OUT OF THE BOX Consulting - Doing CRM the Right Way for Your Business

When Silicon Valley Jewish Film Festival (SVJFF) decided to deliver a virtual film festival, we knew we were taking on a complex operational and technological challenge. We needed to manage films, screenings, patrons, donors, and support requests at scale, while delivering an exceptional experience to audiences who would have little tolerance for friction or errors. OUT OF THE BOX Consulting (OOTB) exceeded our expectations at every level. From the outset, the OOTB team demonstrated a deep understanding not only of Salesforce, but of how systems, people, and processes must work together under real-world pressure. This was not a “software implementation”, it was a thoughtful design of how our festival would operate in a new digital reality. The Salesforce solution they delivered enabled us to seamlessly manage a virtual film festival end-to-end, track and support patrons, donors, and other stakeholders in a unified system, provide top-level customer support, even during peak festival activity, and maintain clarity and control across what would otherwise have been overwhelming complexity. One of the most impactful aspects of the project was the automation. OOTB designed workflows that eliminated manual, tedious tasks we had previously relied on, dramatically reducing errors and freeing our team to focus on mission-critical and human-facing work. Processes that once required multiple handoffs and constant checking became reliable, streamlined, and largely invisible - in the best possible way. The result was an exceptionally high level of customer success and satisfaction. Patrons experienced smooth access, responsive support, and a professional, well-orchestrated festival. Internally, our team felt confident, supported, and far less stressed, even in moments where things could easily have gone wrong. What truly sets OUT OF THE BOX Consulting apart is their ability to untangle complexity. The OOTB team brings clarity where there is confusion, structure where there is

Excellent Salesforce Leadership

When putting your Salesforce instance together, there are an infinite of decisions, definitions, and processes you need to nail down-- right, the first time. Reuven is a fantastic partner in that he has "been there/done that" with a wide variety of GTM's and sales motions. We had spirited debates about a number of topics and each time I came out feeling like we made the right call, for the right reasons. Your deployment will be much better for working with Reuven.

Trusted Partner - Highly Recommend!

I've worked with OOTB several times over the last 5 years and they have been great to work with every time. They always communicate clearly and deliver high quality work product on complex and technically challenging projects. We had a tight deadline on this project and the OOTB team rose to the occasion to get the job done very quickly. They were thorough and delivered exactly what we needed.

SF.COM implementation and Admin

We love OOTB’s deep knowledge and experience in Salesforce. They are well-informed regarding competitive products and 3rd-party options. Their outstanding ability to think outside the box and provide unique and robust solutions enabled us to create exactly what we needed in Salesforce, while improving our overall processes. Their key principals have excellent domain expertise – deep understanding our products and the related business processes. I highly recommend OOTB for any Salesforce project – big or small. Shay Morag VP Sales

Understood our needs and addressed them correctly

The OOTB team and our consultant Steve Berley took the time to understand our issues, research the best solution for our group, and implement with care. I feel they had our best interests on their minds during all phases of the project, and the end results show that. Thanks!

Top Notch Salesforce Consulting Firm!

OUT OF THE BOX consulting (OOTB) introduced Salesforce to our nonprofit over a year ago and we have had an amazing experience with them and with Salesforce. The OOTB team members are fun, patient and very detail-oriented. They think about every topic and help us with expanding our ideas of where we need to go. Our nonprofit is a Film Festival and OOTB created and helped us manage all of our membership/film passes systems, our donors, various list extractions such as call lists for phone-a-thons and special events, etc. They enabled us to finally know, in real time, how much money we still need to raise, to get all of our mailing names organized, to know who do we still need to approach to get their donations, and so on. OOTB also helped us understand our growth patterns, where our patrons and sponsors come from, who are the people that are causing most donations, and so much more. Tasks that used to take us hours, before we got Salesforce, take us minutes today! I LOVE what they did for our organization and they are there for us at every step of the way. I highly recommend working with OOTB’s consultants, they are top of the line!

Great Implementation project that turned into long lasting business relations

The OOTB team enabled us to gain substantial capabilities in an area that is crucial to our success. OOTB’s team lead this project from start to finish, helping us in all aspects of getting our databases and processes in order. They are true professionals – we can’t be thankful enough. once the Implementation was concluded and we went live , they kept supporting our growth so we can get so much more from the CRM tool. Reuven is a true professional with the highest standards and integrity! i really recommend working with him and his team. Always willing to give a referral.

Great Experience from Beginning to End

Right from the beginning, Reuven made it easy. He was very knowledgeable and skillfully guided me to the correct Apex Trigger needed to solve my cross-object update challenge. He was very thorough and delivered what we agreed on in a timely manner. Reuven is a pleasure to do business with and is highly recommended. Joseph Schwartz, Quorum

Great at full lifecyle from design to deploy

Reuven and team have been extremely helpful on a number of complex projects for us. We've had very complex requirements for out Quote to Cash process, and the OOTB team has done a great job in helping design, build, test and deploy solutions, including finding AppExchange utilities to reduce the level of custom development. I would highly recommend OOTB for help with your SFDC projects.

Highly skilled at understanding business process and translating knowledge into system automation

The team helped us create a custom app to integrate to SFDC and manage sales incentive programs. Our needs were very complex since we needed to eliminate lots of manual administrative processes. The team was able to quickly capture our business rules, identify additional considerations, and complete development and testing wjithin a very demanding timeframe. The team is willing to accommodate special requests and meet budgetary targets. I would definitely recommend them. Judy Kent, Sr. Manager, Channel Marketing, Nimble Storage.