Your Salesforce Toolkit for better ROI in 2025.
Transform your Salesforce investment into measurable results for 2025 and beyond. We’ve got 4 free tools to help you crush it:
A new year is your blank slate—a chance to aim higher, focus sharper, and make your tools work better. At Coastal, we’ll help you seize that momentum and turn your goals into action.
This year is all about three things: growth, efficiency, and ROI.
But building a successful plan requires the right resources. That’s where our strategy toolkit comes in. These four free tools are designed to help you uncover opportunities, refine your approach, and ensure Salesforce delivers maximum ROI.
We’ve got 4 free tools to help measure Salesforce’s impact, get your data AI-ready, and build a roadmap to crush 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 in 2025.
Take five minutes for a gut check. Up to 50% of Salesforce features go unused, and many projects don’t deliver their full potential. Coastal Compass helps you identify where you stand and how to move forward.
Complete the quiz, and we’ll send you strategies and recommendations based on your score.
Our free diagnostic dives deep into your Salesforce org, uncovering insights into automations, security, and overall performance.
Our Salesforce-certified experts (2,600+ certifications strong) will provide actionable recommendations to make sure your 2025 strategy is firing on all cylinders.
Salesforce Data Cloud and Agentforce are changing the data & AI game—but only if you know how to play. This complimentary workshop connects the dots between Salesforce’s capabilities and your unique goals, showing you exactly how to put AI and data to work for your business.
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.
