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Smart Collections: Balancing Liquidity and Risk with Salesforce

Financial institutions are walking an economic tightrope. Credit card and auto loan payments are increasingly late, a clear sign that organizations need to strengthen their collections approach. But on the other side of that tightrope is the opportunity for loan growth—and tightening up credit too much could mean missing out on good customers and stifling […]

Financial Services

Why Coastal for Financial Services Industry Leaders Industry Leaders Leaders come from industry and have decades of expertise working across all Financial Services segments. Problem Solvers Problem Solvers Technology acumen in conjunction with industry expertise leads to world-class innovation in problem-solving and solution design. 5/5 CSAT 5/5 CSAT Coastal is the #1 rated Salesforce consulting […]

Coastal Unveils New Financial Services Practice Under Leadership of Industry Veteran Jonathon “JP” Owens

Award-winning firm will offer full-breadth Salesforce consulting solutions for financial services organizations. Coastal, the top-ranked Salesforce consulting partner, has announced a new financial services practice, appointing industry veteran Jonathon “JP” Owens to run the new group.  Coastal’s financial services practice offers multi-cloud solutions for all the sector’s sub-verticals, including banking, wealth and asset management, capital markets, […]

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 […]

Experience how Data Cloud can impact your organization.

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 […]

What can Salesforce Data Cloud do?

Customer data is a goldmine that’s often scattered and hard to use. You might struggle with complex integrations, limited insights, or slow performance. Salesforce Data Cloud aims to change that. It’s a central hub designed to streamline how you manage and activate customer data inside your organization and across the Salesforce ecosystem. But what does […]

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 […]

Webinar: Revenue Lifecycle Management – The Fuel to Your Company Growth

In today’s business landscape, proper investment in the people, processes, and technology of the revenue lifecycle is critical in driving growth and success. During this webinar on revenue lifecycle management, we’ll explore how they can accelerate your business. Noel Goggin, CEO and Culture Leader at Conga, and Tim Hale, Co-Founder and Managing Partner at Coastal Cloud, […]

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 […]

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

Webinar: Get your Contract Lifecycle out of the Stone Age!

As a top Salesforce Consulting Partner, recognized by Salesforce as the number one rated partner worldwide in Customer Success, Coastal Cloud shares our expertise in digital process automation in this webinar, demonstrating the benefit of digitizing your business through end-to-end contract lifecycle management.  Coastal Cloud experts, Brendan Sullivan and Erin Luckner, discuss solutions to eliminate time-consuming manual processes and human […]