Revenue Management: Salesforce CPQ & Revenue Cloud Explained
Revenue management has outgrown traditional tools. What was once about generating quotes has expanded into managing subscriptions, dynamic pricing strategies, and complex post-sale workflows like renewals, provisioning, and fulfillment. To stay competitive, businesses need systems that are flexible, connected, and built to scale. For over a decade, Salesforce CPQ (Configure, Price, Quote) has been the […]
Demystifying Agentforce: A Fireside Chat with Coastal and Salesforce
How to Master Salesforce Planning and Supercharge Your 2025 Strategy
As we approach the end of the year, every business leader knows it’s crunch time. EOY planning is about setting the stage for a strong, successful 2025. But let’s be honest – it’s a beast of a task. Every successful business strategy boils down to one thing: clarity. Clarity on what worked, what didn’t, and […]
Coastal Explains Salesforce Releases: Winter ’25 Edition
Salesforce’s Winter ’25 release introduces important updates designed to make teams more efficient, responsive, and connected. By embedding AI more deeply, enhancing mobile tools, and simplifying the interface, these changes help teams work smarter, reduce manual tasks, and get faster insights. For businesses looking to get more from Salesforce, these updates offer tools that help […]
Coastal Waves: Simplifying Salesforce Management for Better Performance & Results
Coastal’s Waves approach guides teams to focus on what matters most and setting a steady pace for Salesforce improvements to keep quality high, encourage team adoption, and track measurable results.
Free Virtual Workshop: Agentforce Your Way
Discover what Agentforce could look like in your organization through a complimentary workshop led by one of our experts.
Simplify Data Complexity: How Snowflake’s Interoperable Storage Enhances Salesforce
With Snowflake’s Interoperable Storage, Salesforce users spend less time wrestling with multiple storage systems and custom pipelines and more time gaining insights that drive your business forward.
Salesforce Planning Toolkit
Salesforce Planning Toolkit
Your Salesforce Toolkit for better ROI in 2025. Smarter strategies. Bigger wins. Transform your Salesforce investment into measurable results for 2025 and beyond. We’ve got 4 free tools to help you crush it: 1 immediate action 1 five-minute quiz 2 workshops with our Salesforce Experts Get the Goods Your 2025 Goals Made Achievable A new […]
Unlock the Full Potential of Your Salesforce Data with Snowflake
Explore why Snowflake is essential for Salesforce users, how it integrates seamlessly, and why Coastal is the perfect partner to help you leverage its full potential.
The Data Cloud Blizzard: Navigating Salesforce and Snowflake
Don’t miss out on this insightful session where experts from Coastal and Snowflake dive deep into the synergy between Snowflake Data Cloud and Salesforce Data Cloud.
Preparing for Digital Transformation: Find Your True North
This session provides a practical framework for preparing for digital transformation and turning your Dreamforce inspiration into actionable initiatives.
How to Plan & Execute an AI Strategy for Impact
The AI revolution is here, and Salesforce is leading the charge with the groundbreaking announcement of Agentforce at Dreamforce 2024. But are you ready to harness its full potential?
Customer Obsessed Podcast LIVE with Snowflake VP Amy Kodl
Recorded live at Dreamforce, this podcast episode offers a candid and insightful conversation about the evolving world of data, AI, and customer experience.
Unscripted Dreamforce Keynote Debrief with Eric Berridge & Godard Abel
Go beyond the buzzwords and get a real look at Salesforce’s AI vision in this engaging fireside chat with Coastal CEO Eric Berridge and G2 CEO Godard Abel.
Salesforce for Peak Performance Diagnostic
SIGN UP FOR FREE What’s included? Salesforce Org Scan Report Gain insights into usage, security, automations, performance, and more with visualizations for easy interpretation and benchmarks against industry standards to guide improvement. Strategic Recommendations Leveraging over 20 years of consulting expertise, we’ll deliver tailored recommendations based on our thorough analysis of your org scan. Actionable […]
Agentforce FAQ: Everything You Need to Know
Salesforce’s Agentforce is making AI a practical tool for business by going beyond simple assistance to taking meaningful actions. Announced ahead of Dreamforce, Agentforce is designed to help teams get more done by leveraging AI as an active participant in everyday processes. Sam Taylor, Coastal’s Director of Innovation, was invited to an exclusive Agentforce workshop […]
Home Services Efficiency: Get the Most Out of Your Salesforce Tools
In the home services industry, operational efficiency is crucial. Imagine a call comes in—your best technician is halfway across town, only to find out their next appointment was rescheduled an hour ago. Back at the office, your customer service team is scrambling to explain a delayed invoice because the billing system didn’t sync with the […]
Dreamforce 2024 Recap & Resources
Dreamforce 2024 once again showed why it’s the go-to event for business and tech leaders. This year’s focus? Using AI and data to unlock growth and simplify complex innovations for everyone. We got to dive into insightful sessions, hands-on workshops, and real-world discussions about how these technologies are transforming industries. Below are some of the […]
ADT Streamlines Billing and Field Service with Salesforce
What exactly is ROAI—and why does it matter?
At Coastal, we emphasize ROAI because it’s not just about deploying AI solutions—it’s about ensuring those solutions drive measurable results while letting you focus on the work that matters most. We leverage modern technologies and tools like Salesforce, Data Cloud, and Snowflake to deliver these outcomes with precision.
The Ultimate Guide to Salesforce Data Cloud
If you’re like most, your business has tons of customer data—purchase history, website behavior, support interactions, demographic information and more. But it’s scattered across different systems, making it difficult to actually use. Salesforce Data Cloud is the solution to this data chaos. It unifies sources without duplicating data, resolves inconsistencies, and delivers a 360° profile in […]
Salesforce for Home Services: Your Optimization Checklist
Are you a home service provider using Salesforce but wondering how you could get more out of it? Find out with Coastal’s Home Service Provider Checklist.
Dreamforce Guide: Your Dreamforce 2024 Essentials from Coastal
Get the ultimate guide to Dreamforce 2024 from Coastal with tips, exclusive opportunities, and the best ways to maximize your experience.
Maximize Salesforce ROI: The Executive Guide to Continuous Innovation
Your Salesforce is a powerful tool, but is it delivering its full potential? Unlock continuous growth and maximize your investment with Coastal Waves – the strategic partnership that takes your Salesforce to the next level.
