2026 Data Strategy Toolkit
Don’t build next year’s data & AI strategy on shifting sands. Design a solid foundation with our 3-step toolkit.
Scaling Salesforce in Financial Services
Join experts from Peoples Bank, Coastal and Gearset for a practical session on how a smart DevOps strategy empowers financial services
Dreamforce Decoded: Filtered, Field-Tested, Ready for Action
Worried your CRM Analytics assets will become fossils in the world of AI? Learn how to use existing datasets to power live analytics conversations and transform the way your entire organization understands and acts on information.
Activating Your Existing CRMA Datasets for Agentic AI with Tableau Next
Worried your CRM Analytics assets will become fossils in the world of AI? Learn how to use existing datasets to power live analytics conversations and transform the way your entire organization understands and acts on information.
From Data to Dollars: Real Revenue, Lower Cost with Salesforce & Snowflake
Disconnected data wastes time and money. Salesforce + Snowflake unify your data, making it usable—so decisions are faster, costs shrink, and results scale.
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.
Fueling Financial Futures: A Banking & Credit Union Executive Conversation
Client expectations are rising, advisors are burning out, and AI is rewriting the rules. See how banks and credit unions are rethinking service, growth, and engagement.
Reinventing the Manufacturing Customer Journey with AI
You’ve led with efficiency. Now it’s time to lead with experience. See how manufacturers like you are using data and AI to create faster, smarter, more connected customer journeys.
Complimentary Data Strategy Lab
This complimentary, one-hour session is a focused conversation with our experts to pinpoint the data issues holding you back. We’ll show you a practical path to a better data setup that powers every part of your business.
Don’t Let AI Get You Down: Two Paths to Happier Constituents
Learn how State and Local agencies can build a unified constituent profile, unlocking the full potential of their data for enhanced public service.
Finally—Salesforce & AI Consulting That Gets You Results
Coastal is the #1 ranked Salesforce & AI consultancy, fully focused on customer success. From strategy to platform evolution, we make your data and your technology work for you.
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 […]
Salesforce Diagnostic
Find out what’s messy, outdated, and broken in your Salesforce org in one week.
Quick Wins with Salesforce: 25 Activities for Productivity & ROI
Get more value from Salesforce with 25 easy-to-implement strategies for productivity and ROI.