--- 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: '2026-07-18' 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. Accounting Seed Experts! **Rating:** 5.0/5.0 stars **Reviewed by:** Satish K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2020 **Describe the project or task Coastal helped with:** The older accounting system we were using, prohibited us from connecting its data with our existing Salesforce instance. This made it impossible to manage donations or track client information on one platform. Coastal Cloud implemented Accounting Seed, an awesome extension of Salesforce, and now our system is seamless! Our important data is all in one place. **What do you like best about Coastal?** The Coastal Cloud team is flexible, communicative and professional. Their experience in the Non Profit space was evident as was their knowledge of Salesforce and AccountingSeed. Our team really appreciated how well the Coastal Cloud team worked with us! **What do you dislike about Coastal?** With respect to the AccountingSeed project, we did not find anything to dislike about Coastal Cloud. They were responsive throughout the engagement. **Recommendations to others considering Coastal:** You can trust Coastal Cloud! They have experience in many different industries and they will listen to your unique needs and guidelines. **What problems is Coastal solving and how is that benefiting you?** Using an outdated accounting system forced many manual tasks upon our team. With Salesforce, we've been able to implement automation to speed up routine tasks. Now, we can instantly view our accounting information in one, cohesive system. Our user experience is organized and simple. It just makes sense! ### 2. Most Professional Company I have come across in YEARS! **Rating:** 5.0/5.0 stars **Reviewed by:** Alison K. | President and CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2020 **Describe the project or task Coastal helped with:** I am working for a consulting firm and our client, a major local hospital, engaged Coastal Cloud to implement Salesforce for a new Business Development department. We entered into an 8 week sprint to customize the CRM. Coastal has a rigid framework for development that includes "discovery calls" to learn about the use case for each product. I was not sure how this interview process would truly capture the needs of the organization... but it DID! I was amazed at the level of focus and granular detail that was captured by the Coastal team. Their excellent listening skills translated into a robust CRM system that I anticipate will work in the way that the team needed it to. INCREDIBLE! Once we had our first sandbox version of the system, we started UAT (user acceptance testing). They make the UAT process very simple. As we found unexpected results or value lists that needed tweaking, the team QUICKLY responded. When it came time to load our data, again they had very simple templates and instructions for us. From the looks of it, the data mapped in just as we had hoped it would. We anticipate that will be able to provide Pipeline and Activity reports to the executive leadership team the day the system goes live. The Coastal team was always on time, organized and incredibly (!!!) responsive. I would HIGHLY recommend Coastal Cloud without any hesitation. This company, and the team that will work with you, will take care of you. Trust their process, do the work they assign to you, and you will end up with a powerful Salesforce CRM that will position you to achieve your strategic goals! Thank you so much Coastal. This was one of the most enjoyable experiences I have ever had working with a Salesforce implementer. **What do you like best about Coastal?** Quick turn around when we found issues or needed additional fields or value lists options. **What do you dislike about Coastal?** Recommend the team get "PinPoint" for their cursor so it is easier to follow where the person is on the screen. **Recommendations to others considering Coastal:** Before you begin working with Coastal, be sure that you have one or two dedicated person/s who will have time to meet with the team regularly and to do the required testing. If you do this, Coastal will deliver on time. Critically important that you make time to deliver back to the Coastal team what they ask of you. **What problems is Coastal solving and how is that benefiting you?** The problem was disparate data and little accountability. With the new Salesforce CRM, the team now has a single source of truth, the team can take a more organized approach to lead discovery and pipeline development. In addition, the management team will have the employee KPI metrics it needs as well as an organized approach to business development to reduce the cost of acquiring new business. ### 3. We Love This Team! **Rating:** 5.0/5.0 stars **Reviewed by:** Jillian T. | Enterprise (> 1000 emp.) **Reviewed Date:** April 14, 2020 **Describe the project or task Coastal helped with:** Our outdated system was not properly serving our business needs. We went through several years of projects to fix our antiquated system, but those efforts were to no avail. Our Sales and Marketing teams were already working in SalesForce, and our client database was built there. We knew we wanted to build the new platform in SalesForce so our company was working from the same database of records. After working with other companies unsuccessfully over several years, we found Coastal Cloud. They gained our trust because they were not afraid to dive into an already existing project developed by another company and build creative solutions within that project to suit our operations. Coastal Cloud tackled the challenge head on, and together we successfully launched this project. **What do you like best about Coastal?** We consider Coastal Cloud a part of our team. The Coastal team truly wants us to succeed as we all worked towards a common goal. They understand our business extremely well which allowed them to configure SalesForce to fit our unique system of trade and reservation management, property management, and more. **What do you dislike about Coastal?** The only thing we dislike is that we didn’t find them sooner! **What problems is Coastal solving and how is that benefiting you?** The team took an agile approach, making our day-to-day processes modern and efficient. Now, it is simple to track our important information throughout our entire process. The Coastal Cloud Team has been a joy to work with, and we look forward to working with them through a support contract. ### 4. It’s safe to say that “excited” would be a serious understatement. **Rating:** 5.0/5.0 stars **Reviewed by:** Blaine C. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 22, 2020 **Describe the project or task Coastal helped with:** Before this project, we were using an isolated client management system to manage our clients. Now, we can efficiently and quickly communicate with each other, and our clients. The customer community allows us to collaborate in one space. We can also track applications and client information. Our online portal allows potential and current clients to apply to our non-profit program to receive housing and educational opportunities. **What do you like best about Coastal?** The people at Coastal Cloud are a joy to work with and they are extremely knowledgeable of the Salesforce platform. They have transformed our business and the way we operate. Upon go-live, we increased our class registration numbers by 400% in one day, due to clients’ clear understanding of next steps and their ability to easily register through the community. Not to mention, the culture and personality of the team made us feel very comfortable working with them and asking questions. Dallas Habitat is so grateful for the work that Coastal Cloud has done for us! **What do you dislike about Coastal?** We do not dislike anything! In fact, we've already started plans for more work in the future. **Recommendations to others considering Coastal:** My advice to anyone considering migrating to the platform would be to call them first! **What problems is Coastal solving and how is that benefiting you?** We’ve processed several applications using the new flow Coastal Cloud built out, and things have gone very smoothly. Our clients have shared that they’re blown away by how quickly we were able to contact them regarding next steps. We’ve taken a complicated 1-2 week process, and automated it to under an hour. As an added bonus, this project was on time, on budget and within scope! ### 5. Absolute Lifesavers! **Rating:** 5.0/5.0 stars **Reviewed by:** Denise P. | Vice President - PMO, Mid-Market (51-1000 emp.) **Reviewed Date:** April 03, 2020 **Describe the project or task Coastal helped with:** We began this partnership with Coastal Cloud to fix our existing Salesforce instance. Our first experience with the platform did not go as planned. Coastal Cloud dove right in and they knew exactly what to do. Their experience in the Healthcare Industry put us at ease and we felt comfortable with the team handling our data. **What do you like best about Coastal?** The team’s expertise is unparalleled. They have a deep knowledge of Salesforce and the Healthcare Industry. They knew how to configure the system to work for us. They were flexible, accessible, and fun to work with. Not to mention, everything was on time and on budget. **What do you dislike about Coastal?** There’s nothing to dislike! We are already talking about another project with Coastal Cloud. **Recommendations to others considering Coastal:** Coastal Cloud knows their stuff! They truly want to help you optimize your system. They want you and your team get the best out of all that Salesforce offers. **What problems is Coastal solving and how is that benefiting you?** We wanted to improve our services to our members and give our community site a fresh new look. Our team can now share more information for our members with robust features for them to view the plan details and reach out to us if they require assistance.