Implementing Salesforce AI: Move from Experiments to Impact

Salesforce AI momentum is building, but there’s a gap between experimentation and impact, and it seems to be growing. To understand more, Coastal surveyed 120+ Salesforce-powered organizations to understand what’s getting in the way – and what it takes to move from AI experimentation to results at scale. In this conversation, we’ll break down the real blockers and share clear, practical ways to move forward.
CPQ to Revenue Cloud Advanced (RCA) Consultation

As the #1 ranked Revenue Cloud partner on Salesforce AppExchange, Coastal will help you achieve a smooth migration from CPQ to Revenue Cloud Advanced (RCA).
Implementing Salesforce AI: Move from Experiments to Impact

Salesforce AI momentum is building, but there’s a gap between experimentation and impact, and it seems to be growing. To understand more, Coastal surveyed 120+ Salesforce-powered organizations to understand what’s getting in the way – and what it takes to move from AI experimentation to results at scale. In this conversation, we’ll break down the real blockers and share clear, practical ways to move forward.
Coastal Named an ISG Salesforce Leader—Four Years in a Row

Following its evaluation of 52 consulting partners, ISG awards Coastal top honors—naming us a Leader in Salesforce & AI across multiple quadrants.
AI Isn’t Delivering—Here’s What To Do About It

This report brings together insight from over 120 Salesforce-powered organizations, plus what we’ve seen firsthand guiding teams through the shift to Data & AI Modernization.
10 Expert Strategies for Driving Ongoing Salesforce Value

Get your CRM strategy right, and the results follow: more revenue, better leads, and lower costs—every time.
True North for Data Modernization & Strategy

Coastal’s True North for Data Modernization & Strategy is a six-week program designed to help you modernize how you store, transform, and activate your data.
Choosing Your Salesforce Growth Path: In-House vs. Managed Services

Choose the Model that Drives Real Results Your Salesforce management model makes or breaks your outcomes. Whether you run it in-house or partner externally, this guide helps you evaluate the tradeoffs and pick the path that delivers stronger ROI. In-House vs. Managed Services Compare cost, control, and scalability across both management models. What Success Takes […]
Quick Wins with Salesforce: 25 Activities for Productivity & ROI

Get more value from Salesforce with 25 easy-to-implement strategies for productivity and ROI.