$55M in Revenue Leakage Recaptured Efficiency Boosted Following Data Modernization
An established tech company recaptured $55M in revenue leakage and increased their efficiency by partnering with Coastal to build a unified, multi-cloud Salesforce ecosystem. By integrating Salesforce Data Cloud, MuleSoft, Salesforce CRM Analytics, and Tableau Pulse, Coastal delivered real-time Customer 360 insights that now fuel smarter engagement and scalable growth.
A B2B technology solutions provider set out to scale operations while maintaining a white-glove customer experience. However, siloed systems and fragmented data created blind spots at critical moments in the customer lifecycle resulting in renewal revenue leakage, inconsistent engagement, and operational inefficiencies.
Their Revenue Operations were interspersed between their legacy Salesforce environment and JD Edwards, Service Operations in ServiceNow, and their customers' actual usage of their data centers in LDC. This led to a wholly incomplete view for sellers when attempting to perform contract renewals, preventing them from identifying oversubscription or anticipating expansion needs.
Years of technical debt and custom workarounds in an overly customized Salesforce CPQ org also created friction across their Salesforce platform, stalling innovation and agility.
Alongside Salesforce, Coastal’s data modernization team worked closely with the company to first understand their business challenges and goals, ensuring alignment with technical and business stakeholders. Coastal then designed and implemented a modernization strategy focused on unifying the Salesforce data ecosystem and building an integrated and efficient AI-ready technology environment leveraging Salesforce Data Cloud and MuleSoft.
By breaking down silos, modernizing their Salesforce environment, and unifying their data, Coastal has provided the company with a future-ready platform to accelerate customer growth and operational efficiency.
Impact includes:
$55M in Revenue Leakage Identified & Captured
via intelligent renewal process powered by real-time data
100% Unification of Customer Accounts
into a single, 360 service-ready view on the Salesforce platform
The company’s transformation, led by Coastal and Salesforce, laid the groundwork for lasting agility and insight. With a modern data strategy in place and the use of AI, the organization is now equipped to support the evolving needs of its customers, operate more efficiently, and make faster, data-driven decisions that fuel long-term growth.
