How a Waste & Recycling Provider Built a Scalable Revenue Engine on Salesforce

A regional waste and recycling provider replaced disconnected systems and manual quoting with a unified Salesforce platform, giving teams real-time customer visibility, faster quote turnaround, and a structured pipeline built to scale.
The Specialty Contractor Billing Scorecard

Find out how many days—and how much money—sit between work completed and invoice sent. Then see exactly where in your operation the delay is building.
Agentforce Revenue Management Readiness Evaluation

As the #1 ranked Revenue Cloud partner on Salesforce AppExchange, Coastal will give you an honest picture of what Agentforce Revenue Management would involve for your organization.
The Ultimate Guide to Salesforce Product Name Changes: 2025

Dreamforce 2025 delivered more than product demos and AI announcements—it marked the end of the “Cloud” era and the full rollout of Agentforce.
Sales Cloud, Service Cloud, Marketing Cloud—they’re all getting new names, feature updates, and a new purpose: powering agentic automation across every part of the enterprise.
If you’ve been wondering what changed, why it matters, and what to do next—this guide breaks it all down.
How to Future Proof Your Revenue Stack

With Salesforce CPQ nearing end-of-sale, it’s time to modernize. Learn how Revenue Cloud Advanced (RCA) simplifies quoting, cuts risk, and scales with your business.
Fast-Track Your Switch from CPQ to RCA

With Salesforce CPQ nearing end-of-sale, it’s time to modernize. Learn how Revenue Cloud Advanced (RCA) simplifies quoting, cuts risk, and scales with your business.
A Smarter Path to Salesforce Revenue Cloud Advanced

Manual quoting, inconsistent pricing, and disconnected systems don’t just slow your teams—they frustrate customers and drain revenue. Every delay, every inefficiency, adds up.
Salesforce Revenue Cloud Advanced brings your entire quote-to-cash process onto a single platform, helping you close deals faster, scale with confidence, and deliver a seamless buying experience.
Salesforce Revenue Cloud for Nonprofits: Simplify Quoting and Billing at Scale

How Salesforce Revenue Cloud helps revenue-generating nonprofits streamline sales-related processes, reduce administrative overhead, and stay focused on mission-critical work. If your nonprofit delivers services or products, offers memberships, software licenses, or provides training, your operating model is fundamentally different from traditional fundraising organizations. But despite those crucial differences, your team is still managing sales processes […]
Selling Smarter with Revenue Cloud, Data Cloud, and Unified Sales & Product Data
Outgrowing CPQ? 10 Ways Agentforce Revenue Management Builds a Smarter Revenue Engine

For the last decade, Salesforce CPQ has helped teams quote faster and manage complex configurations. But as revenue models evolve, its rigid structure is starting to hold organizations back. Revenue teams are now managing hybrid pricing, subscription models, automated billing, and dynamic contract terms—all at once. The complexity has outgrown CPQ’s original design. Agentforce Revenue […]
CPQ to Agentforce Revenue Management Consultation

As the #1 ranked Revenue Cloud partner on Salesforce AppExchange, Coastal will help you achieve a smooth migration from CPQ to Agentforce Revenue Management.
The Missing Piece: Why Companies Miss Revenue Opportunities (And How to Fix It)

Here’s the truth nobody’s talking about: In chasing growth, most tech companies have built a wall between sales and product—when they need a bridge. On one side: your sales organization. Relationship masterminds. Conversation experts. Operating with limited visibility into how customers actually use your product. On the other: your product team. Data-rich. Usage-aware. Creating insights […]
How to Prepare for Revenue Cloud Implementation—and Get It Right

Salesforce Revenue Cloud promises to revolutionize how businesses manage revenue, but success requires more than just implementing new software. To achieve true transformation—where sales, finance, and operations work in harmony—companies need to lay a solid foundation before going live. The High Costs of Poor Preparation Without careful preparation, even the most powerful revenue management solution […]
Revenue Management: Salesforce CPQ & Revenue Cloud Explained

Revenue management has outgrown traditional tools. What was once about generating quotes has expanded into managing subscriptions, dynamic pricing strategies, and complex post-sale workflows like renewals, provisioning, and fulfillment. To stay competitive, businesses need systems that are flexible, connected, and built to scale. For over a decade, Salesforce CPQ (Configure, Price, Quote) has been the […]
Coastal Explains Salesforce Releases: Winter ’25 Edition

Salesforce’s Winter ’25 release introduces important updates designed to make teams more efficient, responsive, and connected. By embedding AI more deeply, enhancing mobile tools, and simplifying the interface, these changes help teams work smarter, reduce manual tasks, and get faster insights. For businesses looking to get more from Salesforce, these updates offer tools that help […]
Automating Your Move to Revenue Lifecycle Management

This technical session demystifies the process of migrating from Salesforce CPQ to the new Salesforce Revenue Cloud.
ADT Streamlines Billing and Field Service with Salesforce

Coastal’s partnership was key to unlocking ADT’s potential, enabling them to enhance their customer experience, improve operational efficiency, and position them for long-term success.
Salesforce Revenue Cloud Advanced

Coastal’s extensive Salesforce Revenue Cloud Advanced (RCA) and CPQ experience enables us to quickly pinpoint your challenges and implement proven solutions that deliver value—faster and with less risk.
Supercharging Sales Growth with Salesforce Revenue Intelligence

C Spire partnered with Coastal, a trusted Salesforce consulting firm with a reputation for driving results. Together, we mapped out a data-driven strategy to enhance C Spire’s operations.
Major Manufacturer Exceeds Goal to Increase Quotes by 36% with Salesforce CPQ

Coastal’s solution exceeded this global manufacturer’s goal, reducing their average quote turnaround time by 50%. That efficiency boost led directly to a 36% jump in quote volume.
Webinar: Revenue Lifecycle Management – The Fuel to Your Company Growth

In today’s business landscape, proper investment in the people, processes, and technology of the revenue lifecycle is critical in driving growth and success. During this webinar on revenue lifecycle management, we’ll explore how they can accelerate your business. Noel Goggin, CEO and Culture Leader at Conga, and Tim Hale, Co-Founder and Managing Partner at Coastal Cloud, […]
Post-Acquisition Org Unification for Rapid Efficiency Gains

Coastal successfully consolidated the two companies’ data into a single Salesforce instance following BILL’s acquisition.
Standardizing Business Processes for Impact After Acquisition

Coastal introduced several onboarding solutions for Granicus, each of which emphasized the organization’s focus on change management and improved system adoption.
Increasing Efficiency with Pricing & Data Solution

Argos’ team gains an 84% reduction in manual work following Coastal’s Salesforce implementation.
Digitizing a Life Sciences Organization

This life sciences logistics company streamlined operations. Learn how Coastal’s Conga + Salesforce CPQ solution made it happen.