Coastal Cloud

Coastal Cloud

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

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Dennis B.
Validated Reviewer
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"A partner that understands your vision, and has the skills to build it right"

Describe the project or task the provider helped with:

Our Salesforce implementation and integration with accounting software. Also, ongoing project work as we build out more functionality.

What do you like best?

Coastal Clouds team was able to truly understand the key performance metrics of our business and aid us in optimizing Salesforce to gain a view of all the data and take actions that have helped us grow the business.

What do you dislike?

I wish we had Coastal Cloud working on our first implementation, which did not go very smoothly.

Recommendations to others considering the provider:

It is vital to choose a partner that has the experience and skill to ensure your project meets the vision you have. Coastal Cloud’s team has both the understanding of the big picture and the skill to optimize Salesforce and integrate it within your business. We are very pleased to have them as a technology partner for our business.

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

Our business relies on moving deals through the process with multiple vendors and then executing projects efficiently. Coastal Cloud integrated with our accounting system, built customization surrounding our opportunity process, and configured solutions surrounding our project management. Through the automation and community interaction with our customers, we gained a view into our business that we did not have before.

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Gerald S.
Validated Reviewer
Review Source
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"Company changing Implementation"

Describe the project or task the provider helped with:

We were managing our sales and quoting processes without the power of automation prior to engaging with Coastal Cloud. Our teams and processes needed to eliminate bottlenecks and see the big picture of overall performance.

What do you like best?

Coastal Cloud was a pleasure to work with.

What do you dislike?

There were no issues during our implementation process.

Recommendations to others considering the provider:

There is no question that Coastal Cloud is a top partner for any company who is looking to automate their business using Salesforce. They know the tool, have great people, and can understand your business problems quickly to develop solutions. They transformed the way we work.

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

They were very helpful in the development of Salesforce but more importantly, the automation of process that enabled us to work smarter and faster. They also continued to support us with follow up work to create dashboards and KPI metrics with Salesforce and other company data which we use everyday to improve our efficiency and profitability.

What Cloud Consulting solution do you use?

Thanks for letting us know!
Mary Bea E.
Validated Reviewer
Review Source
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"Marketing Strategy Implementation Experts"

Describe the project or task the provider helped with:

Marketing assessment

What do you like best?

Coastal Clouds People are really what make the difference. They work with us as if they are part of our company, and we consider them a long term partner dedicated to our success. They are honest, hard working, and intelligent partners that have grown their skills as Salesforce has added new tools. With every engagement, they bring new perspectives to our attention.

What do you dislike?

Not a thing, very productive and helpful.

Recommendations to others considering the provider:

If you are looking for a long term partner with certified expertise and project experience in all areas of Salesforce, including Marketing, Coastal Cloud is a fantastic choice. You will also enjoy every minute you spend with them, they recruit and retain wonderful talented and fun employees.

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

We had a number of tools that were not meeting our needs or were not configured ideally. Coastal Cloud’s team of experts assessed our situation perfectly and allowed us to develop a strategy to utilize Salesforce to achieve our marketing goals over over our next three years.

Michael S.
Validated Reviewer
Review Source
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"Highly skilled and professional Salesforce non-profit implementation team"

Describe the project or task the provider helped with:

We needed to migrate off of another database and move our processes to Salesforce to take advantage of the Nonprofit power of that platform. This included donor management, constituent management, setting up a Community, and connecting Blackthorn and Mailchimp.

What do you like best?

We love that the team connected with us and really understood our goals and needs. Work was always well-done and delivered on time, and they were always willing to go the extra mile. Project management and reporting is a particular strength. There were no surprises in working with Coastal Cloud.

What do you dislike?

There really is very little to dislike. There were a few occasions in engaging stakeholders, that they presented a few too many options and I would have preferred that they simply make a recommendation in the interest of time. This is a very minor quibble, and I do think overall communication is a strength.

Recommendations to others considering the provider:

If you are looking for a partner who can truly connect with your team and mission, do not hesitate to contact Coastal Cloud's nonprofit team. They are true experts and are friendly, caring, and hard working.

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

Coastal Cloud helped us build the ideal configuration. Their team is made up of very experienced consultants that really understood our mission and needs well. They were tremendously helpful in setting up the donor and constituent management, connecting the apps, and getting us trained on the platform. We were so excited at the success and relationship that we are already working on building out more capabilities with a community and full program support for our organization.

Christopher S.
Validated Reviewer
Review Source
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"Salesforce Strategy & Implementation"

Describe the project or task the provider helped with:

First Book contracted with Coastal Cloud starting in early 2017 for an implementation of Salesforce, Pardot, Classy, NPSP , Sales pipeline and other integrations to enable First Book to use Salesforce as a data repository. The project duration was 15 months with ongoing support afterwards.

