--- title: Coastal Reviews meta_title: 'Coastal Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 184 reviews by the users' company size, role or industry to find out how Coastal works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 184 scale: '5' date_modified: '2026-07-17' parent_category: name: Solution Consulting url: https://www.g2.com/categories/solution-consulting --- # Coastal Reviews **Vendor:** Coastal **Category:** [Cloud Consulting Providers](https://www.g2.com/categories/cloud-consulting) **Average Rating:** 5.0/5.0 **Total Reviews:** 184 ## About Coastal Coastal makes you successful using Salesforce, Snowflake, and AI—all backed by a #1 customer ranking. With 1,700+ clients across industries and more than 3,000 certifications, we help organizations do more with their technology and data to power real business results. By combining a modern data foundation with the world’s #1 CRM, we create one system where clean, governed data powers real-time workflows, intelligent automation, and measurable business impact. Making that possible takes the right team and the right tools. Coastal’s leaders—former Salesforce executives, enterprise IT veterans, and industry experts—work alongside our certified specialists to deliver work that matters, using automation-first frameworks for faster results with less risk. That’s how we simplify the complex and bring the clarity, speed, and value you need to reach your goals with confidence. From strategy and implementation to managed services, we’re the consultancy you’ll love working with. Why Coastal? ✔️ 5/5 Stars on Salesforce AppExchange with over 500 reviews ✔️ 4x Leader in ISG Provider Lens™️ ✔️ Experts in AI, Data Cloud, multi-cloud Salesforce solutions, Snowflake www.coastal.us ## Coastal Pros & Cons **What users like:** - Users find the **responsiveness and support** from the Coastal team invaluable, facilitating smooth collaboration and communication. (6 reviews) - Users value the **quick support responsiveness** of Coastal, appreciating their proactive approach to resolving issues efficiently. (6 reviews) - Users value the **effective communication** from Coastal, appreciating prompt responses and clear updates throughout the process. (5 reviews) - Users value Coastal's **expertise** in Salesforce and appreciate their responsive, collaborative, and flexible approach throughout the project. (5 reviews) - Users value the **effective problem-solving** skills of Coastal, appreciating their quick support and adaptability in challenges. (5 reviews) - Problem-Solving (5 reviews) - Users value the **staff supportiveness** of Coastal, noting their professionalism and willingness to assist effectively. (5 reviews) - Team Quality (5 reviews) - Users value the **knowledgeable and responsive support** from Coastal, enhancing their CRM experience and collaboration. (4 reviews) - Users commend the **quick response time** of Coastal Cloud, ensuring efficient follow-up and timely solutions. (4 reviews) **What users dislike:** - Users feel the product is **expensive** , suggesting improvements to the value-to-cost ratio and pricing for loyalty. (4 reviews) - Users feel that Coastal's **expensive pricing** diminishes the overall value and hampers project completion efficiency. (4 reviews) - Users express concern over **poor customer support** , experiencing challenges that complicate their interactions with Coastal. (1 reviews) ## Coastal Reviews ### 1. Coastal Cloud is an excellent Salesforce partner **Rating:** 5.0/5.0 stars **Reviewed by:** Amy G. | CI Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2021 **Describe the project or task Coastal helped with:** We chose Coastal Cloud as our Salesforce partner in implementing an end-to-end solution, that went from CRM to project management, for a sales team. Having our entire team in one solution drives consistency in our processes and provides valuable reporting tools for the management team. **What do you like best about Coastal?** The Coastal Cloud team was not only knowledgable about Salesforce, but many additional app exchange offerings that would help with our solution. They responded quickly and delivered on time. Everyone on the team was professional and easy to work with. **What do you dislike about Coastal?** Nothing to dislike about working with Coastal Cloud. **What problems is Coastal solving and how is that benefiting you?** Through our switch to Salesforce, we immediately realized the results of strong reporting capability. We have access to data that wasn't available previously. The use of Salesforce also continues to drive consistency across an ever-evolving sales team and organization. ### 2. New SIS Integration with lots of moving parts **Rating:** 5.0/5.0 stars **Reviewed by:** Russ B. | Academic Technology Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** March 23, 2022 **Describe the project or task Coastal helped with:** Our old SIS was clunky and did not allow for integration with any of the other college systems. Costal Cloud worked with us to customize a new SIS for our college. **What do you like best about Coastal?** Costal Cloud listened to us and worked to make a product that fit the needs of our college. **What do you dislike about Coastal?** Costial Cloud had to spend too much time bringing all the different external partners together. **What problems is Coastal solving and how is that benefiting you?** The student experience is so much better with the solution that Coastal Cloud designed for our institutiuon. ### 3. I love working with the Coastal Cloud team! **Rating:** 5.0/5.0 stars **Reviewed by:** Tara M. | Lead Salesforce Architect, Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2021 **Describe the project or task Coastal helped with:** The project we hired them for had 3 main components to it. We needed to 1) Track the timeline/completion of onboarding new customers and automate some onboarding steps, 2) track customer engagement with our services, and 3) give the ability to update customer information to the customer. We threw in a requirement at the beginning of discovery as we were onboarding a new event management application in Salesforce (Blackthorn) that we wanted to utilize in the customer engagement tracking. Now we are able to remove many manual steps of getting customers onboarded into our systems so that we can focus on customer intimacy and be proactive in our customer relationships instead of reactive. **What do you like best about Coastal?** They are extremely patient throughout the entire process and what they deliver is top notch. Not only did they check the boxes for our needs, but also provided detailed documentation that I can go back to if I need to tweak anything or troubleshoot. The documentation is also helpful for end-user training. Their communication during the process is also consistent and clear. **What do you dislike about Coastal?** There really isn't anything I disliked. They were flexible when changes came in (as long as it fell within scope, of course...and if it didn't they were great about communicating that and a possible solution) as well as with some scheduling conflicts. **Recommendations to others considering Coastal:** This team is the best to work with! **What problems is Coastal solving and how is that benefiting you?** We are removing quite a bit of manual work from our accounts team so they can focus more on the customer's experience rather than systems. We are also better able to track participation in services to gain a better picture of a customer's engagement with us. This allows us to be proactive in improving a customer's experience with us instead of reactive. All of this will also allow us to scale more efficiently and effectively. ### 4. Coastal Cloud made switching system extreamly easy. **Rating:** 5.0/5.0 stars **Reviewed by:** William W. | Caseaware System Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2021 **Describe the project or task Coastal helped with:** Coastal Cloud set up our new Litify System and transferred all data from our Clio system into the new Litify system. They Configured multiple legal departments and trained us to use the system. **What do you like best about Coastal?** Coastal Cloud was available anytime, day or night, even weekends, to address any and all of our concerns. Helping us understand and feel comfortable using the new Litify System. **What do you dislike about Coastal?** I am extremely happy with everything they have done. I cannot think of anything that I disliked **Recommendations to others considering Coastal:** I would definitely recommend using Coastal Cloud. They saved us time and money, and made starting a new system extramly easy. Thanks to their help we were able to start using the software to its full capability faster then expected. **What problems is Coastal solving and how is that benefiting you?** They helped prepare us for the launch of a new system. Without their help, we would still be configuring the system instead of using it. ### 5. Coastal Cloud Review **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer O. | S, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2021 **Describe the project or task Coastal helped with:** Coastal Cloud helped us build a client management system from scratch. The system includes basic demographic and contact information. It also has multiple individualized objects which are used at different stages of engagement with our clients. In addition to building Salesforce to meet our specific needs, they developed two APIs that enable bi-directional information sharing with our primary partners. **What do you like best about Coastal?** The team at Coastal Cloud is fantastic. They are extremely knowledgeable and easy to work with. They communicate clearly and promptly. **What do you dislike about Coastal?** Nothing of note. Coastal Clour has been a great partner. **What problems is Coastal solving and how is that benefiting you?