Focused on Your Success, Since Day One

Back in 2012, Coastal was started with a simple mission: to help organizations do more using Salesforce and data—without the red tape or hassle of so many other consulting firms.

Today, we’re proud to have a perfect 5/5 rating on the AppExchange, ISG’s recognition as the leading Salesforce & AI consultancy, multiple Salesforce Partner Advisory Boards seats, and three Salesforce Partner Innovation Awards.

But what matters most is your success.

Our leaders—former Salesforce executives, enterprise IT veterans, and industry experts—work alongside our team of certified experts, skilled to tackle today’s (and tomorrow’s) complex challenges. We show up with heart, care deeply about the work, and stay focused on delivering real results.

If you’ve got a big goal, we’d love to help you reach it. That’s how we’ve earned the trust of more than 1,700 customers.

Named Salesforce & AI Leader
Top Ranked Each Quarter
500+ AppExchange Reviews
7,948 Successful Projects
3,000 Multicloud Certifications

The Coastal Way

Coastal’s methodology is one you won’t find anywhere else. With AI and automation accelerating delivery, and teams bringing the EQ and acumen to guide through complexity, every solution we deliver is trusted and tied to measurable results.

We embed automation and AI tooling into every phase—removing weeks of manual work, uncovering risks before they surface, and giving you visibility competitors can’t provide.

  • AI-powered Org Discovery
  • Smart Solution Design
  • Automated Documentation
  • Continuous Optimization

AI-Powered

Trusted Delivery

Project delivery leagues above the rest: predictable, stress-free, and built for results. Combining industry expertise, technical acumen, and EQ—you get the best people powered by the strongest methodology.

  • Centers of Excellence
  • Solution Accelerators
  • Impeccable Project Management
  • Resource Continuity

Work that Matters

Every solution is tied directly to ROI. From cost savings to growth levers, we help you solve real challenges, drive adoption, and achieve measurable impact.

  • Business Impact CARE Method
  • Roadmaps Aligned to Business Priorities
  • KPI-Driven Success Tracking
  • Executive Alignment

Coastal is a Leader—
Four Years in a Row

2025 ISG Provider Lens™ Salesforce & AI Agents Report

Don’t just take our word for it—independent research firm ISG analyzed 52 Salesforce consulting partners and named Coastal a Leader in Salesforce and AI across multiple quadrants.

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.