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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 […]

Smart Collections: Balancing Liquidity and Risk with Salesforce

Financial institutions are walking an economic tightrope. Credit card and auto loan payments are increasingly late, a clear sign that organizations need to strengthen their collections approach. But on the other side of that tightrope is the opportunity for loan growth—and tightening up credit too much could mean missing out on good customers and stifling […]

Coastal Named an ISG Salesforce Leader—Three Years in a Row!

This major third-party award highlights our commitment to delivering the best Salesforce solutions in the ecosystem. There’s a lot of noise out there when it comes to Salesforce, and keeping up with the latest features and best practices can feel overwhelming. That’s where trusted, independent voices like ISG, a leading technology research firm, come in. […]