Industry-Specific Salesforce Solutions That Drive Real Results
Every industry faces unique pressures. Generic solutions don't work. At capeMBX, we deliver tailored Salesforce strategies and solutions that solve your sector's specific challenges, turning your biggest obstacles into competitive advantages.
Industries We Serve
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Financial Services
Stay ahead in a fast-changing market. Financial Services firms face rising regulatory demands, legacy systems, and growing customer expectations. We help banks, insurers, fintechs, private equity and wealth managers modernise operations, improve compliance, and deliver standout customer experiences with Salesforce.
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Manufacturing
Manufacturers are constantly under pressure from growing sales channels, supply chain disruption, skills shortages, and rising costs. We connect your value chain, unify data, and automate processes, helping you boost productivity, improve forecasting, and deliver on customer promises.
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Travel & Hospitality
Customer loyalty has never been so fickle. Traveller and guest expectations keep rising while staffing and energy costs squeeze margins. We help airlines, hotels, travel brands, and hospitality groups deliver seamless, personalised experiences and run leaner, smarter operations using Salesforce.
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Technology & Software
The pace of change in tech never slows down. Software companies and IT providers face constant pressure to innovate, scale fast, and keep users happy, all while dealing with complex integrations and fierce competition. We help technology firms streamline processes, connect data, and get the most out of Salesforce so they can focus on building, selling, and supporting great products
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Pharmaceuticals & Medical Devices
Life sciences companies operate in a world of strict compliance, complex supply chains, and global competition. Through our Salesfoce solutions, we help pharma and medtech organisations streamline clinical trials, manage regulatory documentation, and strengthen provider relationships, all on a secure, scalable Salesforce platform.
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Energy & Utilities
The energy and utilities sector is continuously innovating and transforming. Our Salesforce services provide the tools to help you manage price volatility, regulatory compliance, and navigate the shift to sustainability. We build tailored solutions that improve customer engagement, manage field service, streamline asset management, and support your ESG objectives.
Financial Services Excellence
Insurance & Life Assurance
We help insurers transform customer journeys, automate underwriting processes, and create seamless claims experiences through optimised Salesforce implementations.
Banking & FinTech
Our Salesforce solutions enable banks and FinTechs to deliver personalised client experiences, streamline onboarding, and build lasting relationships across retail and commercial sectors.
Private Equity & Wealth Management
We help investment firms leverage Salesforce to track deal pipelines across multiple businesses, manage investor relations, and deliver exceptional service to high-net-worth clients.
General Insurance
Addressing Your Challenges
Customer Acquisition & Retention
Our Salesforce solutions help insurers identify cross-selling opportunities and create personalised journeys that increase retention rates by up to 25%.
Claims Process Optimisation
We streamline claims management with automated workflows that reduce processing time and enhance customer satisfaction at critical touchpoints.
Regulatory Compliance
Our tailored implementations ensure your Salesforce environment supports ever-changing regulatory requirements while maintaining operational efficiency.
Banking & FinTech Innovation
Customer-Centric Banking
We implement Salesforce Financial Services Cloud to create 360° customer views, enabling relationship managers to provide timely, personalised service across all channels.
Digital Transformation
Our solutions help traditional banks and FinTechs accelerate digital adoption, automate KYC/AML processes, and create frictionless customer journeys.
Data-Driven Insights
We enable financial institutions to leverage Salesforce Analytics to identify trends, predict customer needs, and make informed business decisions.
Private Equity, Asset, Wealth & Life Management Excellence
Relationship Intelligence
Our Salesforce implementations help identify key relationships and warm introductions, accelerating deal sourcing and capital raising activities.
Deal Pipeline Management
We configure Salesforce to track complex deal stages, coordinate due diligence activities, and provide real-time visibility to stakeholders.
Investor Relations
Our solutions streamline Client Relationship Management, Investment Tracking, and Compliance Reporting, providing wealth managers complete views of client portfolios to tailor their services effectively
Life & Pensions
Protection Policies
Our customised Salesforce solutions help insurers streamline underwriting processes and automate claims management for a multitude of protection products.
