If you want Agentforce done right, we're your partner.
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Salesforce
200+ AI
Certifications
Top Partner
Selected for Exclusive
Agentforce Partner Network
5/5
Salesforce AppExchange
Customer Satisfaction Rating
7,602
Successfully Delivered
Projects
AI Workshop
Define Your AI Strategy in a high-impact workshop with Coastal’s AI experts. We’ll help you connect the dots between Agentforce’s capabilities, your data landscape and your business objectives—and you'll walk away with a tangible plan of how move forward with Agentforce for ROAI.
Agentforce Starter
Our Agentforce Starter package is designed to help you quickly deploy a use case. It includes a Salesforce technical health scan to ensure your system is ready, one Agentforce agent, team training, and hypercare support for maximum adoption.
Case Deflection
Boost business efficiency by increasing case deflection, reducing manual tasks, and enhancing customer satisfaction with a Service Agent powered by knowledge base articles.
Perfect for businesses with:
- High case volume
- Inconsistent information
- Long response times
- Time-consuming agent onboarding
- Repetitive requests
24/7 Appointment Scheduling
Maximize revenue and boost customer satisfaction with an After Hours Scheduling Agent, providing 24/7 support.
Perfect for businesses with:
- The need for round-the-clock scheduling
- Limited availability of live agents outside business hours
- High customer expectations for responsiveness
Simplified Knowledge Access
Increase efficiency and boost team productivity with simple knowledge retrieval.
Perfect for businesses with:
- Information silos
- Reliance on tribal knowledge
- Time-consuming onboarding processes for new sales members
Field Service Insights
Increase efficiency, enhance customer experience, and improve the bottom line by equipping field service reps with accurate, product-specific work order summaries.
Perfect for businesses with:
- Complex repairs
- Knowledge gaps that extend repair times
- Low customer satisfaction
Sales Intelligence Hub
Improve sales performance, boost efficiency, and strengthen customer relationships by giving sales teams easy access to key account information. With interactive dashboards and automated reporting, teams can identify trends, key customers, and anomalies, driving better forecasting and increased cross-sell and upsell opportunities.
Perfect for businesses with:
- High data volume
- Time-consuming analysis
- Limited visibility
- Reporting challenges
Sales Enablement
Increase sales, improve team performance, and reduce management overhead by identifying top performers through the seamless analysis of millions of transcripts. Use prescribed soft skills, such as objective handling, to rate users, provide coaching, and incentivize performance. Uncover best practices and personalize coaching for continuous improvement.
Perfect for businesses facing:
- Subjectivity and bias in performance evaluations
- Difficulty assessing soft skills
- Lack of personalized coaching
- Challenges in predicting future behavior
- Difficulty identifying best practices
Recruiting & Staffing
Lower hiring costs and speed up recruitment with smart automation. Access a wider pool of candidates by automated searching of online platforms, analysis of resumes, and matching them to suitable job openings.
Perfect for businesses with:
- Subjectivity and bias in hiring
- Long time-to-hire
- Information overload
Smart Prospecting
Boost sales and efficiency by mining rich account data from thousands of private and public portfolio companies to extract actionable insights for your sales team. Automate tasks like setting reminders, updating account records, and creating next best actions.
Perfect for businesses with:
- Low pipeline
- Manual task logging
- Incomplete summaries
Volunteer Matchmaking
Boost efficiency and impact with an AI-powered matching engine integrated into a nonprofit's volunteer management system. This engine analyzes data from both volunteers and recipients to suggest optimal pairings, considering volunteer expertise, availability, interests, and location.
Perfect for organizations with:
- Time-consuming processes
- Resource-intensive operations
- Existing biases
- Changing needs and availability
Waves, Managed Services
Don't just launch an agent and forget about it. Our Waves program ensures your agent delivers maximum impact, offering data fixes, training, and impact analysis—all from a team of certified, multiskilled experts and a flexible annual contract.
Working with Coastal has been a delightful experience.
Actual Customer Review on G2
Impact You Could Realize with Agentforce
- Efficiency Gains
- Reduced Costs
- Increased Sales
- Happier Employees
- Greater Output
- Faster Time-to-Value