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capeMBX: Your Beacon to Salesforce Excellence & AI Success.

With 18+ years of expertise, we implement the solid CRM foundations required for confident AI adoption and lasting ROI.

Regardless of where you are in your Salesforce journey, you need a trusted guide. Our BEACON methodology prevents the costly mistakes that sink 67% of projects, turning your platform from a cost centre into a growth engine.

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Guiding Your Business to Success with Expert Salesforce Solutions.

Whether you're aiming to optimise core CRM functions or preparing for advanced automation and AI, you're likely facing familiar hurdles. Too often, implementations prioritise features over foundational strength, leading to a platform that isn't truly fit for purpose:

  • Data Sabotaging Your Strategy: When you can't trust your data, every decision is a gamble. We fix the foundation so you can lead with confidence.

  • Processes Aren't Optimised: Digitising inefficient workflows just makes you faster at doing the wrong things. We streamline processes before automating them to ensure true efficiency.

  • Platforms Aren't Prepared: Your platform's legacy configurations are silently blocking innovation and exposing you to future failures. We clear the debt to unlock agility.

  • People Aren't Enabled: A powerful platform nobody uses is a wasted investment. We focus on user enablement to guarantee your technology delivers on its promise.

Many partners chase quick fixes or trends. We take a different approach; engineering lasting success from the ground up. Our AI-Ready Success Model, powered by our BEACON methodology, fixes your data, processes, platforms, and people before layering in AI for real value.

We solve root issues so your Salesforce investment delivers a strategic edge, driving immediate improvements and setting you up for confident adoption of AI and Agentforce.

We build Salesforce platforms that are resilient, scalable, and ready for the next wave of AI innovation.

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"Is Your Salesforce Investment delivering Strategic Value?"

If your Salesforce platform feels more like a daily struggle than a strategic asset, you're not alone. This often signals that foundational elements are missing, preventing you from achieving true operational excellence and preparing for future opportunities.

capeMBX dives deeper. We diagnose these foundational issues as the first step in our AI-Ready Success Model, ensuring your platform is robust, efficient, and truly ready to deliver exceptional value, both now and as you evolve.

    • Lack of understanding of your Salesforce requirements

    • Poor adoption rates among your teams

    • Complex processes that slow everything down

    • Siloed information undermining decisions

    • Limited visibility into business performance

    • Technical debt and data quality preventing AI readiness

    • Disjointed experiences impacting customer loyalty

    • Inability to personalise customer journeys

    • Missed opportunities for deeper engagement

How Can We Help?

Every leader faces unique challenges. Here’s how we move you forward, no matter your focus:

  • See the bigger picture.
    You want growth, agility, and results that matter to the board. We help you align Salesforce with your business goals, drive revenue, and deliver standout customer experiences, without the tech headaches.

    • Uncover new revenue streams

    • Improve customer retention

    • Get clear, actionable insights

  • Make things run smoother.
    You need efficiency, visibility, and control. We streamline processes, automate the manual work, and connect your teams, so you can focus on what matters.

    • Automate key workflows

    • Boost productivity across teams

    • Gain real-time operational data

  • Build for scale and innovation.
    You’re tasked with keeping systems secure, scalable, and future-ready. We help you integrate, modernise, and get the most from Salesforce, so you can support growth and stay ahead of change.

    • Simplify complex integrations

    • Strengthen data security

    • Prepare for Agentforce, AI, and next-gen tech

Our Salesforce Services

Advisory & Consultancy

  • Evaluate platform health.

  • Create a tailored vision & roadmap for growth.

AI-Focused Consultancy

  • Assess your readiness for AI.

  • Build Agentforce proof of concept.

Tailored Solutions & System Integration

  • Deliver Salesforce solutions & integrations.

  • Drive change management and user adoption.

Managed Services & Support

  • Provide full managed service.

  • Offer flexible shared support models.

Not sure where to start? Select Your Service Path

Industry Excellence

Transforming Salesforce Into a Growth Engine for Your Business

  • Financial Services

    Streamline onboarding, manage Quotes & Renewal processes, automate compliance, and deepen relationships using Salesforce & Financial Services Cloud.

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  • Travel & Hospitality

    Personalise guest experiences, automate bookings, streamline support processes, and boost loyalty program engagement using the Salesforce Platform.

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  • Manufacturing

    Optimise inventory management, simplify supplier integration, and create exceptional B2B customer experiences.

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  • Hi-Tech & Software

    Optimise customer and partner portals and ecosystems, accelerate sales cycles, optimise customer support and unify customer data seamlessly.

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Learn more about our industry expertise

Our deep expertise across all Salesforce clouds ensures your entire ecosystem is optimised and aligned within your AI-Ready Success journey, preparing you effectively for AI + Agentforce.

AI + Agentforce

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Sales Cloud

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Service Cloud

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Marketing Cloud

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Financial Services Cloud

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AI + Agentforce • Sales Cloud • Service Cloud • Marketing Cloud • Financial Services Cloud •

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Partner with Proven Experts

In a crowded field of Salesforce partners focused on speed or innovation, capeMBX takes a different path. Here’s why senior leaders partner with us.

  • We don’t just implement Salesforce; we work alongside your teams to tackle challenges together, ensuring real-world results.

  • Our focus goes beyond tools. We align your Salesforce platform with strategic business goals to deliver measurable outcomes like ROI growth, improved efficiency, and delighted customers.


  • Our founding partners have spent their careers architecting complex Salesforce solutions. You get senior-level strategic guidance on every project, not junior resources.

  • We empower your teams with hands-on training and user-friendly systems, ensuring strong adoption and sustainable results.

  • From day one through continuous optimisation, we’re by your side to refine, scale, and support your platform as your needs evolve.

  • We don't measure success by features deployed or hours billed. We measure it by your outcomes: improved efficiency, cleaner data, higher user adoption, and measurable ROI.

  • We bring deep, practical experience in Financial Services, Hi-Tech, Travel, and Manufacturing. We understand your unique challenges and speak your language.

Discover Your Platform's True Potential.

Your Salesforce platform should be a strategic asset, not a source of frustration.

In our complimentary 2-hour strategy session, our founding partners will personally analyse your setup to uncover hidden risks, identify immediate efficiency gains, and provide a clear roadmap for success.

Start with an AI Readiness Assessment or Platform CHeck & discover:

  • Your true platform health and hidden operational risks.

  • A clear, prioritised roadmap to AI / Agentforce implementation and lasting Salesforce success.

  • Quick wins to unlock immediate business value and efficiency.