How A Regional Bank Moved from Data Silos to a 360-Degree Client View
A $3.5B regional bank unified fragmented customer data into a single, real-time client view, enabling branch teams to streamline pipeline management, improve service responsiveness, and deliver more personalized, relationship-driven experiences at scale.
How a Regional Waste & Recycling Provider Built a Scalable Revenue Engine on Salesforce
A regional waste and recycling provider replaced disconnected systems and manual quoting with a unified Salesforce platform, giving teams real-time customer visibility, faster quote turnaround, and a structured pipeline built to scale.
A Southeast Regional Bank Turns Incentive Compensation into a Real-Time Performance Signal
A Southeast regional bank transformed incentive compensation from a delayed, manual process into a real-time performance signal, giving relationship managers clear visibility into earnings while simplifying operations for Finance and HR.
How a Fortune 500 Bank Unlocked 300% Growth with a Unified Leasing Platform
A Fortune 500 financial institution dedicated to helping businesses grow set out to modernize its equipment finance operations. Within their Equipment Finance Division, the team aimed to build a next-generation loan origination system that could handle everything from tax calculations to digital signatures within a single, unified workflow.
Achieving 200%+ ROI Through Autonomous Service and Real-Time Data
A Prominent Nonprofit Organization Unifies Disparate Systems and Data for Better Personalized Experiences
Tobacco Settlement Endowment Trust Unifies Grants, Awards, and Marketing on One Powerful Platform
Working with Coastal, TSET implemented a platform to match their current and future vision. The new platform unifies grants, payments, and outreach, providing TSET with a single source of truth to manage their full workflow with clarity and ease.
From Legacy to Leading Edge: A Large Member Association Builds the Future of Member Engagement
How a National Organization Scaled Outreach & Operations with our Waves Managed Services
Streamlining $10B+ in Sales with Smarter Quoting and Seamless Workflows
Selling Smarter with Revenue Cloud, Data Cloud, and Unified Sales & Product Data
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
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.
How a Global Manufacturer Achieved 70x Faster Case Response with Agentforce
To ensure impact with its first agent, Coastal worked with Hagen to identify the highest-volume, highest-cost areas for optimization. Hagen chose to deploy a service agent for its Fluval Aquatics brand to improve efficiency and enhance the customer support experience by reducing service team workload and increasing customer self-service.
Agentforce Powers Instant & Accurate Customer Support for Mortgage Leader
Designed and implemented an AI customer service assistant solution that seamlessly integrates Salesforce Agentforce into this organization’s Loan Servicing Platform—giving agents instant access to the information they need.
Scaling Salesforce Marketing Cloud using Coastal Waves
Coastal’s Waves partnership was instrumental in helping an enterprise software leader streamline its marketing operations, build in-house expertise, and scale its Salesforce platform for sustainable growth.
ADT Streamlines Billing and Field Service with Salesforce
Coastal’s partnership was key to unlocking ADT’s potential, enabling them to enhance their customer experience, improve operational efficiency, and position them for long-term success.
A Healthcare Payer Transforms Member Engagement with Salesforce Health Cloud
By partnering with Coastal and embracing Health Cloud, this payer has transformed how they engage with members and prospects.
Amplifying Impact at Wounded Warrior Project
Coastal partnered with WWP to implement a tailored Salesforce solution to streamline and maximize the organization’s fundraising opportunities.
CoverPoint Insurance Drives Sales Efficiency at Scale with Salesforce Financial Services Cloud
CoverPoint Insurance, part of Wright-Patt Credit Union, faced challenges with their initial Salesforce Financial Services Cloud (FSC) setup, which hindered their lead management and scalability.
Supercharging Sales Growth with Salesforce Revenue Intelligence
C Spire partnered with Coastal, a trusted Salesforce consulting firm with a reputation for driving results. Together, we mapped out a data-driven strategy to enhance C Spire’s operations.
Major Manufacturer Exceeds Goal to Increase Quotes by 36% with Salesforce CPQ
Coastal’s solution exceeded this global manufacturer’s goal, reducing their average quote turnaround time by 50%. That efficiency boost led directly to a 36% jump in quote volume.
Improving a B2B Commerce Experience for Higher Conversion
Pure Fishing customers now enjoy a user-friendly online ordering experience via Salesforce B2B Commerce. Coastal launched a North American site in 4 months.
Unlocking Effective Personalization in Marketing Cloud to Reach Millions Worldwide
Our Daily Bread Ministries (ODBM) turned to Coastal to find a solution that balanced security and efficiency. Coastal’s Waves contract solidified a partnership, allowing Coastal to act as an advisor and collaborate closely with ODBM’s IT Team.