Dreamforce Guide: Your Dreamforce 2025 Essentials from Coastal
Get the ultimate guide to Dreamforce 2025 from Coastal with tips, exclusive opportunities, and the best ways to maximize your experience.
Why Salesforce Outperforms Point Solutions for Enrollment Growth
Your enrollment CRM should accelerate growth, not constrain it. If you’re managing workarounds just to launch new programs or adapt mid-cycle, it’s time to rethink your foundation.
Why Health and Human Services Leaders Are Adding Salesforce to Their EHR Stack
If you’re a provider organization of health and human services (HHS), chances are you’ve already made a significant investment in your electronic health record (EHR) system. It’s the heart of clinical documentation and compliance, and supports the revenue cycle. So the natural question most providers ask is: If the EHR manages clinical care, what does […]
Outgrowing CPQ? 10 Ways Salesforce Revenue Cloud Builds a Smarter Revenue Engine
For the last decade, Salesforce CPQ has helped teams quote faster and manage complex configurations. But as revenue models evolve, its rigid structure is starting to hold organizations back. Revenue teams are now managing hybrid pricing, subscription models, automated billing, and dynamic contract terms—all at once. The complexity has outgrown CPQ’s original design. Salesforce Revenue […]
From Vision to Action: 7 Real Takeaways from Salesforce Connections 2025
This year’s Salesforce Connections felt different. What stood out was the clarity. The path forward for marketing teams isn’t just about more data or more AI. It’s about doing less busywork, making smarter moves, and building systems that actually scale, and putting an end to traditional “do-not-reply” marketing. Here’s what we took away from the main stage—and what it means for marketers who want more than a flashy demo.
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 […]
From AI Experiments to Impact: 5 Takeaways + Next Steps That Actually Matter
Hosted by Salesforce Ben, this webinar brought together leaders from Coastal, Salesforce, and Mural to unpack why AI isn’t delivering—and what to do about it. The AI Stall-Out: It’s Not the Tech That’s Broken AI investment is growing. But the results? Still limited. Two-thirds of Salesforce-powered organizations are increasing their AI budgets. Yet only 21% […]
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.
You Modernized Manufacturing Operations. Did You Modernize the Customer Experience?
I recently attended a major manufacturing conference, where digital transformation dominated every conversation. For a day and a half, we heard about operational efficiency, process automation, IT infrastructure overhauls, and data centralization. But it wasn’t until lunch on day two that someone finally mentioned the customer. That silence speaks volumes. It reflects a broader issue […]
Salesforce Announces New Flexible Agentforce Pricing: What It Means for You
Salesforce has officially unveiled a new flexible pricing model for Agentforce and its broader generative AI capabilities, moving away from the previous per-conversation charge. This shift is designed to offer more transparency, align costs with actual usage, and provide businesses with greater flexibility as they scale their AI adoption. As a member of the Agentforce […]
Quiet Signals, Smarter Fundraising: A Donor Engagement Guide for Nonprofits
Most people don’t announce their interest. They give quietly—a one-time gift, a scanned QR code, a form filled out on a Tuesday afternoon. Those moments might not feel dramatic, but they’re openings. And if you can catch them in time, they’re the start of something more. The problem is they often slip past unnoticed. Not […]
Stop Reconciling Salesforce and Accounting Systems: Why Native Integration Changes Everything
This daily ritual is familiar at countless companies: exporting data from Salesforce, cleaning it in spreadsheets, and manually re-entering it into accounting systems. It’s more than tedious—it’s a silent productivity drain that’s holding back your entire business. The Hidden Costs of Disconnected Salesforce and Accounting Systems This isn’t just about inefficiency. It’s about the invisible […]
When Your Casino’s Guest Experience Hits the Jackpot—for Your Competitors
Your casino has spent millions crafting a luxury experience. Premium rooms. High-end restaurants. Exclusive gaming areas. And still, guests bounce between properties. Why? Because luxury isn’t rare anymore. It’s expected. What sets winning casinos apart isn’t marble bathrooms—it’s the feeling guests get when they walk through your doors. That sense that you know them. That […]
How Smart Banks Unleash Treasury Management’s Revenue Potential
Every morning, your treasury management professionals arrive at work and perform a familiar ritual: They log into system #1 for remote deposit capture limits. Then system #2 for ACH transactions. System #3 for wire transfers. System #4 for positive pay. And on it goes. Then comes the magic—an elaborate Excel spreadsheet that ties it all […]
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 […]
Energy’s Next Move: Insights from DISTRIBUTECH 2025
Explore how energy companies use AI, data integration, and customer-centric strategies to turn industry challenges into opportunities.
5 Things You Need to Know Before Deploying Agentforce
Lessons from the Front Lines of Agentforce Implementation Agentforce launched in October last year, and we’re already seeing impressive use cases in action—from Salesforce’s own FAQ agent to AAA’s roadside assistance agent. The speed of adoption is incredible, with many of these AI-powered agents going live in under eight weeks. But a successful Agentforce launch […]
Simplifying University Admissions: Creating a Better Process for Students & Staff
Applying to college should be a straightforward step toward a student’s future. But for many institutions, the application process has become a patchwork of digital forms, systems, and workflows that make things harder than necessary—both for students and the staff who support them. Why University Admissions Needs a Simpler Process Admissions teams work hard to […]
Scaling High-Tech Under Private Equity: Smarter Systems, Stronger Exits
High-tech investment from private equity (PE) firms—spanning fledgling SaaS ventures to established enterprise software providers—continues to climb, even amid market fluctuations. Many of these PE-backed companies are now nearing the end of the typical five-year “hold,” where the pressure to prove profitable growth intensifies. Whether you’re eyeing an acquisition or gearing up for an IPO, […]
How to Prepare for Revenue Cloud Implementation—and Get It Right
Salesforce Revenue Cloud promises to revolutionize how businesses manage revenue, but success requires more than just implementing new software. To achieve true transformation—where sales, finance, and operations work in harmony—companies need to lay a solid foundation before going live. The High Costs of Poor Preparation Without careful preparation, even the most powerful revenue management solution […]
The Essential Data & AI Glossary: Beyond the Jargon
Your guide to the evolving data & AI technology and major players in the ecosystem. The data and AI landscape moves fast, and staying ahead means understanding the terms that define it. This glossary breaks down key concepts—from data warehouses to generative AI—so you can keep pace with industry leaders, emerging trends, and the latest […]
10 Big Bets on AI in the Salesforce Ecosystem for 2025
The AI revolution is here, and in 2025, the window to gain a competitive edge is narrowing as AI maturity converges with business urgency. Businesses using Salesforce need to move beyond the hype to stay ahead. Powerful AI platforms like Agentforce are rapidly maturing, placing unprecedented power in the hands of businesses ready to embrace […]
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 […]
Webinar Recap: Demystifying Agentforce
AI isn’t a distant concept—it’s here, and it’s advancing the way businesses operate, measure impact, and scale results. That was the central theme of the Demystifying Agentforce webinar hosted by Coastal, Salesforce, and Salesforce Ben. The webinar, featuring Sam Taylor, Coastal’s Director of Innovation and Emerging Technologies, and Sidd Shende, an Agentforce Product Manager at […]
Revenue Management: Salesforce CPQ & Revenue Cloud Explained
Revenue management has outgrown traditional tools. What was once about generating quotes has expanded into managing subscriptions, dynamic pricing strategies, and complex post-sale workflows like renewals, provisioning, and fulfillment. To stay competitive, businesses need systems that are flexible, connected, and built to scale. For over a decade, Salesforce CPQ (Configure, Price, Quote) has been the […]