** We needed a system that would allow us to receive information from our partners in real-time. Coastal Cloud solved this by creating the API and launching it with our partner. They also provide maintenance support. We could not do our work without the API. ### 6. Great Experience with Custom Design and Implementation Project **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Pharmaceuticals | Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2022 **Describe the project or task Coastal helped with:** Our grants and proposal team wasn't using our quoting utility fully. Coastal Cloud custom-designed a solution that more closely matched our users' needs and reduced our ongoing software maintenance expenses. **What do you like best about Coastal?** Their development staff worked closely with ours to design a solution that met our needs. Project management was excellent. Coastal Cloud's scheduling estimates were very close to actuals and the PM actively engaged on all project issues -- resolving them to our mutual satisfaction. **What do you dislike about Coastal?** Nothing. The corporate team were all well satisfied as was the end customer. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud gave us a cost-effective solution that does exactly what we need. We're not paying for bells and whistles that we don’t use. Additionally, the new custom app reduced amount of manual tasks -- saving us time. ### 7. Amazing Insights for Pre-Admissions **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie E. | Experience Coordinator and Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 29, 2021 **Describe the project or task Coastal helped with:** Our organization needed a way to step up our Marketing game. We were able to post to social media, make calls and schedule emails, but we had no way to track any of it. We had reached a level of maturity where we needed to see the results of our outputs. **What do you like best about Coastal?** The experience with Coastal Cloud was painless! They are a fun yet professional team to work with and are highly organized. **What do you dislike about Coastal?** Coastal Cloud was incredible! The only thing that would have made things better is meeting in person vs. video chat. **What problems is Coastal solving and how is that benefiting you?** Tracking our marketing efforts now gives us insights into what works and what doesn’t! Now, our employees are equipped to make the best decisions for our organizations based on accurate data. ### 8. From Scraps to Functional, Informative, and User-Friendly Database **Rating:** 5.0/5.0 stars **Reviewed by:** Candice J. | Director Of Development, Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2021 **Describe the project or task Coastal helped with:** Purcell Marian High School is unique in that there were five separate schools that make up our alumni base that now roll into Purcell Marian’s database. Each school was unique, different constituents, class year, giving history and affiliations. The donor and fundraising information was kept in disparate systems, spreadsheets, word docs, and paper files that required lots of copying and pasting, lots of looking for data manually. That was a primary goal of ours for Coastal Cloud - operating from a single source of information that we could maintain accurately and be able to provide real-time information to our Board of Trustees, constituents and inform our decisions moving forward. To solve this, Coastal Cloud implemented Salesforce’s Nonprofit Success Pack. **What do you like best about Coastal?** For us, being able to talk to real, life people was the best part of this experience. Katherine, Nicole, and Mike were partners in our project providing time, resources and energy to make sure our NPSP was functioning to our specifications. Their expertise in data management and personal experience in development helped tremendously to ensure we were making the right decisions. **What do you dislike about Coastal?** We have no dislikes with Coastal Cloud. I wish PMHS would have engaged with them sooner! **What problems is Coastal solving and how is that benefiting you?** Much of the processes pre-NPSP were very outdated and required manual labor and a lot of time. It took hours to run reports and work out of Excel sheets which was a real strain on a Development Office who only has one employee. We have seen great improvement in the basics of gift processing, tracking, event planning and fundraising. What used to be endless folders of information tracking data and donor information now lives in the Nonprofit Success Pack. ### 9. Project management and attention to detail can't be beat **Rating:** 5.0/5.0 stars **Reviewed by:** Kristen M. | Senior Marketing Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 21, 2021 **Describe the project or task Coastal helped with:** I worked with Coastal Cloud on a HubSpot to Pardot migration. In addition to the Pardot implementation, we work with Coastal for other Salesforce support. **What do you like best about Coastal?** From project management and Salesforce/Pardot expertise, to listening to the client and attention to detail, the team at Coastal Cloud is one of the best service providers I've had the pleasure of working with. Never have I ever had a project manager as wonderful as Rose. Many times (despite being assigned a project manager!), I find myself needing to do the chasing and follow-up to meet deadlines - not the case with Rose. She is ON. TOP. of it like no one else. Not only will she ensure you meet deadlines - she'll give you a smile while doing so; showing true care for her clients. Rose is an absolute joy to work with, and played a massive part in creating a wonderful customer experience. I was also very impressed with the team's attention to detail. We were looking for a unique to measure the marketing funnel across both leads and contacts, and Erica took the time to literally print out all our emails, and work with Seth and the team on finding a solution that met our needs. I've never had a service provider go to that level of detail -- they listened, worked with us strategically, and came up with a solution unique to our needs to give us the tracking we needed. Seth's knowledge and responsiveness was also outstanding. He was right there with me every step of the way to launch, there to help answer any of my questions, and take whatever action was needed to get things done. Our Pardot launch included a WordPress integration, and Seth's expertise made him my trusted go-to for a wide range of questions. Also really appreciate the team's willingness and ability to work with us on budget, and find ways to make it work within our requirements. **What do you dislike about Coastal?** I just wish I could afford to keep turning to Rose, Seth, Erika and the Coastal Cloud team for more support as we keep growing! You get what you pay for though, and the service and quality they provide speaks for itself. **What problems is Coastal solving and how is that benefiting you?** Migrating all of our data and assets from HubSpot to Pardot, implementing Pardot, and other Salesforce support. Benefits include training and a solution tailored to our business model so we can track a campaign's leads and contacts within one Salesforce report. ### 10. Best Salesforce Implentation Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** January 07, 2022 **Describe the project or task Coastal helped with:** We worked with Coastal to combine various (important) workflows, and recreate them as one consistent process in Salesforce. **What do you like best about Coastal?** I like that Coastal takes the time to understand our business, and I feel that they do what is best for my organization, instead of what is easiest for them. **What do you dislike about Coastal?** I honestly don't dislike anything, Coastal communicates often, and is very receptive to any changes in project goals, timelines, etc. **What problems is Coastal solving and how is that benefiting you?** Increasing efficiency, bringing processes done in multiple systems into salesforces for better user experience and reporting. Also, they assist in building new workflows for new product lines. ### 11. Best Implementation Team that we have ever worked with. **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle M. | Director of Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2021 **Describe the project or task Coastal helped with:** Salesforce Implementation and Customization **What do you like best about Coastal?** The team was highly communicative and took the time to understand our business, enabling them to provide solid solutions for our implementation. **What do you dislike about Coastal?** Nothing - the team was great to work with. **Recommendations to others considering Coastal:** Do it - you will not be disappointed. Coastal Cloud is a solid support partner throughout the process. John is a top-notch project manager - kept our team up to speed on progress and budget. Jared is an exceptional solutions architect that knows how to solve complex business processes with ease. Gaines was invaluable in helping us decide whether or not to use CPQ. Thomas, Anton and Matt were incremental in rounding out the support team, and were always available to assist with our many questions. **What problems is Coastal solving and how is that benefiting you?** Migrating CRM to Salesforce platform - their expertise was extremely helpful in identifying best practices and improving our business processes. ### 12. Can't recommend highly enough **Rating:** 5.0/5.0 stars **Reviewed by:** Missy M. | Vice President of Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2021 **Describe the project or task Coastal helped with:** We had two companies operating in their own instances of SFDC that needed to be merged into a solitary instance and with CPQ configured. There were 9 other technologies that were integrated up and downstream of SFDC -- including DevOps, Monday.com and NetSuite. **What do you like best about Coastal?** Knowledgeable, responsive & accountable. **What do you dislike about Coastal?** We were over budget, but not by a lot... **Recommendations to others considering Coastal:** If you need a partner in your SFDC implementation or migration, CoastalCloud is a true partner in your success. **What problems is Coastal solving and how is that benefiting you?