Bill D.

Leadership Member

Mid-Market (51-1000 emp.)

1/18/2022

"Best Consulting Partner Used To-Date!"

5/5

Describe the project or task Coastal helped with:

Originally, we hired Coastal Cloud for a Conga CLM (contract lifecycle management) project. Once the team started on this, they also started supporting and helping to update our existing Salesforce CPQ solution. We were unhappy with our previous vendor, and Coastal Cloud’s experts helped to solve some issues that had remained unresolved as well as offer some suggestions for enhancements. Review collected by and hosted on G2.com.

What do you like best about Coastal?

The Coastal Cloud team was a delight to work with. It was immediately clear that they had the background and product knowledge but also worked well in matching our working style and approach. In the end, this solution works smarter not harder! The seamlessness between Conga’s CLM process paired with our CPQ solution decreases our organization’s inefficiencies. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Nothing that quickly jumps to mind. This is unique in my history of working with consulting partners. And I will continue to leverage them as a partner. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

My advice to anyone considering Coastal Cloud is to call them. They have experience with any industry of any size. Review collected by and hosted on G2.com.

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

Our company needs to organize high volumes of legal paperwork. Before working with Coastal Cloud, these documents were stored in various locations and we lacked a central database. Now, Salesforce works with Conga to manage our contracts. We can also redline or add clauses with ease. Review collected by and hosted on G2.com.

lara d.

Part-time Instructor

Enterprise (> 1000 emp.)

1/12/2022

"Expertise is second to none"

5/5

Describe the project or task Coastal helped with:

Coastal Cloud helped us migrate our existing Pardot instance following merger activity in business. We had tight deadlines for the migration and were working off two different tiers of Pardot licenses which added complexity. Review collected by and hosted on G2.com.

What do you like best about Coastal?

Our expert team ( Beau and Amber) were accommodating, supportive, and provided the expertise we needed to migrate successfully, on time, and on budget. They went above and beyond to ensure our migration was done to a high standard, to ensure business as usual for our marketing teams once they were in the migrated instance. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Nothing, this is one of the best experiences with consultants that I've had to date. Review collected by and hosted on G2.com.

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

Tight timelines, lack of expertise on successfully migrating one Pardot org toanother, complexity due to being on different tiers of Pardot licenses. In addition, we had a salesforce migration happening in paralell so we needed consultants with more general salesforce CRM expertise, in addition to Pardot expertise. Review collected by and hosted on G2.com.

Roger O.

Education Consultant

Mid-Market (51-1000 emp.)

12/31/2021

"Coastal Cloud delivered a transformational student experience for Bluefield University"

5/5

Describe the project or task Coastal helped with:

The Recruiting and Admissions Team at Bluefield University needed a standard way to track the entire lifecycle of a recruited student all the way through to the admissions process. We utilize many different features like Service Cloud, Pardot and Experience Cloud (to name a few) and they all work together seamlessly. Review collected by and hosted on G2.com.

What do you like best about Coastal?

We love how responsive this team has been. Their expertise within the industry is evident, needing less time for explanation and more time for problem solving. Communication and project management were outstanding. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Can't think of anything, we only wish we had found them sooner! Review collected by and hosted on G2.com.

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

Now, Salesforce has completely reinvented the way our teams work, we now have one system for all student communication and tracking. We can track a single student with which we engaged via any source, all the way through to graduation. The portals that the students can use promote self service, which has ultimately minimized the tasks our teams need to perform. Review collected by and hosted on G2.com.

Jonathan W.

Director

Mid-Market (51-1000 emp.)

6/14/2021

"Coastal Cloud Utilized Technical Skill and Business Expertise to Make Sure We Got What We Needed"

5/5

Describe the project or task Coastal helped with:

Our main goal for Coastal Cloud was to help us consolidate many disparate administrative functions operating out of many separate systems. To increase efficiency and accuracy, we now rely on Sales Cloud, Accounting Seed, and a custom time & expense tracking system. Review collected by and hosted on G2.com.

What do you like best about Coastal?

