--- 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. Customer Success Experts & Critical SI Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Sloan M. | Director, Business Development, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** September 21, 2018 **Describe the project or task Coastal helped with:** Coastal Cloud is one of Gainsight's most strategic & critical system integrator partners. Their deep expertise of Gainsight & SFDC, combined with their former CS operator model, presents enhanced best practices for our mutual customers. They will continue to play a key role in the growth of our business development efforts and in the delivery of thoughtfully strategized implementation & on-going service engagements across our customer segments. **What do you like best about Coastal?** On-top of their domain expertise, the Coastal Cloud team approaches every client engagement with the utmost preparedness and professionalism. It is a delicate scenario bringing in a 3rd party into any customer engagement. Not only does Coastal Cloud deliver on expectations, but they exceed by complementing our process and approaching those engagements as a unified team. **What do you dislike about Coastal?** No notable areas of disappointment or critique. **Recommendations to others considering Coastal:** I would highly recommend Coastal Cloud as a trusted partner & collaborator for any organization who is embarking on a refreshed or brand new customer success strategy. You'll be met with technical expertise, top-notch project management & impactful business strategy. Not to mention a friendly face that makes these business challenges more enjoyable to tackle! ### 2. Great trusted advisor that can provide top-notch technical talent as well **Rating:** 5.0/5.0 stars **Reviewed by:** Shawn A. | Head of Customer Success, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2018 **Describe the project or task Coastal helped with:** Initial project was re-start of a Salesforce implementation, with a complicated integration to legacy systems. Coastal Cloud immediately became an integral part of not just the project team, but provided insight and direction in the development of a mutli-year technology roadmap. Several major initiatives were planned and completed successfully with their help. **What do you like best about Coastal?** Willingness to be a part of the solution development, extremely knowledgeable implementation folks, and easily worked with all levels of leadership and employees. Quickly understood the operating environment and leadership's vision for the organization, with a focus on delivering value to stakeholders, while making sure individual users' needs were met. **What do you dislike about Coastal?** There's not much to dislike. Even when we ran into the inevitable issues during several integrated implementations, Coastal Cloud was quick to remedy the situation, get everything back on track - regardless of how it got off track - and keep delivering positive impact not only to us as a client, but our customers. **Recommendations to others considering Coastal:** Consider having Coastal Cloud as an IT advisor, not just a Salesforce implementation partner. ### 3. Excellent long term Salesforce partner!! **Rating:** 5.0/5.0 stars **Reviewed by:** Kenzie R. B. | Assistant Vice President Corporate Banking , Banking, Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2018 **Describe the project or task Coastal helped with:** Used Coastal Cloud as our partner to customize our Salesforce to meet the needs of our various business units across our footprint. **What do you like best about Coastal?** What I like best is working with my Coastal Cloud partner to come up with great ideas that we are both comfortable with for the success of the bank . The concern for our business and how we manage our system is genuine. Working with the same partner since 2011 is a huge benefit for our company. **What do you dislike about Coastal?** What I dislike is not having my partner Pam here in my office with me everyday. I wish she worked here full-time. **Recommendations to others considering Coastal:** I have used other services and didn't receive the same level of customer service and knowledge. My recommendation would be to use Coastal Cloud when considering other avenues for Salesforce assistance. I highly recommend Coastal Cloud. ### 4. Experienced Partner with C-Level Consulting Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Craig S. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2018 **Describe the project or task Coastal helped with:** Our company was considering the use of Salesforce and other software solutions for automation of processes and centralization of data. **What do you like best about Coastal?** The Coastal Cloud team stands out from many consulting partners due to their years of consulting experience in a wide array of industries. They advised us on the best decision for our business, and did not lead us to commit to a favorite solution. **What do you dislike about Coastal?** There is nothing negative to mention in regards to Coastal Cloud’s organization or our interactions. **Recommendations to others considering Coastal:** When choosing a partner, I highly recommend Coastal Cloud over others due to their depth of knowledge and experience in all industries and at all levels of the business. They understand the perspective of the entire organization, from the C-Suite to the customer agents. ### 5. A true business partner who can navigate the Salesforce ecosystem and solve problems **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** September 26, 2018 **Describe the project or task Coastal helped with:** Coastal Cloud supported our global deployment of Sales Cloud, CPQ and a PSA solution and continues to partner with us on implementation of other SFDC products. **What do you like best about Coastal?