** VIsibility into the state of the entire business was fragmented and not standardized. We are one company and it feels more like one company now. ### 13. Integral Part of our Salesforce Transformation **Rating:** 5.0/5.0 stars **Reviewed by:** Ginnette L. | Training and Development Manager, CDEI, Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2021 **Describe the project or task Coastal helped with:** In our search for a Salesforce Consulting Partner we came across Coastal Cloud, specifically Pam Bryan and her Team of amazing talent. Over the last year Pam and her team has been an integral part of our SF transformation. They have helped take our organization from and out of the box, fragmented band-aided approach to utilizing salesforce as a customized functioning and valuable CRM. **What do you like best about Coastal?** Pam and her Team have extensive salesforce knowledge and have been an invaluable resource to our organization even when we throw them some out of the norm scenarios and processes. Their focus is not just on the project but building true business relationships and maintain a genuine interest in our companies success. Pam and her team have always gone above and beyond to make sure our needs were met since many times we weren't even sure what those needs were. They never left us hanging even after the projects were complete. Truly providing exceptional Customer Service. **What do you dislike about Coastal?** My experience has been amazing! There is nothing I particularly disliked about my experience. **Recommendations to others considering Coastal:** When considering a partner, I would challenge you to compare the companies with respect to their actual team members' availability, communication, response time, and agility. Coastal Cloud represents an ideal relationship as they act as part of our team seamlessly. **What problems is Coastal solving and how is that benefiting you?** We have done multiple system implementations and integrations from Pardot to our most recent QuickBooks. With a few others in the pipeline. They have helped us automate and streamline processes we had been previously doing manually and identify areas of improvement. ### 14. We Love This Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Natasa S. | Revenue Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2021 **Describe the project or task Coastal helped with:** We were looking for a trusted partner to guide us through our Salesforce re-implementation process. We wanted to make sure our teams could work from a single source of truth and use the process that is closely aligned to our buyer journey. **What do you like best about Coastal?** The team has completely upgraded and revamped our Sales Cloud instance. They ensured that we are maximizing our CRM’s potential. The people are responsive and professional, yet friendly and fun to work with! We felt supported every step of the way! **What do you dislike about Coastal?** There’s nothing to dislike about Coastal Cloud! **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud is a trusted Salesforce Partner of ours. We trust them with our reporting needs as well as any ad hoc projects that come up. They are always there for us and are quick to solve any problems we run into. ### 15. Amazing Salesforce Partner! **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley W. | Director of Enablement, Mid-Market (51-1000 emp.) **Reviewed Date:** July 21, 2021 **Describe the project or task Coastal helped with:** Our team worked with Ember and Andrew from Coastal on a mutual customer. The customer needed our application to incorporate payments into their membership flow. This was my first time working with Ember and Andrew and they delivered an amazing solution to the customer with our product with very minimal support. **What do you like best about Coastal?** The best part was their knowledge of the customer's use case and expectations. From there it was getting them the best solution with our product based on the need. **What do you dislike about Coastal?** Nothing. We had normal cadences and no issues arose. **Recommendations to others considering Coastal:** I definitely recommend Coastal Cloud to any customer in the Salesforce ecosystem. **What problems is Coastal solving and how is that benefiting you?** With Coastal Cloud, our customers are getting the best implementation for their use cases and when a use case involves Payments or Events, Coastal Cloud implements a very scalable and easy solution. ### 16. Sales Force Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher L. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** September 02, 2021 **Describe the project or task Coastal helped with:** We needed a Salesforce Implementation firm that understands our business, and takes care of our data along the way. **What do you like best about Coastal?** The team at Coastal Cloud is fun yet professional! We did not know what to expect with the Salesforce project, but they helped us feel at ease. We quickly trusted them and the results speak for themselves. **What do you dislike about Coastal?** We do not dislike anything about Coastal Cloud! **Recommendations to others considering Coastal:** This team will take a unique approach to your needs! **What problems is Coastal solving and how is that benefiting you?** Not only were we looking to implement Salesforce, but also wanted to integrate Salesforce with other unique tools. The integration is seamless and the custom builds are great for our teams. ### 17. A Straight forward Lightning Migration **Rating:** 5.0/5.0 stars **Reviewed by:** Megan C. | Business Solutions Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 27, 2021 **Describe the project or task Coastal helped with:** Some of the necessary tools for our team were no longer supported in Salesforce Classic. Coastal Cloud assisted with our Lightning Migration and ensured that the necessary data was smoothly converted. **What do you like best about Coastal?** Our teams get along great! Coastal Cloud is professional and communicative. I especially appreciated the documentation in the status review meetings so that we were all on the same page. **What do you dislike about Coastal?** I cannot think of anything that we disliked. **Recommendations to others considering Coastal:** I would recommend Coastal Cloud to anyone for their SFDC needs. We had a tight deadline to migrate our rather complex org from Classic to Lightning and they did an excellent job. We had a couple of status meetings each week with the risk, status, action items, and budget status. I greatly appreciated that our contacts at Coastal Cloud were open to joining a group slack channel so that we could have more immediate communication. Additionally, the UAT application that they introduced us to is excellent, we moved away from our excel test script templates to it instead. We launched the project on time and a little above budget due to unplanned post-launch activities. Overall we were very happy with the result and plan on using Coastal Cloud again for other projects. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud understands that it is in our best interest to have the most updated versions for our company to run efficiently. ### 18. Outstanding Implementation and Ongoing Support Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Melanie M. | Senior Director of Business Intelligence, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2018 **Describe the project or task Coastal helped with:** Coastal Cloud set up our initial implementation of Salesforce in 2013, importing and organizing data from 9 different databases and customizing our instance to fit our needs as an economic development organization and not a traditional sales department. Coastal Cloud has continued to support us as we work to improve and expand the capabilities of our CRM. **What do you like best about Coastal?** I like that, not only can I call on the Coastal Cloud consultants to assist me with issues when needed, they have trained me and continue to teach me how to do many things for myself so I can handle many problems and user requests on my own. **What do you dislike about Coastal?** Since Salesforce is geared toward a traditional sales model, some of the functionality does not work for our line of business, but Coastal Cloud has done their best to accommodate our needs by creating custom objects that allow us to accomplish what we need to. **Recommendations to others considering Coastal:** A+ for cost, responsiveness, expertise and training. **What problems is Coastal solving and how is that benefiting you?** They really help us keep our skills sharp. If we come to them with a problem, they usually have a solution. If they don’t, they quickly find one. Our teams have benefitted from a Salesforce CRM because it creates a single source of truth. ### 19. Best Sales Force Consultant Around! **Rating:** 5.0/5.0 stars **Reviewed by:** Kelly B. | Senior Vice President - Director of Marketing Operations and Client Relations, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2021 **Describe the project or task Coastal helped with:** We found ourselves with two different teams working out of two separate SalesForce instances. Our sales teams were duplicating processes and revealing inefficiencies. We needed to consolidate and streamline our system so that our teams could work efficiently out of a single system. **What do you like best about Coastal?** We like that the project was on time and under budget! We enjoyed working with Eric Schmedeman as our Senior consultant/project leader who has excellent solutions and the team he brought in to help. Richa Sharma was great to work with through our Lightning conversion, and Tyler Beckett is a data master who helped so much to combine our 2 SalesForce instances. **What do you dislike about Coastal?** We cannot think of anything to dislike about Coastal Cloud. **Recommendations to others considering Coastal:** Our experience with them has been great, and we highly recommend them! **What problems is Coastal solving and how is that benefiting you?