capeMBX Blog
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.
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.
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.
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.