Salesforce Readiness Checklist
A 5-minute self-assessment to see if your team, data, and strategy are ready.
Step 1: What kind of project are you planning?
Tap the statement if your answer is "Yes".
Our Core Service Offering
Advisory & Consultancy
Get expert guidance on your Salesforce journey. From health checks to strategic planning and ‘Art of the Possible’ roadmaps, we ensure your platform is optimised for success.
Platform Health Check
Comprehensive assessment of your Salesforce setup to identify issues and optimisation opportunities.
Technical Debt Analysis
Identify and prioritise technical debt to improve system performance and maintainability.
Change Management
Guide your team through Salesforce transformations with proven change management strategies.
AI-Focused Consultancy
Prepare your organisation for the future with AI-powered Salesforce solutions. We help you assess readiness, define strategy, and implement cutting-edge technology.
AI Readiness Assessment
Evaluate your platform's readiness for AI implementation and identify areas for improvement.
AI Strategy & Roadmap
Define your AI vision with clear goals, use cases, and a practical roadmap aligned with business priorities.
Agentforce Proof of Concept
See Agentforce in action with a working proof of concept to validate value before scaling.
Implementation & Delivery
From configuration to custom development, we deliver solutions that transform your business processes and drive measurable results.
Salesforce Configuration
Expert configuration of Sales Cloud, Service Cloud, Financial Service Cloud and all products across the platform.
Custom Development
Tailored solutions using Apex, Lightning Web Components, and integration platforms.
Data Migration
Seamless data migration with quality assurance and minimal business disruption.
Support & Optimisation
Continuous improvement and support to ensure your Salesforce investment delivers long-term value and adapts to your evolving needs.
Managed Services
Ongoing administration and maintenance to keep your system running smoothly.
Performance Optimisation
Regular performance reviews and optimisations to maximise system efficiency.
User Training & Adoption
Comprehensive training programs to ensure user adoption and maximise productivity.
BEACON Methodology
Our Guiding Philosophy
We recognise that addressing today's business challenges requires more than just tools—a clear strategy, actionable insights, and a trusted partner.
BEACON isn't just a methodology - it's the philosophy at the heart of everything we do. It ensures we always put your interests first and guides us to deliver what's right for your business.
BASELINE
Understand today’s state. Run a 360° audit. Assess Salesforce for debt, data issues, broken processes. Remove blockers to scale and AI. Prepare for Agentforce and advanced Salesforce.
ENVISION
With clarity on your current state, we define success now & in the future: engage stakeholders, set measurable KPIs aligned to goals, and show how Salesforce drives quick wins and long-term growth.
ACTION
We turn strategy into action - designing and implementing tailored, technically sound Salesforce solutions that integrate with your systems, automate workflows, and optimize data for AI insights.
CONSULT
We partner with leadership to align solutions to strategy, provide Salesforce guidance and training, and equip teams with knowledge, insights, and recommendations to drive real outcomes.
OPTIMISE
Once solutions go live, optimisation continues: track KPIs with real-time dashboards, find workflow bottlenecks, and make iterative improvements from user feedback and trends.
NAVIGATE
Markets shift fast - AI included. We stay agile: proactively update Salesforce, advise on integrations, and act as an extension of your team for troubleshooting and new opportunities.
"Working with capeMBX was different. They didn't just build us a Salesforce system; they really got to know our business inside and out and became part of our team.
They helped us think bigger about what success meant for us. Now, we have a Salesforce setup that our team actually uses every day, and it's genuinely helping us achieve our goals."
Paul N. Wituschek
Managing Partner
Testimonials From Our Clients
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![Garo Electric Customer Quote]()
"We had a great collaborative engagement....and ready to maximise its potential."
“Their onsite presence made a real difference.
By working closely with our team and delivering tailored, hands-on training throughout the Marketing Cloud implementation, they ensured we didn’t just adopt the platform we truly understood it.
Our team now feels confident, capable, and ready to maximise its potential.”
Shivandra Jogi - IT Manager,Garo Electric
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![fitz scientific customer quote]()
“As a first-time Salesforce customer, we relied heavily on capeMBX’s expertise.”
“Their team worked closely with us face to face throughout the implementation of Sales Cloud, Service Cloud, and Marketing Cloud, taking the time to understand our business and users in person.
This hands-on approach drove strong adoption and delivered a scalable Salesforce platform that now supports our growth. capeMBX was professional, knowledgeable, and a true partner from day one.”
Brian Gargan - Sales & Marketing Manager,
Fitz Scientific
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![Activ8 Solar Customer Quote]()
“Your partnership made all the difference.”
“Your team provided outstanding expertise as we designed and refined our Salesforce security model.
Your team delivered high-quality, strong knowledge, patience, and on-site support which helped our team understand and adopt the changes with ease. Your partnership made all the difference.”
Eric Praud - Salesforce Platform Manager,
Activ8 Solar Energies
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![Expert Insights Customer Quote]()
“We have a Salesforce setup that our team actually uses every day. ”
“The capeMBX team didn't just build us a Salesforce system; they really got to know our business inside and out and became part of our team. They helped us think bigger about what success meant for us.
We have a Salesforce setup that our team actually uses every day. It's genuinely helping us achieve our goals.”
Paul N. Wituschek - Managing Partner
Expert Insights
Client Testimonials
"Your team provided outstanding expertise as we designed and refined our Salesforce security model. Your team delivered high-quality, strong knowledge, patience, and on-site support which helped our team understand and adopt the changes with ease. Your partnership made all the difference."
Eric Praud
Salesforce Platform Manager
"The capeMBX team didn't just build us a Salesforce system; they really got to know our business inside and out and became part of our team. They helped us think bigger about what success meant for us. We have a Salesforce setup that our team actually uses every day. It's genuinely helping us achieve our goals."
Paul N. Wituschek
Managing Partner
Quote Source