Coastal Cloud Reviews & Product Details

Coastal Cloud Overview

What is Coastal Cloud?

Coastal Cloud is an award winning Salesforce Platinum Partner with expert consulting in all clouds: Marketing, Sales, CPQ, Billing, Commerce, Service, Community, Customer Success, ERP, Finance & Accounting, Health Cloud, Government Cloud, Nonprofit Success Pack, Data and Integration Services. We are industry experts in: Healthcare, Manufacturing, Communications, High Tech, Private Equity, Public Sector, Nonprofits and more. We have earned a 4.9/5 Customer Satisfaction rating on the Salesforce AppExchange. We have a large team of over 239 experts holding 850+ Salesforce certifications, 22,700 Trailhead Badges and have completed 3000+ projects for 790+ clients. Even with significant growth, 70% of our work comes from repeat business with our satisfied clients. We deliver our services 100% onshore across a network of employees, many of which are located at our delivery centers in Florida, Kentucky, Washington DC and Colorado.

Coastal Cloud Details
Languages Supported
English, French, Spanish
Product Description

Coastal Cloud delivers solutions for Sales, CPQ, Billing, Service, Analytics, Marketing & Communities.

How do you position yourself against your competitors?

We have the industry expertise and program management experience of the large, global firms but in a much more nimble, 'easy to work with' package. We are truly focused on our client's success and that has led to many long-term relations and mutual success.


Seller Details
Seller
Coastal Cloud
Company Website
Year Founded
2012
HQ Location
Palm Coast, FL
Twitter
@CoastalCloud_US
581 Twitter followers
LinkedIn® Page
www.linkedin.com
238 employees on LinkedIn®
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Coastal Cloud Reviews

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Chief Operating Officer
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from the seller
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

Really nothing to dislike from a Coastal Cloud perspective. All went, and continues to go, well. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Even if you’re already using Salesforce, Coastal Cloud will make your platform more dynamic! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

In addition to an Accounting Seed integration, Coastal Cloud also integrated with existing apps we heavily relied on. The integrations were smooth, and everything works together seamlessly. Their knowledge and experience with different apps is evident. We especially love our reporting capabilities which give our management visibility into pieces of the organization we previously did not have. Inventory management is a breeze, and we are able to conform to common accounting standards through Accounting Seed. Coupled with Salesforce, this tool is extremely helpful, especially with so much to manage like donations and personal information. Review collected by and hosted on G2.com.

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Sr. Manager Customer Success Management and Success Operations
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

Wish I had the foresight to think beyond the first 90 days. I needed to capture usage data, and I could have and should have added that into my initial focus, with this team, I know we would have made it happen. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Work with them with confidence. If I have a chance I will work them again, because they truly partner with you the client. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We are using Gainsight to assess the overall health of our customers, providing a 360 degree view of our customer base and Customer Success Engagement models to reduce churn.

Today we are monitoring over 700 accounts and able to review product usage, and support usage for each customer. Gainsight has allowed us to automate those interactions making the job of the Customer Success Manager easier. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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

What do you dislike?

More resources. Need more devoted staff. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

The more you give back in details and time, the more you will back from Coastal Cloud, tenfold! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

How to organize leads, contacts, profiles, and what to do with them. That basically anything can be done with Salesforce, you just need the right group of skilled problem solvers. Review collected by and hosted on G2.com.

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Managing Director
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

None - we hid a couple of bumps in the road, but Coastal Cloud was creative in problem-solving to help us get back on track. They've bailed me out in a lot of problems! Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

They are one of the best Salesforce partners I've worked with. They will make your life easier and make your business run smoother. They are a joy to with work. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We wanted to unify our data in a more streamlined fashion. We're able to understand our audiences better with a centralized Salesforce CRM. We've also eliminated many manual processes because of this new system. Review collected by and hosted on G2.com.

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Account Executive, Business Development
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

I do not believe there is anything we dislike. Their teamwork is outstanding and we get great value for our money. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Their expertise, professionalism and business practices will make them an extension of you team. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

The first problem we solved was an efficient tool to manage our complex bid process. The Bid Tool and a Community was built in 2014 and is still the center of our bid process.The Community allows our internal staff and the agents to work collaboratively to complete a customer RFP. When we have needed to tweak the tool Coastal Cloud has assisted. Our second major project with Coastal Cloud was updating to Salesforce Lightning. Lightning has allowed us to have insight into our Sales team and to build valuable measurements. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

Nothing! Coastal Cloud was a great fit for us. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Coastal Cloud helped us get out of the Excel rut that so many organizations find themselves in. Our processes are smoother, and our data is more reliable. Additionally, our internal team had very little Salesforce experience prior to this implementation project, but Coastal Cloud's agile approach, transparency with customers, custom training, and capacity-building mentality helped us deepen our knowledge and familiarity with the platform. By the end of the project, we felt confident in our ability to completely transition out of Excel and into Salesforce! Review collected by and hosted on G2.com.

