Implementing Salesforce AI: Move from Experiments to Impact
Salesforce AI momentum is building, but there’s a gap between experimentation and impact, and it seems to be growing. To understand more, Coastal surveyed 120+ Salesforce-powered organizations to understand what’s getting in the way – and what it takes to move from AI experimentation to results at scale. In this conversation, we’ll break down the real blockers and share clear, practical ways to move forward.
Tableau Next & Unlocking Live Analytics Conversations: Your Data Layer Now Runs the Show
Ask a simple question: “What’s driving the churn in Northeast revenue?” Instead of navigating dashboards and squinting at charts, you get an answer. The causes. The metrics. The context. All surfaced instantly, in language you understand. Within seconds. This shift isn’t theoretical. It’s already happening in Tableau Next. Dashboards helped teams align around performance. But […]
$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.
Replacing Fragmented Systems with a Scalable, Modern Data Foundation for Business Agility
Coastal’s Data Modernization team first conducted a focused exploratory engagement uncovering the company’s core challenges and business objectives. Based on these insights, we developed a tailored, business-first data strategy and roadmap. Our approach focused on modernizing their data infrastructure to enable scalable analytics, using unified data to drive faster, more strategic decision-making.
Implementing Salesforce AI: Move from Experiments to Impact
Salesforce AI momentum is building, but there’s a gap between experimentation and impact, and it seems to be growing. To understand more, Coastal surveyed 120+ Salesforce-powered organizations to understand what’s getting in the way – and what it takes to move from AI experimentation to results at scale. In this conversation, we’ll break down the real blockers and share clear, practical ways to move forward.
Tableau
5/5 Salesforce AppExchange Customer Satisfaction Rating 7,602 Successfully Delivered Projects 612 Multi-Skilled Experts Tableau Certified Partner Tableau Next Alliance What We Do Strategy Strategy Getting the most from technology means smartly embedding it into your business’s DNA. We expertly distill your goals to design the best approach using data, tools (both Salesforce and emerging tech) […]
The Missing Piece: Why Companies Miss Revenue Opportunities (And How to Fix It)
Here’s the truth nobody’s talking about: In chasing growth, most tech companies have built a wall between sales and product—when they need a bridge. On one side: your sales organization. Relationship masterminds. Conversation experts. Operating with limited visibility into how customers actually use your product. On the other: your product team. Data-rich. Usage-aware. Creating insights […]
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.
Post-Acquisition Org Unification for Rapid Efficiency Gains
Coastal successfully consolidated the two companies’ data into a single Salesforce instance following BILL’s acquisition.
Increasing Efficiency with Pricing & Data Solution
Argos’ team gains an 84% reduction in manual work following Coastal’s Salesforce implementation.
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, […]
Dreamforce 2022: Manufacturing Recap
Dreamforce 2022 was back in action, bringing together trailblazers from all over the world to learn about new Salesforce initiatives. The Coastal Cloud team of Salesforce Experts gathered to hear from industry leaders discussing current issues faced by manufacturers and how Salesforce plans to help them combat these challenges with a data-driven approach. Keep reading […]
