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Your Path to Operational Excellence Starts Here

At capeMBX, we offer a comprehensive suite of Salesforce services designed to drive operational efficiency, enhance customer experiences, and deliver measurable business outcomes.

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Our Services

Our services are designed to solve your unique challenges—whether you are just starting with Salesforce, need help fixing legacy and technical debt issues, or preparing for AI. Our solutions prepare your platform for seamless Agentforce and advanced Salesforce implementations.

Our Approach: A Story of Transformation

Every business has a story. Here’s how we help you write yours:

The Challenge

Many businesses struggle with data quality issues, disconnected systems, and missed opportunities for automation. Without the proper foundation, even the best tools fall short.

The Turning Point

That’s where capeMBX comes in. Through our proven framework and methodologies, we assess your current state, uncover hidden inefficiencies, and build a roadmap to success, powered by data and AI.

The Resolution

With our Advisory, Delivery, and Support services, we take you from where you are today to where you want to be in the future - ensuring every step is backed by actionable insights and cutting-edge technology.

OUR CORE SERVICE OFFERING

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AI Focused Consultancy

    • AI Strategy & Roadmap
      Define your organisation’s vision for AI. We help you set clear goals, identify the right use cases, and build a practical roadmap that aligns with your business priorities.

    • Data Strategy Review
      Assess the quality, management, and scalability of your data. We highlight gaps and recommend steps to unify, govern, and maximise the value of your data for AI.

    • Adoption Plan & Success Metrics
      Identify what success looks like for your teams. We set measurable goals and outline how to drive adoption, so your investment delivers real results.

    • Proof of Concept
      See AI in action. We design and deliver a working proof of concept, so you can validate value and build internal momentum before scaling.

    • Platform Maturity Review
      Get a clear picture of where you stand with AI on your current technology. We review your platform, highlight strengths and gaps, and provide actionable recommendations.

  • We build a targeted proof of concept to demonstrate real-world value.

    • Use Case Discovery
      Identify practical, high-impact Agentforce use cases that match your goals and deliver real value.

    • Solution Scoping & Design
      Set clear goals for the PoC. Identify the data, workflows, and integrations needed to keep the pilot focused, realistic, and secure.

    • Rapid Prototype Build
      Build and configure an Agent, using real or representative data, to simulate actual business processes and outcomes.

    • Stakeholder Demonstration
      Run live demos and walkthroughs for key stakeholders. Showcase how it addresses your specific needs and solves real-world problems.

    • Feedback & Iteration
      Refine solution based on feedback to maximise adoption and value.

    • Risk Reduction & Validation
      Test feasibility and impact before scaling. Spot and address risks early.

    • Executive Summary & Next Steps
      Summarise outcomes, key learnings, and next steps for scaling Agentforce.

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Advisory & Consultancy

  • Concerned about the health of your Salesforce setup or the status of your current project? We help with:

    • Security & Permission Review
      Audit user access, permissions, and sharing rules. Identify risks in profiles, permission sets, and public groups.

    • Configuration & Customisation Analysis
      Examine objects, fields, page layouts, validation rules, and automation for technical debt and unused assets.

    • Data Quality & Integrity Assessment
      Check for duplicates, incomplete records, inconsistent picklist values, and field usage. Recommend clean-up actions.

    • Performance & Scalability Review
      Benchmark page load times, API usage, and data storage. Identify bottlenecks and recommend optimisations.

    • Integration & AppExchange Audit
      Map all integrations and installed packages. Assess for redundancy, security, and support status.

    • Technical Debt & Code Quality Scan
      Review Apex, Flows, and Lightning Components for best practices, efficiency, and maintainability.

    • Compliance & Audit Readiness
      Evaluate audit trail, field history tracking, and regulatory alignment (GDPR, etc.).

    • Actionable Recommendations & Roadmap
      Deliver a prioritised action plan with clear next steps, timelines, and estimated effort.

  • Not sure what your next step should be with Salesforce? Our “Art of the Possible Roadmap” offers you:

    • Stakeholder Alignment Workshops
      Facilitate sessions to uncover business goals, pain points, and innovation opportunities.

