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Candybox

  • Fractional RevOps for B2B Tech Companies
  • Sales Cloud, Service Cloud, Experience Cloud and CPQ Certified Consultants
  • Official Salesforce and HubSpot Partners
  • Experienced leadership team coming from Uber, Salesforce and Optimizely

Description

Candybox partners with businesses to audit, design and build key processes in their CRM and related GTM tech stack. Common use cases we help solve with partnership teams are:
  • Partner Data Attribution
  • Partner Intro Requests
  • Salesforce automation utilizing Crossbeam Overlap data
  • Relating Partners to Sales Opportunities
  • Reporting & Dashboards

Services

Service Cloud Quick Start

Congratulations on your decision to invest in Service Cloud and take your customer experience to a whole new level. As you prepare to go live, you'll want to hit the ground running with an implementation that sets up your team for long-term success. 

That’s where we can help! Working together with our certified Salesforce experts, you'll receive a setup based on industry best practices tailored to your business, and put together a roadmap ensuring your future success.

Candybox's Service Cloud Quickstart is designed to get you up and running on Service Cloud within weeks and start realizing immediate value in your investment in Salesforce.

Complimentary Discovery

Know you need RevOps help, but aren't exactly sure where to start?

Candybox is offering a compliment RevOps roadmapping exercise. In 2 × 60 minute sessions, we will dive into your current business structure, tooling, and processes, and discuss your 12-month outlook. 

Pick any topic such as Partner Data Attribution, managing your Renewals, or anything else in your GTM processes.

Based on this, we will present to you our recommendations and roadmap for the following year.

Fractional RevOps

Receive all the benefits of a full Revenue Operations team for a fraction of the full-time cost. Candybox is the natural extension of your team with RevOps Strategic and Technical Consultants dedicated to your account.
  • Tech Debt Audit & Cleanup
  • Process Optimization
  • CPQ, Service Cloud and Experience Cloud implementation
  • In-depth Discovery Workshops and RevOps roadmapping

M&A CRM Migration

Congratulations - you've just make an acquisition! Now comes the challenge of incorporating their processes, tooling, pricing & packaging into your own. Candybox can guide you through the complex process of merging systems and processes for two separate entities, avoiding costly delays and disruptions to your workforce.

  • Process audit and design
  • Process migration
  • Data migration of Customer, Revenue, Sales and Activity data

Sales Cloud Quick Start

Congratulations on your decision to invest in Sales Cloud and streamline your business processes. As you prepare to go live, you'll want to hit the ground running with an implementation that sets up your team for long-term success. 

That’s where we can help! Working together with our certified Salesforce experts, you'll receive a setup based on industry best practices tailored to your business, and put together a roadmap ensuring your future success.

Candybox's Sales Cloud Quickstart is designed to get you up and running on Sales Cloud within weeks and start realizing immediate value in your investment in Salesforce.

Resources

Testimonials

  • Keith Jones
    Director of RevOps

    As an operator, technologist, Salesforce admin, and Systems Leader I simply cannot recommend Candybox enough. Their team was a critical component of the success I saw during a time when I navigated several technically intensive projects that occurred as the organization I worked at would grow by 900% in under 3 years time. Not only did Candybox meet us where we were and what we needed on a technical level but they seamless slotted their work into our overall execution. If you are in need of a technical partner when it comes to Salesforce or you simply need guidance on solutions for your business needs, Candybox is the right shop to work with.
  • Anonymous (AppExchange)
    Sr. Director Finance

    We hired Candybox to rearchitect our sales cloud instance that was unable to scale with our organization. Mark, Cody and Brent delivered a solution that allows us to report and track progress with confidence ahead of schedule with minimal business disruption. They are responsive and especially good at giving recommendations after taking into account our priorities and aligning our organization to best practice in a way that is easy to maintain and will scale.
  • Megha Narayan
    Head of Marketing

    The Candybox team (specifically Mark + Tony) have been incredible partners to us as we scale our revenue operations here. As a fairly lean organization (with no dedicated RevOps support), we've had MANY small as well as strategic asks for the Candybox team, and they've delivered every team. They've helped us with foundation aspects including setting up lifecycle stages, contracts, and optimal opportunity fields. No matter the question, I know I can ask the team for help, guidance, or just time for sparring on tricky issues. Can't recommend them more for those who need a partner in scale!

“We’ve literally gone from zero to millions in [partner-influenced revenue growth] in a year for our app and service partner programs, and Crossbeam has had a huge impact.”
Catherine Brodigan
Sr. Manager of Global Partnerships

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