Salesforce
Data Cloud Customer 360 Multi-Cloud
Snowflake
Experienced &
Certified
5/5
Customer Satisfaction Rating
on Salesforce AppExchange
7,071
Successfully Delivered
Projects
What We Do
Strategy
Strategy
Implementation
Implementation
Evolution
Evolution
Agentforce
Agentforce, Salesforce’s AI-powered platform, is transforming how businesses leverage AI for rapid results. Using our business-impact-driven approach, we’ll collaborate with you to customize pre-built agents or create new ones that align with your goals—and continuously optimize them for peak performance. From managing sales pipelines to delivering personalized customer service, these agents excel at complex tasks, freeing you up for work that matters.
As a top Salesforce partner with deep expertise in data and AI, Coastal is ready to make Agentforce a game-changing asset for your business.
Data Engineering & Activation
We provide robust pipelines and infrastructure for efficient data processing, storage, analysis, and activation across your Salesforce products, including CRM, CRM Analytics, Einstein Studio, and Marketing Cloud. By unifying, harmonizing, and modeling first- and third-party data, you can easily automate workflows, deliver targeted experiences across channels, and maximize your data’s value.
Data Science & AI
We combine advanced analytics, machine learning, and AI-driven solutions to turn your data into actionable insights. Whether enhancing customer experiences with predictive models, automating processes, or optimizing decision-making, we help you identify, prioritize, and implement the most impactful AI strategies that drive value. With deep expertise in Salesforce Einstein Studio, Snowflake Cortex, Artic, and Generative AI, we deliver real results that fuel growth and efficiency.
Analytics & Visualization
Guided by your business goals, we transform complex data into clear, actionable insights through advanced analytics and visualizations, enabling you to leverage your data effectively. From self-service analytics to CRM visuals, our team holds extensive certifications in Salesforce CRM Analytics, Revenue Intelligence, Tableau, Tableau Pulse, and other ecosystem tools.
True North, Strategy Services
Using our proven business impact C.A.R.E. methodology, we assess your goals and create a prioritized roadmap to unlock the full potential of your data. True North projects are led by industry strategists who partner with technical experts for a plan that is actionable and enduring.
Waves, Managed Services
With a flexible monthly contract, we’ll ensure your data initiatives deliver maximum business impact. Gain on-demand access to certified experts in AI, data engineering, and analytics, across a range of skill sets. Benefit from quarterly strategy sessions to continuously refine and enhance your data strategies, driving deeper insights and more effective outcomes.
Change Management
We prioritize your users from day one, ensuring all technology and process changes are designed, communicated, and supported for maximum adoption. When integrating AI into your business, your team plays a crucial role in fully utilizing new tools for success.
Salesforce Data Cloud
Salesforce Data Cloud is a powerful platform for elevating CRM capabilities and driving meaningful, measurable experiences. Integrated seamlessly with Salesforce technologies, it provides an actionable 360-degree view across your upstream and downstream systems. Our heavily certified team will expertly assist in harmonizing and modeling your data using Data Cloud’s user-friendly tools, preparing it for activation across your CRM and the entire Salesforce tech stack, including CRM Analytics and Marketing Cloud.
Salesforce CRM Analytics
Our Salesforce CRM Analytics consulting services empower you to transform your data into actionable insights. We provide expert guidance in configuring and optimizing Salesforce CRM Analytics to suit your specific business needs. From designing custom reports and dashboards to enhancing data visualization and integration, our certified team ensures that you leverage the full potential of CRM Analytics. We focus on delivering actionable insights that drive strategic decision-making, streamline operations, and enhance overall business performance, helping you make the most of your Salesforce investment.
Tableau
Our Tableau consulting services help you unlock the full potential of your data through powerful visualizations and analytics. From designing and implementing custom dashboards to optimizing performance and ensuring seamless integration with your existing systems, our certified team provides end-to-end support. We tailor solutions to your unique business needs, enabling you to gain actionable insights, drive informed decision-making, and enhance your data-driven strategies. With extensive experience and certifications in Tableau, we ensure you achieve maximum value from your data assets.
Snowflake
Our Snowflake services are crafted to modernize your data infrastructure and unlock the full potential of your data assets.
We provide end-to-end consulting, from initial implementation to ongoing optimization. Our experts ensure a smooth setup of your Snowflake environment, seamlessly integrating it with your existing systems and data sources. We focus on optimizing query performance and consumption patterns to achieve cost-efficiency and align with your business goals.
Beyond implementation, we excel in modernizing specific business domains using Snowflake’s advanced capabilities. Whether you're enhancing analytics, driving real-time insights, or developing data-driven applications, our team will transform your data strategy and deliver tangible business outcomes. With our deep expertise, your organization can fully leverage Snowflake to drive innovation and growth.
Impact You Could Realize
- Increased Operational Efficiency
- Cost Savings
- Speed
- Innovation & Competitive Advantage
- Customer Growth
- Better Results
Coastal is helping to strategize our build for Data Cloud, and helping to align our internal business partners towards a unified goal.
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