** After an Org Migration and a Lightning Migration with Coastal Cloud, we are streamlined and functioning better than we could have imagined! Coastal Cloud has helped us stay up to date with available technology. Our sales reps don’t have to worry about separate logins now and can operate together out of a single system. ### 20. More Insights for our Call Center Agents! **Rating:** 5.0/5.0 stars **Reviewed by:** Jeffrey M. | Customer Experience Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 14, 2021 **Describe the project or task Coastal helped with:** Coastal Cloud leveraged the flexibility of Salesforce and introduced Vonage, an application that connects with Salesforce and gives our call agents deeper metrics to enhance productivity. **What do you like best about Coastal?** They were a very skilled group of individuals who have a vast understanding of Salesforce. The team (Alex and Cameron) were conscientious about using their allotted time to complete projects. I also appreciated that they provided me a quote and completed the project within those parameters, a very professional team. We have also been working with them to help us achieve completion on a list of backlog items that we did not have the resources to finish. **What do you dislike about Coastal?** I don't have anything items that I disliked at this time. **What problems is Coastal solving and how is that benefiting you?** Our Salesforce instance now shows up real-time data like how many callers are waiting, how many agents are available, etc. The detailed dashboards in Salesforce drive more effective business decisions. ### 21. Amazing Support + Overall Customer Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** October 28, 2021 **Describe the project or task Coastal helped with:** EA Collective hired Coastal Cloud to consult on evolving Pardot from servicing one division to servicing four unique divisions and optimizing the Pardot-Salesforce integration. **What do you like best about Coastal?** Coastal Cloud was highly knowledgeable and responsive. They were always available to help troubleshoot issues or answer questions that the team had. **What do you dislike about Coastal?** In a remote working environment, it is nice to communicate on camera with partners. I would've liked more opportunities to interact on camera. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud helped us organize our Pardot organization and help the marketing team train our sales team on how to best leverage the Pardot-Salesforce integration. ### 22. Partnering with Coastal Cloud to accelerate our use of Salesforce **Rating:** 5.0/5.0 stars **Reviewed by:** Erik H. | Director of IT Projects, Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2021 **Describe the project or task Coastal helped with:** There were several projects Coastal Cloud helped with; the first was the build of a custom grants management solution that allowed LISC to manage and track the intake and disbursement of over $200 million in small business grants. This solution helped small businesses in traditionally marginalized communities through financial support during COVID. The other projects allowed LISC to accelerate our use of Salesforce and automate some of our business processes. **What do you like best about Coastal?** Coastal has a strong breadth and depth of knowledge in Salesforce and building custom solutions. Their team members are top-notch, and they do not nickel and dime the customer with ridiculous charges. **What do you dislike about Coastal?** Because of how thorough they are, their process can be a little bit slow. However, after discussions on the urgency of some of the projects, they were able to pivot and provide excellent results in a short period of time. **Recommendations to others considering Coastal:** Allow the ability to choose two or more industries. Some companies have complex structures and fit into multiple industries. **What problems is Coastal solving and how is that benefiting you?** LISC needs to move and consolidate our legacy systems and disparate technologies into Salesforce. We started this initiative on our own, but we soon realized we did not have the expertise and chose to outsource. Through an exhaustive RFP process, we decided Coastal Cloud is the best option assist us in this effort. By leveraging their expertise, we have and continue to work towards solving this problem as well as implement some unplanned technology solutions as they pop up. ### 23. Coastal Cloud' assistance with Salesforce set-up, programming, and Lightning. **Rating:** 5.0/5.0 stars **Reviewed by:** Asha N. | Senior Vice President, Managing Director - Operations & Technology, Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2021 **Describe the project or task Coastal helped with:** Coastal Cloud's Managed Services provides us with Admin support. They helped with our initial and improvements along the way. As we grow as a business, they have been able to learn how our processes work and cater to our specific, customized needs. They are educated on the new functionality that Lightning provides and are able to provide the best options for us. **What do you like best about Coastal?** The industry knowledge that Coastal Cloud provides is a positive for us, in addition to the expertise the programmer have on Lightning and the plug--in options. Stacy Hyatt is our main contact and knows the ins and outs of our programming from the start, which helps tremendously when we are creating new processes and workflows. She is responsive, knowledgeable, and resourceful. **What do you dislike about Coastal?** Nothing to dislike. they do a great job for us. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud is assisting with our transition to Lightning currently. The biggest benefit here is that they have knowledge of our initial set-up in addition to knowledge of how other users utilize the features provided. These attributes increase our confidence in the decisions we make as we program. ### 24. Connecting our Campus **Rating:** 4.5/5.0 stars **Reviewed by:** Wendy W. | Director of Project Management & Quality Assurance, Enterprise (> 1000 emp.) **Reviewed Date:** February 19, 2021 **Describe the project or task Coastal helped with:** Florida Atlantic University receives thousands of messages regarding admission and recruiting. Before Coastal Cloud, we had no way to track and delegate these messages to the right teams. This resulted in an abundance of manual processes, inefficiencies and duplications. **What do you like best about Coastal?** Coastal Cloud was very flexible to keep up with pivoting requirements. The team is professional and easy to work with. The solution has provided a greater sense of stability during COVID-19. **What do you dislike about Coastal?** Nothing to dislike - both teams were communicative and collaborative. **Recommendations to others considering Coastal:** Coastal Cloud’s experience with Higher Education is strong and we would recommend them to any organization. **What problems is Coastal solving and how is that benefiting you?** We can now use Salesforce and Pardot to track calls, manage campus visits, organize & track messages, and utilize reporting capabilities. We were able to integrate the solution with our existing student information database, making for a seamless 360 degree view of our campus. Since the solution, we have been able to manage more than 3 million messages and many new prospects and students. From the initial lead source, our Admissions Team can track a student all the way from their first inquiry to their first day on campus. ### 25. Coastal delivered on time and on budget. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2021 **Describe the project or task Coastal helped with:** Coastal helped us consolidate our CRM, Quoting, and Financing Systems. We have also integrated processes involving our proposals team, capture, engineering, professional services, and project management into a single pane of glass. **What do you like best about Coastal?** PMO (Rose’s) Organization, (Erica & Gaines) Responsiveness, (Rebecca) Expertise. The Coastal Team is responsive and truly cares. **What do you dislike about Coastal?** Not a knock, but they really stayed on me to get my work done to fit within the aggressive timeframe. **What problems is Coastal solving and how is that benefiting you?** We have consolidated nine different departments, previously independent of each other, into one solution/platform. The visibility from the reports we will be getting into our company is immeasurable. ### 26. Successful NetSuite Migration, Support Services and LinkedIn Navigator Integration **Rating:** 5.0/5.0 stars **Reviewed by:** John C. | Director of Business Solutions, Mid-Market (51-1000 emp.) **Reviewed Date:** February 28, 2021 **Describe the project or task Coastal helped with:** We needed Coastal Cloud to help us migrate data from NetSuite into Salesforce. We had a strict timeline in mind, and Coastal Cloud’s Managed Services Team made it happen. They also helped us with some support requests including setting up a successful LinkedIn Navigator integration. **What do you like best about Coastal?** The people at Coastal are top notch! They are a team of dedicated problem solvers who provide best practices Salesforce expertise. **What do you dislike about Coastal?** Did a great job, would have liked to have internal resource, but they did what we needed. **Recommendations to others considering Coastal:** Pam and her team will deliver! Call them! **What problems is Coastal solving and how is that benefiting you?** Now, all of our data is one org and our Sales team has access to LinkedIn Navigator with Salesforce. We have eliminated the need for swivel chairs and our information is synced. ### 27. A Fun and Successful Partnership **Rating:** 5.0/5.0 stars **Reviewed by:** Addams E. | Senior Vice President of IT, Mid-Market (51-1000 emp.) **Reviewed Date:** February 05, 2021 **Describe the project or task Coastal helped with:** Coastal Cloud helped us migrate to Lightning which has been a huge success across our organization. They were able to successfully enhance our sales process and FinancialForce usage with great Lightning features. **What do you like best about Coastal?