** I will simply say - they care. In 6 months, they enabled us to deploy Sales Cloud and CPQ around the world including introducing a new operating model for many parts of our company. Every step of the way they brought the right people to the problems - opened doors at Salesforce and enabled us to be successful. When we had challenges (that we did not even realize) they immediately filled the gap so we were collectively successful. **What do you dislike about Coastal?** Our biggest item to overcome was that our company is an in person face to face culture. The remote approach to working for different periods of time as you implement is a different operating model to work with and we both worked on different ways on how to accommodate the commitment made to Coastal staff and the way in which we operate. And if anything urgent came up, the team was in person by the next day. It pushed our team to think differently as well **Recommendations to others considering Coastal:** Spend the time to meet with the team and discuss the problems which you are trying to solve. Engage not just IT stakeholders but have the business work side by side with the team an they will unlock different ways of approaching the problem in Salesforce. ### 6. Hands down Coastal Cloud is a Lifesaver for any Organization **Rating:** 5.0/5.0 stars **Reviewed by:** Anita H. | Enterprise (> 1000 emp.) **Reviewed Date:** September 21, 2018 **Describe the project or task Coastal helped with:** The purpose of the project is to move all of our existing processes (that are currently housed within several different systems) onto one single platform, Salesforce. Coastal Cloud is our partner in completing this project. It is currently ongoing, but we have successfully deployed our first phase under budget and on time. A first for us (the customer). **What do you like best about Coastal?** Sometimes we (the customer) get stuck in a rut doing things the way we always have, and can't see passed our own bias. Coastal Cloud is great at getting us to focus and really narrow down what we need and the best way to get it. **What do you dislike about Coastal?** I can't say I dislike anything about working with Coastal Cloud, we consider them a part of the team. Maybe we're a little jealous that they were able to understand "our crazy" so quickly, but that's a good thing! **Recommendations to others considering Coastal:** Coastal Cloud is amazing and they will make any project go more smoothly. I would suggest having dedicated resources working with Coastal Cloud because they turn things around quickly. ### 7. A professional company with the skills to back it **Rating:** 5.0/5.0 stars **Reviewed by:** Brian S. | Salesforce Administrator, Human Resources, Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2018 **Describe the project or task Coastal helped with:** We needed a partner to help us assess our needs with a large list of improvements we wanted to make to our Salesforce platform. We also needed to improve our sales process to increase efficiency and usability. Prior to CPQ we had built a heavily customized process and needed to transform that into something simple with a more functional user interface. **What do you like best about Coastal?** We were happy to have Coastal Cloud's expertise in CPQ and the configuration tools Salesforce has to offer that our team did not have any experience with. Coastal's team was very easy to get along with and collaborate together with the whole way. **What do you dislike about Coastal?** I truly can't say I dislike anything about the experience I have had with Coastal Cloud. **Recommendations to others considering Coastal:** If you are considering hiring a partner for CPQ, Coastal Cloud's team is not only easy to work with but they have a deep understanding of the entire platform. If you have complex customization in place, I would hire a partner like Coastal Cloud. ### 8. Superior Partner for Mid Market CRM and Marketing Automation Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Brendan S. | Global Vice President of Marketing, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2018 **Describe the project or task Coastal helped with:** Worked to configure our SFDC instance, scale the architecture into service cloud and Communities and provide guidance and administration on HubSpot. **What do you like best about Coastal?** Quality of staff and expertise of skill. I would strongly recommend any mid market growth company to Coastal Cloud if they want to use their tech stack (CRM and marketing automation) to super charge their growth trajectory. **What do you dislike about Coastal?** Juggling all of the balls with them. Often times there are many parallel projects and you've got to work with the partner to keep all things on track - leaving nothing behind. **Recommendations to others considering Coastal:** Give better direction up front. A partner as skilled as Coastal Cloud will deliver what you direct so strong inputs lead to great outputs and projects you are pleased with. ### 9. True CPQ Experts - call them first! **Rating:** 5.0/5.0 stars **Reviewed by:** Ira K. | Manager, Magento IT Integration, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** October 12, 2018 **Describe the project or task Coastal helped with:** Our company needed to streamline our sales process and reduce overall sales cycle time. The biggest issue was having >1K of SKUs and we were looking into reducing it and make our sales team life easier. **What do you like best about Coastal?