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.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. 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.

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. 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.