Tobacco Settlement Endowment Trust Unifies Grants, Awards, and Marketing on One Powerful Platform
“At TSET, we work toward improving the health and well-being of Oklahomans every day. Coastal’s partnership to implement Salesforce brought a team of professionals to help bring this project to life. Our teams worked collaboratively to translate our business processes into the digital platform so we could continue to expand our offerings and provide a great customer experience to our grantees.”
– Lance Thomas, TSET Chief of Staff
The Tobacco Settlement Endowment Trust (TSET) is a state agency working to improve public health in Oklahoma through grants, research, and programs that reduce tobacco use and promote healthy living. TSET recognized an opportunity to modernize its systems with tools that better support collaboration, outreach and long-term organizational growth. As TSET’s programs continued to expand, the agency needed tools that could help its teams work more efficiently and communicate more effectively with the communities they serve.
To keep pace with its expanding programs, TSET identified several areas where improved systems could strengthen internal operations.
TSET partnered with Coastal to implement a comprehensive, end-to-end Salesforce solution.
Working with Coastal, TSET implemented a platform to match their current and future vision. The new platform unifies grants, payments, and outreach, providing TSET with a single source of truth to manage their full workflow with clarity and ease.
Key elements of the solution included:
With an integrated platform in place, TSET now manages the full grants lifecycle in a single, reliable system that improves visibility, coordination and long-term scalability.
By replacing manual processes and disconnected tools, TSET has achieved streamlined operations, improved transparency, and amplified their impact across Oklahoma.
The results of the new system include:
