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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.

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 […]

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 […]

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, […]

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 […]

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 […]

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 […]

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. […]

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 […]

Webinar Replay: How Top Sales Teams Are Winning Deals and Growing Accounts in 2023

Last week Coastal Cloud’s Chief Revenue Officer, Erik Dunnigan, joined the Prolifiq team to discuss: Why are these topics so important?  The first half of 2023 is predicted to be somewhat unstable in terms of economic health. It’s more important than ever to keep your largest customers satisfied and ready for expansion. Get the Webinar