    • Process Mapping & Future-State Design
      Visualise current and target processes. Identify automation and AI opportunities.

    • Technology Fit Assessment
      Evaluate Salesforce features (Sales, Service, Experience Cloud, etc.) against requirements.

    • Use Case Prioritisation
      Score and rank potential projects by impact, feasibility, and ROI.

    • Change Impact Analysis
      Assess organisational readiness and required change management.

    • Strategic Roadmap Development
      Build a phased delivery plan with milestones, KPIs, and resource needs.

    • Executive Presentation
      Summarise findings and recommendations in a clear, actionable format for leadership.

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Implementation & System Integration

  • Our discovery workshops deliver:

    • Requirements Gathering
      Conduct interviews and workshops to capture business, technical, and compliance needs.

    • Solution Blueprint
      Document user stories, process flows, and system architecture.

    • Prototype & Demo
      Build a clickable / live demo to validate requirements and gather feedback.

    • Risk & Gap Analysis
      Identify potential blockers, dependencies, and integration points.

    • Implementation Plan
      Provide a fixed-scope, fixed-price proposal with clear deliverables and timelines.

  • We build your solution step by step, showing you real progress at every stage from planning to launch. We provide:

    • Agile Delivery Framework
      Structure work into sprints with clear goals, demos, and feedback loops.

    • Transparent Progress Reporting
      Provide weekly updates, QBRs, and risk logs.

    • Continuous Integration & Deployment
      Automate testing and releases for faster, safer deployments.

    • Quality Assurance & UAT Support
      Run test cycles, manage defects, and support user acceptance testing.

    • Hypercare & Early Life Support
      Offer post-launch support to resolve issues and ensure adoption.

  • Our Change Management & User Adoption service ensures your team embraces new technology with tailored training, support, and strategies for lasting success.

    • Stakeholder Analysis
      Identify key users, champions, and potential resistors.

    • Communication Plan
      Schedule regular updates, Q&A sessions, and feedback channels.

    • Training Program Development
      Create tailored materials, hands-on sessions, and self-paced guides, Train-the-Trainer.

    • Adoption Metrics & Reporting
      Track login rates, feature usage, and user feedback to measure success.

    • Ongoing Support
      Provide office hours, help desk, and refresher training as needed.

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Managed Service & Support

  • Looking to keep your Salesforce Org running smoothly and improve your processes? Our expert support and development services help you with:

    • Proactive Administration
      Handle user management, security reviews, and routine maintenance.

    • Release & Patch Management
      Apply Salesforce updates, test changes, and communicate impacts.

    • Performance Monitoring
      Track system health, API usage, and data storage.

    • Incident & Problem Resolution
      Respond quickly to issues, minimising business disruption.

    • Continuous Improvement
      Recommend and implement enhancements based on usage and feedback.

  • Get dedicated, full-time Salesforce Admin support to keep your org running smoothly.

    • Named Admin Support
      Assign a dedicated expert who learns your business and org.

    • Personalised Service
      Prioritise requests and projects based on your needs.

    • Process Optimisation
      Identify and automate manual processes for efficiency.

    • Documentation & Knowledge Transfer
      Keep records up to date and support your internal team.

  • Our subscription-based shared support model gives you expert resources on a flexible schedule at a fixed monthly fee.

    • Flexible Support Hours
      Access certified admins and consultants as needed.

    • Ticket-Based Issue Resolution
      Log and track requests through a managed portal.

    • Routine Health Checks
      Schedule regular reviews to catch issues early.

    • Cost-Effective Expertise
      Share resources with other clients for lower total cost.

The Foundation: Data Readiness & AI

Everything we do is underpinned by two critical elements:

DATA READINESS

Clean, well-structured data is the backbone of any successful Salesforce project. We ensure your data is accurate, accessible, and actionable.

AI & AGENTFORCE

From predictive analytics to intelligent automation and Agentic AI, our solutions unlock new efficiencies while empowering your team with smarter tools.

Your journey to operational efficiency starts here - schedule your consultation today