First Book evaluated 5 different top-tier vendors with extensive interviews prior to selecting Coastal Cloud.

What do you like best?

As the SVP of IT, I enjoyed the transparency and communication as the project progressed. This was refreshing in an IT project and I felt like no part of the project was a surprise. Communication with the implementation team was outstanding. The data architecture we put together has benefited the organization and was designed with forethought of how to move the business forward. We had the goal of sticking to "out of the box" mentality with using the software as much as possible and Coastal Cloud helped us stay within those guardrails.

In addition it was extremely valuable to have an organization with ~100 resources in a variety of disciplines that could be pulled into our project for the expertise. This enabled us to move quickly past any hurdles we encountered and the fact that they were all US based ensured communication was not an issue.

What do you dislike?

I did not have anything in particular that we disliked on the project. This was the feeling of all of the executive stakeholders and in fact we are in the process of contracting with Coastal Cloud for the next phase of our digital transformation.

Recommendations to others considering the provider:

As SVP of IT for First Book, one of my primary goals is to give the organization systems where automation can enable further efficiency in our processes as we get more complex and enable staff to spend less time on manual processes and more time on the mission. In addition, we did not want a highly customized system with regard to our processes, we wanted to use what was out of the box as much as possible. With these goals set and communicated to Coastal Cloud at the beginning of the project, I always felt as if they were "front of mind" in any decisions they were making which was great for the ultimate outcome.

Chuck M.
Validated Reviewer
Review Source
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"A+ Review for Coastal Cloud's Manufacturing Team"

Describe the project or task the provider helped with:

We chose to use Salesforce to replace a system that was not well aligned with our business model. The challenge was to configure it to synchronize the functional areas of our business sales, manufacturing, and installation services. We needed a partner that could quickly understand our business and Salesforce to accomplish this.

What do you like best?

Coastal Cloud really showed their capability to listen and respond to feedback quickly with expert advice and project management. Using an agile methodology was critical on the project as the team adapted Salesforce and the applications to our needs. Bumps in the road are inevitable in any large scale IT transformation, and Coastal Cloud was very professional and responsive in dealing with every challenge we faced.

What do you dislike?

There was nothing in our interaction that we disliked. Their teamwork with us, and excellent communication, helped us navigate past all challenges we faced

Recommendations to others considering the provider:

As a CEO, it is critical that any partner be able to exhibit the same levels of professionalism that we expect internally. They must communicate transparently, understand our business quickly, and respond well when met with a challenge. Coastal Cloud was able to meet those goals and act as trusted partner to help us meet our goals. We are very satisfied with the work done thus far and look forward to continued success as we push the platform further to help our business succeed.

Maree M.
Validated Reviewer
Review Source
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"Coastal Cloud: Better than the Big Consulting Shops with Better Pricing and More Nimble Approach"

Describe the project or task the provider helped with:

Coastal Cloud was reccomended to us from one of out technology partners. As we began to engage thier core compentencies were a good match for several of our needs in creating transformation for our SalesForce Platform as our business needs have evolved.

What do you like best?

Coastal is nimble and very easy to do business with. The level of resource they bring to our projects is stellar and pricing is far more pallatable as compared to the big integration partners. They also have a local presence that works well for our internal teams.

What do you dislike?

Less of a dislike, but a learning curve they have been able to overcome. We are new area of concentration for Coastal Cloud in the Manufacturing/retail/Consumer Package Goods Space, so they had to focus to learn our business model, but they focused to make that a priority and delivered execellent qualtiy after asking the right questions.

Recommendations to others considering the provider:

We brought Coastal in to help us transition from larger technology integration partner. We were treated like a valued partner, not a small fish in a big pond which delivered results for us in 3 key ways. First, we experienced an increase in the level of resource on our projects. Second, pricing was lower than the big firms due to lower overhead, but this did not dimish the quality of the resources or deliverables and in fact our experience was the oposite. Lastly, the contracting and SOW process was simpler and Coastal Cloud provided more flexibility as we went through our needs assessment. It was a bit of a risk to move to Coastal as an unknown, but we have been very pleased with the resources and deliverables as part of our partnership.

Gary W.
Validated Reviewer
Review Source
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"Enabling rapid growth and a successful M&A strategy"

Describe the project or task the provider helped with:

Vector Solutions is the leading provider of SaaS-based compliance-driven enterprise workforce management and performance improvement software solutions. To support both our rapid organic growth combined with an aggressive M&A strategy we needed an effective and highly scalable "go-to-market" infrastructure. We required an experienced partner to implement and manage our installation of Salesforce CRM and associated third party products to enable a consistent installation and rapid way to integrate newly acquired companies. To do so, the partner needed to understand our business goals, provide an agile deployment approach, and a high level of expertise in integrating, configuring and transforming solutions to meet those needs.

