Our Salesforce forecasting services and accelerated solutions help businesses accurately predict future sales by integrating clean data and providing real-time visibility into the sales pipeline. Custom dashboards and reports enable scenario planning to model various outcomes, ensuring the system aligns with your sales process. We also train your team to effectively use Salesforce’s forecasting tools, empowering data-driven decisions to confidently meet revenue targets.

Optimize your sales team’s performance through data, technology, and proven strategies. We streamline incentive compensation, align territories and quotas for maximum potential, and provide advanced analytics for accurate forecasting and smarter decision-making. With AI-driven coaching and enablement, your team stays motivated and equipped to perform at its best. By aligning operations with key performance indicators (KPIs), Coastal helps drive higher sales performance and scalable growth.

Efficiently manage and maintain your company’s sales territories by creating tailored territory types and building models that streamline account assignment. We guide you in setting up and testing account assignment rules to ensure the right fit for your team, and once your model is perfected, we help you activate it, assigning accounts, leads, and users accordingly. With our support, you can smoothly roll out your territory model to your team, run reports to assess its impact, and make data-driven adjustments for continuous improvement and sales performance optimization.