** The Coastal Cloud’s team is very personable and has a great communication skills. Their expertise in CPQ helped us a lot and they are very good at understanding how we work, our goals, and helped us to meet them. **What do you dislike about Coastal?** I wish we brought Coastal Cloud’s team earlier into our process. It would have helped us to finish the project earlier. **Recommendations to others considering Coastal:** We were considering doing the work ourselves with a little bit of help. After engaging with Coastal Cloud, we realized we could complete the project faster and improve our capabilities even more by utilizing their team of experts. ### 10. Down to earth technology folks with helpful mindsets and plenty of knowledge. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Automotive | Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2018 **Describe the project or task Coastal helped with:** Converting North America businesses onto one CRM platform and implementing Salesforce CPQ. **What do you like best about Coastal?** The Coastal Cloud team has been an instrumental piece in our business transition into Salesforce CPQ. The team is knowledgeable and professional all the way. Our company’s goal is to get all of our business on one common platform. This has not been an easy task with each business having a quirk of its own. We could not have done the transition without Erica, Gaines, and team. **What do you dislike about Coastal?** Dislike - no. Request - yes. If the team could translate their knowledge into working documents to help us support our business afterward, that would be a great asset. **Recommendations to others considering Coastal:** Coastal Cloud assembles a talented and dedicated team. Give the team all requirements upfront. Be response to the project team. During testing, complete cases and tasks as they are assigned to ensure changes were completed and tested. ### 11. Fantastic team to work with **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel P. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 10, 2018 **Describe the project or task Coastal helped with:** We needed help taking some of our manual processes and making them automatic with software. Appointments and products, pet record uploads, approvals for refills, and connecting to quickbooks were our main issues. We also wanted to make things work without having to go to other websites for time clock, vacation scheduling, surveys for new clients, and and for the owner to look at reports to see how the business was running. **What do you like best about Coastal?** Coastal was really fantastic to work with - the people! From the first meeting until we finished, they were professional and knowledgable. Of course, doing our work faster now is really awesome, but working with IT folks is not always easy! **What do you dislike about Coastal?** It was not easy to find a partner to help with this since we are a small business. We were not happy with the old software we were using and heard Salesforce could make things easier but got stuck trying to make our own solutions. **Recommendations to others considering Coastal:** If you are looking for a partner, they are really wonderful - super smart and really nice to work with. **Official Response from Matthew Hauck:** > Thank you so much for your review! ### 12. Great Company, Great People, and Excellent Service **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Maritime | Mid-Market (51-1000 emp.) **Reviewed Date:** November 16, 2018 **Describe the project or task Coastal helped with:** Coastal Cloud assisted with the transition to our new Salesforce org. Not only the transition but the entire setup of our new Salesforce org, and creating the "behind the scene" stuff so that we could operate efficiently. **What do you like best about Coastal?** I love that they teach in the process of setting up our organization. They asked the right questions to ensure they knew exactly what we wanted, and even gave suggestions on things that we didn't even know we could do. They linked us with the app developers for issues we were having which we didn't have previously. They completed the work on time, and was very thorough. Coastal Cloud understood our situation and the dilemma that we were in.. and it "all hands on deck". Most importantly, they are a true pleasure to work with. **What do you dislike about Coastal?** My one and only dislike is that we didn't find out about them when we originally purchased our Salesforce org. ### 13. Highly recommended **Rating:** 5.0/5.0 stars **Reviewed by:** Steve C. | Sr. Director IT, Information Security Officer, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2018 **Describe the project or task Coastal helped with:** We needed a much more effective process and technology to track and convert contact center leads, and conversions, as well as integrating them with our legacy CRM and of course reporting on results myriad ways. **What do you like best about Coastal?** Coastal Cloud is far and away the best partner I’ve worked with. Business acumen, communications, industry expertise, SFDC ecosystem knowledge and expertise, the ability and desire to understand my business in depth - and then break down significantly complex business challenges - and culture are all critical components to their success. For me that really differentiates them in a crowded SFDC ecosystem. **What do you dislike about Coastal?