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Modernizing Manufacturing Field Service with Salesforce

Smiling worker holding a tool in a manufacturing setting, seated in front of machinery and metal components, with a green geometric frame in the background.

Field service operations in manufacturing are evolving. It’s no longer just about solving problems after they occur—manufacturers are finding ways to stay ahead of issues, ensuring machines keep running, technicians have everything they need, and customers are well taken care of.  At Coastal, we work with manufacturers to modernize these operations through Salesforce Field Service, […]

Agentforce FAQ: Everything You Need to Know

Salesforce’s Agentforce is making AI a practical tool for business by going beyond simple assistance to taking meaningful actions. Announced ahead of Dreamforce, Agentforce is designed to help teams get more done by leveraging AI as an active participant in everyday processes.  Sam Taylor, Coastal’s Director of Innovation, was invited to an exclusive Agentforce workshop […]

Home Services Efficiency: Get the Most Out of Your Salesforce Tools

Technician in blue coveralls and blue gloves installs an air conditioner and is outlined by a yellow Coastal flag.

In the home services industry, operational efficiency is crucial.  Imagine a call comes in—your best technician is halfway across town, only to find out their next appointment was rescheduled an hour ago. Back at the office, your customer service team is scrambling to explain a delayed invoice because the billing system didn’t sync with the […]

Dreamforce 2024 Recap & Resources

Three Coastal employees in front of the Coastal booth at the Dreamforce Campground.

Dreamforce 2024 once again showed why it’s the go-to event for business and tech leaders. This year’s focus? Using AI and data to unlock growth and simplify complex innovations for everyone. We got to dive into insightful sessions, hands-on workshops, and real-world discussions about how these technologies are transforming industries. Below are some of the […]

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.

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.

Coastal Explains Salesforce Releases: Summer ‘24

Dive into the best updates from the Salesforce Summer ’24 Release, explained by Coastal’s experts. Learn how these new features will transform your workflow and elevate your Salesforce experience.

5 Ways Salesforce Nonprofit Cloud Can Amplify Your Impact

volunteers working on a beach

Unlock your nonprofit’s full potential with Salesforce Nonprofit Cloud. Streamline fundraising, deepen donor relationships, and measure your impact with powerful tools designed for the social sector. Learn how Coastal can help you maximize your impact.

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 […]

How Coastal Transforms Grants Management with Salesforce

At Salesforce World Tour D.C., Coastal’s President and Co-founder Sara Hale led a short but powerful grants management session. She explored how Salesforce can help state and local governments turn the complex world of grants into a force for far-reaching change.  This means tapping into staggering resources—like the $2.8 trillion in federal funding distributed in […]