“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.