** I wish I could find a partner like Coastal for other areas of my business! **Recommendations to others considering Coastal:** Highly recommended - Tim's team continually demonstrates their knowledge of my industry and business as well as their SFDC expertize, flexibility, commitment and value. ### 14. The dedication of the team to get the job done right and on time. Their customer service **Rating:** 5.0/5.0 stars **Reviewed by:** Laurinda "Laurie" A. | Sr. Vice President, Banking, Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2018 **Describe the project or task Coastal helped with:** We were converting our sales tracking system from a manual process to a streamlined online system. We wanted to improve our reporting capabilities for more accurate reporting and budgeting. **What do you like best about Coastal?** The dedication of the team is their best asset. From Tim and Sara Hale to the techs that worked with us we couldn't possibly have found a better fit for our company. As a financial services company we pride ourselves in our customer service and that is exactly what we found with Coastal Cloud. **What do you dislike about Coastal?** There is nothing that we disliked about working with Coastal Cloud. **Recommendations to others considering Coastal:** I would highly recommend Coastal Cloud. Their professionalism and their customer service can't be met by any other company. ### 15. Customer service longevity and trusted relationship building. **Rating:** 5.0/5.0 stars **Reviewed by:** Roxann C. | Director Of Operations, Philanthropy, Small-Business (50 or fewer emp.) **Reviewed Date:** September 20, 2018 **Describe the project or task Coastal helped with:** Developed a student information system that has transformed our Teen Trendsetter Reading Mentor program. **What do you like best about Coastal?** THE TEAM! This team is incredible in terms of smarts, availability and just care about our mission, our budget and moving us to the next level. **What do you dislike about Coastal?** There is really nothing not to like because the LIKES are so great! **Recommendations to others considering Coastal:** The ability to communicate and share the ideal needs of implementing a database system. Be prepared to be challenged to think in new ways and trust that you have a safety net with the smart, innovative and realistic team at Coastal Cloud. Also, know they have your best interest at heart and will always consider your needs first. ### 16. A Savvy Partner that Makes Technology Easier **Rating:** 5.0/5.0 stars **Reviewed by:** Tammie S. | Director, GrowFL, Management Consulting, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2018 **Describe the project or task Coastal helped with:** We hired Coastal Cloud to help automate business processes as well as establish an online application system. **What do you like best about Coastal?** The ease of tracking application progress and review. The ability to organize and report out information. The automation of the processes to reduce staff time to manage clients. Great teamwork and always there and responsive to needs. **What do you dislike about Coastal?** I wish that we would have had Coastal Cloud from the beginning. There were others that started to set up the system and did not set it up properly. Coastal Cloud was able to help us fix all those things that were incorrect and get us running smoothly. **Recommendations to others considering Coastal:** Call Coastal Cloud first. ### 17. Coastal Cloud is a great partner! **Rating:** 5.0/5.0 stars **Reviewed by:** Maryjo S. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2018 **Describe the project or task Coastal helped with:** Partnering with Coastal Cloud has been a great experience. The team was great to work with; their experience and ability to understand the needs of the customer helped us stay focused on getting the job done. The team has always been just a phone call away to assist or continue updating items for a better workflow. I have built great relationships with the team, and I know that my questions will always be answered. **What do you like best about Coastal?** The partnership between Coastal Cloud and our company. Personal relationships being built along with great trust in the ability and professionalism of the team. **What do you dislike about Coastal?** There was nothing to dislike, it was a great experience as well as a great way to learn more about Salesforce. **Recommendations to others considering Coastal:** Coastal Cloud is a great partner and will work on solutions to get what your company needs. The knowledge of the team and ability to keep a project on task is amazing. Highly recommended. ### 18. Best partner in the ecosystem! **Rating:** 5.0/5.0 stars **Reviewed by:** Andrew K. | Customer Experience Suite Sales - Enterprise, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** September 24, 2018 **Describe the project or task Coastal helped with:** I worked closely with Coastal Cloud on a project when I was a Salesforce Account Executive. The project was with a large Canadian customer that had fallen behind with their Enterprise architecture and solutions, and was suffering reduced revenue and decreased efficiency as a result.. **What do you like best about Coastal?** 1. "All in same boat" approach - a true understanding and collaborative partnership between Coastal Cloud, Salesforce and the Customer. 