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.
Quick Wins with Salesforce: 25 Activities for Productivity & ROI
Get more value from Salesforce with 25 easy-to-implement strategies for productivity and ROI.
The Salesforce Admin’s Guide to Continuous Innovation Services (and Why It Matters)
Struggling to keep up with the ever-changing Salesforce landscape? Discover how continuous innovation services like Coastal Waves can empower your team, eliminate technical debt, and drive real business results. Learn how to maximize your Salesforce ROI with our expert guidance and collaborative approach.
Coastal Explains Salesforce Releases: Summer ‘24
Dive into the best updates from the Salesforce Summer ’24 Release, explained by Coastal’s experts. Learn how these new features will transform your workflow and elevate your Salesforce experience.
From Applications to Alumni: Data Cloud Use Cases for Higher Education Success
Transform student engagement, retention, and alumni giving with Salesforce Data Cloud. Explore practical use cases for higher education and learn how Coastal can help you harness the power of data for a more connected and successful campus community.
Coastal Compass: Salesforce Assessment & Success Roadmap
Take our short assessment and get a roadmap for quick wins and ways to turn Salesforce into a growth engine.
Education
Coastal’s Solution Accelerators View More View More View More View More View More View More View More View More Play Video What Our Clients Say Columbia University’s Institute of Human Nutrition is a leader in its field, attracting top applicants from around the world. Coastal streamlined their competitive admissions process with a custom Salesforce solution […]
Webinar: ISG & Coastal Talk Data
Leading global technology research and advisory firm ISG sits down with Coastal CTO Jim Stalder to talk about all things data. Don’t miss their critical insights on the biggest obstacles to AI adoption, the place of generative AI inside of a business, and how to think about data. Complete the form to see the full conversation. […]
Coastal Explains Salesforce Releases: Spring ‘24 Edition
Welcome to our blog on the highlights of the Spring ’24 Salesforce release! We’ve got a ton of exciting updates to share, each tailored to different teams and needs. Here’s a quick overview of what Salesforce has in store this season. You can also click on any headers in this menu to dig deeper into […]
See Salesforce Data Cloud in Action with a Free Data Workshop
Our one-hour interactive workshop will teach you how to use Salesforce Data Cloud to achieve your business goals. SCHEDULE If you are: Curious about what Salesforce Data Cloud does and how it can best be used in your organization. In need of a complete customer profile to personalize experiences. Focused on simplifying data integrations for […]
Navigating the Salesforce Crossroads
Your Guide to Evaluating In-House vs. Salesforce Managed Services Getting the most from your Salesforce investment goes far beyond the initial implementation — it’s about smartly embedding this technology into your business’s DNA through ongoing management. Just as a business’s strategy adapts, your technology must evolve too or it risks being fossilized. This need for […]
Salesforce Data Cloud Explained
Your business has tons of customer data—purchase history, website behavior, support interactions, and more. But it’s scattered across different systems, making it difficult to understand your customers and make informed decisions that drive growth. This incomplete view impacts everything from marketing and customer service to product development and strategic planning. As a result, experiences often […]
Unlocking Salesforce’s hidden potential: From silo to growth engine
Any business leader invested in digital transformation understands the power of a unified Salesforce platform. But fragmented departmental use can impede efficiency, hinder collaboration, and stifle progress. What if you could unlock the hidden potential of your Salesforce org, transforming it from a siloed toolset into a powerful engine driving growth? That’s exactly what leading […]
Consolidating University Systems for a Single System of Record
Optimizing Program Management for National Nonprofit
Salesforce Data Cloud
Salesforce Data Cloud & Tableau Free License: No-Cost Strategy Workshop At Dreamforce 2023, Salesforce announced they will provide free limited-use access to Data Cloud and Tableau so customers can become familiar with the new capabilities and develop use case ideas before committing to the full-scale Data Cloud Salesforce license. Bring your toughest questions for a […]
Evolving K-12 Applications Process for Wellington School
Prioritizing People: How Coastal Helps Salesforce Org Mergers Succeed Through Change Management
When it comes to merging Salesforce orgs, most of the focus goes straight to the technical side of the process, leaving out the most crucial element: the people involved. At Coastal, our approach to Salesforce org mergers is different. We prioritize the human aspect of org merges, taking into account the different company cultures, sales methodologies, and […]
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, […]
Technical Solutions for Education
“First Book contracted with Coastal starting in early 2017 for an implementation of Salesforce, Pardot, Classy, NPSP, Sales pipeline and other integrations to enable First Book to use Salesforce as a data repository. The project duration was 15 months with ongoing support afterwards. As the SVP of IT, I enjoyed the transparency and communication as […]
Digital Marketing Solutions for Education
“Coastal’s experience with higher education is strong, and we would recommend them to any organization. We can now use Salesforce and Pardot to track calls, manage campus visits, organize & track messages, and utilize reporting capabilities. We were able to integrate the solution with our existing student information database, making for a seamless 360° view […]
Advancement & Alumni Relations
“We implemented Salesforce in 2016 as part of a long term strategic effort in an entire system update/integration project. We were already seeing huge benefits from Salesforce, and during this past fiscal year, the accounting system was our next step after several other integrations (LMS, member community, mobile app, event registration system, etc). Our goals […]
Unified Student Experience
“Coastal successfully assisted us with building a new application to review incoming customer requests and streamline the review and approval process that spanned multiple departments and external partners. With Coastal’s help, we were able to replace a paper- and labor-intensive process and implement a more efficient way of capturing and transporting data. We now have […]
Connected Recruitment & Admissions
“We rely on Coastal for routine admin support. They ensure that our triggers and flows are updated. The team updates our processes, handles data transfers and application mapping. We also love the SMS feature which helps us stay connected with prospects and students. The team’s real-world knowledge is very valuable when discussing solutions for Flagler. […]
Charting the Technology Course for Top Medical School
