Industry-Leading Client Satisfaction

Your results are our focus. We strive to earn a trusted, long-term relationship with each client, and we pride ourselves in earning the highest client satisfaction ratings in the industry. With every client, in every meeting, on every project, our goal is to fully deliver the value that you and your business needs.

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Certified Experts

Marketing

Knowing your customers directly contributes to their personalized experience. Using the #1 CRM in the world, our marketing solutions allow you to engage with your clients throughout the entire journey. This powerful information allows your team to deliver a next-level customer experience. Our expert team can personalize your solution even further through Partner apps like Pardot, Hubspot and more.

Sales

We focus on a core implementation of the #1 CRM platform in the world, Salesforce.com. The platform’s strength is its flexibility to meet the demands of any organization across industries. As you expand and grow your use of the platform, it is important to have a solid initial implementation built with best practice and industry-specific experience.

The purchasing experience, from first marketing experience, to renewals and follow on purchases should be quick and seamless transactions. Coastal Cloud has a proven track record of success in Quote to Cash, Billing, and Contract Lifecycle Management across a variety of industries. We are a “Master Navigator” of Salesforce CPQ and are customer rated #1 on G2.com for CPQ and Quote to Cash consulting.

Service

You work hard for your customers. Service is a top priority in order to gain and retain clients. Why not make it simple and smart? Our connected solutions enable you to provide excellent support whether you’re in the field, or working in a call center. Through the power of self-service, your customers will feel engaged throughout the entire process. Empowering action and communication on both ends, is key to a successful relationship. For faster results, access to customer data and smarter service, this solution reinvents the one-to-one relationship.

Data & Integration

Data tells your story. It give you a lense into your past present and future. Data analytics is central to your business, and our consultants are driven to harness its power ands extend the power of your Salesforce Platform with intelligent Apps that do the work for you. Create useful charts you can transform into visually appealing and informative graphs that tell a story.

Implementing the worlds #1 CRM is a great step forward in building better customer relationships and streamlining your business processes with great functionality, but there are limits to what you can achieve without connecting your entire organization together. We strive to ensure our customers can achieve a “360” degree view and the power of seamless business processes by enabling a ‘one platform interface’.

Finance, Accounting & ERP

Our dedicated Finance & Accounting Team processes, supports and implements. We help companies standardize processes, implement best practices, and bring your business entirely onto the Salesforce platform by using one platform.

All of our processes vary among industries, but have the same goal: to follow Generally Accepted Accounting Principles (GAAP) to generate financial statements for the business. Coastal Cloud’s Finance & Accounting team focuses on implementing native finance and accounting solutions, including Accounting Seed and the Salesforce Nonprofit Success Pack Accounting Sub ledger. We also provide process consulting for Accounting and Finance on the Salesforce Platform.

While some customers may be able to move to an ERP or Accounting solution within Salesforce such as Ascent ERP or RootStock, there may be others on SAP, Netsuite, or other ERP solutions that require deeper integration. Our ERP experts are well-versed in empowering organizations across many industries build an enterprise data strategy and connect data in real time using modern Salesforce and iPaaS solutions.

Customer Success

When asking B2B companies to state the single most exciting opportunity for their organizations, often Customer Experience (or CX) came in first! They often beat content marketing, video marketing and social!

Coastal Cloud has seen the power of building a Customer Experience along the entire lifecycle of a customer. We know that if all data needed to gain a 360 degree view of the customer is present, we can not only provide incredible insights, but also enable action within a few clicks to start changing those trends immediately.