2. Change Management and Communication (many partners neglect this) 3. Laser-focused awareness and understanding of the Customers business, their challenges and objectives and what they need to transform and achieve. 4. The relationship - successful implementations are not easy! You have to focus on the relationship and maintain it for success. **What do you dislike about Coastal?** There was nothing about the project, the Coastal Cloud people or the results that could be disliked! ### 19. Fantastic partner: excellent services with the right core values. **Rating:** 5.0/5.0 stars **Reviewed by:** Doug D. | VP, North America, Computer Software, Enterprise (> 1000 emp.) **Reviewed Date:** October 11, 2018 **Describe the project or task Coastal helped with:** Coastal Cloud is a Kimble implementation partner. They provide implementation consultants and technical leads to projects that are implementing Kimble's PSA solution for new customers. **What do you like best about Coastal?** The wide geographic footprint and dependable level of high caliber talent provides a needed force multiplier for Kimble's services delivery capability. It would be too expensive and take too long to grow this capability organically so, leveraging our partnership with Coastal Cloud safeguards our ability to maintain our hyper growth mode. **What do you dislike about Coastal?** We would like to see Coastal Cloud extend further to the west, specifically the west coast where we are seeing significant additional growth. ### 20. Long Time Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Shea S. | Administrative Assistant, Building Materials, Small-Business (50 or fewer emp.) **Reviewed Date:** September 25, 2018 **Describe the project or task Coastal helped with:** So far, we have done Sales Cloud, DocuSign implementation, Pardot implementation, and DialogTech implentation. The Lightning Implementation is coming next and we are excited to continue our partnership on this project! **What do you like best about Coastal?** While at PermaTherm, I've enjoyed working with Coastal Cloud. The Managed Services Team is easy to work with, quick to respond, always willing to jump on a call for support in SalesForce. They have made my life tremendously easier. **What do you dislike about Coastal?** There is nothing I dislike while working with Coastal Cloud. **Recommendations to others considering Coastal:** I would definitely recommend Coastal Cloud for any services or implementations needed for your company. They have the right people, the right skills, and most of all are super friendly and helpful! ### 21. Coastal Cloud Customizes Salesforce For Our Needs **Rating:** 5.0/5.0 stars **Reviewed by:** Katrina A. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 17, 2018 **Describe the project or task Coastal helped with:** Coast Cloud originally customized Salesforce to our specifications making it relative to the types of projects and companies we service. Whenever we need changes or to build a feature to help us further better manage our database, Coastal Cloud is responsive to our requests and creative in their solutions. I really enjoy working with the programmer assigned to our account. The process is collaborative and fun. **What do you like best about Coastal?** My favorite part is collaborating with the team. Every time I have had a new request or project, the response is positive. Even though I am not an I.T. professional, my ideas are encouraged and I am treated as if I too am a valuable part of the CoastalCloud team. **What do you dislike about Coastal?** In our most recent project we had a productive discovery. Unfortunately, person who was going to write the scope of work was unavailable so we had to revisit a couple of points. ### 22. Coastal Cloud provided excellent CRM solution for behavioral healthcare company **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Mental Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** September 29, 2018 **Describe the project or task Coastal helped with:** I utilized coastal cloud to overhaul our Salesforce platform for a behavioral healthcare company. Coastal Cloud built a platform and optimized it for my inside sales, sales, and, intake teams. **What do you like best about Coastal?** My partner at Coastal Cloud, Melissa Taliaferro, was simply the best. I worked with Melissa for six months. She is an excellent partner and is remarkable at business process improvement. Melissa is quick to identify and understand business needs unique to each industry. She rapidly delivers value by creating CRM solutions that allow management to more effectively execute as well as measure performance. She is a problem solver, collaborator, strategic thinker, highly organized, and efficient. On top of it all her personality is positive, joyful, and she delivers excellent customer service every time. She has won my loyalty to Coastal Cloud. **What do you dislike about Coastal?** I do not have any dislikes at this time. The service was excellent. **Recommendations to others considering Coastal:** N/A ### 23. Excellent Salesforce Partner **Rating:** 5.0/5.0 stars **Reviewed by:** Rose H. | Enterprise (> 1000 emp.) **Reviewed Date:** October 30, 2018 **Describe the project or task Coastal helped with:** Coastal Cloud was able to quickly document our provider sign up process. They created a "to be" process that is efficient and streamlined, allowing for a 30% staff reduction, and reduced processing time by 67%. They partnered with the business to make the solution a reality. The team was diligent, very knowledgable and a pleasure to work with. **What do you like best about Coastal?