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Product Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

Nothing to do with the team. As someone who has managed many apps/softwares, I sometimes found it challenging to use SF as a base, because it creates some design and development constraints. The team did a great job of trying their best to work around those roadblocks, though, which we appreciated very much. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

If you are looking to modernize your organization, you should highly consider Coastal Cloud. They are professional, experienced and fun to work with! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Coastal Cloud has given our clients a sense of responsibility and ownership. The online community portal allows our clients to take charge of their situation and manage the ongoing partnership with us. On the other hand, our team can stay informed with updated information on each profile. Review collected by and hosted on G2.com.

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VP, Enterprise Systems
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider 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?

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?

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 the provider:

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 are you solving with the provider? What benefits have you realized?

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.

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Senior Director Sales
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

There really wasn't anything, hence my high rating Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We had 2 months to be out of our old salesforce instance and setup into our new one - this problem was solved and the benefits are a perfectly working instance that our team is working much more efficiently in. Another problem was the number of spreadsheets myself and our team was managing because we weren't confident in the data and process in our old instance. As of today, I've eliminated at least 10 spreadsheets and I'd say my team had roughly 12 eliminated. Now we're working efficiently and confident in the data. Review collected by and hosted on G2.com.

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Vice President Operations
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

There wasn't a thing about the project we disliked! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Since the GoLive of this project, we have very much liked the results. We have even discussed a Phase 2. Review collected by and hosted on G2.com.

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VP for Enrollment Management
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

Nothing- this is a valuable partnership. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Experience in higher education industry! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We trust the Coastal Cloud team to keep our teams up to date and modern. Our Admissions and Recruiting teams handle lots of information at once, and Coastal Cloud ensures that everything is connected and running smoothly so that our teams can work as efficiently as possible. Review collected by and hosted on G2.com.

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GM
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

We have had a great experience with them thus far and cannot think of anything that I have disliked. Coastal Cloud has been a pleasure to work with. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Coastal Cloud is working with us to migrate our user base to a new instance of Salesforce. A key benefit of working with Coastal Cloud is there institutional knowledge and experience with similar projects. They have been able to provide us recommendations on the best path forward which has saved the company time and money. Review collected by and hosted on G2.com.

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Information Technology Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

We wish we had found them sooner!!!!!!!! Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

CPQ is well worth it and any business that wants to get to the next level, this is the product and the team to make it happen. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We lacked the ability to connect our ERP, to Finances, to Accounts and so forth. Our data was located in several different systems, making it difficult to remain efficient. Simple tasks were overly complicated and took up too much time. We integrated 2 legacy ERP systems with a great middleware program and rolled it all up into CPQ for an experience our customer will never expect. Through Coastal Cloud’s guidance, we now experience a streamlined way of accessing information. We can monitor everything from leads, accounts, to the sales lifecycle and warranty process. Review collected by and hosted on G2.com.

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Program Coordinator
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

We only dislike that we had not found them sooner! We’ve had difficult IT projects in the past, and we are grateful that this one has been successful. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Because of their efforts, we are able to better serve our clients in a more efficient, accurate, and safe manner. I would highly recommend them for future projects. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

With Coastal Cloud’s solution, we have been able to significantly decrease the amount of paper we use on a daily basis. Forms and information are now accessed completely online. This has cut down on a huge amount of manual tasks for which our team was previously responsible.

This project also allows us to trust that our client data is accurate. The reduction of the likelihood of human error allows us to better serve our clients. And by better guiding our volunteers, they will be able to spend more time interacting with clients and less on worrying about making mistakes.

In an environment where virtual volunteering is becoming more essential, these forms can guide our volunteers without trainers being on-site.

Coastal Cloud also made digital enhancements to our volunteer program for a smoother experience. Review collected by and hosted on G2.com.

