Powering transformation across Services Companies.

Professional Services

Coastal helps professional services firms harness Salesforce and AI to boost efficiency and drive profitable growth across all functions.

Unify siloed data for a 360° client view

Deliver actionable insights directly where users work

Increase marketing impact through smarter lead generation and conversion

Improve pipeline management and visibility

Simplify knowledge sharing

Create a secure, scalable platform with seamless integrations

Waste Management

Coastal empowers waste management companies to modernize customer experiences and optimize operations through unified data and automation.

Connect disparate customer data for a 360-degree view

Automate lead, quoting, and contract management processes

Enable customer self-service with a modern digital portal

Optimize field service scheduling and driver communication for recurring and ad-hoc tasks

Automate sales commissions with built-in transparency

Deliver proactive, personalized customer communications and alerts

Streamline omni-channel customer service interactions in a single platform

Home Services

Coastal helps home service organizations get the most from Salesforce by streamlining field operations and automating processes—boosting technician productivity and delivering a seamless customer experience.

Automate scheduling and dispatch

Equip technicians with mobile tools

Simplify billing and invoicing

Enable field sales and upselling

Automate customer communications

Track results with real-time dashboards

Staffing

Coastal empowers staffing companies to achieve predictable growth and efficiency through strategic Salesforce implementations.

Streamline Candidate-to-Cash: Automate workflows for faster placements

Gain Data-Driven Intelligence: Unify sales and marketing data for insights

Optimize Talent Engagement: Personalize communication to attract and retain talent

Enhance Client Management: Centralize data for stronger partnerships

Unlock Predictive Foresight: Leverage AI for proactive decision-making

Scalable Performance Monitoring: Track KPIs and measure ROI

Construction

Disconnected field and back-office systems slow quoting and billing, limit visibility, and cap growth. Coastal helps construction companies and specialty contractors unify customer, asset, pricing, and service data so teams have:

Quotes and change orders that are accessible in the field

Real-time job and customer history

Mobile visibility into project and service performance

Faster billing and more predictable cash flow

Specialty Contractor Billing Scorecard

Find out how many days—and how much money—sit between work completed and invoice sent.

Then see exactly where in your operation the delay is building.

Trusted solutions to common challenges.

Data Modernization

Is your technology architecture delivering the outcomes you need? In our workshop, we take a deep dive into your tools—your lakehouse, Salesforce, and more—to identify gaps, uactivate data, and show you how to equip teams with actionable insights.

Operations & Field Service

Streamline scheduling, dispatch, and asset tracking with real-time mobile access for technicians. Improve first-visit resolution, elevate customer satisfaction, and turn service operations into a revenue driver.

Revenue Management

Streamline customer rate management, automate quote approvals, keep pricing consistent, and track profitability with Revenue Cloud and Tableau for timely alerts and proactive repricing.

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Org Merge

De-risk post-acquisition growth by unifying siloed systems into a scalable, M&A-ready platform. We stabilize data, eliminate technical debt, and align GTM processes so you can accelerate synergies, achieve unified reporting, and support future acquisitions.

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I can't say enough great things about Coastal. They listen, bring creative solutions and are deeply invested in your goals while producing outstanding results.

Salesforce AppExchange

The Salesforce Org Merge Decision Framework

Take the guesswork out of your platform consolidation.

Meet our experts.

Adam Plummer

SVP, Consumer and Business Services

Chris Pelletier

VP, Sales

Josh Heuman

VP, Delivery

Salesforce consulting frequently asked questions.

See FAQ

How does Salesforce support consumer and business service firms?

Salesforce centralizes client interactions, project data, and financials into one system, giving firms a unified view of their customers and operations. This makes it easier to deliver consistent, high-quality service while keeping projects on time and within budget.

What makes Salesforce different from traditional CRM tools for services?

Unlike generic CRMs, Salesforce offers industry-specific solutions designed for professional and business service providers. From project management and resource staffing to time tracking and invoicing, Salesforce goes beyond customer data to streamline both client experience and internal operations.

Can Salesforce help increase revenue for service-based businesses?

Yes. With Sales Cloud, firms can build stronger pipelines, improve forecasting, and increase win rates. By automating repetitive tasks and providing real-time insights, Salesforce helps service teams focus more on client relationships and business growth.

How does Salesforce improve productivity for employees?

Through automation and collaboration tools like Slack and Chatter, Salesforce reduces manual processes and improves communication across teams. Employees gain AI-powered insights and easy access to client data, allowing them to focus on high-value work instead of administrative tasks.

What project and financial management features are available?

Salesforce provides tools to manage projects from proposal to delivery, including resource allocation, expense tracking, and financial reporting. This ensures that projects stay on track, budgets remain accurate, and firms have visibility into profitability at every stage.

How does Salesforce enhance client satisfaction?

By consolidating client data and communication, Salesforce enables firms to personalize every interaction and respond quickly to client needs. Service Cloud adds multichannel support—phone, email, chat, and social—so firms can deliver seamless and responsive service.

What role does AI play in Salesforce for professional services?

Salesforce Einstein AI delivers predictive insights that help firms anticipate client needs, identify growth opportunities, and improve decision-making. AI also powers intelligent automation, reducing workload for staff while increasing accuracy and efficiency.

Can Salesforce solutions be tailored to different types of service firms?

Absolutely. Salesforce offers industry-specific capabilities for consulting, accounting, staffing, and other professional service sectors. With Coastal’s expertise, these solutions can be customized to match your firm’s unique workflows, client engagement strategies, and growth objectives.

Salesforce & Data Consulting

Driving Growth & Efficiency for Services Companies

Professional Services

Waste Management

Home Services

Staffing

Construction

Expert

5/5

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