Activating Your Existing CRMA Datasets for Agentic AI with Tableau Next
Worried your CRM Analytics assets will become fossils in the world of AI? Learn how to use existing datasets to power live analytics conversations and transform the way your entire organization understands and acts on information.
Complimentary Data Strategy Lab
This complimentary, one-hour session is a focused conversation with our experts to pinpoint the data issues holding you back. We’ll show you a practical path to a better data setup that powers every part of your business.
Turn Your Data into Business Outcomes: The Salesforce & Snowflake Strategy That Works
This webinar is your roadmap to unlocking data and driving measurable business impact—fast.
We’ll show you how to unify Salesforce and Snowflake into a single, scalable architecture that activates enterprise data where your users work—without data duplication or brittle ETL pipelines.
Salesforce Revenue Cloud Advanced brings your entire quote-to-cash process onto a single platform, helping you close deals faster, scale with confidence, and deliver a seamless buying experience.
CRM Analytics + Tableau Next: Make Your Analytics Work for Everyone
Tableau Next isn’t replacing CRMA. It’s making your analytics usable by everyone who needs them. You’ve spent years refining CRM Analytics (CRMA), building recipes, dashboards, and business logic that reflect how your org operates. That foundation matters. But insights are still not reaching the people who need them, when they need them. Sales managers file […]
How a Healthcare System Went from Disconnected Tech to Patient 360° for Measurable Impact
Coastal partnered with Baptist Health to put consumers at the center of their pre- and post-care services to make healthcare more accessible and consumer-focused.
$55M in Revenue Leakage Recaptured & Efficiency Boosted Following Data Modernization
Alongside Salesforce, Coastal’s data modernization team worked closely with the company to first understand their business challenges and goals, ensuring alignment with technical and business stakeholders. Coastal then designed and implemented a modernization strategy focused on unifying the Salesforce data ecosystem and building an integrated and efficient AI-ready technology environment leveraging Salesforce Data Cloud and MuleSoft
Why AI Isn’t Delivering: Key Findings from Coastal’s 2025 AI Report
Despite explosive interest in generative AI, most organizations are still struggling to turn potential into measurable performance. New data reveals where the disconnect lies—and how to fix it.
AI Isn’t Delivering—Here’s What To Do About It
This report brings together insight from over 120 Salesforce-powered organizations, plus what we’ve seen firsthand guiding teams through the shift to Data & AI Modernization.
True North for Data Modernization & Strategy
Coastal’s True North for Data Modernization & Strategy is a six-week program designed to help you modernize how you store, transform, and activate your data.
5 Key Trends Driving Data Modernization in 2025
The landscape of data modernization is evolving faster than ever, and 2025 is set to bring transformative shifts that redefine how businesses leverage their data. From embracing cutting-edge cloud strategies to empowering users with AI, these key trends are reshaping the future of data management. 1. Adopting Cloud-First Strategies This ongoing trend, rooted in the […]
Data Modernization & AI
The AI conversation is loud right now—but what really matters is the infrastructure underneath it, the data being available and activated, and the business processes.
How to Turn Banking Customer Complaints into Growth Opportunities with Salesforce
Learn how to streamline your complaint management process, enhance customer experience, and proactively mitigate risk with Salesforce Financial Services Cloud and data-driven insights.
Northeast Healthcare Network Delivers Personalized Experiences
Data Cloud + Tableau CRM Analytics will unify Salesforce and external data sources to provide detailed reports of campaign performance and patient 360°.
Unifying Systems for Data & Efficiency Impact
Integration fixes. Streamlined orders. Automated invoicing. All within Salesforce.
3 Lessons I Learned as a University Recruiter and How Salesforce Can Help
Higher education recruitment has never been more competitive, and institutions that adapt quickly will win the race for top talent. Students today have more choices, more information at their fingertips, and higher expectations for personalized engagement. The institutions that thrive are those that don’t just keep up—they lead the way with data-driven insights, strategic outreach, […]