Quiet Signals, Smarter Fundraising: A Donor Engagement Guide for Nonprofits

Nonprofit volunteers signing up another volunteer

Most people don’t announce their interest. They give quietly—a one-time gift, a scanned QR code, a form filled out on a Tuesday afternoon. Those moments might not feel dramatic, but they’re openings. And if you can catch them in time, they’re the start of something more. The problem is they often slip past unnoticed. Not […]

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 […]

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 […]

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

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 […]

Reimagining Faith in the Age of AI

This session explores the profound impact of technology on faith communities, empowering them to connect more deeply with their audiences and expand their reach.

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 […]