** They genuinely care about your business and achieving stated goals. They owe the issues and resolve them quickly. They are very efficient and understand the platform's capability and how to make them work in your environment. **What do you dislike about Coastal?** Hard to think of anything as they are truly a trusted partner that delivers. **Recommendations to others considering Coastal:** Talk to them and you won't be disappointed. ### 24. Salesforce Sales Cloud Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Andy B. | Vice President - Business Banking, Banking, Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2018 **Describe the project or task Coastal helped with:** The Coastal Cloud team helped us get started with Salesforce and has worked with us over the last 4 years to get our instance where it is today. Coastal Cloud is our trusted Salesforce advisor. We have used Coastal Cloud as a partner for over 4 years now and they have always come through when we needed them. Their level of expertise and problem solving skills has been instrumental in helping our bank to meet our financial goals. **What do you like best about Coastal?** The Coastal Cloud team is extremely responsive and helpful when needed. Tyler Martin and Tim Hale have been our primary contact's and have proven most helpful in helping us create and maintain our Salesforce platform to meet our banks ongoing needs. **What do you dislike about Coastal?** There is nothing that we dislike about working with Coastal Cloud at this time. **Recommendations to others considering Coastal:** Highly recommend using the Coastal Cloud team as they are a true partner to our bank. ### 25. Coastal Cloud modernizes Florida Public Utility's rebate process and allow customers to self-serve. **Rating:** 5.0/5.0 stars **Reviewed by:** Danielle M. | Manager, Marketing and Demand-Side Management Programs , Utilities, Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2018 **Describe the project or task Coastal helped with:** We partnered with Coastal Cloud to help transform our paper-based rebate submission process to a completely paperless one. This will help us better engage with our customers and free-up team member capacity. **What do you like best about Coastal?** Our Coastal Cloud team really helps solve our business problems and meet our needs. They help provide strategic direction and truly care about the success of Florida Public Utilities. **What do you dislike about Coastal?** I wish we would have found them sooner to help us solve our problems and drive value. **Recommendations to others considering Coastal:** Coastal Cloud has very talented and skilled consultants who put us first and help drive value quickly. ### 26. Coastal Cloud is a strategic partner for our business **Rating:** 5.0/5.0 stars **Reviewed by:** Chris D. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2018 **Describe the project or task Coastal helped with:** Ongoing support and short and longer-term projects to develop, automate and extend Salesforce **What do you like best about Coastal?** Depth and knowledge of team. All very professional and extremely knowledgeable **What do you dislike about Coastal?** There is noting that I can think of that is not to like **Recommendations to others considering Coastal:** I have enjoyed working with Coastal Cloud. The team at every level is not just proficient, but completely engaged in our success in using Salesforce for our total business process management. They feel like an extension of our team. ### 27. Professional, Experienced, Client-Driven **Rating:** 5.0/5.0 stars **Reviewed by:** Helga v. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 14, 2018 **Describe the project or task Coastal helped with:** Coastal Cloud worked closely with our staff to understand our needs and priorities. The team created a customer relationship database to manage our projects from inception to completion and maintenance. The metrics that we're able to monitor through this system have reduced turnaround time for ROI evaluation, provided consistency in analysis and improved our response time for business engagement. **What do you like best about Coastal?** Coastal Cloud's staff became an extension of my operations. They sat with our team, learned about out industry, asked relevant questions with respect to our day-to-day operations and possible improvements in standard operating procedures. They are more than programmers, they are solution-driven business analysts. **What do you dislike about Coastal?** I wish we had started the program earlier. **Recommendations to others considering Coastal:** Share details of how the operations work and be open to recommendations. ### 28. Salesforce implementation partners **Rating:** 5.0/5.0 stars **Reviewed by:** Jim N. | Systems Analyst/Salesforce.com Administrator, Automotive, Mid-Market (51-1000 emp.) **Reviewed Date:** October 16, 2018 **Describe the project or task Coastal helped with:** Consultative services on a variety of salesforce.com org consolidation and CPQ implementation. **What do you like best about Coastal?** The tenacity to deal with the complex nature of our business model, as well as willingness to tackle any task with which you could challenge their team. **What do you dislike about Coastal?