What do you like best?

Coastal Cloud is an ideal partner blending domain expertise with outstanding project management skills and a strategic focus on improving our effectiveness of our business. They have proven to be a key vendor/partner in our ongoing growth and success.

What do you dislike?

Finding the right partner with the expertise, consistency and customer focus is not easy . Unfortunately, many end up falling into the category of "just a vendor" versus a true partner willing to invest along with you in creating a mutual success. We were fortunate to have had Coastal Cloud as a partner for the last two years and have been extremely pleased with the depth of talent, quality of the work and ongoing support from their management team.

Recommendations to others considering the provider:

When selecting a partner to help deliver your CRM, go to market sales process and facilitate integration of acquired businesses, it is critical to select a firm that will focus first on your objectives and pain points, has the capability to bring experienced professional onto your project, and has the staying power to remain a long term partner. Coastal Cloud has proven to me that they have the ideal blend of speed and skill, management expertise and outstanding track record of helping clients become successful. I don't believe you can find a better partner for Salesforce consulting and business transformation than Coastal Cloud.

Dan K.
Validated Reviewer
Review Source
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"Experienced Consulting with Excellent Project Skills"

Describe the project or task the provider helped with:

Coastal Cloud helped us implement SFDC Non-Profit Success Pack for fundraising. This included setting up all our processes and migrating data from our old system.

What do you like best?

Project management skills and processes are outstanding and set them apart from virtually every vendor we have worked with. Also, Coastal has significant expertise in the non-profit space so they were able to provide best practices for our team.

What do you dislike?

I do not have any examples of improvement the consultants could have made.

Recommendations to others considering the provider:

Coastal Cloud is able to bring together superb project management along with significant skills and expertise to accomplish project goals effectively. This is why we will continue to engage them and would recommend them to others.

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

We wanted to leverage NPSP for fundraising and online donations. We also have a partner that will help us continue to grow.

Marianne P. N.
Validated Reviewer
Review Source
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"Coastal Cloud is a pleasure to work with"

Describe the project or task the provider helped with:

Before I started working with Coastal Cloud, I used excel spreadsheets to keep track of all my sales leads and sales reports. Then I was approached by Tim Hale and his team at Coastal Cloud who introduced me to all the capabilities of the Salesforce CRM platform. Coastal Cloud worked with me to customize Salesforce to my specific needs and then uploaded all of my previous excel spreadsheets into the CRM to create a seamless transition. Switching to a CRM from excel spreedsheets was a life-changer for me. The Coastal Cloud team has also given me ongoing support over the last 3-4 years since our project began.

What do you like best?

I frequently reach out to Coastal Cloud, specifically Tim Hale, Jake Scully, Rebbeca Beers and Diana Abarca with questions, sometimes far fetched questions, and they are always SO friendly, helpful and knowledgeable. What I like most about Coastal Cloud is that I have worked with the same team since day 1, so they know where i'm coming from and they understand where I want to be. It has been a pleasure working with this team and I know I can count on them.

What do you dislike?

This question does not apply to Coastal Cloud, as there is nothing that I do not like about them. They have always responded to me in a timely manner and they work diligently to complete the task at hand.

Recommendations to others considering the provider:

I would absolutely recommend Coastal Cloud to anyone looking to utilize the Salesforce platform. They work to understand what you need Salesforce to do and then they make it happen.

Cecile H.
Validated Reviewer
Review Source
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"Great Company, People, Service and Value all in ONE! "

Describe the project or task the provider helped with:

Coastal Cloud assisted in several ways. 1) Helped us automate creating implementation projects within Salesforce based on what products were sold via the Opportunity. 2) Helped streamline our Pardot Campaigns to ensure they were aligned with our company objectives and provided accurate reporting 3) Providing continuous augmented administrative supported for Salesforce and Pardot

What do you like best?

The dedication and commitment of the Coastal Cloud team assigned to our account. Their professionalism, can do attitude, attention to detail and overall focus on our success. Every person we encountered from our assigned team, to the billing team and the leadership team were all focused on making our lives easier and our Salesforce instance better. It was very clear to understand and reconcile the hours billed to the service and work provided, very transparent and fair.

What do you dislike?

There really wasn't anything specific I would reference as something I didn't like. They delivered on time and within budget for each request.

Recommendations to others considering the provider:

They are a great company that is dedicated to their clients success. They are professional, responsive, transparent and overall great to work with. There is no job to big or to small, I've worked with them for larger projects and as needed augmented admin support with the same attention to detail and focus on our success.

