AI Trends in Consumer and Business Services 2026: Survey Findings From 125 Organizations
The 2026 AI Operations Report, produced with Oxford Economics, surveyed 800 U.S. business and technology leaders, including 125 consumer and business services (CBS) organizations. The findings point to a problem these firms know well: AI might be running, but measuring its ROI is another matter. The raw material for measuring AI’s performance is already there. […]
The AI Operations Report 2026: Consumer and Business Services
From AI ownership and data readiness to post-launch operations, this report reveals what it takes to turn rising AI investment into measurable value.
From 7 Days to 72 Hours: Scaling Personalized Mentor Matching With Agentforce
A global personal development and coaching organization partnered with Coastal to unify its data and introduce AI-driven matching and engagement, connecting customers with the right coach at the right time to drive long-term engagement.
How a Waste & Recycling Provider Built a Scalable Revenue Engine on Salesforce
A regional waste and recycling provider replaced disconnected systems and manual quoting with a unified Salesforce platform, giving teams real-time customer visibility, faster quote turnaround, and a structured pipeline built to scale.
The Specialty Contractor Billing Scorecard
Find out how many days—and how much money—sit between work completed and invoice sent. Then see exactly where in your operation the delay is building.
Achieving 200%+ ROI Through Autonomous Service and Real-Time Data
What Dreamforce 2025’s Agentforce Announcements Mean for Services Leaders
Explore how AI automation for services businesses can increase growth without adding headcount or complexity.
Activating Your Existing CRMA Datasets for Agentic AI with Tableau Next
Worried your CRM Analytics assets will become fossils in the world of AI? Learn how to use existing datasets to power live analytics conversations and transform the way your entire organization understands and acts on information.
Consumer & Business Services
Expert Professional ServicesCustomer 360 5/5 AppExchange Customer Satisfaction Rating 8,400 Successfully Delivered Projects 680 Multi-CloudExperts Trusted solutions to common challenges. Data Modernization Is your technology architecture delivering the outcomes you need? In our workshop, we take a deep dive into your tools — your lakehouse, Salesforce, and more — to identify gaps, activate data, and […]
AI Isn’t Delivering—Here’s What To Do About It
This report brings together insight from over 120 Salesforce-powered organizations, plus what we’ve seen firsthand guiding teams through the shift to Data & AI Modernization.
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 […]
ADT Streamlines Billing and Field Service with Salesforce
Coastal’s partnership was key to unlocking ADT’s potential, enabling them to enhance their customer experience, improve operational efficiency, and position them for long-term success.
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.
Boosting Field Service Productivity for Major Repair Services Company
Missing inventory a problem? See how Salesforce Field Service gave this company accurate, real-time inventory tracking.
Fast Salesforce Org Merge
When you prioritize people above technology, you’ve already taken the first steps to create a successful change management strategy. Our culture-first approach means investing time in creating solutions centered around your workforce—a proven strategy that yields massive dividends. Don’t rely on band-aid solutions that create continual pain points; let us help you create a scalable, […]
Unified Business Insights
Fragmented data and siloed teams make it hard to see the big picture. Implementing a full Business Intelligence tool may seem daunting—the cost, the time, the disruption—but it doesn’t have to be that way. Coastal’s deep experience lets us quickly connect your current systems, providing a clear, executive-level view of your entire business lifecycle. We […]