Coastal Cloud Reviews & Product Details

We implemented Salesforce in 2016 as part of a long term strategic effort in an entire system update/integration project. We were already seeing huge benefits from Salesforce, and during this past fiscal year, the accounting system was our next step after several other integrations (LMS, member community, mobile app, event registration system, etc). Our goals were to improve efficiency, visibility, automation, etc. Aligning our accounting, donation, chapter, student, alumni and inventory information into one place would take our success a step further. We needed to streamline reporting, and diversify the way we could view our data. Review collected by and hosted on G2.com.

The Coastal Cloud team is fantastic. We are now moving into Phase 2 as well as continued training. Never considered moving away from Coastal Cloud after the initial build/integration. They met our requirements, and performed detailed training. They are easy-going, yet experienced! Review collected by and hosted on G2.com.

We were looking for an implementation partner who truly listened to what we wanted to do.

What we were not looking for was someone who told us how they have always done it.

What was got was a partner who truly listened and got us off the ground in under 90 days. Many will tell you that you cannot do a deployment in 90 days of Gainsight, but I can tell you, not only did we accomplish that goal, but we also did not cut any corners to make an arbitrary date. We went live a year ago, and nothing we put into play on day 1 has caused us any issues. In fact the work we did enabled us to follow a Crawl, Walk, Run deployment methodology, and got us up and running quicker than expected. Review collected by and hosted on G2.com.

Lori and Tara cared about what we wanted to do. They were not just players in the game, rather they were invested in our success and we knew that based on each call we had with them.

There were a few blips, and Coastal Cloud did not go dark on the weekend, instead they worked the issue each time and when we walked into the office on Monday the issue was resolved. Review collected by and hosted on G2.com.

Coastal Cloud has helped use over the years with numerous projects, all of which we have been more than satisfied with in the end. Basically, Coastal Cloud, shoutout to Marc Lester, more specifically, has taking our enormous amounts of data from many different sources and pulled it all into one location for convenience and ease. They have listened to what we are trying to accomplish and in turn created solutions tailored to fit our already in place processes that make them all the more efficient. Internal communications amongst our team is at the highest it's ever been and keeping track of progress and goals is easy as 1,2,3. The customization and solutions created by this team has instilled such confidence within our organization that it's never a question in whether or not to give them a call. Review collected by and hosted on G2.com.

They listen. The one on one aspect is a big plus! Review collected by and hosted on G2.com.

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.

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

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.

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.

Our company is over 100 years old and in the manufacturing field. After an amazing discovery Coastal Cloud brought to us a solution that took us from 1989 to 2019 (at the time). I have never seen digital transformation done this way. Coastal used the agile approach, listened to us, gave us suggestions that will set us apart from our competitors. The goal is to run our manufacturing plants and distribution from an iPad. Coastal will get us there. Review collected by and hosted on G2.com.

The people at Coastal Cloud are what sets them apart. Working with a flexible, professional, and fun team made this project enjoyable. Their expertise is unmatched, and they are problem solvers. We completely trust them and their ability to take care of our important data and create a solution that will set us up for success. Review collected by and hosted on G2.com.

Our goal was to implement a way to begin serving clients electronically, as well as to better track our client's preferred communication methods. Coastal Cloud introduced us to tools that could integrate well with NPSP - and these tools are proving more useful than we ever imagined as we explore ways to serve our clients in a more social-distanced manner.

They provided clear trainings to both users and our admin so that we are able to manage - and expand - these solutions as we move forward. Review collected by and hosted on G2.com.

Coastal Cloud provided a professional solution and communicated clearly each step of the way. We especially appreciated the team's expertise and prior experience in the nonprofit sector. This prior knowledge and common understanding of nonprofit needs built our trust in their capabilities, insights, and guidance. Review collected by and hosted on G2.com.

We recently implemented CPQ+ into our Salesforce org. We wanted this completed within 90 days +/-. This included loading thousands of products, automating documents to be attached to quotes and contracts, setup of Conga Composer and Conga Sign, generation of output documents, and training for our Salesforce Admin and power users. Review collected by and hosted on G2.com.

Constant feedback and quick response times. Our project manager setup weekly Sync Up meetings and even after Go Live, Coastal Cloud always responded within 1-2 hours to any issues we ran into. Review collected by and hosted on G2.com.

Our goal for Coastal Cloud was to help us fully integrate our existing Salesforce instance with Pardot. We needed a marketing tool that connected with the system we already used. Additionally, we wanted our different teams using the same tool so that work was consistent and standard. Coastal Cloud helped us achieve this and it has been a great partnership! Review collected by and hosted on G2.com.

The Coastal Cloud team is full of problem solvers! We ran into an issue during the project, and the team wasted no time figuring it out. We felt well-trained and prepared to use Pardot. Review collected by and hosted on G2.com.

