
Salesforce
Data Cloud Agentforce Tableau MuleSoft

Snowflake
Experienced &
Certified
7,602
Successfully Delivered
Projects
612
Multi-Skilled
Experts
What We Do
Strategy
Strategy
Implementation
Implementation
Evolution
Evolution
Analytics & Visualization
Users need data in their flow of work—it must be trusted, consumable, and capable of delivering actionable insights. Coastal will democratize data for your business by building a robust analytics and visualization roadmap, including AI-powered dashboards that operate in real-time. Make BI tools like Tableau the single source of truth for everyone in your business—from admins to executives
- Empower users with intuitive dashboards & visuals in the flow-of-work
- Drive intelligent decision making & collaborate on metrics
- Enable AI-powered analytics & insights
Data Adoption & Change Enablement
You're investing in data modernization—it's essential to ensure your organization is open, willing, and able to embrace the new normal. Coastal will ensure successful implementation and integration, fostering understanding and buy-in from users to executives to ensure everyone is on board.
- Clear, constant, & consistent communication
- Ongoing support for your data team
- Enabling & educating executive leadership & stakeholders
- Proactively addressing change resistance, objections, & question
Data Governance & Security
Develop a single source of truth for your data, reviewed and maintained by Data Science, AI, and Analytics subject matter experts. Coastal enables you to trust your data and feel confident that the final number is the correct number—with clearly defined logic and calculations.
- Implement governance frameworks to ensure data quality, compliance, & security
- Ensure data is accessible, trusted, & usable
Data Integration & Interoperability
Your organization's data is everywhere — but is it connected, trusted, and working for you? Let Coastal evaluate your data integration and interoperability to ensure your infrastructure is built with transparency, democratization, and operational efficiency in mind.
- Streamline API management
- Enable real-time streaming
- ELT & data sharing
- Design scalable, interoperable multi-cloud integration frameworks
Data Modeling & Architecture
Coastal specializes in data modeling to meet the needs of executive stakeholders and users. We focus on metrics standardization, data democratization, migrations, and architecting or re-architecting solutions to drive efficiency across your pipelines, processes, and workloads.
- Expertly design denormalized & normalized data models
- Align technologies to maximize efficiency & business impact
Data Preparation & Enrichment
Where is your data, and is it ready? Coastal helps prepare and enrich your internal and external data to ensure it’s ready for use in Salesforce and Snowflake pipelines—so you’ll never have to question your dashboards or delivered insights again.
- Collect your data
- Cleanse your data
- Transform your data
- Label you data
- Enrich your data
- Access your data
Data Science & AI
Coastal enables you to leverage Large Language Models (LLMs) to interact with data faster and more intuitively. We extract integrated insights through agents, dashboards, and within your workflow.
- Develop predictive models for actionable business insights
- Build scalable ML pipelines for advanced analytics workflows
Data Strategy & Modernization
Everyone is questioning whether their data is "clean," but the real question is whether their data is "ready." Let Coastal be your guide through the noise to develop the strategy and roadmap that turns your data into impactful ROI.
- Develop scalable data strategies aligned to quantifiable ROI & roadmap
- Modernize existing infrastructure & methods
- Get your organization AI-ready
True North for Data Modernization & Strategy
A six-week program designed to help you modernize how you store, transform, and activate your data.
By aligning with your business priorities, we deliver an actionable roadmap that supports your journey from fragmented clouds and applications to a streamlined, intelligent ecosystem—unlocking the full potential of your data across your CRM.
Data Warehouse Migration
Seamlessly migrate your legacy data warehouses to Snowflake for greater agility, cost efficiency, and AI readiness. Coastal accounts for your legacy data complexities and the workloads required to support your new platform. Whether you need a simple lift-and-shift or a full transformation, we tailor the migration to fit your needs.
- Reduce infrastructure & maintenance costs
- Improve query performance & scalability
- Enable AI & advanced analytics
- Customize migration to your data architecture & journey
Enterprise AI Modernization Strategy & Capability Roadmap
Accelerate enterprise-wide data modernization with a structured approach to scalable, AI-ready architecture. From cloud migration and Snowflake readiness to governance, security, and AI enablement, we help you build a future-proof data foundation that drives insights, innovation, and efficiency.
- Get a future-proof data platform
- Create an AI-ready, analytics-driven enterprise
- Enable secure & governed data sharing
- Drive self-service & embedded insights
Generative AI & Agents
From Generative AI to Agentforce, Coastal can support your journey into and through the digital labor era. We'll guide you in rethinking processes and building well-enabled agents that you can trust—utilizing data from across your business.
- Power workflows with personalized & intelligent interactions
- Automate complex tasks
- Streamline content & code creation
- Enter the digital labor era where agents supplement your work
- Improve customer & employee satisfaction as information is democratized and decisions are made efficiently
Salesforce Ecosystem AI Modernization Strategy & Capability Roadmap
Modernize your Salesforce ecosystem to integrate trusted insights into the flow of work, creating a unified customer profile that powers real-time intelligence, automation, and customer-centric innovation for sustained competitive advantage.
- Align modernization efforts to business outcomes
- Create an integrated, AI-ready Salesforce ecosystem
- Reduce risk & maximize ROI through phased execution
- Drive long-term scalability & innovation
- Activate Agentforce with all of your data
Self-Service Analytics & AI
Empower your teams with AI-driven insights and self-service analytics, enabling confident, real-time decision-making.
- AI-powered insights accelerate decision-making
- Automated insights align with business challenges, reducing IT dependency & bottlenecks
- Democratized analytics drive executive alignment
Snowflake Readiness & Proof Concept
If you're exploring Snowflake, we’ll give you a jumpstart with a technical assessment of your Enterprise Data Platform readiness, performance benchmarking, and a proof of concept to demonstrate business impact.
- Understand feasibility, costs & benefits before full-scale migration
- Test AI, analytics & data sharing capabilities
- Define security, governance & compliance strategy
- Realize Snowflake ROI & how it improves Salesforce
Snowflake Custom Implementation
Custom Snowflake implementations, with or without integration to the Salesforce activation layer, guided by The Coastal Way—a trusted standard that ensures successful delivery and tangible business impact.
- Build a future-proof data platform and/or CRM
- Create an AI-ready, analytics-driven enterprise
- Enable secure, governed data sharing
- Drive self-service and embedded insights
- Align modernization efforts to business outcomes
- Reduce risk and maximize ROI with phased execution
- Foster long-term scalability and innovation
- Trust your data in real-time
Snowflake Waves, Managed Service
Drive continuous innovation with certified Snowflake experts across a range of skill sets. Coastal helps you achieve key milestones in your enterprise data strategy while optimizing consumption and ensuring seamless integration with your activation layer. Our Snowflake specialists are equipped to implement and maintain your build, guide your data team, and support ongoing enhancements.
- Access diverse data expertise focused on Snowflake
- Build and evolve your Snowflake strategy, architecture, and governance over time
- Free up your team to focus on high-impact work
- Keep Snowflake and Salesforce projects aligned under a single contract
Impact You Could Realize
- Increased Operational Efficiency
- Cost Savings
- Speed
- Innovation & Competitive Advantage
- Customer Growth
- Better Results
Coastal's expertise in analytics, data modeling, and modern architecture enabled them to design a scalable and future-proof strategy.
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