** The people. We have a great relationship with the team at Coastal Cloud. Marc Lester was especially helpful leading our project and is top notch in all aspects. **What do you dislike about Coastal?** There’s nothing to dislike about Coastal Cloud. **Recommendations to others considering Coastal:** If you are looking for a reliable partner with fun and knowledgeable experts, look no further. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud has helped us understand ways to be more efficient in Salesforce and leverage the latest platform features, which has streamlined our Salesforce instance from a user experience, as well as an admin experience. ### 28. Smooth Accounting Seed Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Brian D. P. | Chief Operating Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 23, 2020 **Describe the project or task Coastal helped with:** We implemented Salesforce in 2016 as part of a long term strategic effort in an entire system update/integration project. We were already seeing huge benefits from Salesforce, and during this past fiscal year, the accounting system was our next step after several other integrations (LMS, member community, mobile app, event registration system, etc). Our goals were to improve efficiency, visibility, automation, etc. Aligning our accounting, donation, chapter, student, alumni and inventory information into one place would take our success a step further. We needed to streamline reporting, and diversify the way we could view our data. **What do you like best about Coastal?** The Coastal Cloud team is fantastic. We are now moving into Phase 2 as well as continued training. Never considered moving away from Coastal Cloud after the initial build/integration. They met our requirements, and performed detailed training. They are easy-going, yet experienced! **What do you dislike about Coastal?** Really nothing to dislike from a Coastal Cloud perspective. All went, and continues to go, well. **Recommendations to others considering Coastal:** Even if you’re already using Salesforce, Coastal Cloud will make your platform more dynamic! **What problems is Coastal solving and how is that benefiting you?** In addition to an Accounting Seed integration, Coastal Cloud also integrated with existing apps we heavily relied on. The integrations were smooth, and everything works together seamlessly. Their knowledge and experience with different apps is evident. We especially love our reporting capabilities which give our management visibility into pieces of the organization we previously did not have. Inventory management is a breeze, and we are able to conform to common accounting standards through Accounting Seed. Coupled with Salesforce, this tool is extremely helpful, especially with so much to manage like donations and personal information. ### 29. Gainsight Deployment in under 90 Days! **Rating:** 5.0/5.0 stars **Reviewed by:** William D. | Sr. Manager Customer Success Management and Success Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** September 28, 2020 **Describe the project or task Coastal helped with:** We were looking for an implementation partner who truly listened to what we wanted to do. What we were not looking for was someone who told us how they have always done it. What was got was a partner who truly listened and got us off the ground in under 90 days. Many will tell you that you cannot do a deployment in 90 days of Gainsight, but I can tell you, not only did we accomplish that goal, but we also did not cut any corners to make an arbitrary date. We went live a year ago, and nothing we put into play on day 1 has caused us any issues. In fact the work we did enabled us to follow a Crawl, Walk, Run deployment methodology, and got us up and running quicker than expected. **What do you like best about Coastal?** Lori and Tara cared about what we wanted to do. They were not just players in the game, rather they were invested in our success and we knew that based on each call we had with them. There were a few blips, and Coastal Cloud did not go dark on the weekend, instead they worked the issue each time and when we walked into the office on Monday the issue was resolved. **What do you dislike about Coastal?** Wish I had the foresight to think beyond the first 90 days. I needed to capture usage data, and I could have and should have added that into my initial focus, with this team, I know we would have made it happen. **Recommendations to others considering Coastal:** Work with them with confidence. If I have a chance I will work them again, because they truly partner with you the client. **What problems is Coastal solving and how is that benefiting you?** We are using Gainsight to assess the overall health of our customers, providing a 360 degree view of our customer base and Customer Success Engagement models to reduce churn. Today we are monitoring over 700 accounts and able to review product usage, and support usage for each customer. Gainsight has allowed us to automate those interactions making the job of the Customer Success Manager easier. ### 30. Understanding and Thorough Throughout **Rating:** 4.5/5.0 stars **Reviewed by:** Barlow S. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 22, 2020 **Describe the project or task Coastal helped with:** Coastal Cloud has helped use over the years with numerous projects, all of which we have been more than satisfied with in the end. Basically, Coastal Cloud, shoutout to Marc Lester, more specifically, has taking our enormous amounts of data from many different sources and pulled it all into one location for convenience and ease. They have listened to what we are trying to accomplish and in turn created solutions tailored to fit our already in place processes that make them all the more efficient. Internal communications amongst our team is at the highest it's ever been and keeping track of progress and goals is easy as 1,2,3. The customization and solutions created by this team has instilled such confidence within our organization that it's never a question in whether or not to give them a call. **What do you like best about Coastal?** They listen. The one on one aspect is a big plus! **What do you dislike about Coastal?** More resources. Need more devoted staff. **Recommendations to others considering Coastal:** The more you give back in details and time, the more you will back from Coastal Cloud, tenfold! **What problems is Coastal solving and how is that benefiting you?** How to organize leads, contacts, profiles, and what to do with them. That basically anything can be done with Salesforce, you just need the right group of skilled problem solvers. ### 31. One of the best Salesforce partners you'll ever work with **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron W. | Managing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2020 **Describe the project or task Coastal helped with:** Our company had an aggressive initiative to better organize and unify our data from different data sources. Our goal for Coastal Cloud was to streamline historic and new data into Salesforce. We wanted to create a single view of our subscribers and donors for better reporting, segmentation, and targeting. **What do you like best about Coastal?** Coastal Cloud has a great company culture. They employ great people with vast technical experience. This company culture is evident once we started to work with them. They were fun, flexible, and thoughtful when thinking through our overall vision for the project. **What do you dislike about Coastal?** None - we hid a couple of bumps in the road, but Coastal Cloud was creative in problem-solving to help us get back on track. They've bailed me out in a lot of problems! **Recommendations to others considering Coastal:** They are one of the best Salesforce partners I've worked with. They will make your life easier and make your business run smoother. They are a joy to with work. **What problems is Coastal solving and how is that benefiting you?** We wanted to unify our data in a more streamlined fashion. We're able to understand our audiences better with a centralized Salesforce CRM. We've also eliminated many manual processes because of this new system. ### 32. Salesforce Lightning Migration **Rating:** 4.5/5.0 stars **Reviewed by:** Angie B. | Account Executive, Business Development, Enterprise (> 1000 emp.) **Reviewed Date:** September 14, 2020 **Describe the project or task Coastal helped with:** Landstar needed to migrate to the Salesforce Lightning product and did not have the necessary knowledge/experience to do it ourselves. Our Salesforce Classic instance had a very poor adoption record by our Sales team. We needed a product that would assist them in their daily task not slow them down. We also needed to pull together information from outdated systems. Our bid tool had been built in 2014 and it was clear that we needed to update our processes to ensure we connected it all fluidly. **What do you like best about Coastal?** Coastal Cloud completed a review of our system. They then gave us a comprehensive recommendation and quote. Once the project started communication was open and collaborative. They listened to our wants and needs and found solutions to our problems. The end result was a product that was immediately adopted by our Sales team. It has given us insight we did not have before plus the Sales team now view it as a valuable tool. We have been working with Coastal Cloud for several years and always love the results. **What do you dislike about Coastal?** I do not believe there is anything we dislike. Their teamwork is outstanding and we get great value for our money. **Recommendations to others considering Coastal:** Their expertise, professionalism and business practices will make them an extension of you team. **What problems is Coastal solving and how is that benefiting you?