Revenue Visibility & Process Hygiene
Stop Selling in the Dark.
Organise Your Revenue Engine.
We turn messy pipelines into accurate forecasts. Give your sales team a system they actually want to use.
The Problem
Most Agentforce Sales Cloud implementations fail for one reason: they are built for management reporting, not for the sales reps.
The result is poor adoption.
Your data becomes unreliable.
Your forecasts are guesswork.
Your reps go back to spreadsheets
We implement and configure Agentforce Sales Cloud to match how your team actually sells. We strip away the clutter and focus on the actions that drive revenue.
What We Deliver
Lead & Opportunity Management
Never lose track of a prospect. We set up clear stages and validation rules so you know exactly where every deal stands.
Accurate Forecasting
Move from "gut feeling" to data-driven revenue prediction.
Activity Capture
Automate the logging of emails and calls. Your team shouldn't waste time typing in data that can be captured automatically.
Mobile Sales
Give your field team the power to update deals from the road, not just from their desks.
The capeMBX Approach
We don't just install software. We audit your sales process first.
Step 1
Discovery
We map your real sales cycle, not the theoretical one.
Step 2
Hygiene
We clean existing data and set up duplicate rules to keep it clean.
Step 3
Adoption
We build simplified views for your reps to ensure they use the system.
Common Questions
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For a standard SMB setup, we target weeks, not months. We use accelerators to get you live quickly.
For larger mid-market and enterprise level clients, we will conduct a discovery workshop to get a better understanding of the implementation requirements and present a prototype and Statement of Works.
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Yes. We specialise in "rescuing" broken implementations where adoption has stalled.
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Yes. We ensure your email and calendar sync perfectly so data entry is minimised.
Ready to optimise your Sales process?
Let's audit your current setup and show you exactly where the gaps are.