= Through Health Cloud and Community Cloud, and Service Cloud, Coastal Cloud was able to harness our visions and find a way to organize it. ### 6. Embodied the Meaning of ‘Partner’ **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle S. | Digital Technology Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 02, 2020 **Describe the project or task Coastal helped with:** We hired Coastal Cloud to help us implement Salesforce as a CRM using Service Cloud for case management. We will continue to engage with them to move all our tools to one standard platform. Many ideas were given that the business owners had not considered because previous tools could not do what was asked. They embodied the meaning of partner. There were times that staff members could not tell who was on the business team, IT team, implementation team from our company or the implementation team from Coastal Cloud and that made the roll out that much smoother. **What do you like best about Coastal?** I have worked with different implementation partners on different systems over the years and the Coastal Cloud Team was well above anyone I have previously worked with. Coastal Cloud did not make our business processes bend to the tool. Instead they learned about our business and offered solutions to bridge the tool to the process and asked questions to invoke thought around streamlining processes. Having a local team in Louisville, KY set them apart from other consulting firms. They provided excellent service and could quickly come onsite. Their small, agile team could really dive deep into the ins and outs of GE Appliances. **What do you dislike about Coastal?** There is nothing that we dislike. We are working with them on other projects, and we are very pleased. **Recommendations to others considering Coastal:** You will not regret this partnership! They will take the time to learn your business, and roll out the best solution for your company. **What problems is Coastal solving and how is that benefiting you?** We needed to switch from our existing CRM system that was outdated. In short, it was not working for us. As the project progressed, integration challenges were uncovered along the way, but Coastal Cloud was able to overcome them. They worked very hard for us and set us up with a scalable solution that we can use for years to come. This project was not a quick fix. The solution was well thought out and customized. ### 7. Great decision for our Boys & Girls Club! **Rating:** 5.0/5.0 stars **Reviewed by:** Zahra K. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 01, 2020 **Describe the project or task Coastal helped with:** We hired Coastal to transition us from our legacy CRM to Salesforce NPSP. We wanted to streamline our data entry, and eliminate the sue of internal spreadsheets. It was important to us to be able to have donor, member, staff, volunteer, event and data all in one location. **What do you like best about Coastal?** Coastal set us up with two consultants, Brit and Nicole, who had previously worked in the NPO space themselves. This was so important to the success of our collaboration. Because of their experience, they were able to advise us on the best course of action before, during and after implementation. **What do you dislike about Coastal?** Truthfully, since we were so thoughtfully matched up with Brit and Nicole, there is nothing I can complain about! We were listened to every step of the way; before we signed the SOW, while the work was being done, and after our go-live date. We are very happy! **Recommendations to others considering Coastal:** I would recommend Coastal Cloud to any NPO looking to update their CRM. **What problems is Coastal solving and how is that benefiting you?** We were all spending so much time with data entry, each person had their own system of keeping internal spreadsheets, and we were spending time double and triple checking reports with each administrators data. Now, we trust our reports, and all of our services are under one umbrella; members, donors, employees, events, registration and volunteers. We are able to connect with each group of our community with one click, and are set up to branch this out to our social media outlets as well. Game changing. ### 8. Responsive and Value Add for Data Project **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** June 08, 2020 **Describe the project or task Coastal helped with:** Our organization has many metrics to manage. Our biggest challenge was that many of our metrics were located in different systems and it was very challenging to get data needed for reporting and business decisions.. We did not have a way to bring the data together, and view the big picture in a holistic way. This resulted in extensive manual processes, duplicated data and confusing tasks for our team. We did not trust our existing system to accurately display reports, nor did we have standardized formats for our teams to use across the organization. Simply put, we needed to organize, standardize and consolidate. **What do you like best about Coastal?** We love the work that Coastal Cloud did for us. The team was flexible and easy to work with. Their experience in the Nonprofit space gave us reassurance that they understand the constraints that nonprofits deal with. Trae was instrumental in creating the Power BI reports for our team and providing training on how to use the tool to view, edit and filter reports. **What do you dislike about Coastal?** There is nothing to mention in terms of dislike on the teamwork with Coastal Cloud. **Recommendations to others considering Coastal:** My advice to anyone considering Coastal Cloud, especially nonprofit organizations, is to give them a call! The team’s expertise is clear and you will be in excellent hands. **What problems is Coastal solving and how is that benefiting you?** Through Salesforce, Coastal Cloud was able to document standardized business processes for our organization. Tasks are now clear and easily defined. Reporting is simple and detailed. The solution can forecast key metrics for us. Not to mention, we have drastically reduced our manual processes. We’re thrilled with the results! ### 9. The solutions so far have exceeded our expectations **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2020 **Describe the project or task Coastal helped with:** We had reached our limit with the previous platform we used. Coastal Cloud utilized Salesforce to customize a solution for our requirements. We wanted the ability to communicate better with our students through personalized content. Coastal Cloud built customer journeys as well as an entirely new integrated mechanism for webinars and seminars. All of this can relate back to the student with a 360 customer view. **What do you like best about Coastal?** Both teams got along very well. Since both teams were small, small changes could be made quickly. Coastal Cloud was responsive, flexible and agile. If anything came up during the project, they were able readjust with no problem. We felt very important to them as clients. **What do you dislike about Coastal?** Wish we would have found them prior to this project **Recommendations to others considering Coastal:** My advice to anyone looking at Coastal Cloud is to give their team a call. They will help you transform your organization. **What problems is Coastal solving and how is that benefiting you?** We really wanted to personalize our content towards our students and communicate with them beyond sales. Coastal Cloud understood this from the Discovery, and used their experience to provide us with a way to personalize our materials. ### 10. Top notch, superb solution partner! **Rating:** 5.0/5.0 stars **Reviewed by:** Giovanni B. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2020 **Describe the project or task Coastal helped with:** They helped us with the implementation of a client management system for a specific national grant - from requirements gathering all through implementation, training and post-live support. **What do you like best about Coastal?** Excellent customer service with a positive attitude! **What do you dislike about Coastal?** ---------- Nothing to dislike ------------------------------------------------- **What problems is Coastal solving and how is that benefiting you?** Building the foundations of a client management system that can scale with time and is affordable to maintain. ### 11. Coastal Cloud has been with us the whole way **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2020 **Describe the project or task Coastal helped with:** Our initial goals with Coastal Cloud were to simplify our complicated sales process, move to Lightning and improve user adoption. We were already a Salesforce customer but we needed to make changes to our outdated and complex sales process. Incorporating our existing Salesforce team with Coastal Cloud was seamless. We view Coastal Cloud as part of our Valvoline team. We have asked Coastal Cloud to help us with more work for us over the course of this partnership because we trust them! **What do you like best about Coastal?** We consider Coastal Cloud as a part of the Valvoline Team. They take our ideas and visions, and make them a reality. They are flexible, easy and fun to work with. Their culture sets a relaxed yet professional tone to the work we do together! Our offices are close so when needed, they made the trip to be in-person which was greatly appreciated. **What do you dislike about Coastal?** I cannot think of anything to dislike! The team is very knowledgeable and reliable. **Recommendations to others considering Coastal:** Coastal Cloud will work hard for your company. **What problems is Coastal solving and how is that benefiting you?** Ultimately, Coastal Cloud’s hard work has completely modernized the way we operate. They have customized a solution that connects our system, giving us a holistic view. From leads, to contacts all the way through the sales process, we can track our valuable data and make important, informed decisions. The system is user-friendly, and Coastal Cloud has done a great job transferring knowledge to our internal IT teams and assisting with training our end users! We are confident in the remainder of work to be done. ### 12. Awesome Partner Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** September 25, 2018 **Describe the project or task Coastal helped with:** Our initial goals with Coastal Cloud were to simplify our complicated sales process, migrate to Lightning and improve user adoption. We already used Salesforce, but we needed to make changes to our ever-evolving sales process. Incorporating our existing Salesforce team with Coastal Cloud was seamless. We view Coastal Cloud as part of our Valvoline team. We have asked Coastal Cloud to help us with more work for us over the course of this partnership because we trust them with Service Optimization, Market Enhancement, Analytics and Integration. **What do you like best about Coastal?