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Implementation

At Coastal, we simplify Salesforce implementation by bringing together deep expertise and a streamlined process. You get a team of North America-based experts that are easy to collaborate with, providing clear communication and top-tier project management.

What exactly is ROAI—and why does it matter?

At Coastal, we emphasize ROAI because it’s not just about deploying AI solutions—it’s about ensuring those solutions drive measurable results while letting you focus on the work that matters most. We leverage modern technologies and tools like Salesforce, Data Cloud, and Snowflake to deliver these outcomes with precision.

Data & AI

As AI emerges as the defining technology of today, Coastal recognizes that AI is data—and we’re here to help you turn that data into impact.

The Ultimate Guide to Salesforce Data Cloud

If you’re like most, your business has tons of customer data—purchase history, website behavior, support interactions, demographic information and more. But it’s scattered across different systems, making it difficult to actually use. Salesforce Data Cloud is the solution to this data chaos. It unifies sources without duplicating data, resolves inconsistencies, and delivers a 360° profile in […]

Pulling growth levers within Salesforce: PE Strategies for Quick Wins & High ROI

The constant evolution of Salesforce’s products can make it challenging for private equity firms to prioritize which Salesforce features and tools will deliver the biggest impact for their portfolio companies. This is especially true in the early stages of implementation when resources are often limited.  Coastal helps PE firms navigate this challenge by understanding their […]

How to Unify Data for Smooth Healthcare Journeys from Pre-Care to Post-Care 

Discover how Coastal’s Salesforce + EMR Connect solution revolutionizes healthcare marketing by unifying patient data, empowering personalized engagement, and driving revenue growth. Learn how to overcome data silos, improve patient experiences, and achieve better outcomes with this innovative approach.

Winning Back Lost Customers in MedTech & Biopharma with Salesforce

Learn how a MedTech company used Salesforce Data Cloud to create a personalized win-back campaign, achieving a 10x increase in win rates and boosting revenue. This case study highlights the power of data-driven strategies for customer retention and growth in the life sciences industry. Discover key takeaways and learn how you can leverage Salesforce to turn lost customers into loyal ones.

Salesforce Data Cloud for Telecommunications Leaders

In the fast-paced telecommunications industry, data is pouring in from every direction. Every click, share, and call generates valuable information that can be used to gain a deeper understanding of customers, optimize operations, and identify emerging trends. However, without the right tools, this data can quickly become overwhelming. Many companies struggle with fragmented data spread […]

Coastal is designated a Salesforce Data Cloud Zero Copy Preferred Partner

The Salesforce Zero Copy Partner Network is a global ecosystem of technology and solution providers building secure, bidirectional zero copy integrations with Salesforce Data Cloud so that data can be actioned across the Salesforce Einstein 1 Platform. Why Zero Copy Salesforce Data Cloud unifies all your customer data, structured and unstructured, into a unified 360-degree […]

Beyond the Waiting Room: Transforming Patient Care with Melanie Husk

Navigating healthcare can feel like solving a riddle inside a maze. But what if technology focused on the pre and post-care patient journey could change everything?  Our CEO, Eric Berridge, recently sat down with Melanie Husk, Chief Consumer Officer at Baptist Health, on the Customer Obsessed podcast, and she let listeners in on the secrets […]

Webinar: ISG & Coastal Talk Data

Leading global technology research and advisory firm ISG sits down with Coastal CTO Jim Stalder to talk about all things data. Don’t miss their critical insights on the biggest obstacles to AI adoption, the place of generative AI inside of a business, and how to think about data. Complete the form to see the full conversation. […]

Coastal Explains Salesforce Releases: Spring ‘24 Edition

Welcome to our blog on the highlights of the Spring ’24 Salesforce release! We’ve got a ton of exciting updates to share, each tailored to different teams and needs.  Here’s a quick overview of what Salesforce has in store this season. You can also click on any headers in this menu to dig deeper into […]

Free Workshop: Discover how Salesforce Data Cloud can Elevate Your Business

Our one-hour interactive workshop will teach you how to use Salesforce Data Cloud to achieve your business goals. SCHEDULE If you are: Curious about what Salesforce Data Cloud does and how it can best be used in your organization. In need of a complete customer profile to personalize experiences. Focused on simplifying data integrations for […]

Salesforce Data Cloud Explained

Your business has tons of customer data—purchase history, website behavior, support interactions, and more. But it’s scattered across different systems, making it difficult to understand your customers and make informed decisions that drive growth.  This incomplete view impacts everything from marketing and customer service to product development and strategic planning. As a result, experiences often […]

Salesforce Data Cloud: Practical Use Cases for Nonprofits

For nonprofits, every interaction matters. Engaging constituents (donors, volunteers, served populations, and even employees) with the right message at the right time can be the difference between securing a life-changing donation and losing a crucial volunteer. But in the face of a fragmented data landscape and limited resources, achieving this personalized touch can feel like […]

Salesforce Data Cloud: Practical Use Cases for Media & Technology

The digital landscape keeps changing, and businesses like yours need innovative solutions to stay ahead. You want happier customers, better revenue, and smoother operations. Salesforce Data Cloud is a powerful tool that can help. At Dreamforce 2023, Salesforce announced free Data Cloud licenses so customers can explore its potential and start using it to build […]

Salesforce Data Cloud: Practical Use Cases for Manufacturing

Manufacturing is a fast-paced world, and businesses like yours constantly seek ways to improve operations and customer experiences to drive growth. Salesforce Data Cloud, a unified data platform, can help you achieve these goals. At Dreamforce 2023, Salesforce announced free Data Cloud licenses so customers can explore its potential and start using it to build […]

Salesforce Data Cloud: Practical Use Cases for Healthcare

The healthcare industry is facing many data challenges, including growing patient volumes, complex data infrastructures, and the need to deliver personalized care. Salesforce Data Cloud can help healthcare organizations address these issues by providing a unified platform for data integration, management, and analytics. At Dreamforce 2023, Salesforce announced that Data Cloud free licenses are now included so […]

Optimize your Free Data Cloud Licenses

At Dreamforce 2023, Salesforce announced that Data Cloud free licenses are now included for all Enterprise Edition or above customers so they can familiarize themselves with the new capabilities and develop use case ideas.  See a full view of what is included Quickly Embrace Data Cloud with Our Proven Solutions Coastal’s certified Salesforce Data Cloud and Tableau […]

A Heart-to-Heart with Manufacturing Leaders during Dreamforce

Discussions at Dreamforce 2023 underscored the pivotal role of data and analytics and how Salesforce Data Cloud can be used to reshape manufacturing. Manufacturing leaders from around the world gathered at Dreamforce, the biggest Salesforce conference of the year, to discuss how technology and innovation are reshaping the industry’s future.  Coastal hosted a peer-to-peer Dreamforce […]

Life-Saving 988 Call Center Solution explained by Vibrant CIO at Dreamforce ‘23

Coastal Cloud offered Behavioral Health Leaders a unique opportunity to understand Vibrant Emotional Health’s approach to incorporating Salesforce into the organization and the impact it has made on its mission. Salesforce’s premier conference of the year, Dreamforce, is an opportunity for industry leaders, innovators, and experts to convene in person to discuss the transformative impact […]