Deborah P.
Validated Reviewer
Review Source
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"Nonprofit lifesaver! Expert consulting partner"

Describe the project or task the provider helped with:

We needed a Consultant who knew the Nonprofit Success Pack. We had started working on configuration, but realized we needed a partner who had experience and could guide us.

What do you like best?

The knowledge of the Coastal Cloud employee that assisted us was very impressive. She knew every aspect of Salesforce and was also a fantastic trainer and communicator. She related to our team immediately and gave us a value that we still appreciate today as we run our Salesforce.

What do you dislike?

I wish we would have engaged with Coastal Cloud from the beginning, we had a different partner first, and would have preferred to work with a more experienced partner. We are also sad that our engagement with this partner has come to a close (for this project). We cannot wait to engage with them again!

Recommendations to others considering the provider:

If you are considering hiring a partner, do you homework. A great partner is worth their weight in gold. Coastal Cloud’s depth of knowledge and capability to enable your team to learn and implement best practices is outstanding. They are a joy to work with!

Ann B.
Validated Reviewer
Review Source
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"Great Partner to Work With!"

Describe the project or task the provider helped with:

We hired Coastal Cloud to implement our first ever case management system for end users. In the past, we had an outdated database that only a few individuals would perform data entry into in order for us to meet our reporting needs.

What do you like best?

It’s been a pleasure working with the Coastal Cloud team! They have been extremely patient, flexible and understanding as our program underwent some changes during initial set up. They have always been professional in working with our team and very upfront about what it would take to implement our solutions. They have also have been readily available after deployment to provide support and guidance, which is highly important as a new Salesforce administrator!

What do you dislike?

There’s nothing to dislike about this team! Don’t hesitate to hire them and let them show you how Salesforce can be utilized to manage your business processes and meet your needs.

Recommendations to others considering the provider:

Since Salesforce is so customizable and adaptable, trust the team to guide you during the development process. It’s always best to keep things simple and straightforward and that’s what was delivered. The team was great about building us a platform that will allow us to grow overtime as our organization expands and extends the reach of our programs.

Diana P.
Validated Reviewer
Review Source
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"Coastal Cloud delivered flawlessly! They understand Nonprofits."

Describe the project or task the provider helped with:

First Book has a hybrid business model of earned and philanthropic revenue. Managing constituent relationships, partner alliances and forecasting revenue through a centralized CRM suite is critical. We worked with Coastal Cloud to design an enterprise system solution that integrated multiple legacy data sets, and streamlined back-end reporting capabilities driven by a personalized, relevant front-end user experience to achieve greater efficiency and drive revenue growth.

What do you like best?

We got to know the team well and enjoyed not only their professionalism and smart problem-solving, but also their positive spirit, which made the work enjoyable. They care as much about our mission as we do and acted as an extension of our team.

What do you dislike?

I wish we would have found them sooner than we did. We were lucky to have received a referral. They could do better with reaching out to customers like us.

Recommendations to others considering the provider:

Coastal Cloud helped us develop a phased approach to our implementation, was clear with where we stood against our budget along the way, and helped us develop trade-offs when we added to the scope of the project. They were strong stewards of our resources and would suggest areas where our team should take the lead on tasks and where their team should take the lead in order to make the best use of the budget.

Dana P.
Validated Reviewer
Verified Current User
Review Source
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"Engaged, efficient and committed partner."

Describe the project or task the provider helped with:

Salesforce implementation with supporting engagements focusing on CRM, data analytics and customer marketing automation.

What do you like best?

Coastal Cloud was extremely knowledgeable and able to provide great insight and support of our initiative. We relied on their expertise to aid us in determining best practice and best execution strategies to achieve our team goals. They were consistently prompt in replying to inquiries and execution.

What do you dislike?

I have no dislikes with the Coastal Team. They are excellent partners who work well in diverse and ambiguous situations.

Recommendations to others considering the provider:

A solid partner can make or break a major project. Coastal Cloud demonstrates expertise, patience and ability that greatly aids in a successful execution. I would not hesitate to use them again in the future.

Sheila G.
Validated Reviewer
Review Source
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"Coastal Cloud is a fantastic strategic partner!"

Describe the project or task the provider helped with:

Coastal Cloud is helping us integrate CPQ and transition several business units under one Salesforce instance.

What do you like best?

Partnering with Coastal Cloud has been easy! They are professional, experienced, responsive, timely and focused on getting the job. We have collaborated on several projects with Coastal Cloud and I love the fact that we are able to continue to work with the same team on all of our projects, it really makes me feel like they are part of OUR team!

What do you dislike?

What's to dislike! I love the team at Coastal Cloud, they make me feel that our projects are as important to them as they are to us.

