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Salesforce for Peak Performance Diagnostic

Make Salesforce as effective as it can be.

Chances are, you’re not fully leveraging Salesforce’s potential. Whether it’s due to an aging org, evolving business needs, or simply a lack of visibility—why leave untapped value on the table?

That’s where Coastal’s free and highly secure Salesforce for Peak Performance Diagnostic comes in. In just one week, you’ll get a gap analysis and clear, actionable recommendations to help you optimize your system and drive results.

What's included?

Salesforce Org Scan Report

Gain insights into usage, security, automations, performance, and more with visualizations for easy interpretation and benchmarks against industry standards to guide improvement.

Strategic Recommendations

Leveraging over 20 years of consulting expertise, we’ll deliver tailored recommendations based on our thorough analysis of your org scan.

Actionable Prioritization by Expected Impact

Using our True North prioritization framework, we’ll map your recommendations by impact and complexity, providing a clear focus and actionable plan for the most valuable initiatives.

Example Results

Salesforce for Peak Performance Diagnostic

Deliverables will be tailored for you.

Why Coastal?

Salesforce

Multicloud
Multi-Industry
Customer 360

#1 Ranked

Salesforce Consultancy
by Actual Customers

5/5

Customer Satisfaction Rating
on Salesforce AppExchange

7,071

Successfully Delivered
Projects

Coastal revolutionized how we use our Salesforce account.

Actual Customer Review on G2

Ready to get started?

Sign up for your free Salesforce for Peak Performance Diagnostic.

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