** Great support throughout the projects, superior knowledge of products . Good Communication. Resource skills top knotch . They helped elevate our process knowledge. Committed to helping us leverage existing sssets and resources **What do you dislike about Coastal?** Would have been great to have found them for earlier projects **Recommendations to others considering Coastal:** Great partner. Worked great with internal teams. Always willing to go the extra mile. Hard working dliigent resources dedicated to our success. **What problems is Coastal solving and how is that benefiting you?** At the end of the day,Coastal Cloud’s hard work has completely modernized the way we operate. They have customized a solution that connects our system, giving us a holistic view. From leads, to contacts all the way through the sales process, we can track our valuable data and make important, informed decisions. The system is user-friendly, and Coastal Cloud has done a great job transferring knowledge to our internal IT teams and assisting with training our end users! We are confident in the remainder of work to be done ### 13. Excellent team focused on our solutions! **Rating:** 5.0/5.0 stars **Reviewed by:** Jolene S. | Mom, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2020 **Describe the project or task Coastal helped with:** Customizing our Salesforce platform to meet our needs as an Economic Development Organization. **What do you like best about Coastal?** The team. They are knowledgeable experts who offer exceptional customer service. They listened, asked the right questions, kept us on schedule, adjusted to meet our needs. They are such a professional, experienced team. **What do you dislike about Coastal?** Not sure that is tough as we are very pleased with our entire project. **Recommendations to others considering Coastal:** We are now engaging them for a new project. **What problems is Coastal solving and how is that benefiting you?** We were using an out of the box Salesforce for our CRM needs. They have revolutionized our teams pipeline management. Our team went for marginal use to daily use. Previously we entered all of our leads, projects, companies, etc. into one list that we created different checkboxes to pull reports. Now everything is segmented into categories that direct our work, prioritized so we can ensure we are maximizing our most valuable resource - time. ### 14. Data De-duplication Project **Rating:** 5.0/5.0 stars **Reviewed by:** Garrett S. | Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2019 **Describe the project or task Coastal helped with:** I worked hand in hand with Coastal Cloud for product data de-duplication project. Since the product object was core our entire Sales process and touched many objects throughout the org, we looked for additional expertise to help us strategize, coordinate, and execute a plan to help us get our data back on track. **What do you like best about Coastal?** The team was organized and very transparent throughout the project. Our weekly project management meetings were always insightful and set the stage for coming week. The weekly decks were always detailed and allowed for quick updates to our management team. The data architect we worked with was extremely knowledgeable and took great care in QA to make sure our team was comfortable with what was to come on launch day, and execution was done flawlessly on go live. We asked for additional documentation on all the process as well as extracts of the data to have as a backup just in case which the team happily helped put together for us. Even after go live, the team was in touch to make sure everything was working as intended. I can't say enough good things about the team I worked with at Coastal Cloud! **What do you dislike about Coastal?** There wasn't anything about the project I disliked. The team, project management, testing and execution was top notch. I couldn't have asked for better results! **What problems is Coastal solving and how is that benefiting you?** Without Coastal Cloud, this project would have taken our small team months to do when time was against us. Having a Coastal Cloud's assistance with this project was imperative to our team being to correct our data faster and prevent further mishaps downstream. ### 15. The Salesforce makeover that we needed. **Rating:** 5.0/5.0 stars **Reviewed by:** Eric J. | Salesforce Administrator, Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2019 **Describe the project or task Coastal helped with:** Our goal for Coastal Cloud was to enhance our different processes. Specifically, our Lead to Opportunity process. Our user adaptation was lacking due to a poor sales path within Salesforce. After a thorough discovery, Coastal Cloud was able to improve upon both our sales and CPQ processes. **What do you like best about Coastal?** Coastal Cloud expertise in the Manufacturing industry made us feel comfortable and confident with this partnership. They have rooted experience, yet took the time to understand our unique needs and business processes. **What do you dislike about Coastal?** We did not dislike this partnership! We are thrilled with the results. **Recommendations to others considering Coastal:** This team is reliable. The project was on time and on budget. They were communicative, flexible and professional. We highly recommend them! **What problems is Coastal solving and how is that benefiting you?** They introduced best practices for us and developed a new demo scheduling process along with redefining our Lead to Opportunity process. Our org is cleaned up and organized thanks to Coastal! Our efficiency is improved and our team can see the results. ### 16. Our Salesforce Marketing Cloud Partner! **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie D. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 17, 2019 **Describe the project or task Coastal helped with:** We needed a more robust digital marketing solution for our marketing and chose Marketing Cloud to be that solution. Being that we were brand new to Marketing Cloud we needed help with the basics, to the advance processes & procedures. We needed someone that could help us with the full implementation of Marketing Cloud at our company. Coastal Cloud successfully migrated us away from our old solutions and on to Marketing Cloud with a customized plan. The training was in depth and helpful! **What do you like best about Coastal?** I appreciate their style of training. It's exactly that, training. I have learned so much about Marketing Cloud while working with Coastal Cloud; they have trained us to make sure we are self-sufficient going forward. Also, they are just great people -- I truly enjoy working with them! We continue to work with Coastal Cloud as we expand our use of the Salesforce Platform. **What do you dislike about Coastal?** We wish we had found them sooner when we first started implementation. **What problems is Coastal solving and how is that benefiting you?** Our organization has multiple brands and we wanted to personalize our marketing for each of these in one system. Coastal Cloud helped us design the data model, migrate content, and setup complex multi-step journeys for each product’s customer life cycle. ### 17. Success in Integrated Salesforce and NetSuite **Rating:** 5.0/5.0 stars **Reviewed by:** Emily A. | Product Owner, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** December 18, 2019 **Describe the project or task Coastal helped with:** Coastal Cloud integrated Salesforce with NetSuite. Thanks to the work done, we now have Account information flowing into NetSuite and Asset information flowing back into Salesforce. **What do you like best about Coastal?** Coastal Cloud provided us with multiple solution options after taking the time to fully consider our needs. The team was experienced in integrations which put us at ease. The implementation went smoothly and was on time and within the expected budget. **What do you dislike about Coastal?** Wish we would have found them two years ago! We wasted a lot of time trying to work with the wrong vendor. **Recommendations to others considering Coastal:** Coastal Cloud is a wonderful company to work with. Response time is excellent and they removed roadblocks and managed all of the challenges put in their path. **What problems is Coastal solving and how is that benefiting you?** The integration solved the problem of double data entry and systems alignment. We no longer have to enter the same data in Salesforce and NetSuite and the two systems are now aligned. ### 18. We will use them again in a heartbeat! **Rating:** 5.0/5.0 stars **Reviewed by:** Anna Y. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 12, 2019 **Describe the project or task Coastal helped with:** Coastal Cloud’s expert team helped us drastically improve our marketing process. Alongside them, we were able to organize and verify our data for an informed marketing strategy, which we did not previously have. Prior to this partnership, we had major deliverability issues, with no way to capture and manage our leads. They also educated us on best practices for data maintenance. With their training and support, our team feels prepared to execute our new, customized marketing strategy! **What do you like best about Coastal?** The Coastal Cloud team that we worked with was great to work with - from the effectiveness of our project manager to our primary trainer, they were prepared and communicated the objectives of our project engagement. Our Coastal Cloud team understood our unique business needs and took the time to understand what we needed to do to be successful. ! **What do you dislike about Coastal?** We experienced no issues with Coastal Cloud, we wish we had found them sooner! **Recommendations to others considering Coastal:** They are worth a call! Coastal Cloud’s consultants will be a long term partner for you. **What problems is Coastal solving and how is that benefiting you?