Recommendations to others considering the provider:

If you are looking for a great partner to help you get your next Salesforce project started or over the finish line, give Coastal Cloud a call. There is no project too small or too big and they are not afraid to get their hands dirty.

Cristina R.
Validated Reviewer
Review Source
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"Professional, knowledgeable, and fun to work with!"

Describe the project or task the provider helped with:

We needed to bring our support teams from manual processes and data to the next generation of technology. Our sales teams were already on Salesforce and we wanted to benefit from the platform as well as combine data on it to give our company greater synergy and insights.

What do you like best?

Coastal Cloud’s team augmented our team perfectly. Their knowledge and ability to help us manage the project was fantastic. No matter what came up during the projects, Coastal Cloud had the experts ready to solve the problem quickly. Coastal Cloud also is very experienced and could relate to the executives in our company.

What do you dislike?

I really can’t say there was anything I dislike about Coastal Cloud.

Recommendations to others considering the provider:

If you are looking for a reliable, well-rounded, and professional group of individuals to help you meet your goals related to Salesforce, look no further! Since the first time we met, Coastal Cloud has genuinely worked to maintain and improve our relationship. Their dedication to their clients success is impressive and for that I value them the most. Remember, a vendor is as good as the people working in it.

Diana F.
Validated Reviewer
Review Source
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"Solid Partner - Building 360 view of customer - one company at a time"

Describe the project or task the provider helped with:

Solera has partnered with Coastal Cloud for 3 years to consolidate Salesforce and other CRM platform (Goldmine, Act, Sugar, ZenDesk, you name it) to one Salesforce.com instance for Solera North America. Coastal Cloud is a part of the team as we collaborate to enable one view of customer.

Since our first project in 2015, we have continued to partner with Coastal Cloud on additional CRM migrations as well as launching CPQ.

What do you like best?

Coastal Cloud is led by Tim and Sara Hale, former Accenture partners. They have spent the past 10 years building a fun working environment with associates dedicated to helping companies to transform their workplace leveraging technology. I appreciate greatly their partnership mentality. These projects are not simple and we enjoy the journey together.

What do you dislike?

There is not much to dislike about Coastal Cloud. They work hard to build a great partnership with the companies they work with. We have created an open dialogue to work through the many "opportunities" that come our way.

Recommendations to others considering the provider:

A partnership works best when there is a clear agreement up front of the project objectives and end goal. With any project, I recommend staying engaged and building relationships with the extended team.

JohnR L.
Validated Reviewer
Review Source
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"Coastal Cloud - Thorough and Detailed"

Describe the project or task the provider helped with:

Our organization is in the preliminary stages of transitioning a custom-built system into our current Salesforce instance. Coastal Cloud was one of the vendors we chose to submit a proposal for the project. They submitted an impressive proposal to date.

What do you like best?

I like their straight-forward approach, command of detail, customer service, and professionalism. They also have a staff that provides a wide array of skills, resources, and experience.

What do you dislike?

I honestly don't have downsides to report. I know a previous employer is using Coastal Cloud with much success.

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

The end result of the project Coastal Cloud is being considered for is helping us eliminate a custom-built application that offers technical and budgeting challenges.

Bruce S.
Validated Reviewer
Verified Current User
Review Source
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"Ideal Salesforce Consultant for Manufacturing and Sales"

Describe the project or task the provider helped with:

Our manufacturing and sales processes utilized over 30 different systems and data sources. We needed to connect our business on a single platform.

What do you like best?

Coastal Cloud’s team possesses the high level of expert resources, executive experience, and dexterity we demand in a partner.

What do you dislike?

There has not been a single glitch in our interactions with Coastal Cloud.

Recommendations to others considering the provider:

Coastal Cloud’s people really make the difference. The team was both highly skilled, but also very personable and superb at working with a business to understand their mission and goals. We found them to be our ideal partner for manufacturing and sales and look forward to continued success with them.

Sloan M.
Validated Reviewer
Review Source
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"Customer Success Experts & Critical SI Partner "

Describe the project or task the provider helped with:

Coastal Cloud is one of Gainsight's most strategic & critical system integrator partners. Their deep expertise of Gainsight & SFDC, combined with their former CS operator model, presents enhanced best practices for our mutual customers. They will continue to play a key role in the growth of our business development efforts and in the delivery of thoughtfully strategized implementation & on-going service engagements across our customer segments.

What do you like best?

On-top of their domain expertise, the Coastal Cloud team approaches every client engagement with the utmost preparedness and professionalism. It is a delicate scenario bringing in a 3rd party into any customer engagement. Not only does Coastal Cloud deliver on expectations, but they exceed by complementing our process and approaching those engagements as a unified team.

What do you dislike?

