Coastal Reviews & Provider Details

Name: Coastal
Rating: 5.0 (184 reviews)

Coastal® is the consultancy you can trust to turn Salesforce, Snowflake, data and AI into lasting business value—backed by a 5/5 customer rating. With thousands of happy customers, we bring clarity to your complexity and a track record you can count on. We start with what you want to achieve, not just what to build, then design and deliver what gets you there. Our approach helps you prioritize what matters most, build the right solutions, and keep them generating value over time. Coastal teams bring industry fluency and cross-cloud skills from day one, using AI and accelerators to shorten project timelines and reduce risk. We stay accountable after go-live, continuously evolving your platforms, data, and AI so value compounds. Backed by the global strength of Tata Consultancy Services (TCS), we operate with enterprise-grade rigor, access to thousands of certified resources, and a client-first mindset that’s widely recognized across the ecosystem. Don’t just take our word for it: ✔️ ISG’s top-ranked Salesforce and AI consultancy ✔️ 5/5 Salesforce AppExchange rating with more than 500 reviews ✔️ Three Salesforce Partner Innovation Awards www.coastal.us

Seller

Coastal

Discussions

Coastal Community

Languages Supported

English, French, Spanish

Services Offered

Salesforce, Snowflake

Locations Serviced

Canada, United States

Overview by

Coastal G2

Used by AlphaStaff and 2 others

Beta

Melissa C.

Enterprise (> 1000 emp.)

6/30/2026

"Exceptional expertise and patient, professional support from Coastal Cloud"

5/5

What do you like best about Coastal?

Beyond her product knowledge, Emma's patience with us as a customer has been exceptional. She navigated our many questions and our collaborative decision-making process with professionalism, ensuring everyone felt heard and included." Review collected by and hosted on G2.com.

What do you dislike about Coastal?

That I cant keep them on as a "retainer" for all things Marketing Cloud. I have nothing to dislike about Coastal Cloud. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

I would highly recommend Coastal Cloud, specifically, Emma Schaefer, to anyone looking for a knowledgeable, responsive, and patient partner. She took the time to understand our unique business needs, explained complex topics in a way that was easy to understand, and never made us feel rushed, even when we had multiple stakeholders involved in the decision-making process. Her expertise, professionalism, and commitment to finding the right solution made the entire experience a pleasure. Review collected by and hosted on G2.com.

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

We are a global organization with multiple brands offering the same core service. We needed guidance and expertise to develop an SMS solution that could support all of our brands while, ideally, using a single promotional shortcode and keyword strategy. Review collected by and hosted on G2.com.

Emily G.

Mid-Market (51-1000 emp.)

9/2/2025

"Strong Partnership"

5/5

What do you like best about Coastal?

What I like best about Coastal is that they feel like an extension of my team. Being a team of one can be isolating and challenging, so it's helpful to have trusted colleagues to bounce ideas off of, to teach me new skills, and to lean on, especially during challenging times like a data remodel. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

The only real downside of Coastal is that we do not work with them full-time, so they aren't able to dig quite as deep into understanding our data/industry/strategies/business decisions as an FTE would be expected to, which can present a slight learning curve to overcome. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

SFMC is a complex tool which lends itself best to a well-rounded team of experts. Even if your team is highly skilled and experienced, they may benefit from additional support in areas like technical architecture, consulting, SFMC administration, and project management. Coastal is a strong and reliable partner with deep SFMC expertise, and they are well-equipped to help fill in any gaps. Review collected by and hosted on G2.com.

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

As an email team of one, Coastal has helped fill in the gaps for our team, which has been critical to our success. Even with my own 5+ years of experience in SFMC, my colleagues from Coastal have brought a depth and breadth of knowledge and taught me skills/tips I had never encountered on my own. They are strong in SFMC best practices and they fill in some of the more technical gaps that an SFMC admin, developer, or consultant would normally support. They were a tremendous asset to our data remodeling project, helping us steer that process and build a solution in SFMC that would support complex datasets and processes. We simply could not have done it without them. Review collected by and hosted on G2.com.

Hayden M.

Small-Business (50 or fewer emp.)

8/27/2025

"Walking on a cloud with Coastal Cloud"

5/5

What do you like best about Coastal?

The most helpful aspect about Coastal is the reliable assistance to solve problems - even issues that went beyond our main contact's knowledge. If she was not familiar with a particular product she would pull in her Coastal colleagues to assist on the solution. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

I think the cost for 8 hours of consult was a lot and b/c we only had 8 hours each week to work w the consultant, it took a long time to finish projects. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

I think this group is very easy to work with and reliable source of SF solutioning. Review collected by and hosted on G2.com.

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

Coastal provided managed services immediately after we went live and transitioned from our implementation vendor for SF NPSP. Our rep helped us set up our acknowledgement processes, introduced third party tools to make reporting easier and assisted with cleaning our data by creating a process to remove duplicate records. Review collected by and hosted on G2.com.

Verified User in Manufacturing

Enterprise (> 1000 emp.)

4/8/2024

"Responsive and easy to work with"

5/5

What do you like best about Coastal?

