capeMBX Blog
Enter Agentforce 360: Salesforce’s Bet on Conversation
Dreamforce 2025 redefined Salesforce’s identity. Discover how Agentforce 360 transforms CRM from dashboards and clicks into intelligent, conversational workflows, and what this means for human + AI synergy, real ROI, and enterprise adoption.
Stop Leaving Money on the Table: Why Disconnected Teams Kill Cross-Sell and Upsell
Many organisations unintentionally leave money on the table. Not because their teams lack skill or effort, but because they lack a single view of the customer. Disconnected systems and siloed teams mean missed chances to cross-sell, upsell, and deliver great service. In this article, we explore why spreadsheets and inboxes can’t deliver sustainable revenue growth, and how a single source of truth can align your teams, improve customer experience, and unlock consistent business results.
Field Service for Energy, Utilities & Logistics Companies
Salesforce Field Service enables energy, utilities, and logistics companies to streamline mobile workforce management, boost first-time fix rates, and reduce costs through automated scheduling. Learn how a connected, digital platform helps teams deliver safer, more reliable service while improving operational efficiency, compliance, and customer satisfaction
7 Questions Smart Leaders Ask Before Choosing a Salesforce Partner
Selecting a Salesforce implementation partner? Ask these 7 critical questions before you sign a contract. Our guide helps you vet partners on industry experience, process alignment, change management, and pricing transparency. Avoid costly mistakes and ensure your Salesforce investment drives real business outcomes and user adoption.
Beyond the License: 3 Strategic Decisions for Your Salesforce Implementation
A Salesforce license is just the start. Learn the three strategic decisions that determine whether your Salesforce implementation drives growth or drains resources. This guide helps stakeholders (C-Suite & Project Managers) maximise ROI and avoid common pitfalls for SMB, Mid-Market, and Enterprise companies.
Elevating Credit Union Operations with Salesforce: A Consultant’s Guide
Credit Unions across Ireland are at a critical juncture. The pressure to modernise isn't just about keeping up; it's about survival and future growth. To meet these challenges, many are turning to Salesforce. But simply buying new software isn't the answer. The real question is how to tailor a powerful platform like Salesforce to your Credit Union's unique needs, ensuring it solves these core problems and delivers real, lasting value.
What Insurance Leaders Want to Know: How Salesforce Clouds Modernise Insurance
Modernising insurance means moving beyond manual tasks and disconnected systems. It requires reimagining core processes to be faster, smarter, and more efficient. The Salesforce platform allows insurers to automate and streamline workflows across the entire policy lifecycle.
Your AI Is Only as Smart as Your Data: The Case for Data Cloud
Most organisations sit on a goldmine of data, but fragmented systems and data silos are blocking their path to AI-driven success. Nearly 80% of companies store more than half their data across hybrid and multi-cloud environments, making it hard to manage and use for smarter decisions. Discover why building a solid data foundation is the first step to leading your industry’s AI transformation
"I Don't Want to Talk About AI" - The CRM Leader's Dilemma and Why Preparation Matters More Than Pressure
The CRM leadership landscape has evolved beyond simple "for" or "against" AI positions. Today's leaders fall into three distinct categories, each with unique challenges and opportunities.
Supercharge Your Customer Support: How Salesforce Service Cloud Powers Effective Case Management
A robust and adaptable Case Management system is essential for a successful support operation. Service Cloud provides the tools to build a strong, flexible, and intelligent foundation for managing support cases.