How Candybox Helped a Wynsum Partners, A Private Equity Firm, Scale a SaaS Rollup with Salesforce
Background: A Vision to Modernize Niche Markets
Wynsum Partners, a growth-focused private equity firm and independent sponsor, specializes in acquiring and consolidating niche vertical SaaS companies. As Salesforce consultants for private equity, Candybox supported Wynsum’s bold strategy to modernize overlooked industries, starting with the consignment space, which includes thrift shops, second-hand marketplaces, and consignment software providers.
Wynsum’s investment thesis centers on rolling up industry leaders, streamlining operations, and enabling scalable growth through modern infrastructure.
The Challenge: Disconnected Systems Stalling Growth
In their latest rollup, Wynsum acquired three platforms, each with disparate tech stacks and fragmented customer data. Challenges included:
- Poor visibility into customer contracts, payments, and activity.
- Legacy systems like homegrown CRMs and insufficient tools like Monday.com.
- Difficulties integrating data for a comprehensive view of 5,000+ customers.
Wynsum needed a scalable, integrated solution to centralize customer management, streamline operations, and support rapid growth.
And to execute their post-acquisition strategy effectively, Wynsum needed a Salesforce implementation partner with PE experience to deliver a robust, scalable CRM ecosystem.
The Solution: Candybox, Salesforce Consultants for PE-Backed Growth
Referred by a VC partner, Wynsum chose Candybox for their deep Salesforce consulting expertise tailored to private equity and venture capital firms. Candybox stood out with their collaborative, production-first approach that prioritized business goals over boilerplate setups.
Together, the teams built a powerful Salesforce-based platform to:
- Unify sales, marketing, onboarding, and support teams.
- Centralize customer data.
- Accelerate revenue growth across the rollup.
Key Results: Transforming Vision into Velocity
7-Month Full-Stack Deployment
Candybox deployed Salesforce, HubSpot, and Chargebee, integrated legacy systems, and migrated operations to Intact - all within seven months.
Centralized Data for 5,000+ Customers
Candybox migrated customer and invoice data into Salesforce, enabling unified visibility, powerful reporting, and scalable account management.
Unified Operations for 50+ Users
Teams across the customer lifecycle now operate on a single Salesforce platform, driving better collaboration, faster onboarding, and improved customer outcomes.
Tangible Growth Metrics
- 2.5x increase in new customer acquisition (from 20 to 50 per month).
- 30% of legacy customers migrated within the first year.
- Revenue per migrated customer tripled, powered by a 90%+ attach rate of payment tracking via Salesforce.
Why VCs and PE Firms Choose Candybox as Their Salesforce Partner
Jeff Begin, Partner at Wynsum, described Candybox as:
"...an extension of our team. Their flexibility, creativity, and relentless execution transformed our operations. We couldn’t have done it without them."
What sets Candybox apart for VC and PE firms:
- Specialized Experience: Deep understanding of post-acquisition needs for SaaS rollups.
- Speed and Agility: Iterative implementation aligned to growth timelines.
- Cost Efficiency: Replacing multiple specialized roles with one elite team.
- Clear Communication: Fast, Slack-first collaboration ensures seamless execution.
Looking Ahead: Scaling with Confidence
Wynsum's immediate focus is driving new customer acquisition, completing legacy migrations, and refining their Salesforce platform to support additional acquisitions. With Candybox's foundational work, they are poised to dominate the consignment SaaS market, representing a 20,000+ business opportunity in North America alone.
