EdgeThynkrsEngineering the Edge of Excellence

Salesforce consulting

Architecture-led Salesforce transformation.

From pre-sales advisory and RFP solutioning to scalable implementation, integrations and governance, our team supports enterprise Salesforce programs across multiple clouds and industries.

Cloud expertise

Our Salesforce capability portfolio

Use the arrows or dots to browse the capability slides.

01

Sales Cloud

Pipeline, partner and revenue process modernization

Lead, account, opportunity, partner-account and approval process design with reporting, sales visibility and scalable automation.

  • Opportunity and quote approval automation
  • Partner performance and pipeline visibility
  • Apex, Flow, LWC and reporting
02

Service Cloud

Case management, SLA and omnichannel service operations

Service architecture for complex case lifecycles, SLA tracking, routing, operational reporting and customer service modernization.

  • Omni-Channel routing
  • Real-time SLA reporting
  • Service process automation and governance
03

Experience Cloud

Secure digital portals for partners, firms and applicants

External-user experiences supporting partner onboarding, legal-service collaboration, scholarship applications and connected workflows.

  • Partner and customer portals
  • External user security and sharing
  • Website-integrated application journeys
04

Data 360 / Data Cloud

Unified data and governed customer or citizen views

Exposure to Data 360 concepts and implementation patterns for connected data, unified profiles, governance and AI-ready foundations.

  • Citizen, volunteer and agency data unification
  • Data governance alignment
  • Connected data and insight enablement
05

Nonprofit Cloud

Mission-oriented case, program and citizen-service platforms

Nonprofit and public-sector-aligned architecture supporting citizen services, scholarship workflows, call-center processes and partner collaboration.

  • Program and case lifecycle design
  • Applicant and citizen-service workflows
  • Secure, policy-aligned implementation
06

Architecture & Integration

Scalable platform, security and integration design

Enterprise architecture across Apex, LWC, Flow, REST/SOAP, middleware patterns, SAP/Oracle connectivity and platform governance.

  • Security and sharing architecture
  • API-led integration approaches
  • Performance, scalability and maintainability
07

Pre-sales & RFP

Solution advisory before delivery begins

RFP preparation, solution shaping, architecture assessments, roadmap planning, stakeholder workshops and delivery strategy.

  • RFP response and solution design
  • Effort, scope and architecture alignment
  • Executive and stakeholder workshops

Sector experience

Business domains our team has worked across

Experience is drawn from enterprise delivery, advisory and solution architecture engagements.

Public Sector

Citizen and agency services

State-level, policy-sensitive services with secure data, call-center and partner workflows.

Nonprofit

Programs and scholarship journeys

Applicant intake, review, approvals, document handling and program operations.

Financial Services

Lending and investment advisory

Lead management, client engagement, portfolio-oriented workflows and digital modernization.

Legal Services

Multi-firm case operations

Case lifecycle, SLA management, portal onboarding and secure collaboration.

Healthcare

Bassett Healthcare exposure

Current healthcare-sector exposure supporting domain understanding and Salesforce solution preparation.

Partner Ecosystem

Partner sales and external collaboration

Partner accounts, performance tracking, portal access and connected business processes.

Aerospace & Engineering

Enterprise sales operations

Sales pipeline, approvals, partner account management and analytics in a large enterprise environment.

Cross-industry Advisory

RFP and transformation planning

Architecture assessments, roadmap planning, governance and scalable platform evolution.

Engagement models

How we can support your Salesforce program

Architecture advisoryAssessments, target architecture, governance and transformation roadmaps.
Implementation supportConfiguration, Apex, LWC, Flow, integrations, data and release support.
Managed servicesOngoing platform enhancements, support and operational governance.
Partner collaborationSubcontracting, specialized delivery and offshore support.
Pre-sales and RFP supportSolution shaping, response preparation and technical workshops.
Pre-sales & RFP

Solutioning before delivery

Discovery, architecture, response preparation and stakeholder alignment.

Explore RFP advisory ↗