Discovery & Audit Packages

Stuck trying to pinpoint technical or strategic roadblocks? Our assessment packages can help you move forward with confidence.

Tailored Solutions

We act as an extension of your team to craft RevOps strategies that align with your business goals.

Access To a Team of Experts

Our certified architects and consultants bring a wealth of knowledge, ensuring you’re equipped with the best tool for success.

The Sweetest Experience

We’re the top-rated Salesforce consulting team on G2 for a reason: everyone on the Candybox team cares about delivering quality work and making your life easier. The result? A smooth and seamless experience.

Unlocking MURAL's Operations Growth with Fractional RevOps

Company

MURAL is a visual collaboration platform that raised a $50M Series C round.

Services

Fractional RevOps & Managed Services

Challenge

Help their team scale faster — accelerating priority projects and enhancing their operations.

Impact

Mural was named one of the fastest growing tech companies of 2021.

"Candybox filled legitimate gaps in the current team’s expertise where it wouldn’t make sense for us to hire someone full-time, but where we do frequently need help."

Keith
Keith
Jones
Leader of MURAL’s GTM Systems

How it works

You want to be deliberate about the investments your company makes in its go-to-market systems. Candybox can help you make informed decisions about your Revenue Operations, such as whether to consider a migration to a different CRM, which CPQ tool would best fit your business, how to address and keep technical debt at bay, or where to focus your efforts in the coming year to maximize ROI. Learn more about how our Discovery & Audit services can help your business move faster and save money.

Discovery

1

Looking at undertaking a more complex project, such as implementing a new Salesforce Cloud like CPQ or Service Cloud, or rebuilding your sales process? Our Discovery Package will help you understand the scope, timeline, and dependencies, and downstream impacts of the project.

Audit

2

Do you have the sneaking suspicion that something just isn’t right in your Salesforce backend? Do you users hit random errors, or does it take forever to make the simplest of changes? Candybox’s audit services can help you pinpoint hard-to-identify sources of friction preventing you from getting ahead in Salesforce, and provide guidance and assistance on resolving these issues.

Roadmapping

3

We love it when a team has big plans for their Revenue Operations! We work alongside your team to understand your ambitions for the foreseeable future and translate your goals into actionable project plans with clear timelines, dependencies, scope and project impacts.

The reviews are in

Look at what our clients are saying on G2

"They are true thought partners and don't require a structured list of requirements. I gave them a high level set of objectives and they were able to translate that into tactical technical updates."
Chiraag
Kapoor
Principal, Radian Capital
"Professional Salesforce partners. The people are easy to work with, always come with solutions to my problem, and get things done on time."
Joseph
Hoban
VP Sales, Nagomi Security
"Fast, efficient, great communication, can give you insight into standard object intended uses and suggest best practices so if you need to make changes you understand any potential pros and cons."
Joshua
Kendall
Solutions Architect, LogoJET

Get sweeter insights

Taste test our insights on a free 30 minute call. We'll assess your systems, processes, and reporting to find quick wins that will yield the sweetest revenue gains in the shortest time.