do you like best about Candybox CRM Solutions?** Super responsive, great value, thorough testing and documentation, passion for UX **What do you dislike about Candybox CRM Solutions?** no complaints, they are not just a vendor, they are a true partner **What problems is Candybox CRM Solutions solving and how is that benefiting you?** We had a laundry list of improvements to make to our Salesforce AppExchange app -- not being Salesforce experts ourselves, we didn't know exactly what was possible. Candybox came in and took the time to really understand our business, the problems we were trying to solve, and helped us understand what was possible to meet our needs and provide a great UX for our users. ### 30. Pragmatic boutique consultancy and delivery **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2024 **What do you like best about Candybox CRM Solutions?** Candybox is very pragmatic and focussing on delivering tailor-made solutions, that actually cater to our needs. **What do you dislike about Candybox CRM Solutions?** We didn't encounter any issues with candybox. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** We were looking for a consultancy that would help us bridge a period of high workload, with developing complex GTM solutions in our Salesforce CRm instance. ### 31. Outstanding team! Candybox saved our Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** October 30, 2023 **What do you like best about Candybox CRM Solutions?** Extremely fast response times, a dedicated team, very knowledgable, truly dedicated to understanding and supporting our business needs, all around wonderful to work with! **What do you dislike about Candybox CRM Solutions?** Nothing, they treated us as if we were their only customers. **Recommendations to others considering Candybox CRM Solutions:** Mark and team are very talented at understanding what your business requirements are and then supporting you in best practice decisions. I personally really liked that they could help you weigh the pros/cons of architecture choices. This is the right team if you want a CRM that is customized specifically to your business needs with the capacity to scale well as the business scales. I would suggest you ask Candybox for a customer reference because they are sure to be glowing. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** We had a nightmare of a Salesforce instance that we needed to fix. Candybox helped us completely re-architect our system, including understanding our requirements, designing and documenting the re-architecture, and then standing up what is our very beautiful CRM today. Since Day 1, Candybox has been an invaluable source of knowledge and best practices. They delivered faster than we were expecting and the system is exactly how we designed it during planning (if not better). ### 32. Great partnres to work with! **Rating:** 5.0/5.0 stars **Reviewed by:** Joan R. **Reviewed Date:** January 16, 2024 **What do you like best about Candybox CRM Solutions?** Brent and Mark are very professional with excellent communications skills and a genuine interest to understand our business goals. They are experts, very thorough and responsive, and generally great people to work with. **What do you dislike about Candybox CRM Solutions?** Nothing, it was a true pleasure to work with the team. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Candybox has been the Salesforce implementation partner for Airbyte, a fast-growing software company. They simplified processes of the existing instance and built new capabilities (flows, rules, objects...) to support our marketing, sales, and support teams. ### 33. Most knowledgeable and responsive CRM consultants I've ever worked with **Rating:** 5.0/5.0 stars **Reviewed by:** Istvan E. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Candybox CRM Solutions?** They were able to deliver quickly and moved resources as needed in order to meet our deadlines. Also, my company tends to change the scope quite a bit midway and they were able to very quickly adapt every time. **What do you dislike about Candybox CRM Solutions?** Some of their soltuions are a little bit overcomplicated in my opinion but sometimes this turned out to support some extensions in the future so overall they were good. **Recommendations to others considering Candybox CRM Solutions:** Be clear about what result you want to achieve and let them take care of the rest! Also, be open about providing access to various tools and team members knowledgable in certain parts of your business. This make it easy for them to deliver stellar work quickly. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** We had multiple big projects that needed a dedicated team to solve: - Brining product data into Salesforce - Setting up contracts automatically from closed won opportunities (this was a very complex project that required multiple departments from my company to figure out how we can meet all their goals) - Client Churn Automation and a number of other smaller scale projects. My company went from 0 visibility into a lot of business parts to having a fully functional system and automatic reporting of KPIs. ### 34. Great experience, very knowledgeable. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Security and Investigations | Mid-Market (51-1000 emp.) **Reviewed Date:** October 20, 2023 **What do you like best about Candybox CRM Solutions?** All deadlines were met on time. They weren't afraid to ask clarifying questions or introduce better solutions for our needs. They were extremely responsive and provided detailed information and reports on changes being made to our production environment. **What do you dislike about Candybox CRM Solutions?** No dislikes come to mind. Everything went as expected. **Recommendations to others considering Candybox CRM Solutions:** Setting up the initial introduction call before the partnership was a huge benefit. It gave us the time to get to know the Candybox team and they were very upfront about their business model, skill set, and how they could help. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** As our organization grew rapidly, our salesforce resources were extremely limited. Candybox was able to understand our unique business, fix current issues, and advise us on best practices moving forward to avoid future headaches. ### 35. Quick and responsive **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2023 **What do you like best about Candybox CRM Solutions?