Salesforce Nonprofit Cloud Implementation Partner

Coastal ignites transformation for faith-based organizations by seamlessly integrating cutting-edge technology with mission-driven vision. We equip religious communities with tailored digital solutions, data-driven insights, and strategic guidance to elevate engagement, expand outreach, and foster thriving, connected communities.

• Custom dashboards with real-time reporting to track engagement and stewardship metrics
• Automated volunteer and credentialing management for seamless service coordination
• Integrated program management for education, rites of passage, and leadership development
• Community care and case management tools to support counseling and outreach
• Simplified financial stewardship and donation management to boost fundraising impact
• Scalable, flexible platform that grows with your community’s needs
• Member/household tracking and omnichannel engagement
• Facility and session management; rosters, attendance, and progress tracking
• Recurring gifts and pledge tracking

We help nonprofits run the business side of their mission by connecting Salesforce Nonprofit Cloud with Revenue Cloud, Marketing Cloud, Tableau, and Data Cloud—along with MuleSoft, Snowflake, and Agentforce for seamless integrations and AI. The result: operations that run smoothly, partnerships that grow, and revenue that scales.

• Sponsorships and services quoting (CPQ), pricing, and approvals
• Contracts, renewals, invoicing, and payments
• E-commerce, subscriptions, and memberships
• Ticketing and admissions for museums and arts organizations
• Corporate partner and sponsor portals with deliverables tracking
• Segmentation, omnichannel journeys, and personalization
• Consent, preferences, and audience management
• Identity resolution and unified household profiles
• Pipeline, revenue forecasting, and executive dashboards
• Service desk, request intake, and field work orders
• Integrations with ERPs and Finance
• Analytics on Data Cloud and Snowflake with zero-copy design
• AI assistants for staff self-service, next-best action, and data quality

We modernize end-to-end grantmaking, simplifying portals, reviews, and reporting while giving boards real-time clarity.

• Applicant and grantee portals
• LOI/intake and eligibility
• Review workflow and scoring
• Award decisions and disbursements
• Requirements and reporting
• Site visit notes and tasks
• Fund and portfolio management
• Impact metrics and storytelling
• Donor/advisor engagement
• Board packets and meeting prep

We help associations, alumni networks, and membership communities unify people, programs, and value using platforms like Nonprofit Cloud, Data Cloud, MuleSoft, Snowflake, and practical AI to grow, retain, and serve at scale.

• Member onboarding, profiles, and self-service portals
• Dues, renewals, upgrades/downgrades, and proration
• Tiered benefits, eligibility, and access management
• Chapter/affiliate coordination and roll-up visibility
• Events and conferences: registration, badges, check-in
• Learning and certification tracking
• Community forums, groups, and peer networking
• Content library, gating, and personalized recommendations
• Service desk, cases, and member support SLAs
• Engagement signals, retention and reactivation journeys
• Advocacy actions, campaigns, and stakeholder outreach
• Executive dashboards for growth, retention, and revenue

We connect participants, training, and employers in one flow—so you can place people faster and sustain outcomes.

• Participant intake and eligibility
• Individual employment plans
• Training enrollment and completion
• Credentials tracking
• Employer outreach
• Job matching and referrals
• Subsidies/stipends management
• Placement and wage progression
• Retention check-ins and supports
• Alumni and mentor networks
• Funders and outcome reporting

With our program and case management services, we make it easier to enroll, serve, and stay connected with youth and families while giving staff simple tools that work.

• Program enrollment and rosters
• Attendance and engagement tracking
• Mentoring and case coordination
• Family intake and goal plans
• Partnerships and referrals
• Transportation and field trip logistics
• Waivers, forms, and e-signature
• SMS reminders and updates
• Outcomes and survey feedback
• Volunteer management
• Fundraising and sponsorships

We help you coordinate housing programs, track and report on HMIS data, and manage programs / initiatives with better visibility and faster service.

• Application intake and pre-screening
• Eligibility, waitlists, and prioritization
• Unit/site inventory and matching
• Shelter coordination
• Sweat-equity and volunteer scheduling
• Materials and donation tracking
• Resident communications and updates
• Post-move-in follow-ups
• Impact dashboards by project