** The first problem we solved was an efficient tool to manage our complex bid process. The Bid Tool and a Community was built in 2014 and is still the center of our bid process.The Community allows our internal staff and the agents to work collaboratively to complete a customer RFP. When we have needed to tweak the tool Coastal Cloud has assisted. Our second major project with Coastal Cloud was updating to Salesforce Lightning. Lightning has allowed us to have insight into our Sales team and to build valuable measurements. ### 33. A Responsive, Dedicated Team **Rating:** 5.0/5.0 stars **Reviewed by:** Sara T. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 11, 2020 **Describe the project or task Coastal helped with:** The Coastal Cloud team helped design and implement a Salesforce solution for managing our data and processes. They have set us up for success with systems that help manage our grants, donations, community services, partner data, events, fundraising campaigns, and more. **What do you like best about Coastal?** Coastal Cloud felt like an extension of our team--they made it clear that our goals were their goals, and they approached every task collaboratively and transparently. They matched us with employees on their end who were familiar with programs like ours, and they spent ample time getting to know our mission, our processes, and our pain points. As a result, the Coastal Cloud team was able to develop highly effective solutions for our needs. Additionally, the Coastal Cloud team is professional and extremely friendly, which made the experience truly enjoyable! **What do you dislike about Coastal?** Nothing! Coastal Cloud was a great fit for us. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud helped us get out of the Excel rut that so many organizations find themselves in. Our processes are smoother, and our data is more reliable. Additionally, our internal team had very little Salesforce experience prior to this implementation project, but Coastal Cloud's agile approach, transparency with customers, custom training, and capacity-building mentality helped us deepen our knowledge and familiarity with the platform. By the end of the project, we felt confident in our ability to completely transition out of Excel and into Salesforce! ### 34. Excellent team - highly skilled and wonderful to work with **Rating:** 5.0/5.0 stars **Reviewed by:** Kelsey U. | Product Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2020 **Describe the project or task Coastal helped with:** We really lacked a system that could keep up with the business we do with our customers. Our organization matches at risk community members to opportunities such as education, housing and employment. Coastal Cloud was able to allow our clients to set up and manage their own online profiles. With this solution, their information is stored in a secure way. **What do you like best about Coastal?** The team really knew what they were doing. It was clear they had worked in the Non Profit space before. They understood our constraints and were very flexible. On the technical side, they also showed experience with the solution from the business exploration all the way to end-to-end testing and training. **What do you dislike about Coastal?** Nothing to do with the team. As someone who has managed many apps/softwares, I sometimes found it challenging to use SF as a base, because it creates some design and development constraints. The team did a great job of trying their best to work around those roadblocks, though, which we appreciated very much. **Recommendations to others considering Coastal:** If you are looking to modernize your organization, you should highly consider Coastal Cloud. They are professional, experienced and fun to work with! **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud has given our clients a sense of responsibility and ownership. The online community portal allows our clients to take charge of their situation and manage the ongoing partnership with us. On the other hand, our team can stay informed with updated information on each profile. ### 35. Exceeded All Expectations & Highly Recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Bradley P. | Chief Revenue Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** September 06, 2020 **Describe the project or task Coastal helped with:** We brought them on to migrate our salesforce from an old instance to a new one, along with our Hubspot setup. The timeframe was a very small window, which proved how well they execute large migrations like this **What do you like best about Coastal?** Salesforce migrations are massive projects and since this was our first one, we loved the guidance they gave, timelines, milestones and status updates. They provided great insights into best practices and truly understood the goals we were working towards. **What do you dislike about Coastal?** There really wasn't anything, hence my high rating **What problems is Coastal solving and how is that benefiting you?** We had 2 months to be out of our old salesforce instance and setup into our new one - this problem was solved and the benefits are a perfectly working instance that our team is working much more efficiently in. Another problem was the number of spreadsheets myself and our team was managing because we weren't confident in the data and process in our old instance. As of today, I've eliminated at least 10 spreadsheets and I'd say my team had roughly 12 eliminated. Now we're working efficiently and confident in the data. ### 36. Fantastic Service Cloud Implementation! **Rating:** 5.0/5.0 stars **Reviewed by:** Lisa R. | Vice President Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** December 10, 2020 **Describe the project or task Coastal helped with:** We partnered with Coastal Cloud to help us better organize our B2B and B2C communication. Through Service Cloud, our goals were to manage call volume, allow students and partners to engage with our team, organize material orders, and more. **What do you like best about Coastal?** The best part of this project was the chemistry between the teams. We worked well with Coastal Cloud, and they delivered a wonderful solution on time and on budget. **What do you dislike about Coastal?** There wasn't a thing about the project we disliked! **What problems is Coastal solving and how is that benefiting you?** Since the GoLive of this project, we have very much liked the results. We have even discussed a Phase 2. ### 37. Enhanced Admissions and Recruiting **Rating:** 5.0/5.0 stars **Reviewed by:** Deborah T. | VP for Enrollment Management, Mid-Market (51-1000 emp.) **Reviewed Date:** September 16, 2020 **Describe the project or task Coastal helped with:** We rely on Coastal Cloud for routine Admin Support. They ensure that our triggers and flows are updated. The team updates our processes, handles data transfers and application mapping. We also love the SMS feature which helps us stay connected with prospects and students. **What do you like best about Coastal?** The team’s real-world knowledge is very valuable when discussing solutions for Flagler. They have experience with the Education Industry, as well as the Salesforce Platform, so they know the best plan of action. **What do you dislike about Coastal?** Nothing- this is a valuable partnership. **Recommendations to others considering Coastal:** Experience in higher education industry! **What problems is Coastal solving and how is that benefiting you?** We trust the Coastal Cloud team to keep our teams up to date and modern. Our Admissions and Recruiting teams handle lots of information at once, and Coastal Cloud ensures that everything is connected and running smoothly so that our teams can work as efficiently as possible. ### 38. Excellent Salesforce.com Partner - Highly Skilled, Insightful and Great Partners! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Management Consulting | Enterprise (> 1000 emp.) **Reviewed Date:** October 20, 2020 **Describe the project or task Coastal helped with:** Coastal Cloud is supporting FTI Consulting with a number of large scale projects including migrating our entire Salesforce user base to a new instance of Salesforce as well assisting us with the implementation of a new finance system which will interface with Salesforce. **What do you like best about Coastal?** The Coastal Cloud team's process regarding gathering requirement is efficient and has really saved our firm a lot of time. Additionally the Coastal Cloud is very experienced with the type of business we run and provided a number of recommendations and best practices which we will be implementing. **What do you dislike about Coastal?** We have had a great experience with them thus far and cannot think of anything that I have disliked. Coastal Cloud has been a pleasure to work with. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud is working with us to migrate our user base to a new instance of Salesforce. A key benefit of working with Coastal Cloud is there institutional knowledge and experience with similar projects. They have been able to provide us recommendations on the best path forward which has saved the company time and money. ### 39. Salesforce Re-Implementation - Coastal Cloud **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2021 **Describe the project or task Coastal helped with:** Coastal guided our company through a re-implementation of Salesforce, from business requirements gathering through execution of a fully re-designed instance. **What do you like best about Coastal?** Coastal was adept at understanding our business and use case of Salesforce. They are subject matter experts in Salesforce while also astute at applying the business case. **What do you dislike about Coastal?** I can't say there was anything we disliked. Coastal was a pleasure to work with. **What problems is Coastal solving and how is that benefiting you?** Coastal is assisting us with the re-implementation of our Salesforce instance to support the growth of our business and allow us to scale with efficiencies. ### 40. Coastal Cloud has always been very easy to work with and attentive to providing the output we need **Rating:** 5.0/5.0 stars **Reviewed by:** Patti S. | V.P. Sales, Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2021 **Describe the project or task Coastal helped with:** We work with Coastal Cloud on an ongoing basis for Salesforce updates and building of reports. **What do you like best about Coastal?