** They were really responsive and helpful. It was a small project that the third party eventually paid for as a courtesy but I found Candybox to take a simple task and treated it seriously. **What do you dislike about Candybox CRM Solutions?** The dollar value on this deal was sub-2k. The thing with Candybox was their legal team did not want to negotiate removing anything from their standard contract for a low dollar deal. **Recommendations to others considering Candybox CRM Solutions:** The team was professional and quick. We had our automation within the week of asking for it. We did have some issues with testing but they were responsive and solved the issue relatively quickly. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** We needed a flow to connect a custom object to another custom object that has its data sourced from a third party vendor. So this flow would recoginze whenever a new record has been created, then it would query the account object to match the name, and create a record of the custom object. This allows for automation from the third party vendor. ### 36. Tony at Candybox has been a life saver during our transition from Intercom to Salesforce Knowledge! **Rating:** 5.0/5.0 stars **Reviewed by:** Jen B. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2023 **What do you like best about Candybox CRM Solutions?** Tony is quick to respond and always willing to help. He's never been impatient with me or judgmental of my lack of Salesforce experience. Salesforce's help center leaves MUCH to be desired, so having Tony along for the ride has been instrumental in our success. **What do you dislike about Candybox CRM Solutions?** My frustration is with Salesforce, not Candybox. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Tony with Candybox has helped as our company moved 400+ help center articles from Intercom to Salesforce Knowledge. Since the technical writers received zero training in preparation for this transition, Tony has been instrumental in helping us overcome the learning curve. Because of his help, we were able to meet a VERY tight deadline to get all articles migrated before we lost access to our old help center at Intercom. ### 37. Best support during CRM Integration post Merger **Rating:** 5.0/5.0 stars **Reviewed by:** Michaela K. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2023 **What do you like best about Candybox CRM Solutions?** The team is great, i really enjoyed working with Dylan, Brent and Nicolas. We had to build a solid plan, meet deadlines all the while really having fun during the amount of work. Dylan always stayed on top of all project deliverables and was able to give updated on the status all the time, **What do you dislike about Candybox CRM Solutions?** Nothing at all, it was a true pleasure to work with the team. **Recommendations to others considering Candybox CRM Solutions:** If you are looking for experienced CRM consultants, that will also understand your Saas Business and the different sales models (direct, channel) then look no further. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** The Candybox Team supported the RevOps Team at Staffbase during the post merger CRM Integration / Migration from hubSpot to Salesforce and continues to do so after the project was completed through managing tickets and providing guidance on the usage of SFDC. ### 38. Expert Salesforce and Connected Tech Partners **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** September 27, 2023 **What do you like best about Candybox CRM Solutions?** They have a personal touch and great communication. **What do you dislike about Candybox CRM Solutions?** Can't think of anything I'd share in this box! **Recommendations to others considering Candybox CRM Solutions:** If you have a need for Service Cloud, Sales Cloud, Experience Cloud, CPQ Candybox is a partner I would highly reccomend. They also have great 3rd party app experience with apps like outreach, chilipiper, and more. I've been in the Salesforce and GTM Systems space for 13 years not and can honestly say I have not worked with a better partner. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Candybox CRM has helped us improve our Quote-to-Cash process by implementing screen flows that make quoting fast and easy. Additionally they helped on with our knowledge and service cloud implementation. Would not have been able to do it without them! ### 39. Great partners and team to work with! **Rating:** 5.0/5.0 stars **Reviewed by:** Bec H. | Founder, Mid-Market (51-1000 emp.) **Reviewed Date:** July 14, 2023 **What do you like best about Candybox CRM Solutions?** Frequent communication and collaborative in brainstorming solutions. As a revenue operations leader, it was extremely useful to have partners who sought to understand business goals and use cases while constructing the backend designs and systems instead of simply "filling the requirements". **What do you dislike about Candybox CRM Solutions?** n/a – nothing to add here; on a tactical note we did most of our tracking on a Google sheet and this might have been cleaner on a project management board (e.g Airtable?) **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Candybox helped our team nail the balance of getting an SFDC implementation done quickly and nimbly with a fast-changing business while providing a great process/structure for planning larger-roadmap items and projects over the course of the subsequent months. ### 40. Great team, communicative, knowledgeable, and helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** August 22, 2023 **What do you like best about Candybox CRM Solutions?** The team was very responsive and knowledgeable on best practices, especially Mark & Brent. They are communicative about timelines and stick to deadlines. I have worked with other consultants who were not as communicative and caused a lot of friction, but this was not the case with Candybox. **What do you dislike about Candybox CRM Solutions?** I don't have any negative feedback on their services. They are not the least expensive option out there, but with good reason. **Recommendations to others considering Candybox CRM Solutions:** I've worked with several consultants and these were by far the best. Professional, communicative, attentive, and knowledgeable. Definitely recommend. