# Candybox
> Candybox works with B2B companies to provide fractional Salesforce and HubSpot consulting services.

Canonical page: https://marketplace.crossbeam.com/partners/candybox
Marketplace: Crossbeam Marketplace
Last updated: 2026-03-03
Logo: https://assets.partnerfleet.app/ejoire8lkz4jwq8vmv5f9kxeg12h

## At a glance
- Partner Type: Solutions
- Categories: CRM, Ecosystem Management, Sales Acceleration
- Website: [candyboxcrm.com](https://candyboxcrm.com/)

## Call to actions
- **Contact Us** — submit the contact form on https://marketplace.crossbeam.com/partners/candybox

## About
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 AttributionPartner Intro RequestsSalesforce automation utilizing Crossbeam Overlap dataRelating Partners to Sales OpportunitiesReporting & 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 & CleanupProcess OptimizationCPQ, Service Cloud and Experience Cloud implementationIn-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 designProcess migrationData 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
- [Unlocking MURAL's Operational Growth](https://candyboxcrm.com/case_study/mural-candybox-case-study/) — “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.” - MURAL
- [Salesforce Merger](https://candyboxcrm.com/case_study/six-months-to-success-how-choosing-the-right-salesforce-partner-enabled-a-seamless-merger-for-staffbase-and-bananatag/) — Candybox and Staffbase began working together in 2019 and have continued their partnership as Staffbase has grown and built out their internal Revenue Operations function. In recent years, the company has been expanding into the US market. Part of this strategy includes meaningful acquisitions that augment and complement Staffbase’s existing product suite. Bananatag was the second company to be acquired by Staffbase in recent years. As Bananatag was larger and more complex than prior acquisitions and the migration timeline aggressive, Staffbase decided to partner with Candybox on the integration project.

## Testimonials
- "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." — Keith Jones, Director of RevOps
- "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." — Anonymous (AppExchange), Sr. Director Finance
- "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!" — Megha Narayan, Head of Marketing