Nonprofits We’ve Worked With

Solutions for Nonprofits

Health & Human Services

We help HHS organizations modernize programs and supporter engagement using platforms like Salesforce Nonprofit Cloud, MuleSoft, Data Cloud, Snowflake, and practical AI—delivering simpler workflows and clearer outcomes.

Intake and eligibility
Needs assessment and referrals
Service planning and milestones
Partner and provider coordination
Appointment scheduling and reminders
Mobile notes for field staff
Resource directory and warm handoffs
Capacity and waitlist management
Outcomes and impact reporting
Grants, pledges, and stewardship

Faith-Based Organizations & Ministries

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

Beyond the Core (Revenue, Marketing, Data, Digital)

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

Grantmaking & Foundations

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

Affiliation & Membership Groups

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

Workforce Development

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

Youth Development & Family Support

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

Housing & Community Development

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

Trusted solutions to common Nonprofit challenges.

NPSP to NPC Migration

Accelerate your migration from the legacy NPSP managed package to Nonprofit Cloud. Includes data assessment, mapping and transformation, readiness scans, sandbox pilots, cutover playbooks, and enablement. Minimizes risk while unlocking Program Management, Volunteer Management, Fundraising, and Data Cloud.

Program Management

Launch Program Management fast with comprehensive intake and eligibility, enrollments, rosters, milestones, partner referrals, surveys, and outcome dashboards. We provide strategy, implementation, integrations, and training so staff get tools that work from day one.

Fundraising and Development

Raise more with unified supporter profiles, moves management, campaigns, digital journeys, grants, and revenue dashboards. We tune data, optimize processes, automate stewardship, and surface insights that grow pipeline, retention, and major gifts.

Case Management

Deliver consistent services with guided intake, assessments, plans, notes, referrals, and follow-ups. Mobile notes, partner directories, and reporting and data visualization come standard so your teams spend less time on systems and more on people.

Volunteer Management

Recruit, screen, schedule, and recognize volunteers with self-service portals, skills matching, shift management, hours tracking, and communications. Onboarding flows, scheduling, and data intelligence accelerate your impact and build capacity for your organization.

Fireside Chat

Transforming Behavioral Health with Technology

Discover how innovative technology is revolutionizing the behavioral health sector. Join experts from Lightfully Behavioral Health and Salesforce as they explore the ways AI and digital solutions are improving lives for both care seekers and providers.

Fireside Chat

Empowering Faith Communities with Digital Transformation

Explore how faith-based organizations can harness Salesforce to deepen member engagement and streamline operations. Hear from leaders at World Changers Church International, Salesforce, and Coastal^® as they share lessons from a successful digital transformation journey, highlighting the power of Marketing Cloud, the role of AI in outreach, and the importance of human-centric partnerships in driving growth.

It feels like there aren’t problems you cannot solve and the steadfast efforts to assess what’s possible is a true model for other consultants.

Charter School Growth Fund, Pamela Inbasekaran, COO

Meet our Nonprofit experts.

Bethan Flynn

SVP, Public Sector, Nonprofit & Education

Jenny Hall

VP, Nonprofit & Education

Melissa Taliaferro

VP, Delivery

Diana Peacock

Sr. Director, Delivery

Dan Leibowitz

Sr. Director, Delivery

Jon Wentling

Director, Business Development

Cassandra Grissom

Director, Business Development

Nonprofit Cloud frequently asked questions.

What is Salesforce Nonprofit Cloud?

Salesforce Nonprofit Cloud is a CRM platform designed specifically for nonprofits. It helps manage fundraising, programs, grants, volunteers, marketing, and donor relationships—all in one centralized system.

Why should we work with a Salesforce Nonprofit Cloud implementation partner?

Working with a certified Salesforce Nonprofit Cloud implementation partner like Coastal ensures your solution is set up correctly from the start. We bring deep platform expertise and nonprofit experience to help you maximize your ROI, avoid common pitfalls, and go live faster.

What types of nonprofits does Coastal support?

We work with a wide range of organizations, including foundations, health and human services, faith-based groups, advocacy organizations, workforce development programs, and more. Whether you're managing donors, members, or participants, we tailor your Salesforce setup to your mission.

What are the key features of Nonprofit Cloud?

Nonprofit Cloud includes tools for donation tracking, campaign management, program delivery, grant management, volunteer coordination, and impact measurement. It also integrates with Marketing Cloud and Experience Cloud for enhanced engagement.

Can Salesforce Nonprofit Cloud integrate with our existing donation or finance systems?

Yes. We can integrate Salesforce with tools like Classy, Mailchimp, QuickBooks, Outlook, and many others. Our team uses tools like MuleSoft or native APIs to connect your systems and ensure smooth data flow.

How long does a Salesforce Nonprofit Cloud implementation take?

Timelines vary based on scope, but most projects take between 6–12 weeks. We also offer phased implementations and quick-start packages for smaller teams or immediate needs.

Is Salesforce Nonprofit Cloud affordable for small nonprofits?

Yes. Salesforce offers free licenses to eligible nonprofits and discounted pricing for additional users. Coastal also offers scalable implementation options to meet your budget and goals.

Do you offer training and support after implementation?

Absolutely. We provide user training, admin coaching, and documentation as part of every project. We also offer ongoing support and managed services to help your team stay productive long after go-live.

How does Nonprofit Cloud help us measure our impact?

With built-in reports and dashboards, you can track key metrics like donations, volunteer hours, program outcomes, and constituent engagement. We can also customize impact reporting to align with your funders’ requirements.

Need a Salesforce Nonprofit Cloud Partner?

We Specialize in CRM and Data Modernization for Nonprofits

Nonprofits We’ve Worked With

Nonprofits We’ve Worked With

Health & Human Services

Faith-Based Organizations & Ministries

Beyond the Core (Revenue, Marketing, Data, Digital)

Grantmaking & Foundations

Affiliation & Membership Groups

Workforce Development

Youth Development & Family Support

Housing & Community Development

Trusted solutions to common Nonprofit challenges.

Transforming Behavioral Health with Technology

Empowering Faith Communities with Digital Transformation

Meet our Nonprofit experts.

Nonprofit Cloud frequently asked questions.

What is Salesforce Nonprofit Cloud?

Why should we work with a Salesforce Nonprofit Cloud implementation partner?

What types of nonprofits does Coastal support?

What are the key features of Nonprofit Cloud?

Can Salesforce Nonprofit Cloud integrate with our existing donation or finance systems?

How long does a Salesforce Nonprofit Cloud implementation take?

Is Salesforce Nonprofit Cloud affordable for small nonprofits?

Do you offer training and support after implementation?

How does Nonprofit Cloud help us measure our impact?

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