Investments & Savings
We implement Financial Services Cloud to provide 360° client views, enabling advisers to manage lump sum investments and regular savings plans with integrated performance tracking.
Retirement Planning
Our solutions include personalised client and broker portals with tools that help brokers manage policies, while customers can manage and visualise retirement outcomes and make informed decisions their policies.
Our deep expertise across all Salesforce clouds ensures your platform 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 •
Industry Innovation
Manufacturing
Our Salesforce expertise helps manufacturers streamline operations, enhance supply chain visibility, and build stronger distributor and customer relationships.
Travel & Hospitality
We enable travel and hospitality businesses to create memorable guest experiences, optimise booking processes, and build loyalty through tailored Salesforce solutions.
Energy, Pharma & High-Tech
Our specialist teams deliver Salesforce solutions that address the unique compliance, research, and innovation challenges across energy, pharmaceutical, and technology sectors.
Manufacturing & Industry Solutions
Supply Chain Visibility
Our Salesforce implementations connect manufacturing operations with sales data, enabling better forecasting and reducing inventory costs.
Production Analytics
We implement Salesforce Analytics to provide manufacturers with actionable insights on production efficiency, quality control, and market demand.
Distribution Channel Management
We configure Salesforce to enhance distributor relationships, streamline order processes, and provide real-time inventory visibility.
Field Service Optimisation
Our solutions leverage Salesforce Field Service to coordinate technicians, reduce downtime, and improve first-time fix rates for manufacturing equipment.
Specialised Industry Solutions
Travel & Hospitality
We help travel companies create seamless booking experiences, personalise guest services, and build loyalty programmes that drive repeat business through tailored Salesforce implementations.
Implement Service Cloud to manage guest preferences and provide personalised experiences across properties.
Deploy Marketing Cloud to create targeted campaigns based on travel history and preferences.
Utilise Experience Cloud for seamless booking portals and mobile check-in/check-out processes.
Leverage Analytics Cloud to optimise pricing strategies based on seasonal demand patterns.
Energy & Utilities
Our Salesforce solutions enable energy providers to streamline field operations, enhance customer self-service, and manage complex B2B relationships with major commercial clients.
Configure Field Service Lightning to optimise technician scheduling and reduce response times.
Implement CPQ (Configure, Price, Quote) solutions for complex energy contract negotiations.
Develop customer communities for self-service meter readings and consumption monitoring.
Create IoT integrations that connect smart grid data with customer service for proactive maintenance.
Pharmaceuticals & Medical Devices
We implement Salesforce solutions that address the unique compliance, research, and innovation challenges across pharmaceutical and technology sectors, enabling better collaboration and faster time-to-market.
Deploy Health Cloud for compliant patient relationship management and clinical trial coordination.
Customise Sales Cloud to manage complex stakeholder relationships with healthcare providers.
Implement validated Salesforce systems that meet GxP and FDA regulatory requirements.
Deploy Sales Cloud to utilise platform capabilities to accelerate clinical trial pipelines.
High-Tech Industry Solutions
We empower high-tech companies to accelerate innovation, streamline product development cycles, and deliver exceptional customer experiences through our tailored Salesforce implementations.
Complex Partner Ecosystems
Managing relationships with distributors, integrators, and technology partners presents coordination challenges across multiple channels.
Our Solution: Implement Partner Cloud to provide self-service portals, deal registration, and certification tracking while ensuring seamless collaboration.
Customer Success & Retention
SaaS and technology companies need a 360 view of customers, and monitor product usage, anticipate churn, and drive customer expansion.
Our Solution: Deploy Service Cloud with dashboards that track customer health scores, usage metrics, and renewal opportunities to enable proactive engagement.
Sales Acceleration
High-tech companies struggle with lengthy sales cycles, territory management, and forecasting accuracy in rapidly evolving markets.
Our Solution: Implement Sales Cloud with AI-powered Einstein and Agentforce features to optimise lead scoring, automate opportunity tracking, and provide predictive forecasting for accelerated revenue growth across global markets.
