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Behavioral Health

Achieve Better Behavioral Health Outcomes with Salesforce Meet with an Expert When people need behavioral healthcare services, every second counts. Whether someone is experiencing new symptoms, worsening conditions, or is in full crisis, rapid responses are critical. But outdated systems, manual tasks, and scattered data slow things down—making it harder to bring in new clients, […]

Salesforce Planning Toolkit

Go into beast mode for 2025 planning. Get the strategy & tools to get it done with Salesforce. TL;DR: Ready to go beast mode on your 2025 strategic planning? 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 Still […]

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 […]

Dreamforce 2024 Recap & Resources

Three Coastal employees in front of the Coastal booth at the Dreamforce Campground.

Dreamforce 2024 once again showed why it’s the go-to event for business and tech leaders. This year’s focus? Using AI and data to unlock growth and simplify complex innovations for everyone. We got to dive into insightful sessions, hands-on workshops, and real-world discussions about how these technologies are transforming industries. Below are some of the […]

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.

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 […]

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.

Winning Back Lost Customers in MedTech & Biopharma with Salesforce

Learn how a MedTech company used Salesforce Data Cloud to create a personalized win-back campaign, achieving a 10x increase in win rates and boosting revenue. This case study highlights the power of data-driven strategies for customer retention and growth in the life sciences industry. Discover key takeaways and learn how you can leverage Salesforce to turn lost customers into loyal ones.