They are easy to work with and very responsive. The follow-up to meetings and requests are quick as well. The account team of Amanda, Emma, Jake and Sean have been great so far. We are utlizing Asana for PM and both teams have visibiltiy into the work. The weekly communication on hour utilization has been great. We know what we've used and what we have remaining for the month. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

So far I don't really have a dislike yet. The partnership is too new for me to comment. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

The team listened to what we had to say and asked the right questions. They are responsive and easy to work with. The team also explains any steps taken in support work. Review collected by and hosted on G2.com.

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

We were ending our partnership with a different vendor and reached out to Coastal Cloud to explore a new partner. We initially asked Coastal to our current environment and provide enhancement recommendations. We had a series of meetings and demos. From there the team provided a handful of recommendations. We are now weaving these recommendations into a Waves program partnership. Review collected by and hosted on G2.com.

Bonnie J.

AVP of Finance and Controller

Mid-Market (51-1000 emp.)

9/19/2025

"Salesforce - Accounting Seed Development Multi Year Project"

5/5

What do you like best about Coastal?

Their team is knowledgeable and responsive. Also, our implementation date was pushed back a couple times because of our issues. Coastal has been patient and has gone above and beyond to ensure we retained the team members most familiar with us and our operations. We are grateful for our relationship with the Coastal Team. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

All aspects of the project continue to be well executed. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

I highly recommend Coastal for your SalesForce/Accounting Seed needs. Dedicated group of people with the requisite knowledge to provide innovative solutions and quality services. Review collected by and hosted on G2.com.

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

Coastal has supported our accounting and IS development teams in customizing Salesforce/Accounting Seed for compatibility with our business processes. Review collected by and hosted on G2.com.

Verified User in Manufacturing

Enterprise (> 1000 emp.)

12/8/2025

"Coastal Partnership"

4/5

What do you like best about Coastal?

They distinguish themselves through their ability to rapidly scale operations with top-tier resources. Their agility in mobilizing high-quality teams to meet demand is truly impressive. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

We believe there is room to improve the value-to-cost ratio. We encourage a pricing approach that rewards loyalty and accounts for our historical investment in this relationship. Review collected by and hosted on G2.com.

Rhonda Y.

Mid-Market (51-1000 emp.)

5/1/2025

"Major MuleSoft upgrade from 3.9 to 4.9"

5/5

What do you like best about Coastal?

Everything really. They were professional, but easy going and very easy to work with. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

There are NO downsides to Coastal. They were top-notch. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

Use them, you will not be disappointed. Review collected by and hosted on G2.com.

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

Coastal was instrumental in upgrading our MuleSoft platform from 3.9 to 4.9, as well as addressing any errors along the way. I can't say enough good things about this team. We had a very tight deadline with a lot of unknown variables or skillset on my team. They have a great Project Manager, Kelly who was on top of everything and did a great job keeping the team moving forward. Their development team is also top notch. I was able to work with an onshore developer, while he worked with the offshore team, to better align with time-zones and clear communication. I am actually going to use them again on another part of the project, as well keep them on speed-dial for any future work. Review collected by and hosted on G2.com.

Kathy H.

Senior Enterprise Solutions Product Owner

Mid-Market (51-1000 emp.)

1/3/2025

"Best Salesforce Consultants"

5/5

What do you like best about Coastal?

Coastal is extremely sharp and professional. It was impressive how quickly they acclimated and understood our business needs. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Honestly, can't really say anything bad. If I have to say something, it's how we had to promote the work in Copado. They provided all of the metadata, but I think the initial user stories we created weren't necessary since we create user stories only for the components we're promoting. The bot was part of every user story, which made things complicated. We ended up just using 1 user story and adding all the components that were needed. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

I highly recommend Coastal for any Salesforce project. They have a deep understanding of Salesforce and all its capabilities, thinking outside the box and going the extra mile. They're on top of everything, extremely detailed, and provide next steps and communication consistently and concisely. Review collected by and hosted on G2.com.

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

Coastal helped my team implement a chatbot on our proprietary software. This is going to benefit our customers to get help in real time while reducing the call/case volume. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

4/21/2025

"MCAE Build, Integration and Training"

5/5

What do you like best about Coastal?

I like the high level of professionalism in planning, executing and communicating along the way. The timely scope/reports, updates, and planning was communicated clearly every step of the way. Audrey Root, Beau Bassett, and Amanda Moore are the kindest, most professional people I have worked with in a long time. It was an absolute pleasure to work with them every step of the way. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

There wasn't anything that I would have changed about the experience we had. Review collected by and hosted on G2.com.

Verified User in Manufacturing

Small-Business (50 or fewer emp.)

4/8/2025

"SMS Short Code Simplified"

5/5

What do you like best about Coastal?

Simplification of the process and knowing someone was there to answer questions. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

There were a lot of emails sent back and forth but the team was just keeping us informed on the project and any requirements we may have missed. Review collected by and hosted on G2.com.

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

We were signing up for a short code and the process looked very daunting. It was a simple, although still long, process with Coastal Cloud. The process is in-depth and very lengthy but it was as simple as possible with the guidance of Coastal.

Thanks again for being so easy to work with. I can’t imagine how difficult it would have been if I had tried to accomplish this SMS set up without you all. Review collected by and hosted on G2.com.