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.
CoverPoint Insurance Drives Sales Efficiency at Scale with Salesforce Financial Services Cloud
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 […]
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.
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.
How to Turn Banking Customer Complaints into Growth Opportunities with Salesforce
Learn how to streamline your complaint management process, enhance customer experience, and proactively mitigate risk with Salesforce Financial Services Cloud and data-driven insights.
Pulling growth levers within Salesforce: PE Strategies for Quick Wins & High ROI
The constant evolution of Salesforce’s products can make it challenging for private equity firms to prioritize which Salesforce features and tools will deliver the biggest impact for their portfolio companies. This is especially true in the early stages of implementation when resources are often limited. Coastal helps PE firms navigate this challenge by understanding their […]
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.
Transform Retail Bank Sales with Salesforce & Spiff
Transform your retail bank’s sales performance with Salesforce Financial Services Cloud (FSC) and Spiff. Streamline goal setting, incentivize teams, and unleash data-driven insights.
Slack + Salesforce: The Finance Power Couple Boosting Team Performance
Uncover the power of Slack + Salesforce for financial services. This guide dives into real-world use cases, showcasing how to boost productivity, enhance collaboration, and stay ahead of the curve. Learn why this integration is a game-changer for financial teams.
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 […]
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.
The Guide to Salesforce Data Cloud for Financial Services
Discover the value of Salesforce Data Cloud with Financial Services Cloud for banks and credit unions. Learn about key features, real-world use cases, implementation considerations, and future trends.
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 […]
Free Workshop: Discover how Salesforce Data Cloud can Elevate Your Business
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 […]
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, […]