** Our marketing process is smooth, productive and cohesive. We were not utilizing Marketing Cloud to its full potential, and Coastal Cloud helped us do that. ### 19. This strong partnership continues to help us develop our business. **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin H. | IT Director of CRM (SalesForce), Digital Health, Enterprise (> 1000 emp.) **Reviewed Date:** November 15, 2019 **Describe the project or task Coastal helped with:** Our goal for Coastal Cloud was to prepare our Salesforce environment for Health Cloud, so our business units could leverage a 360-degree view of patients’ data in Salesforce. We also trust Coastal to migrate our existing data and update our code to support multithreaded processes so our data can be processed in Salesforce without errors or locking issues. Coastal Cloud understands our large set of data. We trust them to take care of it. **What do you like best about Coastal?** This partnership has greatly helped our organization. We feel comfortable going to Coastal Cloud with problems we may come across due to their experience in the health industry and the Salesforce ecosystem. We trust that their work will be on budget and on time. We leverage many of the same resources through several projects, because of this Coastal Cloud understands our unique goals and vision. **What do you dislike about Coastal?** We have no issues with Coastal Cloud as we have leveraged them on several projects and continue to use them. **Recommendations to others considering Coastal:** Coastal Cloud has a great set of resources and continually deliver projects to me with a high degree of precision. I think of them as an extension of my team, providing resources that can really get to the heart of the problem and resolve any issue I send their way. **What problems is Coastal solving and how is that benefiting you?** As a prerequisite for Health Cloud we needed to make changes to our existing data model. Coastal Cloud was able to prepare our patient data to support Health Cloud as well as prepare the many business units we currently support on our Salesforce Platform to make the transition smooth. ### 20. Coastal Cloud’s experience in a similar healthcare space made this project easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Steffini M. | Sales Project Manager/SalesForce Administrator, Pharmaceuticals, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2019 **Describe the project or task Coastal helped with:** We worked with Coastal Cloud to upgrade our existing Salesforce platform to Lightning, they proved to be instrumental in this transition. We trusted them to take care of our data. We worked with them to streamline our sales process, which lead to updating our mobile app as well. Now, our sales team can work more efficiently. **What do you like best about Coastal?** The people! They have a great team who is easy to work with. Tina understood our vision due to her rooted experience in the healthcare industry. In fact, we have already requested another project! **What do you dislike about Coastal?** Whats to dislike?? Not a thing! Great experience all around. **Recommendations to others considering Coastal:** Do not hesitate to work with them! We have worked with several partners in the past and this was by far our best experience. **What problems is Coastal solving and how is that benefiting you?** Our user experience has become more streamlined and users have expressed their ease with the new views our upgrade to lightning has provided. ### 21. Call them first - Coastal Cloud rescued us after a disastrous migration **Rating:** 5.0/5.0 stars **Reviewed by:** Belinda M. | Vice President of Development & Senior Counsel, Non-Profit Organization Management, Small-Business (50 or fewer emp.) **Reviewed Date:** October 21, 2019 **Describe the project or task Coastal helped with:** We migrated from an overly customized, very clunky classic Salesforce instance to NPSP with Lightning, integrating Pardot and Soapbox Engage, using another firm. Unfortunately our data migration had a ton of problems and necessary automation and triggers weren't set up correctly. Our launch was a disaster. In an effort to right the ship, we switched to Coastal Cloud. Their references raved about them and they were right. The Coastal Cloud team got everything working properly, finished migrating our data, and suggested other changes that have streamlined our processes and kept data cleaner. They fixed the many problems we had with our new instance and implemented additional improvements as well. We eventually hired them for ongoing support, currently at about 20 hours per month. The original firm we hired cost less per hour but cost us needless thousands of dollars in unnecessary work and inefficient solutions. Coastal Cloud is overall more cost-effective and a great solution for our organization, which needs Salesforce management but doesn't have enough work to warrant a full-time in-house system admin. **What do you like best about Coastal?** Their depth and breadth of experience. I don't think I've ever asked a question they haven't seen before. They have specialists for everything we need, but they also don't over-complicate or over-engineer. As one of many examples, we had a quote for a trigger from the original firm we worked with that was in excess of $4,000 for developer hours. Our system admin at Coastal Cloud asked about our end goals and created a solution in less than an hour, a solution that as a non-tech expert I wouldn't ever have known to ask about. They just know what they're doing, and they learn your business processes so that they're tailoring your instance to your needs. **What do you dislike about Coastal?** I don't have anything but am confident that if a problem arose, they'd resolve it. **Recommendations to others considering Coastal:** Bring your full range of needs to your initial discussion so that they can provide comprehensive solutions. After gaining an understanding of their capabilities we found more internal issues they could resolve. You don't need to have a tech solution in mind--just outline your problem and your goals and let them figure out the best approach. My best recommendation is to use them from the start; I wish we had. **What problems is Coastal solving and how is that benefiting you?** They've implemented automation that saves staff time and keeps our data cleaner. They completed a migration that had been needlessly complex and consumed hundreds of staff hours. They now provide ongoing support that's responsive and efficient. ### 22. Coastal Cloud helped make our business process more efficient. **Rating:** 5.0/5.0 stars **Reviewed by:** Karen S. | Administrative Assitant, Small-Business (50 or fewer emp.) **Reviewed Date:** October 17, 2019 **Describe the project or task Coastal helped with:** As part of a larger organization, we were disjointed in the system that we used to capture data. Our previous method lacked key reporting capabilities. We also used multiple orgs which made daily tasks confusing and repetitive. We originally used an uncustomized system which was not helpful for economic development. **What do you like best about Coastal?** The team was not afraid to take on this complicated job. Their experience was obvious, yet they were not afraid to take on new challenges. We had a great personal experience with this group! Really was comfortable asking questions and appreciated the extensive knowledge at hand of consultant. The Economic Develpment template provided by Coastal Cloud has been extremely helpful in streamlining our processes and communications with our partners. **What do you dislike about Coastal?** We cannot think of anything to dislike about this partnership. The results are undeniable. **Recommendations to others considering Coastal:** If you want a hard-working team to enhance your business and promote efficiency, talk to Coastal Cloud! **What problems is Coastal solving and how is that benefiting you?** Sharing and collaborating on data is now much easier. Before, different regions could not communicate well due to many different orgs and systems. Through Salesforce, we can now communicate and achieve our goals more efficiently. The need to present regional data was solved and the training provided assisted in this happening. ### 23. Expert results with an awesome team **Rating:** 5.0/5.0 stars **Reviewed by:** Justine M. | Customer Success Program Manager, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** September 25, 2019 **Describe the project or task Coastal helped with:** We hired Coastal Cloud to assist us with a more in depth implementation of Salesforce Service Cloud and Salesforce CPQ, as well as data migration from ZenDesk. Coastal Cloud’s solution organized our data so that our team is on the same page. **What do you like best about Coastal?** Coastal Cloud’s team is extremely knowledgeable of the Salesforce platform as a whole. They are extremely transparent and trustworthy throughout the entire process. Coastal Cloud delivered fantastic solutions that have enhanced our productivity. The team presents a fun and easy going culture which made us feel at ease. They always go above and beyond to collaborate on difficult problems. **What do you dislike about Coastal?** We do not dislike any aspect of this partnership! **Recommendations to others considering Coastal:** If you are looking for a professional and efficient consulting team, look no further. **What problems is Coastal solving and how is that benefiting you?** We needed to consolidate our tool set for our customer facing teams onto a single platform to get a complete 360 view. The team trained us well on specific functionalities that are extremely useful for us! With Service Cloud, we were able to get everyone on the same platform. Thanks to their customized solutions, our company is now more efficient and organized. ### 24. Coastal Cloud is the Cream of the Crop **Rating:** 5.0/5.0 stars **Reviewed by:** Nathan R. | Director, Management Information Systems, Small-Business (50 or fewer emp.) **Reviewed Date:** September 23, 2019 **Describe the project or task Coastal helped with:** Six years ago Coastal Cloud helped us map our business processes with relation to our grants application programs and rebuild them in software on the Salesforce platform. What was a paper-based process is now entirely digital, from accepting the applications, executing contracts, tracking reimbursements, and receiving feedback. They also helped up build a system to track all business engagement activity across the State of Florida through Salesforce. Now efforts to help our clients are strategic, cohesive, and streamlined across the state. We continue to contract with Coastal Cloud to maintain our system and implement upgrades/feature enhancements. **What do you like best about Coastal?