** The response time is always very quick and that is very important to us. **What do you dislike about Coastal?** Sometimes it is hard to describe our business and process flow to someone outside the organization but it makes you stop and articulate why you are doing what you do. **What problems is Coastal solving and how is that benefiting you?** Accountability ### 41. The best Salesforce Consultant for Manufacturing and Sales **Rating:** 5.0/5.0 stars **Reviewed by:** Bruce S. | Information Technology Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 20, 2018 **Describe the project or task Coastal helped with:** Our company is over 100 years old and in the manufacturing field. After an amazing discovery Coastal Cloud brought to us a solution that took us from 1989 to 2019 (at the time). I have never seen digital transformation done this way. Coastal used the agile approach, listened to us, gave us suggestions that will set us apart from our competitors. The goal is to run our manufacturing plants and distribution from an iPad. Coastal will get us there. **What do you like best about Coastal?** The people at Coastal Cloud are what sets them apart. Working with a flexible, professional, and fun team made this project enjoyable. Their expertise is unmatched, and they are problem solvers. We completely trust them and their ability to take care of our important data and create a solution that will set us up for success. **What do you dislike about Coastal?** We wish we had found them sooner!!!!!!!! **Recommendations to others considering Coastal:** CPQ is well worth it and any business that wants to get to the next level, this is the product and the team to make it happen. **What problems is Coastal solving and how is that benefiting you?** We lacked the ability to connect our ERP, to Finances, to Accounts and so forth. Our data was located in several different systems, making it difficult to remain efficient. Simple tasks were overly complicated and took up too much time. We integrated 2 legacy ERP systems with a great middleware program and rolled it all up into CPQ for an experience our customer will never expect. Through Coastal Cloud’s guidance, we now experience a streamlined way of accessing information. We can monitor everything from leads, accounts, to the sales lifecycle and warranty process. ### 42. An Awesome Nonprofit Cloud Experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle L. | Program Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2020 **Describe the project or task Coastal helped with:** Our goal was to implement a way to begin serving clients electronically, as well as to better track our client's preferred communication methods. Coastal Cloud introduced us to tools that could integrate well with NPSP - and these tools are proving more useful than we ever imagined as we explore ways to serve our clients in a more social-distanced manner. They provided clear trainings to both users and our admin so that we are able to manage - and expand - these solutions as we move forward. **What do you like best about Coastal?** Coastal Cloud provided a professional solution and communicated clearly each step of the way. We especially appreciated the team's expertise and prior experience in the nonprofit sector. This prior knowledge and common understanding of nonprofit needs built our trust in their capabilities, insights, and guidance. **What do you dislike about Coastal?** We only dislike that we had not found them sooner! We’ve had difficult IT projects in the past, and we are grateful that this one has been successful. **Recommendations to others considering Coastal:** Because of their efforts, we are able to better serve our clients in a more efficient, accurate, and safe manner. I would highly recommend them for future projects. **What problems is Coastal solving and how is that benefiting you?** With Coastal Cloud’s solution, we have been able to significantly decrease the amount of paper we use on a daily basis. Forms and information are now accessed completely online. This has cut down on a huge amount of manual tasks for which our team was previously responsible. This project also allows us to trust that our client data is accurate. The reduction of the likelihood of human error allows us to better serve our clients. And by better guiding our volunteers, they will be able to spend more time interacting with clients and less on worrying about making mistakes. In an environment where virtual volunteering is becoming more essential, these forms can guide our volunteers without trainers being on-site. Coastal Cloud also made digital enhancements to our volunteer program for a smoother experience. ### 43. Awesome CPQ Implementation Partner! **Rating:** 5.0/5.0 stars **Reviewed by:** Sara S. | Certified Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2020 **Describe the project or task Coastal helped with:** We recently implemented CPQ+ into our Salesforce org. We wanted this completed within 90 days +/-. This included loading thousands of products, automating documents to be attached to quotes and contracts, setup of Conga Composer and Conga Sign, generation of output documents, and training for our Salesforce Admin and power users. **What do you like best about Coastal?** Constant feedback and quick response times. Our project manager setup weekly Sync Up meetings and even after Go Live, Coastal Cloud always responded within 1-2 hours to any issues we ran into. **What do you dislike about Coastal?** I would not change anything about our experience with Coastal Cloud. They are an outstanding partner. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud assisted us to redevelop our quoting and contract process with CPQ. They are very knowledgeable about the applications, and took the time to learn our business in order to give us the best solutions possible. Our output documents now look more professional and the automation is saving our sales staff time! ### 44. Great Experience with Pardot Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Manning M. | Director of Marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** June 18, 2020 **Describe the project or task Coastal helped with:** Our goal for Coastal Cloud was to help us fully integrate our existing Salesforce instance with Pardot. We needed a marketing tool that connected with the system we already used. Additionally, we wanted our different teams using the same tool so that work was consistent and standard. Coastal Cloud helped us achieve this and it has been a great partnership! **What do you like best about Coastal?** The Coastal Cloud team is full of problem solvers! We ran into an issue during the project, and the team wasted no time figuring it out. We felt well-trained and prepared to use Pardot. **What do you dislike about Coastal?** Wish we would have found them prior to this project / on previous projects or use 40 characters to write there is nothing to mention in terms of dislike on the teamwork with Coastal Cloud (this is not a review of Salesforce or any products, only Coastal Cloud) We do not dislike anything! **What problems is Coastal solving and how is that benefiting you?** We needed to unify our sales teams, especially because they are geographically separated. With Coastal Cloud’s Pardot integration, everyone can now work out of the same marketing instance. We have definitely experienced a growth in productivity and efficiency due to this! ### 45. An Extremely Valuble Partnership! **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher L. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 04, 2020 **Describe the project or task Coastal helped with:** One of the essential must haves for our organization is to have the ability to match up employers with youth in the area looking for work in our SummerWorks Program. Before working with Coastal Cloud, we need a much more efficient way to execute on this function. Separate from the matching process, we wanted to deepen our ability to understand the entire lifecycle of the youth and employer relationship. In addition, our small team also lacked ways to mass communicate to our youth participants and deploy information at scale. These were some goals we negotiated for Coastal Cloud to help us achieve. **What do you like best about Coastal?** The team! The people at Coastal Cloud are professional, accessible, flexible and patient. This partnership has remained very important to us, and we trust Coastal Cloud to get the work done correct and in a timely manner. They have experience in the Government sector, so they understand various constraints and demonstrated an ability to adjust as situations emerge with public work. **What do you dislike about Coastal?** We dislike that all of our experiences have not always been as good as the experience we have with Coastal Cloud. We wish we could have found them long before we did. **What problems is Coastal solving and how is that benefiting you?** Since partnering with Coastal Cloud, we have a better understanding of the impact Summerworks is making in the community and in the lives of young people. In consultation with Coastal Cloud we have developed a systemized process for matching youth with employers, and we can now track those matches and better understand how they progress. We have experienced less manual processes for day-to-day work, and we are able to send SMS messages to reach and communicate with large stakeholder groups with ease! ### 46. Game-changing Results! **Rating:** 5.0/5.0 stars **Reviewed by:** Mike N. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2020 **Describe the project or task Coastal helped with:** Coastal Cloud successfully assisted us with building a new application to review incoming customer requests and streamline the review and approval process that spanned multiple departments and external partners. With Coastal Cloud’s help, we were able to replace a paper- and labor-intensive process and implement a more efficient way of capturing and transporting data. We now have a single centralized place for our team, as well as partners, to collaborate on decisions which greatly alleviated the inconvenience of back and forth correspondence. We were even able to migrate all historical data to our new application! **What do you like best about Coastal?** We loved how flexible the team was. They were able to absorb new requirements into the project, go with the flow and even collaborate with us on our own project management tool . The people at Coastal Cloud are EASY to work with! **What do you dislike about Coastal?** Nothing! Well, maybe finding out that their headquarters are near a beach when MINE AREN'T!!! :) **Recommendations to others considering Coastal:** To those looking at Coastal Cloud, you can be confident that they will see the project through in a flexible and timely manner. **What problems is Coastal solving and how is that benefiting you?** We have greatly enhanced our users’ experience with our organization. Internally, we are more efficient and organized. Externally, we are more personable to our customers, as we can more easily communicate with them. Coastal Cloud has made this a very exciting time for our organization! ### 47. Improved efficiency and accuracy! **Rating:** 5.0/5.0 stars **Reviewed by:** Jim L. | Vice President - Corporate Sales Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** May 12, 2020 **Describe the project or task Coastal helped with:** Prior to this project, we had no way to align common business sales processes and goals. Our different business sectors (commercial, education and public sector) lacked a way to efficiently communicate and view common data. Coastal Cloud worked to enable cross selling, quoting, contracts and billing. They were able to configure a solution in a way that fits exactly what we need. **What do you like best about Coastal?** Coastal Cloud delivered exactly what we were looking for! They created a scalable solution that can grow alongside our company. We have trusted Coastal Cloud to support us, as we learn our new system & processes. **What do you dislike about Coastal?** We wish we had this solution sooner. :) **Recommendations to others considering Coastal:** This team will listen to your CRM needs and they will certainly deliver! **What problems is Coastal solving and how is that benefiting you?** We view Coastal Cloud as part of our team. They work closely with us to manage time, budget and schedule. They have transformed our CRM into exactly what works for us. They have taken our needs into account, and designed the entire project around our requests. We have significantly reduced the time needed for quoting. The accuracy of pricing is improved as well. They are a trusted partner who will deliver what makes us better. ### 48. Field-Service Innovators! **Rating:** 5.0/5.0 stars **Reviewed by:** Nick G. | IT Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 11, 2020 **Describe the project or task Coastal helped with:** Before the project started, we operated out of 8 different systems. We really wanted to streamline operations and reduce the number of systems we had to touch. Managing processes in spreadsheets was something we really wanted to get rid of. Coastal Cloud was able to utilize Salesforce to keep everything in one place, giving us a 360 degree view. Not to mention, the automation and triggers in place makes our day-to-day tasks, like scheduling, much easier. Prior to this partnership, we also lacked geographic visibility. Now, we can see where our service requests are, and decide which technician is the best representative. **What do you like best about Coastal?** The people! The teams got along well. With extensive testing, it took alot of cooperation and communication. It truly took a room full of people to get this solution up and running, so we are grateful for the Coastal Cloud Team. Their guidance and support as a partner is greatly appreciated, and this felt like a personal experience. **What do you dislike about Coastal?** Nothing! We are excited for more work with Coastal Cloud. **Recommendations to others considering Coastal:** Coastal Cloud delivered an innovative solution with Field-Service Lightning for us. They will work very hard for you **What problems is Coastal solving and how is that benefiting you?** Now, everything is under one hood. Instead of operating out of several different systems and spreadsheets, our teams can better communicate. Coastal Cloud has removed the element of complexity in our business. Our dispatch system is improved and we love our SMS feature that alerts our clients when a technician is on the way to the site. ### 49. Thorough, Knowledgeable, and Fast Solution to our COVID-19 Business Challenges **Rating:** 5.0/5.0 stars **Reviewed by:** Alexis J. | Associate Director, Business and Operational Analytics, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2020 **Describe the project or task Coastal helped with:** Given extremely narrow time constraints, the Coastal Cloud team was able to assist us with standing up an urgent business resource center for our community. They provided invaluable insight, especially in the early phases of the project to help us determine exactly how to leverage Salesforce functionality to make the best solution for our needs. The solution we arrived at allows for businesses in the Orlando area affected by the COVID-19 pandemic to reach out to our organization to facilitate access to available information and financial resources. They helped us set up a phone and email responsive resource center that makes it easy for businesses to access support in this difficult time. **What do you like best about Coastal?** The team’s expertise and communication. The Coastal Cloud team was highly responsive and efficient throughout the entire process. Not only was the project completed on time and at budget, but also was comprehensive and user-friendly. After end-to-end testing to make sure the solution was ready, I've received nothing but positive reactions from my internal staff who are working in our new case management center about ease of use and impressive functionality. Nothing but good things to say about the entire experience. **What do you dislike about Coastal?** We did not dislike anything about our experience working with Coastal Cloud on this project. **Recommendations to others considering Coastal:** They are able to provide a quick turn around for urgent needs and use their experience to provide different options for your needs. They listened to our requirements and surpassed our expectations. **What problems is Coastal solving and how is that benefiting you?** This solution allows us to manage a high volume of requests from businesses in need that we did not have the ability to connect with before at a very personal level. We were seeking a way to help our community, and Coastal Cloud delivered. We now have a fully functioning resource center running on web to case and email to case. ### 50. A true extension of our team! **Rating:** 5.0/5.0 stars **Reviewed by:** Heather J. | General Manager/Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** April 30, 2020 **Describe the project or task Coastal helped with:** It is crucial for us to receive feedback from our clients. Coastal Cloud was able to help us set up a way to survey our clients in a quick and simple manner, all automated on our end! We previously used another system, but it wasn’t working for us. Our business processes were scattered and unorganized. With Coastal Cloud’s solutions, we now have a more efficient way of carrying out our mission. We can easily collect feedback, send out text & email notifications, and more accurately capture pricing and billing information- all in one place. **What do you like best about Coastal?** The Coastal Cloud Team is flexible, yet professional. We value their suggestions and constant open communication. A key point for me is that they keep the project flowing, keep me constantly updated, and provide regular and thorough communication about the progress. Their thought-leadership and initiative helped us obtain the best possible solution for our business! **What do you dislike about Coastal?** I only wish I had found them prior to this project! We really do not have anything to "dislike." It has been a very pleasant and productive experience working with Coastal Cloud. **Recommendations to others considering Coastal:** Coastal Cloud delivered a solution that was right for us because they understand that our organization works with a high sense of urgency. They take the time to learn about your business needs and tailor the solution to those needs while keeping the project organized and on-track. We have truly enjoyed working with them! **What problems is Coastal solving and how is that benefiting you?** Our day-to-day tasks are streamlined and connected. Our teams and our clients can now communicate more effectively. Our data is in one place. ## Coastal Discussions - [What is Coastal Cloud used for?](https://www.g2.com/discussions/what-is-coastal-cloud-used-for) - 1 comment - [View Coastal pricing details and edition comparison](https://www.g2.com/products/coastal/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-17+19%3A15%3A48+-0500&secure%5Bsession_id%5D=4a36aa4c-d935-4b68-8b8e-33b9f1ab4bb3&secure%5Btoken%5D=c4bd276a3e07d395f61d6e7728057b5319d0b1f8f2cfc45fea3edaa43000e8ea&format=llm_user) ## Coastal Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Support** - Go Live Support - Documentation - Training - Metrics - Admin Services **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top Coastal Alternatives - [Magna5](https://www.g2.com/products/magna5/reviews) - 4.6/5.0 (66 reviews) - [Salesforce Customer Success](https://www.g2.com/products/salesforce-customer-success/reviews) - 4.4/5.0 (366 reviews) - [ATG Consulting, a Cognizant Company](https://www.g2.com/products/atg-consulting-a-cognizant-company/reviews) - 4.6/5.0 (27 reviews)