No notable areas of disappointment or critique.

Recommendations to others considering the provider:

I would highly recommend Coastal Cloud as a trusted partner & collaborator for any organization who is embarking on a refreshed or brand new customer success strategy. You'll be met with technical expertise, top-notch project management & impactful business strategy. Not to mention a friendly face that makes these business challenges more enjoyable to tackle!

Shawn A.
Validated Reviewer
Review Source
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"Great trusted advisor that can provide top-notch technical talent as well"

Describe the project or task the provider helped with:

Initial project was re-start of a Salesforce implementation, with a complicated integration to legacy systems. Coastal Cloud immediately became an integral part of not just the project team, but provided insight and direction in the development of a mutli-year technology roadmap. Several major initiatives were planned and completed successfully with their help.

What do you like best?

Willingness to be a part of the solution development, extremely knowledgeable implementation folks, and easily worked with all levels of leadership and employees. Quickly understood the operating environment and leadership's vision for the organization, with a focus on delivering value to stakeholders, while making sure individual users' needs were met.

What do you dislike?

There's not much to dislike. Even when we ran into the inevitable issues during several integrated implementations, Coastal Cloud was quick to remedy the situation, get everything back on track - regardless of how it got off track - and keep delivering positive impact not only to us as a client, but our customers.

Recommendations to others considering the provider:

Consider having Coastal Cloud as an IT advisor, not just a Salesforce implementation partner.

Kenzie R. B.
Validated Reviewer
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"Excellent long term Salesforce partner!!"

Describe the project or task the provider helped with:

Used Coastal Cloud as our partner to customize our Salesforce to meet the needs of our various business units across our footprint.

What do you like best?

What I like best is working with my Coastal Cloud partner to come up with great ideas that we are both comfortable with for the success of the bank . The concern for our business and how we manage our system is genuine. Working with the same partner since 2011 is a huge benefit for our company.

What do you dislike?

What I dislike is not having my partner Pam here in my office with me everyday. I wish she worked here full-time.

Recommendations to others considering the provider:

I have used other services and didn't receive the same level of customer service and knowledge. My recommendation would be to use Coastal Cloud when considering other avenues for Salesforce assistance. I highly recommend Coastal Cloud.

PC
Project Team Member in Consumer Goods
Validated Reviewer
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"Dip your toe and then jump all in..."

Describe the project or task the provider helped with:

We started our relationship with Coastal Cloud implementing Contract Lifecycle Management and Esignature. From our initial project, we have since expanded into Sales Process improvement for the Seller Journey in Sales Cloud, Process Automation, Configure Price Quote (CPQ), Integration with SAP, Lightning Experience Transition, Reporting/Dashboards, Einstein Analyticsand Marketing Cloud.

What do you like best?

We were first enamored with Coastal Cloud for their technical expertise and knowledge. However, they really impressed us with their business and industry knowledge. The combination of technical and business knowledge is where they really shine. Their team are all true professionals that are responsive to your every need. Additionally, they can work a project from a discovery/requirements phase all the way to change management/training post deployment. They can handle any aspect of a project.

What do you dislike?

My only wish is that I could work with them more.

Recommendations to others considering the provider:

I would recommend those considering Coastal Cloud understand the real value of the service you will receive from their team. They definitely have the technical expertise, but what disguises them is they pair that with strong business acumen and industry knowledge that will make you project flourish. Additionally, they can work a project from a discovery/requirements phase all the way to change management/training post deployment. They can handle any aspect of a project you need with their team members that specialize in all areas.

Anita H.
Validated Reviewer
Review Source
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"Hands down Coastal Cloud is a Lifesaver for any Organization"

Describe the project or task the provider helped with:

The purpose of the project is to move all of our existing processes (that are currently housed within several different systems) onto one single platform, Salesforce. Coastal Cloud is our partner in completing this project. It is currently ongoing, but we have successfully deployed our first phase under budget and on time. A first for us (the customer).

What do you like best?

Sometimes we (the customer) get stuck in a rut doing things the way we always have, and can't see passed our own bias. Coastal Cloud is great at getting us to focus and really narrow down what we need and the best way to get it.

What do you dislike?

I can't say I dislike anything about working with Coastal Cloud, we consider them a part of the team. Maybe we're a little jealous that they were able to understand "our crazy" so quickly, but that's a good thing!

Recommendations to others considering the provider:

Coastal Cloud is amazing and they will make any project go more smoothly. I would suggest having dedicated resources working with Coastal Cloud because they turn things around quickly.

E
Executive Sponsor
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"A true business partner who can navigate the Salesforce ecosystem and solve problems"

Describe the project or task the provider helped with:

Coastal Cloud supported our global deployment of Sales Cloud, CPQ and a PSA solution and continues to partner with us on implementation of other SFDC products.

