PN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

4/21/2023

"Thrilled to have found Coastal Cloud for our Pardot Implementation and CRM support needs"

5/5

What do you like best about Coastal?

Our project manager was highly organized and efficient. She took extensive notes during our meetings and kept everyone on her team and on ours on track. She had the answers to all of our questions at her fingertips - we could not have gotten as much done, or as much done in such a short amount of time, without her! Review collected by and hosted on G2.com.

What do you dislike about Coastal?

I don't want this to come across as a poorly thought-through response, but there is nothing we disliked about working with Coastal Cloud. We felt like we were in excellent hands the entire time. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

The more you share up front about your requirements and expectations for a project, the more effective CC will be in mapping out the scope and getting an early start on potential challenges you could encounter. The team is highly knowledgeable and resourceful - my best recommendation is to ask for everything you want, even if you do not believe it is possible, and let them help you research what can and cannot be done. Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

We brought in Coastal Cloud (CC) to implement and customize Pardot for our business needs. Their knowledge, experience, and resourcefulness were the perfect match for our unique needs and to work through the challenges and limitations we encountered. We have successfully launched Pardot and have since begun working with CC on other CRM support matters. Review collected by and hosted on G2.com.

PE

Verified User in E-Learning

Mid-Market (51-1000 emp.)

8/8/2023

"Coastal Cloud Pardot migration"

4/5

What do you like best about Coastal?

Coastal Cloud was very helpful in creating creative solutions for our complex lead generation lifecycle. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Due to the complex nature of our instance, could have had a more detailed project plan. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

Prior to start of work, work with internal team to have clear documentation and expectations of the outcomes that are desired. Be open to creative or differnet solutions if it is varies from a previous system. Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

Coastal Cloud assisted with migration to Pardot in order to assist with better visibility into lead generation efforts for our sales team. Review collected by and hosted on G2.com.

PH

Verified User in Hospital & Health Care

Enterprise (> 1000 emp.)

8/18/2023

"MarketingCloud Implementation"

5/5

What do you like best about Coastal?

Walking step by step through the implementation process, being able to adabt to changes if necessary and helping the team to understand what steps are necessary to make the outcome successful. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

There were no major issues as we were able to work through everything that came up in a timley manner. Review collected by and hosted on G2.com.

BH

Burt H.

Division Manager

Enterprise (> 1000 emp.)

12/15/2022

"Excellent partnership"

5/5

What do you like best about Coastal?

They willingness to talk through solutions to challenges instead of just blindly sticking to a project outline. They were very responsive and willing to change direction, within reason, if, in the course of development, a change was needed. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

The downsides were not really due to any failings on CoastalCloud's side. The hardest thing we had to get over was the "lost in translation" problem in the beginning. Given the fact that our company does not usually use outside IT resources to develop solutions, there was steep learning curve on our end to translate what CostalCloud's process and what they expected to be able to deliver vs what we were expecting. Many times we were talking about the same result, but were simply using different terminology to describe the same process. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

Either spend more time in the planning phase of a project to fully vet what you want the end result to be, or build additional project hours into a project so that if you go down a development dead end, there is time to work on a different solution. CoastalCloud is a very talented group of developers and pretty much build whatever solution is needed, so customers having a clear vision what they want the end product to do will give CC the right foundation to exceed your expectations. Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

CoastalCloud helped us design an online application system to provide a digital solution that not only made it much easier for our patrons to apply, but also connected the application directly to a legacy system. Review collected by and hosted on G2.com.

DH

Damian H.

Sr. Marketing Manager

Mid-Market (51-1000 emp.)

9/2/2022

"CPQ Implementation"

5/5

What do you like best about Coastal?

Our account team, consisting of Molly Ervin, Project Manager and Allison Sitler, Salesforce Developer, took the time to learn and understand our challenges and objectives. They were able to provide solutions that we needed and others that we did not know we needed. I am very pleased that Todd McCall could bring this team together for this project. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

There was nothing I did not like about this experience; the project was well managed through all phases. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

The Coastal Cloud team’s deep knowledge and understanding of CPQ and the Salesforce Clouds made choosing them as a partner the right choice for this and future projects. I cannot praise the team members enough for making this a successful implementation and rollout. When faced with technical issues or last-minute client requests, the team was ALLWAYS able to deliver.

The on-demand technical support during our launch at a trade show with 20 plus new users, entering live orders in real-time (after many hours of hands-on training provided by the Coastal Cloud team) confirmed we made the right choice to partner with Coastal Cloud. Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

Coastal Cloud was our implementation partner in the development and rollout of CPQ. Our business challenge was that we needed a tool to that would allow our sales team to generate and process complex sales orders quickly and efficiently to relieve stress on our operations team. We required an ordering solution that would allow our sales management team the flexibility to create offers that better serve our customers and business objectives. That simultaneously alleviates operational burdens on our Order Entry team members. We also wanted to introduce operation efficiencies in our customer acquisition and creation process. Review collected by and hosted on G2.com.

