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We exist to make you successful.

Back in 2012, we launched Coastal with a simple goal: to make companies successful using Salesforce—without the red tape or hassle of so many other consulting firms.

We believe in forming meaningful relationships with our customers, delivering work that matters, and being a trusted innovation partner. This approach is what we call The Coastal Way, and it embodies everything we do.

People connected with The Coastal Way—customers kept coming, retention was remarkable, and now we have a mighty team of skilled experts from coast to coast who love what they do.

The Coastal Way

Our project teams become an extension of your own for concierge-level service, proactive solutions, and expert guidance you can count on.

  • 100% North America-Based
  • Clear Communication
  • White-Glove Service
  • Executive Alignment
  • Resource Continuity

Easy to Work With

Flawless Delivery

With a precise blend of industry guidance, technology expertise, and solution testing, we deliver projects that exceed expectations with speed and quality.

  • Centers of Excellence
  • Solution Accelerators
  • Specialized Teams
  • Impeccable Project Management
  • 5/5 Average Customer Rating

Work that Matters

Our solutions are fully focused on results, solving real challenges for real people and delivering lasting impact in industries that shape our daily lives.

  • Business Impact CARE Method: Cost Savings, Acquisition, Retention, Expansion
  • Impact-oriented Roadmaps with Prioritization
  • KPI-focused

Coastal Values

Care enough to truly listen.

Care enough to truly listen.

Innovate to meet the challenges of today & tomorrow.

Innovate to meet the challenges of today & tomorrow.

Treat others as you want to be treated.

Treat others as you want to be treated.

Be a trusted advisor.

Be a trusted advisor.

Work together to achieve the greatest outcome.

Work together to achieve the greatest outcome.

Stay flexible & have fun.

Stay flexible & have fun.

Steady at the Helm: Meet Our Executive Crew

Steering Coastal with passion and a relentless focus on client success, our leaders are Salesforce veterans, bringing deep expertise and a shared vision for work that matters.