Nonprofit
Salesforce Expertise Coastal has the technical and operational expertise to guide your Salesforce transformation from start to finish. Nonprofit Cloud Nonprofit Success Pack Nonprofit Cloud and Nonprofit Success Pack organize constituent, fundraising, and program data all on a single platform. Accelerate fundraising through relationship management, automated reports, recurring donations, and engagement plans. Marketing Cloud Marketing […]
Webinar: ISG & Coastal Talk Data
Leading global technology research and advisory firm ISG sits down with Coastal CTO Jim Stalder to talk about all things data. Don’t miss their critical insights on the biggest obstacles to AI adoption, the place of generative AI inside of a business, and how to think about data. Complete the form to see the full conversation. […]
Coastal Explains Salesforce Releases: Spring ‘24 Edition
Welcome to our blog on the highlights of the Spring ’24 Salesforce release! We’ve got a ton of exciting updates to share, each tailored to different teams and needs. Here’s a quick overview of what Salesforce has in store this season. You can also click on any headers in this menu to dig deeper into […]
Free Workshop: Discover how Salesforce Data Cloud can Elevate Your Business
Our one-hour interactive workshop will teach you how to use Salesforce Data Cloud to achieve your business goals. SCHEDULE If you are: Curious about what Salesforce Data Cloud does and how it can best be used in your organization. In need of a complete customer profile to personalize experiences. Focused on simplifying data integrations for […]
Navigating the Salesforce Crossroads
Your Guide to Evaluating In-House vs. Salesforce Managed Services Getting the most from your Salesforce investment goes far beyond the initial implementation — it’s about smartly embedding this technology into your business’s DNA through ongoing management. Just as a business’s strategy adapts, your technology must evolve too or it risks being fossilized. This need for […]
Salesforce Data Cloud Explained
Your business has tons of customer data—purchase history, website behavior, support interactions, and more. But it’s scattered across different systems, making it difficult to understand your customers and make informed decisions that drive growth. This incomplete view impacts everything from marketing and customer service to product development and strategic planning. As a result, experiences often […]
Unlocking Salesforce’s hidden potential: From silo to growth engine
Any business leader invested in digital transformation understands the power of a unified Salesforce platform. But fragmented departmental use can impede efficiency, hinder collaboration, and stifle progress. What if you could unlock the hidden potential of your Salesforce org, transforming it from a siloed toolset into a powerful engine driving growth? That’s exactly what leading […]
Salesforce Data Cloud: Practical Use Cases for Nonprofits
For nonprofits, every interaction matters. Engaging constituents (donors, volunteers, served populations, and even employees) with the right message at the right time can be the difference between securing a life-changing donation and losing a crucial volunteer. But in the face of a fragmented data landscape and limited resources, achieving this personalized touch can feel like […]
Transforming Crisis Intervention with Grant Riewe
Explore the intersection of technology and mental health with Grant Riewe, CTO of Vibrant Emotional Health. Learn how modern tech is reshaping the behavioral health landscape, from the 988 crisis lifeline to the power of human connection. In this must-listen episode of the Customer Obsessed Podcast, Grant Riewe shares transformative strategies in crisis intervention, all […]
Faith in Full Force at Dreamforce ‘23
Leaders from Faith-based organizations gathered with Coastal during Dreamforce to discuss how Salesforce can promote a more digitally empowered Faith community. Dreamforce is Salesforce’s paramount conference of the year, uniting visionaries and experts for face-to-face dialogue about using technology and innovation for advancement. Organizations including The Foursquare Church and Elevation Church gathered for breakfast, a […]
Life-Saving 988 Call Center Solution explained by Vibrant CIO at Dreamforce ‘23
Coastal Cloud offered Behavioral Health Leaders a unique opportunity to understand Vibrant Emotional Health’s approach to incorporating Salesforce into the organization and the impact it has made on its mission. Salesforce’s premier conference of the year, Dreamforce, is an opportunity for industry leaders, innovators, and experts to convene in person to discuss the transformative impact […]
Streamlining Resourcing with Salesforce Nonprofit Success Pack
Prioritizing People: How Coastal Helps Salesforce Org Mergers Succeed Through Change Management
When it comes to merging Salesforce orgs, most of the focus goes straight to the technical side of the process, leaving out the most crucial element: the people involved. At Coastal, our approach to Salesforce org mergers is different. We prioritize the human aspect of org merges, taking into account the different company cultures, sales methodologies, and […]
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, […]
Digital Evolution for Faith Organizations
How exactly are churches using Salesforce?
Robust 988 Call Center
Customer Spotlight: Vibrant Emotional Health Coastal is the official 988 partner for Vibrant Emotional Health. We are developing a fully unified CRM for the 988 National Suicide Prevention Lifeline to support daily operations and functions for crisis centers including safety assessment call flow, capturing data, safety plans, referrals, managing follow-ups, tracking emergency rescues, reporting and […]
Automated Volunteer Management
Features and Benefits: Efficiently recruit, track, and manage volunteers, ultimately helping you expand your capacity to meet your mission Seamless process from application to onboarding to scheduling Automate application review and onboarding to improve response times Automate scheduling to quickly deploy volunteers Personalized volunteer experience Branded application
Modernizing a Global Fundraising Organization to Expand Cancer Care
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 […]
Future-Proofing a National Nonprofit for Greater Impact
Enhancing Ministry Impact with Unified Salesforce Solution
Creating Digital Solutions for the 988 National Suicide Prevention Lifeline
Webinar Replay: How Top Sales Teams Are Winning Deals and Growing Accounts in 2023
Last week Coastal Cloud’s Chief Revenue Officer, Erik Dunnigan, joined the Prolifiq team to discuss: Why are these topics so important? The first half of 2023 is predicted to be somewhat unstable in terms of economic health. It’s more important than ever to keep your largest customers satisfied and ready for expansion. Get the Webinar
Dreamforce 2022: Nonprofit Recap
Dreamforce 2022 brought new advances in Salesforce technology geared toward nonprofits. It highlighted strengthening connections, digitization, and a more efficient use of data. Speakers shared insights into how their organizations have used these advancements to forge stronger relationships that focus on creating change for good. Read on to learn how real-time data can help nonprofits streamline […]
Webinar: Get your Contract Lifecycle out of the Stone Age!
As a top Salesforce Consulting Partner, recognized by Salesforce as the number one rated partner worldwide in Customer Success, Coastal shares our expertise in digital process automation in this webinar, demonstrating the benefit of digitizing your business through end-to-end contract lifecycle management. Coastal experts, Brendan Sullivan and Erin Luckner, discuss solutions to eliminate time-consuming manual processes and human error, redundancy […]
