“The Fix with capeMBX” (Video Series)
📣 Big news - we’re kicking off something new. 🎥
It’s called "𝙏𝙝𝙚 𝙁𝙞𝙭 𝙬𝙞𝙩𝙝 𝙘𝙖𝙥𝙚𝙈𝘽𝙓" - quick, no-fluff videos about what really makes (or breaks) Salesforce ROI.
The team and myself will be sharing tips and hard-earned lessons from 18+ years in CRM strategy and delivery - the mistakes we’ve seen, the fixes that actually work, and how SMBs can get enterprise-level results from Salesforce.
Watch episode 1:
💡If your teams don’t share a single view of the customer, how can they cross-sell, up-sell, or deliver great service?
It’s one of the biggest and quietest reasons Salesforce ROI slips.
A mortgage goes unseen by insurance.
A savings account never triggers a wealth conversation.
A policy renewal misses a cross-sell.
The data’s there. The visibility isn’t.
In this episode of The Fix with capeMBX, we unpack how Salesforce - built the right way - connects those dots and becomes the last CRM you’ll ever need.
🎥 Watch episode 2 of “The Fix with capeMBX”
“Our last partner left us frustrated and with a platform that nobody really uses.”
We hear that line far too often. It’s not a Salesforce technology problem. It’s a trust problem.
At capeMBX, we rebuild that trust by doing what others skip - being present, fixing fast, and proving value in the first few weeks, not the last few months.
Because a client’s story shouldn’t be a Salesforce product story. It should be a 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗽𝗲𝗿𝗳𝗼𝗿𝗺𝗮𝗻𝗰𝗲 𝘀𝘁𝗼𝗿𝘆.
🎥 Watch Episode 3 of The Fix with capeMBX: “We Were Burned Before - How We Rebuild Trust in Salesforce Projects.”
The fastest way to slow down a Salesforce project? Skip Discovery.
It doesn’t matter if you’re five people or five hundred; discovery is where alignment happens and performance begins.
🎥 Watch Now: In Episode 4 of "The Fix with capeMBX", I share what happens when teams skip this step and what good discovery really looks like in practice.
Marketing Cloud is only as powerful as the journeys you build. 💌
As we head into the busiest season of the year, most brands focus on volume. The best ones focus on experience.
🎯Behaviour-driven journeys.
⏰Clean data.
💡Smart triggers.
🎥 Watch Now: In Episode 5 of 'The Fix with capeMBX', I talk about how to optimise journeys for loyalty, not just conversions, and why it matters even more during the Christmas rush.
Financial Services Cloud isn’t a different CRM. It’s Sales Cloud + Service Cloud with the financial playbook built in. 📊
The real challenge for Irish & UK FINS leaders isn’t “bad data”.
It’s fragmented processes, improper workflows, and legacy systems pushing inconsistent information into Salesforce.
🎥 Watch: Episode 6 of "𝗧𝗵𝗲 𝗙𝗶𝘅 𝘄𝗶𝘁𝗵 𝗰𝗮𝗽𝗲𝗠𝗕𝗫" is not another “clean your data” lecture. It's a real playbook for getting FSC performing across banking, wealth, and insurance.
Most teams want to use AgentForce… but don’t know where to start.
The answer isn’t a big rollout.
Small POCs in Sales, Service, or Marketing Cloud can deliver quick, measurable wins – smarter routing, better pipeline hygiene, optimised marketing campaigns.
🎥In Episode 7 of "𝙏𝙝𝙚 𝙁𝙞𝙭 𝙬𝙞𝙩𝙝 𝙘𝙖𝙥𝙚𝙈𝘽𝙓", I walk through the easiest, safest ways to bring AgentForce into your organisation and actually see results.
1. Start small.
2. Show the impact.
3. Then scale what works.
Most Salesforce projects don’t fail because of the platform. They struggle because teams rush into build mode before they’re ready.
In 2026, with more clouds, more automation, and more AI in play, getting the basics right matters more than ever. That’s why we created the 𝗰𝗮𝗽𝗲𝗠𝗕𝗫 𝗙𝗥𝗘𝗘 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 𝗖𝗵𝗲𝗰𝗸𝗹𝗶𝘀𝘁. It’s a simple, practical way to sense-check whether you’re ready to start a new project or optimise an existing Salesforce setup, before time and budget are on the line.
In this episode of The Fix with capeMBX, I explain:
• Why this checklist matters now
• Who it’s for (new builds and existing orgs)
• And what outcomes teams should expect from using it
If you’re planning a Salesforce project, or wondering why your current setup isn’t delivering, this is a good place to start.
🎥 Episode 8 is live.
📋 Click here to access
