capeMBX: Your Beacon to Salesforce Excellence & AI Success.
From solid Salesforce foundations to AI-driven innovation, we ensure your platform delivers value.
No matter where you are on your Salesforce journey, you need a trusted guide. As your Salesforce Excellence Partner, we navigate every aspect of the platform to maximise your investment.
Guiding Your Business to Success with Expert Salesforce Solutions.
Whether you're aiming to optimise core CRM functions or preparing for advanced automation and AI, you're likely facing familiar hurdles. Too often, implementations prioritise features over foundational strength, leading to a platform that isn't truly fit for purpose:
Data Isn't Driving Decisions: Siloed, incomplete, or inaccurate data undermines reporting, personalisation, and any attempt at intelligent automation.
Processes Aren't Optimised: Automating inefficient workflows merely digitises existing problems, scaling chaos instead of efficiency.
Platforms Aren't Prepared: Technical debt, poor integration, and legacy configurations create a fragile system that resists evolution and blocks future innovation.
People Aren't Enabled: Low user adoption, inadequate training, and resistance to change mean even the best technology fails to deliver its promise.
Many partners focus on quick fixes or chase the latest trends. At capeMBX, we challenge this and focus on engineering the conditions for lasting success. Our AI-Ready Success Model, powered by our proven BEACON methodology, starts by fixing your data, processes, platforms, and people - and then layers in AI to unlock your next wave of value.
We address the root causes, ensuring your Salesforce investment delivers strategic advantage - for immediate operational improvements and confident adoption of new technologies like AI and Agentforce.
We deliver a Salesforce platform that's resilient, scales on demand, and embraces the next wave of AI innovation.
"Is Your Salesforce Investment delivering Strategic Value?"
If your Salesforce platform feels more like a daily struggle than a strategic asset, you're not alone. This often signals that foundational elements are missing, preventing you from achieving true operational excellence and preparing for future opportunities.
capeMBX dives deeper. We diagnose these foundational issues as the first step in our AI-Ready Success Model, ensuring your platform is robust, efficient, and truly ready to deliver exceptional value, both now and as you evolve.
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Lack of understanding of your Salesforce requirements
Poor adoption rates among your teams
Complex processes that slow everything down
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Siloed information undermining decisions
Limited visibility into business performance
Technical debt and data quality preventing AI readiness
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Disjointed experiences impacting customer loyalty
Inability to personalise customer journeys
Missed opportunities for deeper engagement
The capeMBX Difference: Architecting Your AI-Ready Success
We will be by your side every step of your Salesforce journey and are here to deliver results that matter. Our AI-Ready Success Model is your pathway from foundational challenges to confident innovation. A Beacon lights the path, hence, we provide strategic guidance and expert implementation to ensure your Salesforce investment delivers maximum value today and tomorrow. Here’s how we stand out:
Consultancy-Led Approach
We don't offer one-size-fits-all solutions. With services including our AI Readiness Assessment and comprehensive Platform Health Check, we delve into your business goals, current pains, and critically, your platform's readiness across data, processes, technology, and people. This uncovers the real blockers to both current ROI and future AI innovation.
Foundational Excellence, Agile Delivery
Powered by our BEACON methodology, we execute prioritised initiatives to close readiness gaps and build a high-performing platform. This means robust data architectures, streamlined and automated processes, resolved technical debt, and optimised integrations – delivering immediate business value while strategically preparing your platform for advanced analytics, AI, and Agentforce.
Confident Innovation & Enablement
A powerful platform is only effective if your team can leverage it. We provide tailored training, intuitive dashboards, and strategic change management to ensure user adoption and skill development. We guide you to confidently adopt advanced capabilities, including AI and automation, when your foundation is solid, ensuring compliance, maximising ROI, and future-proofing your success.
BEACON: 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.
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Before we can chart a course forward, we need to understand where you are today. This includes performing a comprehensive 360° business audit and assessing your Salesforce Org for technical debt, data inconsistencies, and broken processes, identifying blockers that prevent scalability and AI adoption. Our solutions prepare your org for seamless Agentforce and advanced Salesforce implementations.
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With clarity on your current state, we work with you to define what success looks like—both now and in the future. This includes working with stakeholders to define measurable KPIs aligned with business goals, and envision how Salesforce can drive both immediate wins and long-term growth.
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This is where strategy turns into action. We design and implement solutions that are not only technically sound but also tailored to your unique needs. These Salesforce solutions integrate seamlessly with your systems, automate workflows, and optimise data for AI-driven insights.
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At this stage, we work closely with your leadership to ensure that every solution aligns with your strategic objectives. This involves providing expert guidance and user training on how to leverage Salesforce to address your unique challenges and opportunities. Our goal is to empower your teams with knowledge, actionable insights and strategic recommendations that drive real business outcomes.
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Once your solutions are live, we don’t stop there. Optimisation ensures your platform evolves alongside your business needs, including optimising performance by tracking KPIs with real-time dashboards, identifying workflow bottlenecks, and implementing iterative improvements based on user feedback and trends.
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The business landscape is always shifting—whether it’s new market opportunities or emerging technologies like AI. We stay agile and responsive. We proactively update your Salesforce system, offer strategic tech integration advice, and serve as an extension of your team for troubleshooting and exploring new opportunities.
Industry Excellence
Transforming Salesforce Into a Growth Engine for Your Business
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Financial Services
Streamline onboarding, manage Quotes & Renewal processes, automate compliance, and deepen relationships using Salesforce & Financial Services Cloud.
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Travel & Hospitality
Personalise guest experiences, automate bookings, streamline support processes, and boost loyalty program engagement using the Salesforce Platform.
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Manufacturing
Optimise inventory management, simplify supplier integration, and create exceptional B2B customer experiences.
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Hi-Tech & Software
Optimise customer and partner portals and ecosystems, accelerate sales cycles, optimise customer support and unify customer data seamlessly.
Our deep expertise across all Salesforce clouds ensures your entire ecosystem is optimised and aligned within your AI-Ready Success journey, preparing you effectively for AI + Agentforce.
AI + Agentforce
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Sales Cloud
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Service Cloud
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Marketing Cloud
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Financial Services Cloud
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AI + Agentforce • Sales Cloud • Service Cloud • Marketing Cloud • Financial Services Cloud •
Why Clients Choose Us
In a crowded field of Salesforce partners focused on speed or innovation, capeMBX takes a different path. We see Salesforce as the engine of your business performance.
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We don’t just implement Salesforce; we work alongside your teams to tackle challenges together, ensuring real-world results.
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Our focus goes beyond tools. We align your Salesforce platform with strategic business goals to deliver measurable outcomes like ROI growth, improved efficiency, and delighted customers.
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We empower your teams with hands-on training and user-friendly systems, ensuring strong adoption and sustainable results.
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From day one through continuous optimisation, we’re by your side to refine, scale, and support your platform as your needs evolve.
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With experience in Financial Services, Hi-Tech, Travel & Hospitality, and Manufacturing, we bring specialised knowledge to every project.
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Every project is focused on delivering outcomes that matter - cleaner data, streamlined workflows, enhanced customer journeys, and scalability for growth.
Strategy Meets Innovation: Are You Getting Full Value from Salesforce?
Your Salesforce platform should be the cornerstone of your operational efficiency, customer loyalty, and future growth. Let’s move beyond temporary fixes and architect a system built for real results today and confident innovation tomorrow.
Start with our System Health & AI check and discover:
Your true platform health and hidden operational risks.
Quick wins to unlock immediate business value and efficiency.
A clear, prioritised roadmap to AI / Agentforce implementation and lasting Salesforce success.