$55M in Revenue Leakage Recaptured & Efficiency Boosted Following Data Modernization

Alongside Salesforce, Coastal’s data modernization team worked closely with the company to first understand their business challenges and goals, ensuring alignment with technical and business stakeholders. Coastal then designed and implemented a modernization strategy focused on unifying the Salesforce data ecosystem and building an integrated and efficient AI-ready technology environment leveraging Salesforce Data Cloud and MuleSoft
Replacing Fragmented Systems with a Scalable, Modern Data Foundation for Business Agility

Coastal’s Data Modernization team first conducted a focused exploratory engagement uncovering the company’s core challenges and business objectives. Based on these insights, we developed a tailored, business-first data strategy and roadmap. Our approach focused on modernizing their data infrastructure to enable scalable analytics, using unified data to drive faster, more strategic decision-making.
The Missing Piece: Why Companies Miss Revenue Opportunities (And How to Fix It)

Here’s the truth nobody’s talking about: In chasing growth, most tech companies have built a wall between sales and product—when they need a bridge. On one side: your sales organization. Relationship masterminds. Conversation experts. Operating with limited visibility into how customers actually use your product. On the other: your product team. Data-rich. Usage-aware. Creating insights […]
Scaling High-Tech Under Private Equity: Smarter Systems, Stronger Exits

High-tech investment from private equity (PE) firms—spanning fledgling SaaS ventures to established enterprise software providers—continues to climb, even amid market fluctuations. Many of these PE-backed companies are now nearing the end of the typical five-year “hold,” where the pressure to prove profitable growth intensifies. Whether you’re eyeing an acquisition or gearing up for an IPO, […]
Scaling Salesforce Marketing Cloud using Coastal Waves

Coastal’s Waves partnership was instrumental in helping an enterprise software leader streamline its marketing operations, build in-house expertise, and scale its Salesforce platform for sustainable growth.
Drive Your Sales Outcomes: Sales Excellence Accelerator

The Sales Excellence Accelerator is a comprehensive product and consulting solution designed by Coastal and Salesforce to help businesses drive sales outcomes and overcome today’s market challenges.
Automating Your Move to Revenue Lifecycle Management

This technical session demystifies the process of migrating from Salesforce CPQ to the new Salesforce Revenue Cloud.
High Tech

Coastal is a true business partner and understands our business, goals, and long-term direction. Global Software Developer
Salesforce Data Cloud: Practical Use Cases for Media & Technology

The digital landscape keeps changing, and businesses like yours need innovative solutions to stay ahead. You want happier customers, better revenue, and smoother operations. Salesforce Data Cloud is a powerful tool that can help. At Dreamforce 2023, Salesforce announced free Data Cloud licenses so customers can explore its potential and start using it to build […]
Post-Acquisition Org Unification for Rapid Efficiency Gains

Coastal successfully consolidated the two companies’ data into a single Salesforce instance following BILL’s acquisition.
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, […]
Standardizing Business Processes for Impact After Acquisition

Coastal introduced several onboarding solutions for Granicus, each of which emphasized the organization’s focus on change management and improved system adoption.
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 […]