** Coastal Cloud is really accomplished at listening. They're not just a developer, but a strategic business partner. They make the investment to understand your mission and engage in strategic goal setting before working to design and build a system. In this way they have become more of an extension of our business than a simple solutions provider. They are big enough to have the talent reserves to address complex issues and meet tight deadlines when necessary, but small enough where you never feel like you're a "cog in the machine." Even though I'm no longer a large client, I still occasionally get calls from the owner to ensure I'm getting the service I require. **What do you dislike about Coastal?** While this has been addressed, we went through a period a couple of years ago where project management was a little sketchy. A new account manager rectified the issue, however, and now that slight deviation is an organizational strength. Truthfully, this is a well-managed firm with loads of talented problem-solvers that I very much enjoy working with. **Recommendations to others considering Coastal:** This is firm with a deep commitment to doing quality work. They pride themselves on excellence and for the extra mile. They also work hard at understanding the business climate and industry of the businesses they serve, and have special expertise in workforce and economic development projects. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud has helped us to automate a considerable amount of work that was previously labor-intensive. They have also enabled us to make data-driven decisions through making our data available (through APIs with other systems) and ineligible (through reporting and visualization). ### 25. Second Salesforce Partner… Beyond Impressed, Couldn’t Ask For More!w **Rating:** 5.0/5.0 stars **Reviewed by:** Jenni E. | Director of Marketing, Marketing and Advertising, Mid-Market (51-1000 emp.) **Reviewed Date:** August 22, 2019 **Describe the project or task Coastal helped with:** After significant struggles with our initial implementation and many business gaps for both our end-users and customer journey, our Salesforce EA suggested partnering with Coastal Cloud. Coastal Cloud was a very well-rounded partner from both a technical and business lens in both the healthcare and real-estate verticals encompassing Senior Living. **What do you like best about Coastal?** As a director with a strong technical background, I appreciated how quickly and comprehensively their team understood and provided both strategic and technically sound solutions. **What do you dislike about Coastal?** Just wish we had initially partnered with them for our complex implementation. **Recommendations to others considering Coastal:** Coastal Cloud is the ideal strategic partner to meet your business needs. Personal experience is in Senior Living, Health Care space but would highly recommend for any industry. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud helped connect the gaps in our complex sale cycle which includes multiple influencers, decision makers, health care partners, and referring partners. From initial inquiry to happy patient, this resulted in a much better customer experience. ### 26. Economic Development Experts! **Rating:** 5.0/5.0 stars **Reviewed by:** Ivy S. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2019 **Describe the project or task Coastal helped with:** We needed to transform our Economic Development process to a fully digital CRM platform based solution so we could track Companies, Contacts, Investments and Projects to grow the business in Eastern Kentucky. We also needed to report key metrics to our Board and forecast investments for planning and success measurement. **What do you like best about Coastal?** Connecting with Coastal Cloud is like having a digital super-hero on your team. They are friendly, fast, and very knowledgeable. Their experience in Economic Development is obvious as well - they are subject matter experts in this area, which makes working with them very easy. **What do you dislike about Coastal?** There is nothing I can say I dislike about working with Coastal Cloud. **Recommendations to others considering Coastal:** If you are considering any solutions for your business that involve Salesforce, I highly recommend reaching out to Coastal Cloud first. **What problems is Coastal solving and how is that benefiting you?** We are now able to decrease the time it takes to process records, and have impressed our board members with the metrics and forecasting capabilities. It is helping us to shape the goals as we grow our influence in driving business to our area. ### 27. Nonprofit Professionals **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** January 21, 2020 **Describe the project or task Coastal helped with:** This specific project is ongoing support from Coastal Cloud. We have renewed contracts with this team because we love the work they do! **What do you like best about Coastal?** The team is awesome! We have a great relationship with them and love this long-lasting partnership. They are very flexible, available, and responsive. **What do you dislike about Coastal?** There’s nothing to dislike, Coastal Cloud is fantastic! **Recommendations to others considering Coastal:** Coastal Cloud has your vision in mind! They have deep experience in many industries, especially non-profit. **What problems is Coastal solving and how is that benefiting you?** Since partnering with Coastal Cloud, our system has become more organized. Our data is categorized and easy to find. If we need support, we know that Coastal Cloud will guide us. ### 28. A partner that understands your vision, and has the skills to build it right **Rating:** 5.0/5.0 stars **Reviewed by:** Dennis B. | Director of IT, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2019 **Describe the project or task Coastal helped with:** Our Salesforce implementation and integration with accounting software. Also, ongoing project work as we build out more functionality. **What do you like best about Coastal?** Coastal Clouds team was able to truly understand the key performance metrics of our business and aid us in optimizing Salesforce to gain a view of all the data and take actions that have helped us grow the business. **What do you dislike about Coastal?** I wish we had Coastal Cloud working on our first implementation, which did not go very smoothly. **Recommendations to others considering Coastal:** It is vital to choose a partner that has the experience and skill to ensure your project meets the vision you have. Coastal Cloud’s team has both the understanding of the big picture and the skill to optimize Salesforce and integrate it within your business. We are very pleased to have them as a technology partner for our business. **What problems is Coastal solving and how is that benefiting you?** Our business relies on moving deals through the process with multiple vendors and then executing projects efficiently. Coastal Cloud integrated with our accounting system, built customization surrounding our opportunity process, and configured solutions surrounding our project management. Through the automation and community interaction with our customers, we gained a view into our business that we did not have before. ### 29. Company changing Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Gerald S. | Director of Pricing, Enterprise (> 1000 emp.) **Reviewed Date:** June 07, 2019 **Describe the project or task Coastal helped with:** We were managing our sales and quoting processes without the power of automation prior to engaging with Coastal Cloud. Our teams and processes needed to eliminate bottlenecks and see the big picture of overall performance. **What do you like best about Coastal?** Coastal Cloud was a pleasure to work with. **What do you dislike about Coastal?** There were no issues during our implementation process. **Recommendations to others considering Coastal:** There is no question that Coastal Cloud is a top partner for any company who is looking to automate their business using Salesforce. They know the tool, have great people, and can understand your business problems quickly to develop solutions. They transformed the way we work. **What problems is Coastal solving and how is that benefiting you?** They were very helpful in the development of Salesforce but more importantly, the automation of process that enabled us to work smarter and faster. They also continued to support us with follow up work to create dashboards and KPI metrics with Salesforce and other company data which we use everyday to improve our efficiency and profitability. ### 30. Marketing Strategy Implementation Experts **Rating:** 4.5/5.0 stars **Reviewed by:** Mary Bea E. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2019 **Describe the project or task Coastal helped with:** Marketing assessment **What do you like best about Coastal?** Coastal Clouds People are really what make the difference. They work with us as if they are part of our company, and we consider them a long term partner dedicated to our success. They are honest, hard working, and intelligent partners that have grown their skills as Salesforce has added new tools. With every engagement, they bring new perspectives to our attention. **What do you dislike about Coastal?** Not a thing, very productive and helpful. **Recommendations to others considering Coastal:** If you are looking for a long term partner with certified expertise and project experience in all areas of Salesforce, including Marketing, Coastal Cloud is a fantastic choice. You will also enjoy every minute you spend with them, they recruit and retain wonderful talented and fun employees. **What problems is Coastal solving and how is that benefiting you?** We had a number of tools that were not meeting our needs or were not configured ideally. Coastal Cloud’s team of experts assessed our situation perfectly and allowed us to develop a strategy to utilize Salesforce to achieve our marketing goals over over our next three years. ### 31. Experienced Consulting with Excellent Project Skills **Rating:** 5.0/5.0 stars **Reviewed by:** Dan K. | Director of Technology, Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2019 **Describe the project or task Coastal helped with:** Coastal Cloud helped us implement SFDC Non-Profit Success Pack for fundraising. This included setting up all our processes and migrating data from our old system. **What do you like best about Coastal?