What do you like best?

I will simply say - they care. In 6 months, they enabled us to deploy Sales Cloud and CPQ around the world including introducing a new operating model for many parts of our company. Every step of the way they brought the right people to the problems - opened doors at Salesforce and enabled us to be successful. When we had challenges (that we did not even realize) they immediately filled the gap so we were collectively successful.

What do you dislike?

Our biggest item to overcome was that our company is an in person face to face culture. The remote approach to working for different periods of time as you implement is a different operating model to work with and we both worked on different ways on how to accommodate the commitment made to Coastal staff and the way in which we operate. And if anything urgent came up, the team was in person by the next day. It pushed our team to think differently as well

Recommendations to others considering the provider:

Spend the time to meet with the team and discuss the problems which you are trying to solve. Engage not just IT stakeholders but have the business work side by side with the team an they will unlock different ways of approaching the problem in Salesforce.

Melisa C.
Validated Reviewer
Review Source
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"On time and significantly under budget!"

Describe the project or task the provider helped with:

We implemented Sales Cloud and a pilot project for Service Cloud and CPQ.

What do you like best?

The collaboration and guidance that we received from Coastal Cloud was outstanding. There was a seamless feedback loop, and issues we identified during testing were resolved by the next morning.

When we encountered unexpected issues with SSO, they did not bill us for hours beyond what they had stated it would take to make it work - even though the issues turned out to be a result of our environment.

What do you dislike?

I am not sure why I am required to enter something here. I can't think of anything that would stand out as something that I didn't like about the engagement - at least not as far as Coastal Cloud was concerned.

Rachel P.
Validated Reviewer
Review Source
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"Fantastic team to work with"

Describe the project or task the provider helped with:

We needed help taking some of our manual processes and making them automatic with software. Appointments and products, pet record uploads, approvals for refills, and connecting to quickbooks were our main issues. We also wanted to make things work without having to go to other websites for time clock, vacation scheduling, surveys for new clients, and and for the owner to look at reports to see how the business was running.

What do you like best?

Coastal was really fantastic to work with - the people! From the first meeting until we finished, they were professional and knowledgable. Of course, doing our work faster now is really awesome, but working with IT folks is not always easy!

What do you dislike?

It was not easy to find a partner to help with this since we are a small business. We were not happy with the old software we were using and heard Salesforce could make things easier but got stuck trying to make our own solutions.

Recommendations to others considering the provider:

If you are looking for a partner, they are really wonderful - super smart and really nice to work with.

Craig S.
Validated Reviewer
Review Source
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"Experienced Partner with C-Level Consulting Experience"

Describe the project or task the provider helped with:

Our company was considering the use of Salesforce and other software solutions for automation of processes and centralization of data.

What do you like best?

The Coastal Cloud team stands out from many consulting partners due to their years of consulting experience in a wide array of industries. They advised us on the best decision for our business, and did not lead us to commit to a favorite solution.

What do you dislike?

There is nothing negative to mention in regards to Coastal Cloud’s organization or our interactions.

Recommendations to others considering the provider:

When choosing a partner, I highly recommend Coastal Cloud over others due to their depth of knowledge and experience in all industries and at all levels of the business. They understand the perspective of the entire organization, from the C-Suite to the customer agents.

Brian S.
Validated Reviewer
Review Source
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"A professional company with the skills to back it"

Describe the project or task the provider helped with:

We needed a partner to help us assess our needs with a large list of improvements we wanted to make to our Salesforce platform. We also needed to improve our sales process to increase efficiency and usability. Prior to CPQ we had built a heavily customized process and needed to transform that into something simple with a more functional user interface.

What do you like best?

We were happy to have Coastal Cloud's expertise in CPQ and the configuration tools Salesforce has to offer that our team did not have any experience with. Coastal's team was very easy to get along with and collaborate together with the whole way.

What do you dislike?

I truly can't say I dislike anything about the experience I have had with Coastal Cloud.

Recommendations to others considering the provider:

If you are considering hiring a partner for CPQ, Coastal Cloud's team is not only easy to work with but they have a deep understanding of the entire platform. If you have complex customization in place, I would hire a partner like Coastal Cloud.

Steve C.
Validated Reviewer
Review Source
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"Highly recommended"

Describe the project or task the provider helped with:

We needed a much more effective process and technology to track and convert contact center leads, and conversions, as well as integrating them with our legacy CRM and of course reporting on results myriad ways.

What do you like best?

Coastal Cloud is far and away the best partner I’ve worked with. Business acumen, communications, industry expertise, SFDC ecosystem knowledge and expertise, the ability and desire to understand my business in depth - and then break down significantly complex business challenges - and culture are all critical components to their success. For me that really differentiates them in a crowded SFDC ecosystem.

