Coastal Named an ISG Salesforce Leader—Three Years in a Row! 🏆 Download the Report →

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

Our Approach to Multicloud: Integrate Once, Activate Easily

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.

Step Into Your Merged Org with Confidence

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.

Centralized data offers improved insights, moving your mission forward.

Get instant access to the data you need. Connect your existing marketing, CRM, and financial platforms for a complete picture of your business performance.

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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