It's been two months since this profile received a new review

Candybox CRM Solutions Reviews & Provider Details

Candybox CRM Solutions Product Details

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

Provider Website

Seller

Candybox CRM Solutions

Discussions

Candybox CRM Solutions Community

Languages Supported

German, English, Dutch, Spanish

Services Offered

Sales Cloud, Service Cloud, Experience Cloud, CPQ, Salesforce AppExchange

Locations Serviced

Canada, Germany, France, United Kingdom, + 3 more

Provider Description

Candybox CRM Solutions offers Managed Revenue Operations (RevOps services designed to help B2B SaaS companies optimize and scale their go-to-market systems. By providing fractional RevOps support, Candybox enables businesses to enhance operational efficiency, improve forecasting accuracy, and drive revenue growth without the need for additional full-time staff. Their team of certified consultants delivers tailored solutions that align with each company's unique needs, ensuring seamless integration and scalability. Key Features and Functionality: - Dedicated Expert Team: Clients are assigned a small, dedicated team of RevOps experts who become intimately familiar with the client's business, offering personalized and effective solutions. - Collaborative Roadmapping: Candybox works closely with clients to define top priorities, set timelines, and outline the scope and effort required for each project, ensuring alignment and clarity. - Agile Execution: The dedicated team collaborates with clients throughout the development of features and solutions, iterating as needed and maintaining open communication at every step. - Comprehensive Services: Candybox's Managed RevOps encompasses various services, including CRM implementation and optimization, mergers and acquisitions-focused systems integration, and custom projects across Salesforce, HubSpot, and other RevOps platforms. Primary Value and Solutions Provided: Candybox's Managed RevOps services address the challenges businesses face in scaling their revenue operations efficiently. By offering fractional support, companies can access high-level RevOps expertise without the overhead of full-time hires. This approach allows businesses to accelerate priority projects, enhance operational processes, and unlock actionable revenue insights through clear reporting. Ultimately, Candybox empowers organizations to build efficient, scalable go-to-market systems that drive sustained growth and success.

Overview by

Kathryn Castle

Candybox CRM Solutions Media

Candybox CRM Solutions Demo - Customer Quote

Testimonial

Candybox CRM Solutions Demo - Salesforce Reimplementation Review

Customer review

G2 reviews are authentic and verified.

Here's how.

AR

Andrew R.

Mid-Market (51-1000 emp.)

5/30/2025

"Candybox CRM Solutions makes rev ops easy!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

OC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

8/2/2025

"Great expertise and partnership"

4.5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

OC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

6/2/2025

"A responsive, knowledgeable Salesforce partner you can actually rely on"

4/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

KD

Kay D.

Senior Manager, Sales Operations

Information Services

Mid-Market (51-1000 emp.)

1/23/2025

"Brilliant Salesforce Partners"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Mark Spellman of Candybox CRM Solutions

edit

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.

VH

Vaheh H.

Ops Leader

Mid-Market (51-1000 emp.)

1/15/2025

"Resourceful, Reliable, Thoughtful - Everything You Want in a Consultant!"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Mark Spellman of Candybox CRM Solutions

edit

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.

PF

Verified User in Financial Services

Mid-Market (51-1000 emp.)

3/6/2025

"Effective and Efficient Problem Solving for Critical Business Challenges"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Candybox CRM Solutions?

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

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Mark Spellman of Candybox CRM Solutions

edit

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.

OC

Verified User in Computer Software

Mid-Market (51-1000 emp.)

4/15/2025

"Candybox - Order Operations / Deal Desk"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Candybox CRM Solutions?

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

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. Review collected by and hosted on G2.com.

OC

Verified User in Computer Software

Small-Business (50 or fewer emp.)

3/19/2025

"Streamlined Quoting Made Easy by Candybox Team"

5/5

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. Review collected by and hosted on G2.com.

What do you dislike about Candybox CRM Solutions?

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

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. Review collected by and hosted on G2.com.

Response from Mark Spellman of Candybox CRM Solutions

edit

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.

MR

Melinda R.

Senior Manager of Revenue Systems

Mid-Market (51-1000 emp.)

11/7/2024

"Excellent Partner & Resource"

5/5

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Response from Mark Spellman of Candybox CRM Solutions

edit

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.

BM

Bridget M.

Mid-Market (51-1000 emp.)

1/10/2025

"Incredible responsive and reliable"

5/5

What do you like best about Candybox CRM Solutions?

Responsiveness, quality of work, attention to detail, proactive suggestions for improvements Review collected by and hosted on G2.com.

What do you dislike about Candybox CRM Solutions?

Nothing that I can think of, they have been great Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

Response from Mark Spellman of Candybox CRM Solutions

edit

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.