** Project management skills and processes are outstanding and set them apart from virtually every vendor we have worked with. Also, Coastal has significant expertise in the non-profit space so they were able to provide best practices for our team. **What do you dislike about Coastal?** I do not have any examples of improvement the consultants could have made. **Recommendations to others considering Coastal:** Coastal Cloud is able to bring together superb project management along with significant skills and expertise to accomplish project goals effectively. This is why we will continue to engage them and would recommend them to others. **What problems is Coastal solving and how is that benefiting you?** We wanted to leverage NPSP for fundraising and online donations. We also have a partner that will help us continue to grow. ### 32. Highly skilled and professional Salesforce non-profit implementation team **Rating:** 5.0/5.0 stars **Reviewed by:** Michael S. | Director Data Strategy and Integration, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** April 16, 2019 **Describe the project or task Coastal helped with:** We needed to migrate off of another database and move our processes to Salesforce to take advantage of the Nonprofit power of that platform. This included donor management, constituent management, setting up a Community, and connecting Blackthorn and Mailchimp. **What do you like best about Coastal?** We love that the team connected with us and really understood our goals and needs. Work was always well-done and delivered on time, and they were always willing to go the extra mile. Project management and reporting is a particular strength. There were no surprises in working with Coastal Cloud. **What do you dislike about Coastal?** There really is very little to dislike. There were a few occasions in engaging stakeholders, that they presented a few too many options and I would have preferred that they simply make a recommendation in the interest of time. This is a very minor quibble, and I do think overall communication is a strength. **Recommendations to others considering Coastal:** If you are looking for a partner who can truly connect with your team and mission, do not hesitate to contact Coastal Cloud's nonprofit team. They are true experts and are friendly, caring, and hard working. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud helped us build the ideal configuration. Their team is made up of very experienced consultants that really understood our mission and needs well. They were tremendously helpful in setting up the donor and constituent management, connecting the apps, and getting us trained on the platform. We were so excited at the success and relationship that we are already working on building out more capabilities with a community and full program support for our organization. **Official Response from Matthew Hauck:** > Thank you Michael for the fantastic review. Lauren and the whole team love working with ICIC! ### 33. A+ for Coastal Cloud in the Education Sector **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** October 09, 2019 **Describe the project or task Coastal helped with:** Coastal Cloud implemented Sales Cloud Quick Start to store and organize our data. Now, our events, campaigns and contacts are simple to access. **What do you like best about Coastal?** Coastal Cloud was extremely considerate of our needs as an organization.The team had extensive experience with higher education.The implementation went smoothly and everything was on budget and on time! We look forward to working with them in the future. **What do you dislike about Coastal?** Coastal Cloud was great to work with and the implementation was seamless. **What problems is Coastal solving and how is that benefiting you?** Thanks to Coastal Cloud, our data is organized to fit our needs and business processes are running smoothly. ### 34. Coastal Cloud - Thorough and Detailed **Rating:** 4.5/5.0 stars **Reviewed by:** JohnR L. | Senior Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 31, 2019 **Describe the project or task Coastal helped with:** Our organization is in the preliminary stages of transitioning a custom-built system into our current Salesforce instance. Coastal Cloud was one of the vendors we chose to submit a proposal for the project. They submitted an impressive proposal to date. **What do you like best about Coastal?** I like their straight-forward approach, command of detail, customer service, and professionalism. They also have a staff that provides a wide array of skills, resources, and experience. **What do you dislike about Coastal?** I honestly don't have downsides to report. I know a previous employer is using Coastal Cloud with much success. **What problems is Coastal solving and how is that benefiting you?** The end result of the project Coastal Cloud is being considered for is helping us eliminate a custom-built application that offers technical and budgeting challenges. ### 35. Salesforce Strategy & Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Christopher S. | SVP of IT, Mid-Market (51-1000 emp.) **Reviewed Date:** February 21, 2019 **Describe the project or task Coastal helped with:** First Book contracted with Coastal Cloud starting in early 2017 for an implementation of Salesforce, Pardot, Classy, NPSP , Sales pipeline and other integrations to enable First Book to use Salesforce as a data repository. The project duration was 15 months with ongoing support afterwards. First Book evaluated 5 different top-tier vendors with extensive interviews prior to selecting Coastal Cloud. **What do you like best about Coastal?** As the SVP of IT, I enjoyed the transparency and communication as the project progressed. This was refreshing in an IT project and I felt like no part of the project was a surprise. Communication with the implementation team was outstanding. The data architecture we put together has benefited the organization and was designed with forethought of how to move the business forward. We had the goal of sticking to "out of the box" mentality with using the software as much as possible and Coastal Cloud helped us stay within those guardrails. In addition it was extremely valuable to have an organization with ~100 resources in a variety of disciplines that could be pulled into our project for the expertise. This enabled us to move quickly past any hurdles we encountered and the fact that they were all US based ensured communication was not an issue. **What do you dislike about Coastal?** I did not have anything in particular that we disliked on the project. This was the feeling of all of the executive stakeholders and in fact we are in the process of contracting with Coastal Cloud for the next phase of our digital transformation. **Recommendations to others considering Coastal:** As SVP of IT for First Book, one of my primary goals is to give the organization systems where automation can enable further efficiency in our processes as we get more complex and enable staff to spend less time on manual processes and more time on the mission. In addition, we did not want a highly customized system with regard to our processes, we wanted to use what was out of the box as much as possible. With these goals set and communicated to Coastal Cloud at the beginning of the project, I always felt as if they were "front of mind" in any decisions they were making which was great for the ultimate outcome. ### 36. SF Development & Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** June 05, 2019 **Describe the project or task Coastal helped with:** We had a variety of methods used in our sales and project processes that needed to be standardized and automated to take advantage of the Salesforce capabilities. We also needed to setup communication on projects with our customers to provide transparency on milestones and other key interaction points. **What do you like best about Coastal?** Expertise & Experience of their resources was very beneficial **What do you dislike about Coastal?** n/a, Besides their hourly rate, which could get expensive for lengthier projects for midsize companies **What problems is Coastal solving and how is that benefiting you?** We gained visibility into key efficiency metrics, increased our speed of the sales process, and provided an experience for our customers that exceed the industry standard. We have created a process and performance level that is a standard other dealers are looking to as the standard ### 37. A+ Review for Coastal Cloud's Manufacturing Team **Rating:** 5.0/5.0 stars **Reviewed by:** Chuck M. | President & CEO, Machinery, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2018 **Describe the project or task Coastal helped with:** We chose to use Salesforce to replace a system that was not well aligned with our business model. The challenge was to configure it to synchronize the functional areas of our business sales, manufacturing, and installation services. We needed a partner that could quickly understand our business and Salesforce to accomplish this. **What do you like best about Coastal?** Coastal Cloud really showed their capability to listen and respond to feedback quickly with expert advice and project management. Using an agile methodology was critical on the project as the team adapted Salesforce and the applications to our needs. Bumps in the road are inevitable in any large scale IT transformation, and Coastal Cloud was very professional and responsive in dealing with every challenge we faced. **What do you dislike about Coastal?** There was nothing in our interaction that we disliked. Their teamwork with us, and excellent communication, helped us navigate past all challenges we faced **Recommendations to others considering Coastal:** As a CEO, it is critical that any partner be able to exhibit the same levels of professionalism that we expect internally. They must communicate transparently, understand our business quickly, and respond well when met with a challenge. Coastal Cloud was able to meet those goals and act as trusted partner to help us meet our goals. We are very satisfied with the work done thus far and look forward to continued success as we push the platform further to help our business succeed. ### 38. Coastal Cloud: Better than the Big Consulting Shops with Better Pricing and More Nimble Approach **Rating:** 5.0/5.0 stars **Reviewed by:** Maree M. | Advisory Council Member, Facilities Services, Enterprise (> 1000 emp.) **Reviewed Date:** November 19, 2018 **Describe the project or task Coastal helped with:** Coastal Cloud was reccomended to us from one of out technology partners. As we began to engage thier core compentencies were a good match for several of our needs in creating transformation for our SalesForce Platform as our business needs have evolved. **What do you like best about Coastal?