Is Salesforce Still Working for You—or Just Weighing You Down?

We created the Salesforce Performance Gap Report to help teams reset, realign, and get results—without starting from scratch.
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.
10 Expert Strategies for Driving Ongoing Salesforce Value

Get your CRM strategy right, and the results follow: more revenue, better leads, and lower costs—every time.
Choosing Your Salesforce Growth Path: In-House vs. Managed Services

Choose the Model that Drives Real Results Your Salesforce management model makes or breaks your outcomes. Whether you run it in-house or partner externally, this guide helps you evaluate the tradeoffs and pick the path that delivers stronger ROI. In-House vs. Managed Services Compare cost, control, and scalability across both management models. What Success Takes […]
Salesforce Planning Toolkit

The High Cost of Ignoring Customer Loyalty: Is it costing you millions?

Ready to turn customer loyalty in your manufacturing business into your competitive advantage? Download Coastal’s Manufacturing Customer Loyalty Game Plan.
Salesforce for Home Services: Your Optimization Checklist

Are you a home service provider using Salesforce but wondering how you could get more out of it? Find out with Coastal’s Home Service Provider Checklist.
Quick Wins with Salesforce: 25 Activities for Productivity & ROI

Get more value from Salesforce with 25 easy-to-implement strategies for productivity and ROI.
Coastal Compass: Salesforce Assessment & Success Roadmap

Take our short assessment and get a roadmap for quick wins and ways to turn Salesforce into a growth engine.
Healthcare Consumer Experience Checklist

Is your Healthcare experience meeting the needs of today’s consumers? Find out with Coastal’s Consumer Healthcare Checklist.
Improving Lives with BEAD: Your Grants Management Roadmap

With $42.46B in funding, the federal Broadband Equity Access and Deployment (BEAD) Program offers a historic opportunity to close the digital divide. To maximize its impact, states need modern grants management tools that address the challenges of complex federal requirements, limited visibility, and disconnected, inefficient processes. Download the Guide