SK

Svetlan K.

Marketing Operations Manager

Mid-Market (51-1000 emp.)

1/7/2022

"Marketing automation reboot completed successfully! Coastal Cloud is a true partner!"

5/5

Describe the project or task Coastal helped with:

We worked with Coastal Cloud on an automation reboot project. They assisted us with Pardot and Sales Cloud. They completed a full Audit, clean-up, and enhancements to ensure that the platform was connected correctly and all leads flowed through to our sales team in a timely fashion. Everything was delivered on time and within budget and scope. I would highly recommend engaging with Coastal Cloud; the team is professional, easy to work with, flexible, and always willing to help and find solutions. Review collected by and hosted on G2.com.

What do you like best about Coastal?

The team that we were assigned was highly knowledgeable, easy to work with, and really cared to understand our business in order to guide our strategy and the solutions put forward. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Nothing. We feel very fortunate to find a true partner in Coastal Cloud Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

We had a system that was not properly connected, the sales team were not receiving notifications, and the team was working in a very manual fashion. Coastal Cloud, helped us reset our automation strategy, ensuring Salesforce & Pardot were adequately connected, that data flowed through seamlessly and the sales team received notifications for outreach. Review collected by and hosted on G2.com.

PM

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

3/27/2023

"Coastal Cloud Review"

4/5

What do you like best about Coastal?

Quick response times and are very easy to work with Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Nothing, it's a pleasure to work with Coastal Cloud Review collected by and hosted on G2.com.

VZ

Vincent Z.

Business Development Manager

Mid-Market (51-1000 emp.)

4/12/2022

"Be Smart with Coastal Cloud"

4.5/5

Describe the project or task Coastal helped with:

It was a very tedious task for one of the clients to migrate their data from old database software and make it future-proof. Coastal cloud's expertise helped us to make the migration smooth future-ready. It was a great experience. Review collected by and hosted on G2.com.

What do you like best about Coastal?

The expertise they have in transitioning, migration and understanding of future technology. All this expertise helps businesses to sit down and relax while Coastal Cloud makes things up-to-date. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

There is nothing much to complain about. I would like to mention one thing, which I feel can be improved that is the time they take to need to find the best solution for a particular client. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

Highly recommended as migration and transition to a new set of software is a huge task. You need consulting services from an expert so nothing unpleasant happens during the process. Coastal Cloud is the right people to call for such situation. Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

We have solved the problem of migrating old and raw data to new sophisticated software. The benefit of this migration helped our client in retrieving information with ease. Review collected by and hosted on G2.com.

RF

Rennie F.

VP, Enterprise Systems

Mid-Market (51-1000 emp.)

9/9/2020

"Deep Salesforce Community Cloud Expertise"

5/5

Describe the project or task Coastal helped with:

Helped us scope and integrate a new customer Help Center powered by Salesforce Community Cloud. Review collected by and hosted on G2.com.

What do you like best about Coastal?

The team at Coastal Cloud is outstanding. Their deep Salesforce Community Cloud expertise paired with their ability to own and manage a large-scale implementation is unparalleled. Not only are they amazing to work with, but they're also highly responsive, pro-active, and go above and beyond to provide unmatched guidance and ongoing support. By far the best Salesforce consultant experience of my career. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Nothing. The project was delivered on time, on budget, and post-launch support has been incredible! Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

A best in class solution! Coastal Cloud has a fun culture and they are a joy to work with. Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

Our new customer Help Center replaces our manual email process with an efficient web-to-case solution. It's built with robust Case assignment rules that automatically assign Cases to the proper team members across the globe to address customer issues within specific SLA timeframes. The Help Center also includes Salesforce Knowledge, allowing customers to self-serve and find product information and other resources on their own. Not only are we able to scale our ability to service customers across segments and regions, but we are also communicating and educating our clients in a more effective and efficient way. Review collected by and hosted on G2.com.

CC

Chris C.

VP Info Tech

Mid-Market (51-1000 emp.)

5/4/2022

"Great to work with"

5/5

Describe the project or task Coastal helped with:

We have done several projects to build-out and then add new features to our Salesforce instance. Review collected by and hosted on G2.com.

What do you like best about Coastal?

I like the feedback on progress as well as the efficiency in the way they get the job done. They are knowledgeable and efficient. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

There isn't much to dislike. They are very knowledgeable and don't get stuck on much. They do have other projects going on so sometimes you have to wait until there is time for their techs but generally that wait is short. Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

We are solving problems around automation and keeping Salesforce the authority of record for information shared across the project. There was integration between Salesforce and Trello. Review collected by and hosted on G2.com.