** Coastal is nimble and very easy to do business with. The level of resource they bring to our projects is stellar and pricing is far more pallatable as compared to the big integration partners. They also have a local presence that works well for our internal teams. **What do you dislike about Coastal?** Less of a dislike, but a learning curve they have been able to overcome. We are new area of concentration for Coastal Cloud in the Manufacturing/retail/Consumer Package Goods Space, so they had to focus to learn our business model, but they focused to make that a priority and delivered execellent qualtiy after asking the right questions. **Recommendations to others considering Coastal:** We brought Coastal in to help us transition from larger technology integration partner. We were treated like a valued partner, not a small fish in a big pond which delivered results for us in 3 key ways. First, we experienced an increase in the level of resource on our projects. Second, pricing was lower than the big firms due to lower overhead, but this did not dimish the quality of the resources or deliverables and in fact our experience was the oposite. Lastly, the contracting and SOW process was simpler and Coastal Cloud provided more flexibility as we went through our needs assessment. It was a bit of a risk to move to Coastal as an unknown, but we have been very pleased with the resources and deliverables as part of our partnership. ### 39. Enabling rapid growth and a successful M&A strategy **Rating:** 5.0/5.0 stars **Reviewed by:** Gary W. | Chief Information Officer, E-Learning, Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2018 **Describe the project or task Coastal helped with:** Vector Solutions is the leading provider of SaaS-based compliance-driven enterprise workforce management and performance improvement software solutions. To support both our rapid organic growth combined with an aggressive M&A strategy we needed an effective and highly scalable "go-to-market" infrastructure. We required an experienced partner to implement and manage our installation of Salesforce CRM and associated third party products to enable a consistent installation and rapid way to integrate newly acquired companies. To do so, the partner needed to understand our business goals, provide an agile deployment approach, and a high level of expertise in integrating, configuring and transforming solutions to meet those needs. **What do you like best about Coastal?** Coastal Cloud is an ideal partner blending domain expertise with outstanding project management skills and a strategic focus on improving our effectiveness of our business. They have proven to be a key vendor/partner in our ongoing growth and success. **What do you dislike about Coastal?** Finding the right partner with the expertise, consistency and customer focus is not easy . Unfortunately, many end up falling into the category of "just a vendor" versus a true partner willing to invest along with you in creating a mutual success. We were fortunate to have had Coastal Cloud as a partner for the last two years and have been extremely pleased with the depth of talent, quality of the work and ongoing support from their management team. **Recommendations to others considering Coastal:** When selecting a partner to help deliver your CRM, go to market sales process and facilitate integration of acquired businesses, it is critical to select a firm that will focus first on your objectives and pain points, has the capability to bring experienced professional onto your project, and has the staying power to remain a long term partner. Coastal Cloud has proven to me that they have the ideal blend of speed and skill, management expertise and outstanding track record of helping clients become successful. I don't believe you can find a better partner for Salesforce consulting and business transformation than Coastal Cloud. ### 40. Nonprofit lifesaver! Expert consulting partner **Rating:** 5.0/5.0 stars **Reviewed by:** Deborah P. | Administrative Assistant / Salesforce Administrator, Education Management, Small-Business (50 or fewer emp.) **Reviewed Date:** October 19, 2018 **Describe the project or task Coastal helped with:** We needed a Consultant who knew the Nonprofit Success Pack. We had started working on configuration, but realized we needed a partner who had experience and could guide us. **What do you like best about Coastal?** The knowledge of the Coastal Cloud employee that assisted us was very impressive. She knew every aspect of Salesforce and was also a fantastic trainer and communicator. She related to our team immediately and gave us a value that we still appreciate today as we run our Salesforce. **What do you dislike about Coastal?** I wish we would have engaged with Coastal Cloud from the beginning, we had a different partner first, and would have preferred to work with a more experienced partner. We are also sad that our engagement with this partner has come to a close (for this project). We cannot wait to engage with them again! **Recommendations to others considering Coastal:** If you are considering hiring a partner, do you homework. A great partner is worth their weight in gold. Coastal Cloud’s depth of knowledge and capability to enable your team to learn and implement best practices is outstanding. They are a joy to work with! ### 41. Coastal Cloud is a pleasure to work with **Rating:** 5.0/5.0 stars **Reviewed by:** Marianne P. N. | Membership Sales Manager, Hospitality, Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2018 **Describe the project or task Coastal helped with:** Before I started working with Coastal Cloud, I used excel spreadsheets to keep track of all my sales leads and sales reports. Then I was approached by Tim Hale and his team at Coastal Cloud who introduced me to all the capabilities of the Salesforce CRM platform. Coastal Cloud worked with me to customize Salesforce to my specific needs and then uploaded all of my previous excel spreadsheets into the CRM to create a seamless transition. Switching to a CRM from excel spreedsheets was a life-changer for me. The Coastal Cloud team has also given me ongoing support over the last 3-4 years since our project began. **What do you like best about Coastal?** I frequently reach out to Coastal Cloud, specifically Tim Hale, Jake Scully, Rebbeca Beers and Diana Abarca with questions, sometimes far fetched questions, and they are always SO friendly, helpful and knowledgeable. What I like most about Coastal Cloud is that I have worked with the same team since day 1, so they know where i'm coming from and they understand where I want to be. It has been a pleasure working with this team and I know I can count on them. **What do you dislike about Coastal?** This question does not apply to Coastal Cloud, as there is nothing that I do not like about them. They have always responded to me in a timely manner and they work diligently to complete the task at hand. **Recommendations to others considering Coastal:** I would absolutely recommend Coastal Cloud to anyone looking to utilize the Salesforce platform. They work to understand what you need Salesforce to do and then they make it happen. ### 42. Great Company, People, Service and Value all in ONE! **Rating:** 5.0/5.0 stars **Reviewed by:** Cecile H. | Director of Sales Excellence, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2018 **Describe the project or task Coastal helped with:** Coastal Cloud assisted in several ways. 1) Helped us automate creating implementation projects within Salesforce based on what products were sold via the Opportunity. 2) Helped streamline our Pardot Campaigns to ensure they were aligned with our company objectives and provided accurate reporting 3) Providing continuous augmented administrative supported for Salesforce and Pardot **What do you like best about Coastal?** The dedication and commitment of the Coastal Cloud team assigned to our account. Their professionalism, can do attitude, attention to detail and overall focus on our success. Every person we encountered from our assigned team, to the billing team and the leadership team were all focused on making our lives easier and our Salesforce instance better. It was very clear to understand and reconcile the hours billed to the service and work provided, very transparent and fair. **What do you dislike about Coastal?** There really wasn't anything specific I would reference as something I didn't like. They delivered on time and within budget for each request. **Recommendations to others considering Coastal:** They are a great company that is dedicated to their clients success. They are professional, responsive, transparent and overall great to work with. There is no job to big or to small, I've worked with them for larger projects and as needed augmented admin support with the same attention to detail and focus on our success. ### 43. Engaged, efficient and committed partner. **Rating:** 5.0/5.0 stars **Reviewed by:** Dana P. | Vice President - Industrial, Public Safety, Enterprise (> 1000 emp.) **Reviewed Date:** October 24, 2018 **Describe the project or task Coastal helped with:** Salesforce implementation with supporting engagements focusing on CRM, data analytics and customer marketing automation. **What do you like best about Coastal?** Coastal Cloud was extremely knowledgeable and able to provide great insight and support of our initiative. We relied on their expertise to aid us in determining best practice and best execution strategies to achieve our team goals. They were consistently prompt in replying to inquiries and execution. **What do you dislike about Coastal?** I have no dislikes with the Coastal Team. They are excellent partners who work well in diverse and ambiguous situations. **Recommendations to others considering Coastal:** A solid partner can make or break a major project. Coastal Cloud demonstrates expertise, patience and ability that greatly aids in a successful execution. I would not hesitate to use them again in the future. ### 44. Great Partner to Work With! **Rating:** 5.0/5.0 stars **Reviewed by:** Ann B. