Experience that transforms businesses. Real results. Powered by Salesforce.

From manufacturing floors to trading desks, we've helped transform how businesses work. See what's possible when deep experience meets smart implementation.

Let's talk about your challenges

You have your own story. Your challenges deserve tailored answers, not off-the-shelf fixes

You know your business isn’t one-size-fits-all. Neither should your technology solutions be.

Over the years, we've been involved in developing Salesforce solutions that helped companies scale smarter, connect with customers more effectively, and modernise operations.

Below demonstrates the transformations we've helped deliver — proof of what's possible when technology and strategy align.

manufacturing salesforce

From Legacy to Leading Edge

How a global manufacturer transformed sales operations and gained competitive advantage

The Challenge

This leading global manufacturing company was bogged down by fragmented systems, rising costs, and limited visibility. Sales teams were drowning in manual processes while customer expectations soared.

The Solution

A global Sales Cloud rollout with intelligent opportunity management, end-to-end automation, and real-time analytics

Key Outcomes

  • Sales velocity increased by shifting to opportunity-driven workflows

  • Data accuracy improved across all customer touchpoints

  • Customer satisfaction elevated through faster, more informed responses

financial services salesforce

Digital Lending at Scale

How an Insurance firm transformed its broker and underwriting operations

The Challenge

Legacy bottlenecks. Delayed approvals. Brokers demanding faster, more transparent application management.

The Solution

Integrated Broker Portal with a database and search page, 360 customer view, workflow automation, quotation process, and intelligent decisioning, allowing advisors to transfer funds in and out of pensions and S&I policies.

Key Outcomes

  • Application processing time cut in half

  • Risk assessment enhanced with real-time data integration

  • Broker experience transformed with self-service capabilities

media & communications Salesforce

Scaling B2B Revenue Streams

A media leader's journey from complexity to clarity in subscription management.

The Challenge

Explosive B2B growth met with outdated and complex quotation and billing infrastructure. Multiple subscription tiers, as well as cross-sell, up-sell opportunites became a management nightmare.

The Solution

Revenue Cloud deployment with automated billing, intelligent renewals, and unified analytics

Key Outcomes

  • Subscription management automated for hundreds of corporate clients

  • Lead-to-cash cycle streamlined with complete lifecycle visibility

  • Revenue forecasting accuracy improved with real-time insights

Travel Hospitality salesforce

Service Cloud Excellence

Guiding an airline to best-in-class customer service operations

The Challenge

A global airline required an honest assessment of its Service Cloud org and guidance on achieving best practices. Service Cloud was not being used at an optimal level.

The Solution

Comprehensive health check identifying gaps, delivering a corrective action roadmap, and introducing innovative features aligned with Salesforce best practices

Key Outcomes

  • Complete org assessment delivered with actionable recommendations

  • Strategic roadmap created to maximise Service Cloud value

  • Innovative features implemented to drive measurable business impact

pharma / medical devices salesforce

Clinical Collaboration Reimagined

Connecting pharmaceutical partners through every development phase

The Challenge

Clinical trials demand precision. Scattered communication and project tracking created risk and delays.

The Solution

A custom lightning community unifying sales, project management, client access, and collaboration

Key Outcomes

  • Client communication centralised with real-time sales and project visibility

  • Development timelines accelerated through streamlined workflows

  • Cross-functional collaboration enhanced across trial phases

consumer goods

Global Partner Excellence

Empowering 40+ countries with seamless partner experiences

The Challenge

Global partners were becoming frustrated by slow sample requesting and access, as well as fragmented support across multiple markets.

The Solution

A Partner Community Portal was delviered with intelligent request routing and mobile-first design.

Key Outcomes

  • Sample request fulfilment time reduced by 60%

  • Partner satisfaction increased through transparency and speed

  • Operational efficiency gained across all regions

Real Estate Salesforce
Real Estate

Real Estate Agency Optimisation

capeMBX has partnered with Elinx, the workflow intelligence company specialising in the real estate sector.

Real Estate CRM

The Challenge

Estate agents work across fragmented systems with manual updates, duplicated effort, and limited visibility into deals, compliance tasks, and client communication. These gaps slow teams down and impact revenue.

The Solution

Elinx analyses how each agency actually works (from lead handling to solicitor coordination). capeMBX then builds a tailored Salesforce environment, embedding automation and AI agents that remove repetitive admin and connect every step of the workflow. Together, we deliver Salesforce and Agentforce solutions tuned to the realities of day-to-day property operations.

Key Outcomes

  • Centralised communication with real-time visibility across sales and operations

  • Faster deal progression through automated updates and guided compliance

  • Smoother collaboration between agents, clients, and external partners

"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

Not sure where to start? Select Your Service Path