Where Inspiration Meets Action—Unlock Coastal's Dreamforce Experience →

Value Creation Private Equity Services Across the Investment Lifecycle

With 100% U.S.-based teams that specialize in PE firms’ investments, Coastal will execute digital transformation strategies without slowing down your portfolio company. From handling complex mergers, carve-outs, and platform roll-up projects to conducting health checks and providing organizational support, Coastal maintains a laser focus on delivering results.

Coastal’s Solution Accelerators

Salesforce Data Cloud

Unlock the future of deep personalization and AI tools. Today, most organizations have data scattered across multiple systems and platforms, including web and mobile apps, e-commerce sites, health record providers, resource management services, and Salesforce CRM. Salesforce Data Cloud helps you harmonize this data, analyze it in Tableau, and take action across marketing, sales, and service.

Fast Salesforce Org Merge

When it comes to merging Salesforce orgs, we believe the human element is just as important as the technical side. That's why our process focuses on the people involved first. We work with you to define your end goal and offer unbiased recommendations on what is best for both organizations.

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

G2

Our Expertise

Customer 360 Platform

Data Cloud

Experience Cloud

Marketing Cloud

Revenue Cloud

Sales Cloud

Service Cloud

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