Salesforce
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5/5
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Satisfaction Rating
8,001
Successfully Delivered
Projects
637
Multi-Cloud
Experts
True North Strategic Consulting
Every successful journey begins with a clear plan. Our strategic consulting helps you define your destination and assess your current capabilities before the project officially begins.
- Organizational Readiness: We analyze your change history, stakeholder landscape, and capacity for change.
- Impact Assessment: We define exactly who will be impacted and how their day-to-day work will change with the new Salesforce solution.
- Vision & Alignment: We collaborate with leadership to clearly define the vision, goals, and "What's In It For Me" (WIIFM) for every user group.
Navigator Change Management Methodology
Once the destination is set, our proprietary Navigator Change Management methodology steers your implementation to guarantee user adoption. Navigator is a proactive framework built on the best of Prosci and ACMP principles, ensuring deep integration with your project team and stakeholders alike.
We focus on three core pillars of a sticky implementation:
- Clear Communication: Developing and managing targeted communications for every persona to reduce anxiety and build enthusiasm. This ensures users understand the "Why" and the "When" of the change.
- User Readiness: Designing and delivering persona-based training and content, carefully curated based on change impact results, WIIFMs, and future-state process changes. This provides training that is relevant and personalized, minimizing wasted time and accelerating user proficiency.
- Sustained Reinforcement: Creating a post-go-live reinforcement plan, defining adoption metrics, and collaborating to ensure long-term usage and ROI. This makes sure the new way of working sticks post-implementation phase.
Once the destination is set, our proprietary Navigator Change Management methodology steers your implementation to guarantee user adoption. Navigator is a proactive framework built on the best of Prosci and ACMP principles, ensuring deep integration with your project team and stakeholders alike.
We focus on three core pillars of a sticky implementation:
- Clear Communication: Developing and managing targeted communications for every persona to reduce anxiety and build enthusiasm. This ensures users understand the "Why" and the "When" of the change.
- User Readiness: Designing and delivering persona-based training and content, carefully curated based on change impact results, WIIFMs, and future-state process changes. This provides training that is relevant and personalized, minimizing wasted time and accelerating user proficiency.
- Sustained Reinforcement: Creating a post-go-live reinforcement plan, defining adoption metrics, and collaborating to ensure long-term usage and ROI. This makes sure the new way of working sticks post-implementation phase.
AI Adoption
AI often removes familiar tools and introduces new ways of working. That shift can be uncomfortable. We help your teams understand what’s changing, why it matters and how to use AI in their daily work so adoption sticks and your investment pays off.
Why Coastal for Change Management?
From True North to ROI
From True North to ROI
Sustained Adoption Focus
Sustained Adoption Focus
Salesforce Native
Salesforce Native
Coastal has been: Friendly, Flexible, Capable, Focused, Knowledgeable, Helpful, Available, Effective.
Actual Customer Review on Salesforce AppExchange
Impact You Could Realize
- Reduced Operational Friction
- Quicker Value Realization
- Lower Project Risk
- Increased Productivity
- Reduced Downtime
- Lower Costs