One of the essential must haves for our organization is to have the ability to match up employers with youth in the area looking for work in our SummerWorks Program. Before working with Coastal Cloud, we need a much more efficient way to execute on this function. Separate from the matching process, we wanted to deepen our ability to understand the entire lifecycle of the youth and employer relationship. In addition, our small team also lacked ways to mass communicate to our youth participants and deploy information at scale. These were some goals we negotiated for Coastal Cloud to help us achieve. Review collected by and hosted on G2.com.

The team! The people at Coastal Cloud are professional, accessible, flexible and patient. This partnership has remained very important to us, and we trust Coastal Cloud to get the work done correct and in a timely manner. They have experience in the Government sector, so they understand various constraints and demonstrated an ability to adjust as situations emerge with public work. Review collected by and hosted on G2.com.

Coastal Cloud successfully assisted us with building a new application to review incoming customer requests and streamline the review and approval process that spanned multiple departments and external partners. With Coastal Cloud’s help, we were able to replace a paper- and labor-intensive process and implement a more efficient way of capturing and transporting data. We now have a single centralized place for our team, as well as partners, to collaborate on decisions which greatly alleviated the inconvenience of back and forth correspondence. We were even able to migrate all historical data to our new application! Review collected by and hosted on G2.com.

We loved how flexible the team was. They were able to absorb new requirements into the project, go with the flow and even collaborate with us on our own project management tool . The people at Coastal Cloud are EASY to work with! Review collected by and hosted on G2.com.

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.

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

Prior to this project, we had no way to align common business sales processes and goals. Our different business sectors (commercial, education and public sector) lacked a way to efficiently communicate and view common data. Coastal Cloud worked to enable cross selling, quoting, contracts and billing. They were able to configure a solution in a way that fits exactly what we need. Review collected by and hosted on G2.com.

Coastal Cloud delivered exactly what we were looking for! They created a scalable solution that can grow alongside our company. We have trusted Coastal Cloud to support us, as we learn our new system & processes. Review collected by and hosted on G2.com.

Before the project started, we operated out of 8 different systems. We really wanted to streamline operations and reduce the number of systems we had to touch. Managing processes in spreadsheets was something we really wanted to get rid of. Coastal Cloud was able to utilize Salesforce to keep everything in one place, giving us a 360 degree view. Not to mention, the automation and triggers in place makes our day-to-day tasks, like scheduling, much easier. Prior to this partnership, we also lacked geographic visibility. Now, we can see where our service requests are, and decide which technician is the best representative. Review collected by and hosted on G2.com.

The people! The teams got along well. With extensive testing, it took alot of cooperation and communication. It truly took a room full of people to get this solution up and running, so we are grateful for the Coastal Cloud Team. Their guidance and support as a partner is greatly appreciated, and this felt like a personal experience. Review collected by and hosted on G2.com.

Given extremely narrow time constraints, the Coastal Cloud team was able to assist us with standing up an urgent business resource center for our community. They provided invaluable insight, especially in the early phases of the project to help us determine exactly how to leverage Salesforce functionality to make the best solution for our needs. The solution we arrived at allows for businesses in the Orlando area affected by the COVID-19 pandemic to reach out to our organization to facilitate access to available information and financial resources. They helped us set up a phone and email responsive resource center that makes it easy for businesses to access support in this difficult time. Review collected by and hosted on G2.com.

The team’s expertise and communication. The Coastal Cloud team was highly responsive and efficient throughout the entire process. Not only was the project completed on time and at budget, but also was comprehensive and user-friendly. After end-to-end testing to make sure the solution was ready, I've received nothing but positive reactions from my internal staff who are working in our new case management center about ease of use and impressive functionality. Nothing but good things to say about the entire experience. Review collected by and hosted on G2.com.

It is crucial for us to receive feedback from our clients. Coastal Cloud was able to help us set up a way to survey our clients in a quick and simple manner, all automated on our end! We previously used another system, but it wasn’t working for us. Our business processes were scattered and unorganized. With Coastal Cloud’s solutions, we now have a more efficient way of carrying out our mission. We can easily collect feedback, send out text & email notifications, and more accurately capture pricing and billing information- all in one place. Review collected by and hosted on G2.com.

The Coastal Cloud Team is flexible, yet professional. We value their suggestions and constant open communication. A key point for me is that they keep the project flowing, keep me constantly updated, and provide regular and thorough communication about the progress. Their thought-leadership and initiative helped us obtain the best possible solution for our business! Review collected by and hosted on G2.com.

The older accounting system we were using, prohibited us from connecting its data with our existing Salesforce instance. This made it impossible to manage donations or track client information on one platform. Coastal Cloud implemented Accounting Seed, an awesome extension of Salesforce, and now our system is seamless! Our important data is all in one place. Review collected by and hosted on G2.com.

The Coastal Cloud team is flexible, communicative and professional. Their experience in the Non Profit space was evident as was their knowledge of Salesforce and AccountingSeed. Our team really appreciated how well the Coastal Cloud team worked with us! Review collected by and hosted on G2.com.