** We have a strong working relationship with this partner. Nothing specific with regards to dislike. ### 29. Coastal Cloud Helps Expand Adventist Health Marketing Efforts **Rating:** 5.0/5.0 stars **Reviewed by:** Michael V. | Assistant Director of Call Center and CRM, Hospital & Health Care, Enterprise (> 1000 emp.) **Reviewed Date:** September 24, 2018 **Describe the project or task Coastal helped with:** We worked Coastal Cloud to expand our Marketing Cloud efforts and refine our Salesforce infrastructure as we expand its use across our company. Additionally, they helped us fill gaps in staff augmentation during team transitions. Since working with Coastal, we've optimized our journey builder practices, ultimately leading to better engagement with our patients and their families. **What do you like best about Coastal?** The Coastal Cloud staff regularly exceeds our expectations in terms of quality of service and product delivered, as well as staying within timeframe and budget. **What do you dislike about Coastal?** There isn't anything in particular that I dislike about Coastal Cloud. They've met expectations and been nimble to adjust direction and prioritization as we've requested. ### 30. Rolled out Service Cloud instance with customer community site **Rating:** 5.0/5.0 stars **Reviewed by:** Logan S. | Senior Manager, Business Development, Sports, Mid-Market (51-1000 emp.) **Reviewed Date:** October 05, 2018 **Describe the project or task Coastal helped with:** Coastal Cloud built a community for our members, enabling course information and self service reservations. We connected data that was not on the same platform, which made booking and relating to the client much easier as we could see their course benefits data and history on their record. Coastal Cloud configured this to automatically came up on the call with a CTI integration on our phones. **What do you like best about Coastal?** Great communication from their team during weekly project update calls. Agenda and project timelines were clearly documented to stay on task. **What do you dislike about Coastal?** There was nothing in particular that we disliked about working with Coastal Cloud. **Recommendations to others considering Coastal:** Ask for Rebbeca as your project manager! ### 31. Coastal Cloud **Rating:** 5.0/5.0 stars **Reviewed by:** Bruc P. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 26, 2018 **Describe the project or task Coastal helped with:** Coastal Cloud did an excellent job implementing Salesforce for Intracoastal Bank. They customized and configured Salesforce customer relationship management software for the unique needs of our bank and industry. They also provided best practices to be used to ensure a successful implementation. As a result our sales and service results have significantly increased and have far exceeded expectations. This has also assisted our company in outperforming peers and consistently being ranked as a top performer in the banking industry in key metrics and overall performance. Coastal Cloud is a valued parter and a trusted advisor in technology solutions. I highly recommend Coastal Cloud to other businesses. **What do you like best about Coastal?** Having Coastal Cloud as a partner has enabled us to significantly improve sales, service and financial performance. **What do you dislike about Coastal?** We do not dislike any aspect of our relationship with Coastal Cloud or Salesforce. **Recommendations to others considering Coastal:** I highly recommend Coastal Cloud to other businesses! ### 32. TEXTBOOK PROJECT MANAGEMENT **Rating:** 5.0/5.0 stars **Reviewed by:** Jason S. | Chief Operating Officer, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2018 **Describe the project or task Coastal helped with:** Using Salesforce is great but if it isn't customized and set up for your organization is it useless and a waste of time. Coastal Cloud listened to our requirements and implemented a flawless solution as promised on time and within our budget. **What do you like best about Coastal?** The management of this project was impressive. The level of detail and transparency they provide at each weekly update and milestone meeting was excellent. **What do you dislike about Coastal?** They made my project management skills feel inadequate. ### 33. Chief Revenue Officer **Rating:** 5.0/5.0 stars **Reviewed by:** Jason R. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 24, 2018 **Describe the project or task Coastal helped with:** End to end implementation of CPQ, including product catalog and approval workflow **What do you like best about Coastal?** On time, on budget delivery with no surprises **What do you dislike about Coastal?** There isn’t really anything I dislike about working with them. ### 34. Used Coastal Cloud for a Salesforce Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** September 20, 2018 **Describe the project or task Coastal helped with:** Coastal Cloud assisted in implementing Salesforce and, in particular, designed and developing some integrations to allow us to use Salesforce as the engine to generate invoices **What do you like best about Coastal?** Coastal Cloud team members were extremely knowledgeable about the product as well as bringing knowledge to bear about the non-profit world **What do you dislike about Coastal?** Nothing really. Coastal Cloud is small enough to be nimble but large enough to provide the needed expertise **Recommendations to others considering Coastal:** Provide clarity on what role you want them to play....this would go to any prospective partner ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+11%3A14%3A36+-0500&secure%5Bsession_id%5D=48390952-b0ee-4ef6-8f1e-3d6a16b8f061&secure%5Btoken%5D=66c8f1f15df3ffaf4e3d8ce10edcc1bbd194b3edaa247d2697ec2161ce030a31&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)