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Candybox helped with creating opportunity and lead flows as well as reporting and analytics in SFDC. Our sales team became more productive and better at forecasting given these changes implemented by Candybox. ### 41. Excellent service, highly recommended. **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua K. | Technical Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** July 20, 2023 **What do you like best about Candybox CRM Solutions?** Everything. Fast, efficient, great communication, can give you insight into standard object intended uses and suggest best practices so if you need to make changes you understand any potential pros and cons. **What do you dislike about Candybox CRM Solutions?** Nothing that I'm aware of, I was pleased with all aspects of our interaction. **Recommendations to others considering Candybox CRM Solutions:** Reach out to them and at least have a conversation about what you're trying to accomplish and see how they can help. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** We needed an out of the box process (that we weren't using at all) tweaked fairly heavily before we put it in use. They have delivered exactly what we needed. ### 42. Great Partner - Like an extension of my team! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2023 **What do you like best about Candybox CRM Solutions?** They operate like part of the team. They are responsive on slack and email in addition to our regular stand up meeting. They also treat our intance like their own. They are very careful with deploying changes and take our operating cadence into account. **What do you dislike about Candybox CRM Solutions?** Nothing to dislike. Hiring Candybox was one of the best decisions I've made. They've made a difference for my team and my company. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Candybox has been my Salesforce partner for 2 years. They have been critical in large projects like CPQ, serve as team augmentation when we need more capacity and provide expert advice. ### 43. Great business partner **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2023 **What do you like best about Candybox CRM Solutions?** Candybox take partnership seriously in the best sense of the word. They will meet you where you are at for your business. **What do you dislike about Candybox CRM Solutions?** Nothing to dislike. Great team to work with. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Candybox helped us reconfigure our Salesforce instance so that we had reliable, standardized data. ### 44. Don't hesitate to work with Candybox! **Rating:** 5.0/5.0 stars **Reviewed by:** Dominic S. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2023 **What do you like best about Candybox CRM Solutions?** They are very responsive, knowledgeable and empathetic. **What do you dislike about Candybox CRM Solutions?** No complaints to report. The Candybox team has always been professional and a pleasure to work with. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** The Candybox CRM team has helped us with many Salesforce projects. They've improved our CPQ Quote Process, Lead Routing Automation and Territory Management in the CRM just to name a few. I'd highly recommend working with them on your next Rev Ops initiative. ### 45. Top notch: knowledgable, responsive, clean "best practice" deployments. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 19, 2023 **What do you like best about Candybox CRM Solutions?** This is a team with deep knowledge of CRM software and related tech. They always think about best practices and "future proofing" their solutions. And always happy to prototype a creative custom solution to meet our needs. **What do you dislike about Candybox CRM Solutions?** No dislikes... don't even have constructive criticism to give. Thank you and keep up the great work! **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Development, testing, and deployment of custom flows in Salesforce. Consultation on Salesforce best practices for effective management of custom objects. ### 46. Candybox CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2023 **What do you like best about Candybox CRM Solutions?** Besides there great work...Their team is easy to work with and very communicative. **What do you dislike about Candybox CRM Solutions?** There is nothing I dislike about Candybox **Recommendations to others considering Candybox CRM Solutions:** NA **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Candybox completely customized our SFDC instance. They made custom alerts that helped our team be more efficient and they allow us to reach out to customers at the exact right time. ### 47. Multiple Time Candybox user **Rating:** 5.0/5.0 stars **Reviewed by:** George B. | Member, Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2023 **What do you like best about Candybox CRM Solutions?** Expertise, speed and building a program to last. **What do you dislike about Candybox CRM Solutions?** Nothing at all! I have worked with Kathryn and her team from the beginning and have found them inbvaluable at multiple startups. **What problems is Candybox CRM Solutions solving and how is that benefiting you?** Solving the implementation and initial set up of SFDC. They have allowed me to focus on building the org and not worrying as much about salesforce administration - [View Candybox CRM Solutions pricing details and edition comparison](https://www.g2.com/products/candybox-crm-solutions/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+06%3A45%3A12+-0500&secure%5Bsession_id%5D=87048f8a-c998-4cbc-a0d7-a7bba5182479&secure%5Btoken%5D=3eaeebd5283e9de2c0a1e855297c039ddbc9ff97953606fc9a74b7bc63a20822&format=llm_user) ## Candybox CRM Solutions Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Support** - Go Live Support - Documentation - Training - Metrics - Admin Services **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top Candybox CRM Solutions Alternatives - [Salesforce Customer Success](https://www.g2.com/products/salesforce-customer-success/reviews) - 4.4/5.0 (363 reviews) - [Winning by Design](https://www.g2.com/products/winning-by-design/reviews) - 4.8/5.0 (757 reviews) - [SmartSites](https://www.g2.com/products/smartsites/reviews) - 4.8/5.0 (252 reviews)