How a National Nonprofit Scaled Outreach & Operations with our Waves Managed Services
Disconnected systems and poor data hygiene were holding this nonprofit back. Coastal’s Waves team delivered the strategic roadmap, hands-on execution, and Salesforce expertise to drive real ROI—standardizing donation tracking, simplifying workflows, and boosting member retention.
A national nonprofit organization dedicated to advancing public health through research, education, and community support was dealing with outdated systems, in particular, a self-managed Tableau server in need of an upgrade. They engaged Coastal to help, but as our team connected more with their team and gained insight into the data and IT landscape, it became clear the challenges ran much deeper. The organization was using Salesforce Service Cloud to power its omnichannel support center—managing donors, collecting donations, connecting volunteers to opportunities, and linking beneficiaries to tools like financial aid. In addition, they relied on an association management system (AMS) built on Salesforce to serve a network of 400,000 professional members by providing access to courses and resources. Data across these platforms was disconnected, leading to reliability issues, reporting challenges, and inconsistent experiences for members and constituents.
Pain points included:
While upgrading their Tableau Server instance addressed an immediate need for the organization, broader architecture enhancements were required to resolve the deep rooted data issues. The organization didn’t have the right internal expertise to handle this work, and lacked the capacity to keep up with ongoing IT demands—including upgrades and backlogs.
Based on a clear understanding of the organization’s goals and constraints, Coastal recommended Waves, our flexible managed services model. Waves offered a practical, cost-effective way to optimize systems, solve data challenges, and meet evolving operational needs.
Through the Waves partnership, Coastal’s certified team of Salesforce and data experts not only improved platform performance, usability, and data quality, but also advised on and executed the best strategies to maximize the organization’s investment and achieve its goals.
Over the course of the engagement, Coastal delivered a range of impactful solutions, with many implemented in under a year:
Through the Waves partnership, the nonprofit gained the strategic guidance, technical expertise, and hands-on support needed to improve systems, strengthen member and constituent engagement, and drive measurable impact. Outcomes so far have included:
With Coastal by its side, the nonprofit – with limited budget and big need – is advancing its public health mission much more effectively. Our partnership delivers not only Salesforce execution capacity, but also the forward-looking, structured roadmap to prioritize the right improvements at the right time. This ongoing support has helped the organization get more return from their technology investments, sustain momentum, and stay ahead of its goals.
