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 […]

5 Key Trends Driving Data Modernization in 2025

Data manager working on multiple computer screens showing data dashboards

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

Salesforce CPQ Revenue Cloud Blog

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 […]

How to Master Salesforce Planning and Supercharge Your 2025 Strategy

How to master Salesforce planning blog header

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 […]

The New Rules of Customer Loyalty in Manufacturing

Two industrial workers wearing yellow hard hats and overalls are standing in a warehouse, discussing something. One is holding a clipboard, and the other is holding a tablet, with a pink graphic frame highlighting the scene.

Customer loyalty in manufacturing isn’t guaranteed. Delivering a great product isn’t enough—customers expect seamless experiences, personalized service, and reliable partnerships. To meet these demands, manufacturers need a fresh approach to how they engage and retain customers. Trust Over Transactions Trust is at the heart of loyalty. It’s what keeps customers coming back, even when competitors […]

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 […]

Modernizing Manufacturing Field Service with Salesforce

Smiling worker holding a tool in a manufacturing setting, seated in front of machinery and metal components, with a green geometric frame in the background.

Field service operations in manufacturing are evolving. It’s no longer just about solving problems after they occur—manufacturers are finding ways to stay ahead of issues, ensuring machines keep running, technicians have everything they need, and customers are well taken care of.  At Coastal, we work with manufacturers to modernize these operations through Salesforce Field Service, […]

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 […]