Our company had an aggressive initiative to better organize and unify our data from different data sources. Our goal for Coastal Cloud was to streamline historic and new data into Salesforce. We wanted to create a single view of our subscribers and donors for better reporting, segmentation, and targeting. Review collected by and hosted on G2.com.

Coastal Cloud has a great company culture. They employ great people with vast technical experience. This company culture is evident once we started to work with them. They were fun, flexible, and thoughtful when thinking through our overall vision for the project. Review collected by and hosted on G2.com.

Landstar needed to migrate to the Salesforce Lightning product and did not have the necessary knowledge/experience to do it ourselves. Our Salesforce Classic instance had a very poor adoption record by our Sales team. We needed a product that would assist them in their daily task not slow them down. We also needed to pull together information from outdated systems. Our bid tool had been built in 2014 and it was clear that we needed to update our processes to ensure we connected it all fluidly. Review collected by and hosted on G2.com.

Coastal Cloud completed a review of our system. They then gave us a comprehensive recommendation and quote. Once the project started communication was open and collaborative. They listened to our wants and needs and found solutions to our problems. The end result was a product that was immediately adopted by our Sales team. It has given us insight we did not have before plus the Sales team now view it as a valuable tool. We have been working with Coastal Cloud for several years and always love the results. Review collected by and hosted on G2.com.

The Coastal Cloud team helped design and implement a Salesforce solution for managing our data and processes. They have set us up for success with systems that help manage our grants, donations, community services, partner data, events, fundraising campaigns, and more. Review collected by and hosted on G2.com.

Coastal Cloud felt like an extension of our team--they made it clear that our goals were their goals, and they approached every task collaboratively and transparently. They matched us with employees on their end who were familiar with programs like ours, and they spent ample time getting to know our mission, our processes, and our pain points. As a result, the Coastal Cloud team was able to develop highly effective solutions for our needs. Additionally, the Coastal Cloud team is professional and extremely friendly, which made the experience truly enjoyable! Review collected by and hosted on G2.com.

We really lacked a system that could keep up with the business we do with our customers. Our organization matches at risk community members to opportunities such as education, housing and employment. Coastal Cloud was able to allow our clients to set up and manage their own online profiles. With this solution, their information is stored in a secure way. Review collected by and hosted on G2.com.

The team really knew what they were doing. It was clear they had worked in the Non Profit space before. They understood our constraints and were very flexible. On the technical side, they also showed experience with the solution from the business exploration all the way to end-to-end testing and training. Review collected by and hosted on G2.com.

We brought them on to migrate our salesforce from an old instance to a new one, along with our Hubspot setup. The timeframe was a very small window, which proved how well they execute large migrations like this Review collected by and hosted on G2.com.

Salesforce migrations are massive projects and since this was our first one, we loved the guidance they gave, timelines, milestones and status updates. They provided great insights into best practices and truly understood the goals we were working towards. Review collected by and hosted on G2.com.

We partnered with Coastal Cloud to help us better organize our B2B and B2C communication. Through Service Cloud, our goals were to manage call volume, allow students and partners to engage with our team, organize material orders, and more. Review collected by and hosted on G2.com.

The best part of this project was the chemistry between the teams. We worked well with Coastal Cloud, and they delivered a wonderful solution on time and on budget. Review collected by and hosted on G2.com.

We rely on Coastal Cloud for routine Admin Support. They ensure that our triggers and flows are updated. The team updates our processes, handles data transfers and application mapping. We also love the SMS feature which helps us stay connected with prospects and students. Review collected by and hosted on G2.com.

The team’s real-world knowledge is very valuable when discussing solutions for Flagler. They have experience with the Education Industry, as well as the Salesforce Platform, so they know the best plan of action. Review collected by and hosted on G2.com.

Coastal Cloud is supporting FTI Consulting with a number of large scale projects including migrating our entire Salesforce user base to a new instance of Salesforce as well assisting us with the implementation of a new finance system which will interface with Salesforce. Review collected by and hosted on G2.com.

The Coastal Cloud team's process regarding gathering requirement is efficient and has really saved our firm a lot of time. Additionally the Coastal Cloud is very experienced with the type of business we run and provided a number of recommendations and best practices which we will be implementing. Review collected by and hosted on G2.com.

Coastal guided our company through a re-implementation of Salesforce, from business requirements gathering through execution of a fully re-designed instance. Review collected by and hosted on G2.com.

Coastal was adept at understanding our business and use case of Salesforce. They are subject matter experts in Salesforce while also astute at applying the business case. Review collected by and hosted on G2.com.

We work with Coastal Cloud on an ongoing basis for Salesforce updates and building of reports. Review collected by and hosted on G2.com.

The response time is always very quick and that is very important to us. Review collected by and hosted on G2.com.