They are a great team to work with. They are very knowledgeable and understanding. They are easy to reach when issues arise and are quick to find a resolution. You will feel as if you are their only client. Review collected by and hosted on G2.com.

Building Amazon Voice Connector and installing on our current Salesforce CRM. This Connector will help with reporting, call center visibility and phone connnectivity issues, as well as assist in managing remote employees. Review collected by and hosted on G2.com.

Our company started using Salesforce in 2012 and had stayed in Classic for over a decade. It took us several years to get our employees on board to use Salesforce Classic so while we knew we needed to upgrade to Lightning, we were hesitant to do so. But many of the features we want to use are only available in Lightning and we finally decided to rip the bandaid off. Coastal was instrumental in this project as we did not have an internal IT project manager who can push this project to completion and we needed to heavily rely on their help. Review collected by and hosted on G2.com.

When starting my position at Greater Louisville Inc., the systems they were using in our Salesforce account and the way it was set up were not at all aligned with how an Economic Developement agency works. Therefore, there were no efficiencies, it was not self-explanatory in any way, and everyone previous to our current team used it differently so the way data was input into the system varied by user. By working with Coastal Cloud, we were able to setup our account to align more with how we need to use it so that the data can serve our purposes. In addition, we've been able to get more specific with our metrics now that we have a way of reporting them. They're optimizations have also allowed us to understand more information and track more projects than we were able to in the past. Review collected by and hosted on G2.com.

Start with a discovery process as an initial/independent project (like UCP did). Once you have that process complete, then decide what your organization can support from a resource and financial standpoint. Taking it in phases helps to acclimate to change and plan for future projects. Review collected by and hosted on G2.com.

As a consultant engaged with United Cerebral Palsy, I spearheaded the search for a proficient Salesforce consulting partner. Our objective was to find a vendor capable of meeting our current needs while guiding us towards future enhancements—specifically, transitioning from Salesforce Classic to Lightning and devising a strategic roadmap to optimize our system's processes both presently and in the long term.

From the initial discovery phase, which culminated in a thorough solution design, to overseeing data cleansing, implementing Lightning, and executing seamless data migration, the Coastal Cloud team has been our steadfast companion throughout this journey. Now that we've successfully completed the implementation phase, we're poised to embark on future initiatives, including the automation of grant management, case management, and the integration of advanced marketing tools.

A heartfelt thank you goes out to our dedicated project team—Dan, Trevor, Erik, and Karim—for their unwavering support over the past year. We truly appreciate all that you've accomplished for us and alongside us. Review collected by and hosted on G2.com.

Ask them for examples of solving the kinds of problems you are facing to ensure they can bring the same level of expertise to your project as they did for ours. Review collected by and hosted on G2.com.

Coastal Cloud provided project management, customization, and implementation services for our launch of the Accounting Seed package on Salesforce. They asked the right questions, captured and documented our requirements, developed a scope of work to meet those requirements, built everything requested, provided the best User Acceptance Testing process I've ever seen, and supported us through and after go-live. It was incredibly beneficial expertise, leadership, and quality work. Review collected by and hosted on G2.com.

We moved to Coastal after having gone through three existing vendors. Coastal supported us in cleaning up our lead to sale pipline surrounding our marketing and Pardot setups. This has led to greater success for our sales team in generating and following through with our leads. Coastal has really served as our Salesforce and Pardot admins, leading our internal teams to viable solutions. Review collected by and hosted on G2.com.

If you want a firm that wants to understand your business, if you want a firm that will work tirelessly help you get to where you want to go, if you want a firm that meets deadlines and communicates well, I wouldn't look anywhere else. Review collected by and hosted on G2.com.

When I started my new role at my current company, I inherited a SFDC environment that needed a significant amount of TLC. I partnered with Coastal Cloud to assess and remediate. The attention to detail, their willingness to go the extra mile for the customer, and the level of expertise they brought into the project greatly distinguishes them in a very overcrowded ecosystem of Salesforce partners. Overall, my SFDC environment has been rearchitected in a manner in which we were able to add Financial Force / Certina seamlessly from the engagement. We are currently working with them to bring Net Zero Cloud into our environment. Review collected by and hosted on G2.com.

Keep doing what you are doing!!! Review collected by and hosted on G2.com.

Coastal Cloud has significantly automated most of our email processes and reliably provides solutions for nearly all our requests, no matter the complexity. Their responsive problem-solving has streamlined our operations, allowing us to focus more on strategic tasks and improving overall efficiency. Review collected by and hosted on G2.com.

Make sure your organization is very clear about the stage of their HCRM implementation, and what exact skillsets and needs Coastal Cloud would be addressing. Otherwise, you may find yourself in a place where you may not be getting the best of their services because of organizational limitations and confusion. Review collected by and hosted on G2.com.

Coastal Cloud is currently supporting our HCRM business case, initial CDP build, reporting infrastructure, and campaign production enablement. Through this work so far, we've seen organizational clarity gained around enterprise-wide goals for our HCRM implementations, which is a big win at any academic medical center. Review collected by and hosted on G2.com.

Gor for it. The company truly cares about those whom they work with and want to deliver the best possible solution. Review collected by and hosted on G2.com.

Coastal Cloud helped us develop a CRM for our company to allow us to better achieve our mission. The Salesforce Application developed alow our executive team to better communicate who we are working with. Review collected by and hosted on G2.com.