The team at Coastal Cloud is what keeps us coming back. We rely on them to help us turn sometimes vague ideas of what we are looking for into concrete requirements and ultimately a custom solution that works well and is well-documented. With so many moving parts in our complex system, sometimes we need help figuring things out. When this happens, they are very responsive and readily available to get on a call. More importantly, they create (and update) extremely helpful guides that allow our administrators to avoid coming back with the same questions. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

There is nothing to dislike about Coastal Cloud. Every project has unexpected bumps, but to the extent that occurred, Coastal Cloud handled them professionally and with urgency. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

Spend time going over your specific business practices (and current pain points) with them. While they’re building out the system, they often have process-improvement suggestions that really help and that you may not think of. The more they understand your business, the more you will get out of that. Review collected by and hosted on G2.com.

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

This customized solution has mitigated the number of manual processes for our teams. We now spend more time doing our jobs than repetitive tasks thanks to automations. It is also easier to catch mistakes on our end. Finally, we are enjoying increased insight into our organization. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

2/24/2022

"Excellent implementation and managed service experience"

5/5

Describe the project or task Coastal helped with:

Coastal Cloud managed the implementation of our new Salesforce instance including data transfer from another instance and implementation and configuration of 3 tools: Pardot, FormAssembly, and Conga (Composer & Sign). Review collected by and hosted on G2.com.

What do you like best about Coastal?

Coastal Cloud provided expertise, structure, and transparency throughout our project. They were flexible and accommodating while staying focused on delivering project milestones. They were conscientious with our project budget and advised us on how best to leverage time and resources to gain maximum value from our investment. After working with them on the implementation of our Salesforce instance and 3 other tool integrations, we signed on for a managed services contract due to our high level of satisfaction with their work. They have been very responsive and easy to work with and we highly recommend them. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

As with any project, there were challenges and shifts we needed to make. However, Coastal Cloud were great partners, very patient and flexible when we needed it and they brought the project across the finish line with us. Review collected by and hosted on G2.com.

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

We had to move to our own stand-alone instance of Salesforce, which involved building out a whole new structure for our data and processes, but also migrating data. Coastal Cloud consultants were excellent partners and solutions architects as we redesigned our workflows in the new system. Their training and documentation was excellent, and we have been very happy with their managed services as well. They delivered everything that was promised in an efficient and transparent way. Review collected by and hosted on G2.com.

Sue B.

EVP, Client Success

Small-Business (50 or fewer emp.)

12/8/2021

"Coastal Cloud did an exceptional job assisting us with our Sales Force short code effort."

5/5

Describe the project or task Coastal helped with:

We worked with Coastal Cloud to launch our new short code enablement and text messaging program. They assisted us with getting our short code number and applying for our first short code campaign program. Coastal Cloud helped us through the entire process, from reserving the short code with Salesforce, offering guidance on SMS and MMS components of our application, responding to questions from the aggregator, and monitoring the review and testing process among the three tiers of mobile carriers. They also conducted internal testing of our new short code and keywords with Tier 1 carriers, then provided training and resources for us to get started with our new program in Marketing Cloud MobileConnect. Review collected by and hosted on G2.com.

What do you like best about Coastal?

Coastal Cloud proved to be highly knowledgeable on both Sales Force and carrier requirements. Their expertise allowed us to quickly and effectively complete our short code implementation ahead of schedule. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

The project and all communications were flawless. I am not able to provide input on any areas for improvement. The project ran smoothly and the coordinated handoff at the conclusion of the effort allowed us to quickly begin using our short code in production. Review collected by and hosted on G2.com.

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

Our use case of a text messaging program is a little outside the norm as we are creating prototypes and demos of technology solutions for our healthcare clients so they can envision how they can communicate with their patients. Coastal Cloud helped us navigate our short code application process and tailor our application keeping this in mind. Not only are we now able to demonstrate this new SMS program, but we have a better understanding of how to describe this process with our own clients. This is important as text messaging patients regarding appointment reminders, patient care surveys, and other information is an increasingly important communication tool and service expectation for patients and providers. Review collected by and hosted on G2.com.

Janelle S.

Director, Global Client Support

Mid-Market (51-1000 emp.)

12/2/2021

"Successfully lead SalesForce migration for our large/global organization"

4.5/5

Describe the project or task Coastal helped with:

Coastal Cloud provided consulting and leadership for our organization as we transitioned to the SalesForce platform. Review collected by and hosted on G2.com.

What do you like best about Coastal?