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Salesforce Administrator
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

I would not change anything about our experience with Coastal Cloud. They are an outstanding partner. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Coastal Cloud assisted us to redevelop our quoting and contract process with CPQ. They are very knowledgeable about the applications, and took the time to learn our business in order to give us the best solutions possible. Our output documents now look more professional and the automation is saving our sales staff time! Review collected by and hosted on G2.com.

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Director of Marketing
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

Wish we would have found them prior to this project / on previous projects or use 40 characters to write there is nothing to mention in terms of dislike on the teamwork with Coastal Cloud (this is not a review of Salesforce or any products, only Coastal Cloud)

We do not dislike anything! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We needed to unify our sales teams, especially because they are geographically separated. With Coastal Cloud’s Pardot integration, everyone can now work out of the same marketing instance. We have definitely experienced a growth in productivity and efficiency due to this! Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

We dislike that all of our experiences have not always been as good as the experience we have with Coastal Cloud. We wish we could have found them long before we did. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Since partnering with Coastal Cloud, we have a better understanding of the impact Summerworks is making in the community and in the lives of young people. In consultation with Coastal Cloud we have developed a systemized process for matching youth with employers, and we can now track those matches and better understand how they progress. We have experienced less manual processes for day-to-day work, and we are able to send SMS messages to reach and communicate with large stakeholder groups with ease! Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

Nothing! Well, maybe finding out that their headquarters are near a beach when MINE AREN'T!!! :) Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

To those looking at Coastal Cloud, you can be confident that they will see the project through in a flexible and timely manner. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We have greatly enhanced our users’ experience with our organization. Internally, we are more efficient and organized. Externally, we are more personable to our customers, as we can more easily communicate with them. Coastal Cloud has made this a very exciting time for our organization! Review collected by and hosted on G2.com.

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COO & Co-Publisher
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider 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?

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

What do you dislike?

I can not think of any downsides to using Coastal Cloud. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Since bringing them on, we have truly maximized our deployment of Salesforce. Review collected by and hosted on G2.com.

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Vice President - Corporate Sales Operations
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

We wish we had this solution sooner. :) Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

This team will listen to your CRM needs and they will certainly deliver! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

We view Coastal Cloud as part of our team. They work closely with us to manage time, budget and schedule. They have transformed our CRM into exactly what works for us. They have taken our needs into account, and designed the entire project around our requests. We have significantly reduced the time needed for quoting. The accuracy of pricing is improved as well. They are a trusted partner who will deliver what makes us better. Review collected by and hosted on G2.com.

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IT Project Manager
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

Nothing! We are excited for more work with Coastal Cloud. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Coastal Cloud delivered an innovative solution with Field-Service Lightning for us. They will work very hard for you Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Now, everything is under one hood. Instead of operating out of several different systems and spreadsheets, our teams can better communicate. Coastal Cloud has removed the element of complexity in our business. Our dispatch system is improved and we love our SMS feature that alerts our clients when a technician is on the way to the site. Review collected by and hosted on G2.com.

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Associate Director, Business and Operational Analytics
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

We did not dislike anything about our experience working with Coastal Cloud on this project. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

They are able to provide a quick turn around for urgent needs and use their experience to provide different options for your needs. They listened to our requirements and surpassed our expectations. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

This solution allows us to manage a high volume of requests from businesses in need that we did not have the ability to connect with before at a very personal level. We were seeking a way to help our community, and Coastal Cloud delivered. We now have a fully functioning resource center running on web to case and email to case. Review collected by and hosted on G2.com.

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General Manager/Director of Operations
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

I only wish I had found them prior to this project! We really do not have anything to "dislike." It has been a very pleasant and productive experience working with Coastal Cloud. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Coastal Cloud delivered a solution that was right for us because they understand that our organization works with a high sense of urgency. They take the time to learn about your business needs and tailor the solution to those needs while keeping the project organized and on-track. We have truly enjoyed working with them! Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Our day-to-day tasks are streamlined and connected. Our teams and our clients can now communicate more effectively. Our data is in one place. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

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.

What do you like best?

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.

What do you dislike?

With respect to the AccountingSeed project, we did not find anything to dislike about Coastal Cloud. They were responsive throughout the engagement. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

You can trust Coastal Cloud! They have experience in many different industries and they will listen to your unique needs and guidelines. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

Using an outdated accounting system forced many manual tasks upon our team. With Salesforce, we've been able to implement automation to speed up routine tasks. Now, we can instantly view our accounting information in one, cohesive system. Our user experience is organized and simple. It just makes sense! Review collected by and hosted on G2.com.

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President and CEO
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic