Unlock Portfolio Value: How Salesforce Drives Revenue for PE Firms

Business professional working at a laptop in a modern office setting.

If you’re not thinking about technology as part of your revenue strategy, you’re leaving money on the table. Salesforce is the key to maximizing returns in your PE portfolio.  Don’t believe us? Let’s back up a little and explain: Private Equity Operating Partners are the driving force behind maximizing value and fueling scalable growth in […]

Pulling growth levers within Salesforce: PE Strategies for Quick Wins & High ROI

The constant evolution of Salesforce’s products can make it challenging for private equity firms to prioritize which Salesforce features and tools will deliver the biggest impact for their portfolio companies. This is especially true in the early stages of implementation when resources are often limited.  Coastal helps PE firms navigate this challenge by understanding their […]

Private Equity

Coastal’s combination of technical and business knowledge is where they really shine. G2

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, […]

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 […]