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 […]
True North for Data Modernization & Strategy
Coastal’s True North for Data Modernization & Strategy is a six-week program designed to help you modernize how you store, transform, and activate your data.
Choosing Your Salesforce Growth Path: In-House vs. Managed Services
Choose the Model that Drives Real Results Your Salesforce management model makes or breaks your outcomes. Whether you run it in-house or partner externally, this guide helps you evaluate the tradeoffs and pick the path that delivers stronger ROI. In-House vs. Managed Services Compare cost, control, and scalability across both management models. What Success Takes […]
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, […]
5 Key Trends Driving Data Modernization in 2025
The landscape of data modernization is evolving faster than ever, and 2025 is set to bring transformative shifts that redefine how businesses leverage their data. From embracing cutting-edge cloud strategies to empowering users with AI, these key trends are reshaping the future of data management. 1. Adopting Cloud-First Strategies This ongoing trend, rooted in the […]
Revenue Management: Salesforce CPQ & Revenue Cloud Explained
Revenue management has outgrown traditional tools. What was once about generating quotes has expanded into managing subscriptions, dynamic pricing strategies, and complex post-sale workflows like renewals, provisioning, and fulfillment. To stay competitive, businesses need systems that are flexible, connected, and built to scale. For over a decade, Salesforce CPQ (Configure, Price, Quote) has been the […]
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.
Demystifying Agentforce: A Fireside Chat with Coastal and Salesforce
How to Master Salesforce Planning and Supercharge Your 2025 Strategy
As we approach the end of the year, every business leader knows it’s crunch time. EOY planning is about setting the stage for a strong, successful 2025. But let’s be honest – it’s a beast of a task. Every successful business strategy boils down to one thing: clarity. Clarity on what worked, what didn’t, and […]
Coastal Explains Salesforce Releases: Winter ’25 Edition
Salesforce’s Winter ’25 release introduces important updates designed to make teams more efficient, responsive, and connected. By embedding AI more deeply, enhancing mobile tools, and simplifying the interface, these changes help teams work smarter, reduce manual tasks, and get faster insights. For businesses looking to get more from Salesforce, these updates offer tools that help […]
Coastal Waves: Simplifying Salesforce Management for Better Performance & Results
Coastal’s Waves approach guides teams to focus on what matters most and setting a steady pace for Salesforce improvements to keep quality high, encourage team adoption, and track measurable results.
Free Virtual Workshop: Data Cloud & Agentforce Your Way
Discover what Agentforce could look like in your organization through a complimentary workshop led by one of our experts.
Simplify Data Complexity: How Snowflake’s Interoperable Storage Enhances Salesforce
With Snowflake’s Interoperable Storage, Salesforce users spend less time wrestling with multiple storage systems and custom pipelines and more time gaining insights that drive your business forward.
Salesforce Planning Toolkit
Salesforce Planning Toolkit
Your Salesforce Toolkit for better ROI in 2025. Smarter strategies. Bigger wins. Transform your Salesforce investment into measurable results for 2025 and beyond. We’ve got 4 free tools to help you crush it: 1 immediate action 1 five-minute quiz 2 workshops with our Salesforce Experts Get the Goods Your 2025 Goals Made Achievable A new […]
Unlock the Full Potential of Your Salesforce Data with Snowflake
Explore why Snowflake is essential for Salesforce users, how it integrates seamlessly, and why Coastal is the perfect partner to help you leverage its full potential.
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.
The Data Cloud Blizzard: Navigating Salesforce and Snowflake
Don’t miss out on this insightful session where experts from Coastal and Snowflake dive deep into the synergy between Snowflake Data Cloud and Salesforce Data Cloud.
Preparing for Digital Transformation: Find Your True North
This session provides a practical framework for preparing for digital transformation and turning your Dreamforce inspiration into actionable initiatives.
How to Plan & Execute an AI Strategy for Impact
The AI revolution is here, and Salesforce is leading the charge with the groundbreaking announcement of Agentforce at Dreamforce 2024. But are you ready to harness its full potential?
Customer Obsessed Podcast LIVE with Snowflake VP Amy Kodl
Recorded live at Dreamforce, this podcast episode offers a candid and insightful conversation about the evolving world of data, AI, and customer experience.
Unscripted Dreamforce Keynote Debrief with Eric Berridge & Godard Abel
Go beyond the buzzwords and get a real look at Salesforce’s AI vision in this engaging fireside chat with Coastal CEO Eric Berridge and G2 CEO Godard Abel.
Automating Your Move to Revenue Lifecycle Management
This technical session demystifies the process of migrating from Salesforce CPQ to the new Salesforce Revenue Cloud.
Salesforce for Peak Performance Diagnostic
SIGN UP FOR FREE What’s included? Salesforce Org Scan Report Gain insights into usage, security, automations, performance, and more with visualizations for easy interpretation and benchmarks against industry standards to guide improvement. Strategic Recommendations Leveraging over 20 years of consulting expertise, we’ll deliver tailored recommendations based on our thorough analysis of your org scan. Actionable […]
Agentforce FAQ: Everything You Need to Know
Salesforce’s Agentforce is making AI a practical tool for business by going beyond simple assistance to taking meaningful actions. Announced ahead of Dreamforce, Agentforce is designed to help teams get more done by leveraging AI as an active participant in everyday processes. Sam Taylor, Coastal’s Director of Innovation, was invited to an exclusive Agentforce workshop […]
