Year-end planning is a beast. You know it. Your team knows it. And we know it.
It involves complex analysis, budgeting, and strategic decisions, all focused on these top business goals: growth, efficiency, and ROI.
You can’t tackle 2025 without a clear plan, and that means getting your overall strategy and budget tight. Salesforce is a key piece of the puzzle.
If you use Salesforce, you know it’s always up for review—it’s a major investment and plays a big role in your operations and strategic decisions for the year ahead.
So, how do you make sure it’s delivering value and that critical metric—ROI?
We’ve got 4 free tools to help you see how well Salesforce is working for your company and build a rock-solid plan to get your data AI-ready and hit your 2025 goals.
Want to pump your numbers up? We asked Salesforce users to weigh in on ‘low-hanging fruit’ to serve up quick, easy wins to improve Salesforce performance and adoption.
Not everything in it will be new and shiny—the point here is to find things that have been overlooked and fix them fast to get your org in top shape for 2025.
Time for some scary stats! Up to 50% of new Salesforce features go unused. AND up to 70% of Salesforce projects don’t fully realize their goals. Some, yes. ALL? Nope.
If you haven’t started with yourself and taken a good look at Salesforce in the mirror, now’s your chance to make a change.
Our 5-minute self-assessment, Coastal Compass, will help you review and reflect on how you use Salesforce. Plus, we’ll email you additional strategies and recommendations based on your score.
It’s a mouthful, we know. But what it lacks in eloquence, it makes up for in results.
Now, this one DOES involve meeting with us (but we were upfront about that in the TL;DR). It’s a full (and free) scan of your Salesforce org that surfaces useful info about your utilization, automations, security, and more.
Our Salesforce experts (for real—over 2,600 certifications and counting) will review the results and share top recommendations to support year-end review and 2025 planning.
Unless you’ve been living under a rock, you’ve probably heard rumblings about Salesforce’s new AI platform, Agentforce. And Data Cloud. And all the other hype around how AI is changing how we do business. All of that is, to one extent or another, true.
But it can only come true for you if you take action. Otherwise, it will just sit around like a giant pumpkin waiting for its big musical number.
We’re trying to make this leap into AI easier with our free data & AI workshop. We’ll show you how Salesforce Data Cloud works in the context of your business goals and challenges instead of listing the theoretical ways it can make an impact.
Ready to get to work and turn fantasy into reality?
Don’t worry—you don’t even have to scroll back up. Everything you need is right here.
Coastal is the #1 rated Salesforce Consultancy with DNA 100% focused on customer success. Our North American-based experts use the latest tech (think AI, Data Cloud), deep industry knowledge, and a committed approach to deliver impact. From digital strategy to platform evolution, we’re the Salesforce consultancy you’ll love working with.
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