Your business, and the technology landscape, continue to evolve. You need a consulting partner who has evolved as well. One who intimately understands your industry, has tackled your challenges before, and has unparalleled technical depth. A partner who can start by helping you set the right business strategy, has the execution skills to deliver upon that vision, can guide your organization through new ways of doing business, and will remain by your side as future needs emerge.

Team Members
Partner Certifications
Clients Worldwide
Projects Completed

Economic & Workforce Development

From Florida to Kentucky to Oregon, Coastal Cloud has helped states and regional organizations optimize economic and workforce development initiatives through tested solutions that can be implemented quickly and cost-effectively. We help streamline your business development efforts among multiple partners, track current and past projects in real time, distribute insightful data, manage prospects from a lead to project completion, and manage project communications from a single platform.

Coastal Cloud has been a great asset to our business operations. The consolidation of information and the ability to truly work within the product has increased our efficiency and improved how we communicate internally. The dashboards have given us real data to support our progress and a tool to drive accountability.

Bowling Green Area Chamber of Commerce


Coastal Cloud’s expertise and responsiveness made developing a more robust donation management system smoother than we could have imagined. They guided us through our options, respected our budget, and delivered results. We look forward to partnering with them again in the future as we continue to grow.

Coastal Cloud’s expertise and responsiveness made developing a more robust donation management system smoother than we could have imagined. They guided us through our options, respected our budget, and delivered results. We look forward to partnering with them again in the future as we continue to grow.

Student U


Today’s healthcare organizations must balance data management, ever-changing regulations, and increasing patient expectations. Coastal Cloud designs and implements innovative solutions that streamline your internal processes and improve your clinical and business operations while reducing costs and maximizing the consumer experience at every touch point.

Coastal Cloud can implement:

  • Provider contracting and enrollment
  • Network development and market expansion
  • Provider engagement, visit planning, and management
  • Member sales and marketing

Our goal for Coastal Cloud was to prepare our Salesforce environment for Health Cloud, so our business units could leverage a 360-degree view of patients’ data in Salesforce. We also trust Coastal to migrate our existing data and update our code to support multithreaded processes so our data can be processed in Salesforce without errors or locking issues. Coastal Cloud understands our large set of data. We trust them to take care of it.

Kevin Howell, Advent Health

High Tech

The fast-moving tech sector is constantly in a state of flux, dealing with exponential growth, new entrants, and mergers and acquisitions. You can fall behind simply by trying to keep up with the rate of change. To thrive, your organization requires scalable, nimble systems that give you a real-time, 360-degree view of your customers, your organization, and your business performance. We’ll help you design an end-to-end solution that will keep your marketing, sales, customer success, support, and finance teams aligned, provide your customers with an exceptional experience, and empower your team with the analytics and insights you need to drive your business forward.

“Enabling rapid growth and a successful M&A strategy”

When selecting a partner to help deliver your CRM, go to market sales process and facilitate integration of acquired businesses, it is critical to select a firm that will focus first on your objectives and pain points, has the capability to bring experienced professional onto your project, and has the staying power to remain a long term partner. Coastal Cloud has proven to me that they have the ideal blend of speed and skill, management expertise and outstanding track record of helping clients become successful. I don’t believe you can find a better partner for Salesforce consulting and business transformation than Coastal Cloud.

Gary Weisenborn, Vector Solutions


The Salesforce platform with applications like Sales Cloud, Service Cloud, Marketing Cloud, CPQ (Configure, Price, Quote), etc. represents the technology of the future for manufacturing. It enables a manufacturing company to get a 360-degree view of how a company is operating and how they’re performing from front-end sales to back-end efficiencies and production.

Coastal Cloud built our solution on the SalesForce architecture, a tried and true platform that has been in use for a number of years in the cloud. They were also very flexible in terms of how we would customize that solution. They understand the space we operate in. We’re a small to mid-sized company and we don’t have millions of dollars to put in these systems. We needed the solution to be cost-effective as well and they accomplished that.

Ergo Mechanical Industrial (EMI)


Coastal Cloud helps non-profits build efficient operations to empower your focus on achieving your core mission. We’ll help you leverage cloud-based platforms to track your programs, constituents, partners, projects, and outcomes. Our tailored solutions will enable you and your team to connect people and organizations, engage participants and donors, distribute information, and measure the fulfillment of your mission.

Coastal Cloud has really taken the time to understand who we are, what we do and why we do what we do, and then they applied that knowledge into developing a product for us that truly meets our need. It really feels like they’re on our team.

Goodwill of Kentucky

Public Sector

We understand the myriad challenges our clients in the public sector face, from balancing the needs of a variety of constituents, to delivering results with limited budgets. As grants are becoming increasingly important, Coastal Cloud’s public sector services have included helping many clients accelerate and simplify grant processing and compliance by eliminating multiple data sources and ensuring that defined processes and timelines are adhered to.

They listened to what we wanted to accomplish, asked the right questions, and listened to our responses. Then they built a product that does exactly what we need it to do, and it was on time and on budget. Then they made sure we know how to use it. After an experience with a provider that did just the opposite, Coastal Cloud was a breath of fresh air.
Professional, responsive, efficient, and affordable – that’s Coastal Cloud.

CareerSource Florida

Real Estate

Real estate is a data and deadline driven industry. Navigating the chaos, regulations, and contingent liability can be daunting. Your business balances countless dependencies, and the client-driven unconventional work schedule demands 24/7 mobile capabilities. We’ll partner with you to deliver a robust solution that helps you stay on top of contacts, marketing, properties, listings, transactions, and business processes with a 360-degree view of your business.

With Coastal Cloud’s help, we now have no servers, no phone system, no software and no IT people, yet we are experiencing 120% per year growth and have a 55% market share in our target community.

The Luxury Team, Intracoastal Bank


With the intersection of technical disruption, consolidation, and ever-present regulatory impacts, the telecommunications is continuously evolving. Coastal Cloud brings deep experience in all aspects of the industry; territory management, sales pipeline management, electronic signatures/contracts, order capture, marketing automation, business case approvals and integration with numerous systems & databases. Coastal Cloud solutions have facilitated mergers and acquisitions, and guided clients through the transition from a regulatory mindset to one focused on sales and marketing performance.

Working with Coastal Cloud consultants is unlike any other contracted service. At every level, they LISTEN, then ACT. In every interaction, they go above and beyond to resolve an issue or provide a solution, quickly and accurately. They seem to enjoy the challenge. They are ultimate professionals.

Fairpoint Communications

Ready to talk?

We’d love to hear from you and discuss how we can help.