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 21, 2018 **Describe the project or task Coastal helped with:** We hired Coastal Cloud to implement our first ever case management system for end users. In the past, we had an outdated database that only a few individuals would perform data entry into in order for us to meet our reporting needs. **What do you like best about Coastal?** It’s been a pleasure working with the Coastal Cloud team! They have been extremely patient, flexible and understanding as our program underwent some changes during initial set up. They have always been professional in working with our team and very upfront about what it would take to implement our solutions. They have also have been readily available after deployment to provide support and guidance, which is highly important as a new Salesforce administrator! **What do you dislike about Coastal?** There’s nothing to dislike about this team! Don’t hesitate to hire them and let them show you how Salesforce can be utilized to manage your business processes and meet your needs. **Recommendations to others considering Coastal:** Since Salesforce is so customizable and adaptable, trust the team to guide you during the development process. It’s always best to keep things simple and straightforward and that’s what was delivered. The team was great about building us a platform that will allow us to grow overtime as our organization expands and extends the reach of our programs. ### 45. Coastal Cloud is a fantastic strategic partner! **Rating:** 5.0/5.0 stars **Reviewed by:** Sheila G. | Director - Privacy and Procurement, Automotive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2018 **Describe the project or task Coastal helped with:** Coastal Cloud is helping us integrate CPQ and transition several business units under one Salesforce instance. **What do you like best about Coastal?** Partnering with Coastal Cloud has been easy! They are professional, experienced, responsive, timely and focused on getting the job. We have collaborated on several projects with Coastal Cloud and I love the fact that we are able to continue to work with the same team on all of our projects, it really makes me feel like they are part of OUR team! **What do you dislike about Coastal?** What's to dislike! I love the team at Coastal Cloud, they make me feel that our projects are as important to them as they are to us. **Recommendations to others considering Coastal:** If you are looking for a great partner to help you get your next Salesforce project started or over the finish line, give Coastal Cloud a call. There is no project too small or too big and they are not afraid to get their hands dirty. ### 46. Coastal Cloud delivered flawlessly! They understand Nonprofits. **Rating:** 5.0/5.0 stars **Reviewed by:** Diana P. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 13, 2018 **Describe the project or task Coastal helped with:** First Book has a hybrid business model of earned and philanthropic revenue. Managing constituent relationships, partner alliances and forecasting revenue through a centralized CRM suite is critical. We worked with Coastal Cloud to design an enterprise system solution that integrated multiple legacy data sets, and streamlined back-end reporting capabilities driven by a personalized, relevant front-end user experience to achieve greater efficiency and drive revenue growth. **What do you like best about Coastal?** We got to know the team well and enjoyed not only their professionalism and smart problem-solving, but also their positive spirit, which made the work enjoyable. They care as much about our mission as we do and acted as an extension of our team. **What do you dislike about Coastal?** I wish we would have found them sooner than we did. We were lucky to have received a referral. They could do better with reaching out to customers like us. **Recommendations to others considering Coastal:** Coastal Cloud helped us develop a phased approach to our implementation, was clear with where we stood against our budget along the way, and helped us develop trade-offs when we added to the scope of the project. They were strong stewards of our resources and would suggest areas where our team should take the lead on tasks and where their team should take the lead in order to make the best use of the budget. ### 47. Professional, knowledgeable, and fun to work with! **Rating:** 5.0/5.0 stars **Reviewed by:** Cristina R. | Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 11, 2018 **Describe the project or task Coastal helped with:** We needed to bring our support teams from manual processes and data to the next generation of technology. Our sales teams were already on Salesforce and we wanted to benefit from the platform as well as combine data on it to give our company greater synergy and insights. **What do you like best about Coastal?** Coastal Cloud’s team augmented our team perfectly. Their knowledge and ability to help us manage the project was fantastic. No matter what came up during the projects, Coastal Cloud had the experts ready to solve the problem quickly. Coastal Cloud also is very experienced and could relate to the executives in our company. **What do you dislike about Coastal?** I really can’t say there was anything I dislike about Coastal Cloud. **Recommendations to others considering Coastal:** If you are looking for a reliable, well-rounded, and professional group of individuals to help you meet your goals related to Salesforce, look no further! Since the first time we met, Coastal Cloud has genuinely worked to maintain and improve our relationship. Their dedication to their clients success is impressive and for that I value them the most. Remember, a vendor is as good as the people working in it. ### 48. Solid Partner - Building 360 view of customer - one company at a time **Rating:** 5.0/5.0 stars **Reviewed by:** Diana F. | Vice President, Business Solutions, Enterprise (> 1000 emp.) **Reviewed Date:** October 12, 2018 **Describe the project or task Coastal helped with:** Solera has partnered with Coastal Cloud for 3 years to consolidate Salesforce and other CRM platform (Goldmine, Act, Sugar, ZenDesk, you name it) to one Salesforce.com instance for Solera North America. Coastal Cloud is a part of the team as we collaborate to enable one view of customer. Since our first project in 2015, we have continued to partner with Coastal Cloud on additional CRM migrations as well as launching CPQ. **What do you like best about Coastal?** Coastal Cloud is led by Tim and Sara Hale, former Accenture partners. They have spent the past 10 years building a fun working environment with associates dedicated to helping companies to transform their workplace leveraging technology. I appreciate greatly their partnership mentality. These projects are not simple and we enjoy the journey together. **What do you dislike about Coastal?** There is not much to dislike about Coastal Cloud. They work hard to build a great partnership with the companies they work with. We have created an open dialogue to work through the many "opportunities" that come our way. **Recommendations to others considering Coastal:** A partnership works best when there is a clear agreement up front of the project objectives and end goal. With any project, I recommend staying engaged and building relationships with the extended team. ### 49. Dip your toe and then jump all in... **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Enterprise (> 1000 emp.) **Reviewed Date:** October 17, 2018 **Describe the project or task Coastal helped with:** We started our relationship with Coastal Cloud implementing Contract Lifecycle Management and Esignature. From our initial project, we have since expanded into Sales Process improvement for the Seller Journey in Sales Cloud, Process Automation, Configure Price Quote (CPQ), Integration with SAP, Lightning Experience Transition, Reporting/Dashboards, Einstein Analyticsand Marketing Cloud. **What do you like best about Coastal?** We were first enamored with Coastal Cloud for their technical expertise and knowledge. However, they really impressed us with their business and industry knowledge. The combination of technical and business knowledge is where they really shine. Their team are all true professionals that are responsive to your every need. Additionally, they can work a project from a discovery/requirements phase all the way to change management/training post deployment. They can handle any aspect of a project. **What do you dislike about Coastal?** My only wish is that I could work with them more. **Recommendations to others considering Coastal:** I would recommend those considering Coastal Cloud understand the real value of the service you will receive from their team. They definitely have the technical expertise, but what disguises them is they pair that with strong business acumen and industry knowledge that will make you project flourish. Additionally, they can work a project from a discovery/requirements phase all the way to change management/training post deployment. They can handle any aspect of a project you need with their team members that specialize in all areas. ### 50. On time and significantly under budget! **Rating:** 5.0/5.0 stars **Reviewed by:** Melisa C. | Vice President of Decision Support Systems, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** October 18, 2018 **Describe the project or task Coastal helped with:** We implemented Sales Cloud and a pilot project for Service Cloud and CPQ. **What do you like best about Coastal?** The collaboration and guidance that we received from Coastal Cloud was outstanding. There was a seamless feedback loop, and issues we identified during testing were resolved by the next morning. When we encountered unexpected issues with SSO, they did not bill us for hours beyond what they had stated it would take to make it work - even though the issues turned out to be a result of our environment. **What do you dislike about Coastal?** I am not sure why I am required to enter something here. I can't think of anything that would stand out as something that I didn't like about the engagement - at least not as far as Coastal Cloud was concerned. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+08%3A44%3A26+-0500&secure%5Bsession_id%5D=7c0134eb-f65d-4b4a-856b-061fdc38e492&secure%5Btoken%5D=1c0b62709e1da1de0f79dd147c3a44301131657ae77457d84dfdd3c52df0d463&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)