Coastal Cloud was knowledgeable, articulate, and a pleasure to work with. They had great communication across our global team and were able to work well with many different personality types. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

My primary interaction with Coastal Cloud was during the Customer Support transition from Zendesk to SalesForce. Coastal Cloud provided great training for the support team before going live with the new platform. A separate Manager training would have also been helpful, as performing administrative tasks has left us dependant on consultants to perform what should be simple tasks. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

Defining thorough requirements and setting clear expecations will prevent any unnecessary miscommunication later on. Our diligence up-front resulted in a very efficient transition, and the support go-live date was met without delay. Review collected by and hosted on G2.com.

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

Our organization has seen enhanced collaboration and ease of internal and external communication by being consolidated on one platform. We were able to do this through Coastal Clouds guidance, as they worked with us to determine the best course of action for our unique teams. Review collected by and hosted on G2.com.

Merry E.

COO & Co-Publisher

Small-Business (50 or fewer emp.)

10/13/2020

"My Go-To for Salesforce Projects"

5/5

Describe the project or task Coastal helped with:

Coastal Cloud has helped us with multiple projects. They've helped us automate some processes, enhanced our email templates, and rescued us from an integration gone awry. They have experts in pretty-much anything you can imagine. If it can be used in/near/around Salesforce, they can help. Review collected by and hosted on G2.com.

What do you like best about Coastal?

Responsive and Friendly support for any and all Salesforce needs. Review collected by and hosted on G2.com.

Jamie T.

Chief Executive Officer

Small-Business (50 or fewer emp.)

11/18/2021

"Coastal Cloud is a gem!"

5/5

Describe the project or task Coastal helped with:

Coastal Cloud led AMSA's Salesforce customization to create an intuitive and efficient membership database. This project included customization for events, marketing, accounting, reporting, business development, and online payments. Before working with Coastal Cloud we were limited in what we could offer our members, the database was clunky, and we were working from many different spreadsheets and forms. Our new platform allows us to be more productive, and the member experience is seamless. Review collected by and hosted on G2.com.

What do you like best about Coastal?

It was a pleasure working with the Coastal Cloud team. They were efficient and prepared detailed weekly project management reports to track progress. The Coastal Cloud team is professional, fun, and service-oriented. They were a true partner who delivered projects on time and adhered to our budget. Coastal Cloud is transparent, responsive, and listened to our needs. We are delighted with our new membership database! Review collected by and hosted on G2.com.

What do you dislike about Coastal?

During my 12 years at AMSA we have had four membership databases. I wish we had found Coastal Cloud sooner, as I feel like we wasted time with expensive and outdated platforms. That being said, I did not dislike anything about working with Coastal Cloud. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

Coastal Cloud’s experience in the health care, nonprofit, and education industries was instrumental to our success with this project. They are knowledgeable, helpful, and realistic with projections and deliverables. Working with them is a delight! Review collected by and hosted on G2.com.

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

Having one platform for our membership database and business development is incredible. Everything is synced, including marketing and events. It has improved processes and efficiency. Teams are no longer working in silos, and information is shared throughout the organization. The experience for our members is much more user-friendly as well. Review collected by and hosted on G2.com.

Madeline R.

Business Analyst

Mid-Market (51-1000 emp.)

11/11/2021

"Successful! Hands down one of the best teams I have ever worked with."

5/5

Describe the project or task Coastal helped with:

With the help of Coastal Cloud, Kerry, and JoAnne, we are creating and integrating an insightful BI platform across a network of healthcare clinics. Our network of clinics was operating on separate platforms, making it hard for us to have a holistic view of our data. The Coastal Cloud team took the time to hear our needs and concerns and provided us with the best possible solution. Review collected by and hosted on G2.com.

What do you like best about Coastal?

Working with this team at Coastal Cloud has been a pleasure. They work day and night to make sure we are successfully and efficiently meeting our goals and deadlines. No matter how hard the task, the Coastal Cloud team always gets it done. Kerry and JoAnne are very dedicated to making our BI Platform, Tableau, successful. I am excited to continue to work with Coastal Cloud in the future. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

There is not one thing I dislike about Coastal Cloud. My only thought would be how much I will miss working with such a great team.I could not be more satisfied with Coastal Cloud. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

I highly recommend using Coastal Cloud. Especially in the Healthcare Industry, Coastal Cloud's solutions are great for alleviating duplication and pain points. Review collected by and hosted on G2.com.

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

Coastal Cloud's work has allowed us to more efficiently and accurately gather the critical data that we need daily and weekly. Our data is now being pulled from several sources and displayed highlighted on one platform. Coastal Cloud has made our data analysis more accessible and more effective. Review collected by and hosted on G2.com.