Scaling Salesforce Marketing Cloud using Coastal Waves

Coastal's Waves program was instrumental in helping an enterprise software leader streamline its marketing operations, build in-house expertise, and scale its Salesforce platform for sustainable growth.

Challenge

A leading provider of enterprise software for convenience retail and petroleum wholesale markets faced a major hurdle: they had three separate Salesforce Marketing Cloud instances, making it difficult to deliver consistent messaging, analyze campaign performance, or run scalable campaigns.

The impact? Missed opportunities to connect with customers effectively and inefficiencies that slowed their marketing efforts. With a growing portfolio of brands, this organization didn’t just need to fix their technology—they needed a solution that would grow with them and a partner who could guide their team through every step.

Solution

Coastal stepped in with Waves, innovation-led managed services that combine flexible support with strategy. For this client, we tailored Waves to tackle their specific challenges head-on:

Seamless Integration: Coastal became an extension of the team, embedding ourselves in their operations to understand their business and goals. This close collaboration allowed us to design solutions that worked for them—not just now, but for the long haul.

End-to-End Guidance: Coastal delivered a comprehensive Salesforce solution, from unifying their Marketing Cloud platform to serving on their Steering Committee. We managed change, trained their team, and provided strategic insights to ensure every piece fit together.

Empowering Their Team: A key focus of Waves is enabling clients on their platforms. For this organization, this meant building in-house expertise to confidently manage Marketing Cloud themselves while knowing Coastal was just a call away if new challenges cropped up.

Coastal Waves gave this client the strategy, tools, and support to simplify their operations, scale their efforts, and deliver real results—all while keeping them in the driver’s seat.

Results

Today, this enterprise software leader is operating with a unified and streamlined Salesforce Marketing Cloud platform. They’re running campaigns more efficiently, delivering consistent customer experiences, and scaling seamlessly as their portfolio grows.

Through the Waves flexible program agreement and predictable budget, they have eliminated surprises, making it easier to plan and prioritize marketing efforts. Coastal’s focus on building in-house expertise empowers their team to manage the platform confidently while knowing we’re always here to help when needed.

This ongoing partnership isn’t just about solving problems—it’s about creating opportunities. With Coastal Waves, they have the support to adapt to whatever’s next while staying focused on what matters most: growing their business and connecting with their customers.

Learn More About Waves

Coastal Waves is designed to give clients the flexibility and confidence to grow on their terms with Salesforce. It’s a partnership built to empower your team, simplify your operations, and deliver lasting results.

Clouds & Products

Marketing Cloud