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.
Agentforce Workshop: From Design to Implementation
See how Big Brothers Big Sisters turned months of matching work into instant, AI-powered recommendations—and achieved measurable results in 90 days.
The Responsible Data Revolution: Better Student Outcomes and Better Reporting Using CRM Data
Learn how moving to Salesforce Education Cloud connects your student data to forms, portals, and processes—so you can improve student experiences without compliance risk.
nCino Strategy Session
You’ve invested heavily in nCino, but workflows, team handoffs, gathering requirements, document generation, and credit memos still take too long. Spend one hour with us to get recommendations that will help speed up your lending process.
The Salesforce Org Merge Decision Framework
Take the guesswork out of your platform consolidation. Use this framework to define your new operating rules and build the right architecture from day one.
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.
Turn Your Data into Business Outcomes: The Salesforce & Snowflake Strategy That Works
This webinar is your roadmap to unlocking data and driving measurable business impact—fast.
We’ll show you how to unify Salesforce and Snowflake into a single, scalable architecture that activates enterprise data where your users work—without data duplication or brittle ETL pipelines.
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.
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.
From Incomplete Data to Intelligent Selling: A Real-World Agentforce & Data Cloud Journey
See how a global B2B company turned incomplete, disconnected CRM data into a trusted foundation for AI-powered sales engagement.
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.