What do you dislike?

I wish I could find a partner like Coastal for other areas of my business!

Recommendations to others considering the provider:

Highly recommended - Tim's team continually demonstrates their knowledge of my industry and business as well as their SFDC expertize, flexibility, commitment and value.

Melanie M.
Validated Reviewer
Review Source
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"Outstanding Implementation and Ongoing Support Experience"

Describe the project or task the provider helped with:

Coastal Cloud set up our initial implementation of Salesforce, importing and organizing data from 9 different databases and customizing our instance to fit our needs as an economic development organization and not a traditional sales department. Coastal Cloud has continued to support us as we work to improve and expand the capabilities of our CRM.

What do you like best?

I like that, not only can I call on the Coastal Cloud consultants to assist me with issues when needed, they have trained me and continue to teach me how to do many things for myself so I can handle many problems and user requests on my own.

What do you dislike?

Since Salesforce is geared toward a traditional sales model, some of the functionality does not work for our line of business, but Coastal Cloud has done their best to accommodate our needs by creating custom objects that allow us to accomplish what we need to.

Recommendations to others considering the provider:

A+ for cost, responsiveness, expertise and training.

Brendan S.
Validated Reviewer
Review Source
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"Superior Partner for Mid Market CRM and Marketing Automation Needs"

Describe the project or task the provider helped with:

Worked to configure our SFDC instance, scale the architecture into service cloud and Communities and provide guidance and administration on HubSpot.

What do you like best?

Quality of staff and expertise of skill. I would strongly recommend any mid market growth company to Coastal Cloud if they want to use their tech stack (CRM and marketing automation) to super charge their growth trajectory.

What do you dislike?

Juggling all of the balls with them. Often times there are many parallel projects and you've got to work with the partner to keep all things on track - leaving nothing behind.

Recommendations to others considering the provider:

Give better direction up front. A partner as skilled as Coastal Cloud will deliver what you direct so strong inputs lead to great outputs and projects you are pleased with.

Ira K.
Validated Reviewer
Review Source
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"True CPQ Experts - call them first!"

Describe the project or task the provider helped with:

Our company needed to streamline our sales process and reduce overall sales cycle time. The biggest issue was having >1K of SKUs and we were looking into reducing it and make our sales team life easier.

What do you like best?

The Coastal Cloud’s team is very personable and has a great communication skills. Their expertise in CPQ helped us a lot and they are very good at understanding how we work, our goals, and helped us to meet them.

What do you dislike?

I wish we brought Coastal Cloud’s team earlier into our process. It would have helped us to finish the project earlier.

Recommendations to others considering the provider:

We were considering doing the work ourselves with a little bit of help. After engaging with Coastal Cloud, we realized we could complete the project faster and improve our capabilities even more by utilizing their team of experts.

James M.
Validated Reviewer
Verified Current User
Review Source
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"Top notch partner for manufacturing I.T. automation."

Describe the project or task the provider helped with:

We decided to use Salesforce to improve our business processes, connect different sources of data, and automate actions within our company and dealership network.

What do you like best?

Coastal Cloud's professionalism, level of knowledge, and responsiveness is top notch.

What do you dislike?

There isn't anything I can think of about our engagement with Coastal Cloud that I found negative in any way.

Recommendations to others considering the provider:

I have been in IT for over 15 years, and have worked with numerous partners. Coastal Clouds capabilities are top notch and amongst the best I have seen.

PA
Project Team Member in Automotive
Validated Reviewer
Review Source
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"Down to earth technology folks with helpful mindsets and plenty of knowledge. "

Describe the project or task the provider helped with:

Converting North America businesses onto one CRM platform and implementing Salesforce CPQ.

What do you like best?

The Coastal Cloud team has been an instrumental piece in our business transition into Salesforce CPQ. The team is knowledgeable and professional all the way. Our company’s goal is to get all of our business on one common platform. This has not been an easy task with each business having a quirk of its own. We could not have done the transition without Erica, Gaines, and team.

What do you dislike?

Dislike - no. Request - yes. If the team could translate their knowledge into working documents to help us support our business afterward, that would be a great asset.

Recommendations to others considering the provider:

Coastal Cloud assembles a talented and dedicated team. Give the team all requirements upfront. Be response to the project team. During testing, complete cases and tasks as they are assigned to ensure changes were completed and tested.

Roxann C.
Validated Reviewer
Review Source
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"Customer service longevity and trusted relationship building."

Describe the project or task the provider helped with:

Developed a student information system that has transformed our Teen Trendsetter Reading Mentor program.

What do you like best?

THE TEAM! This team is incredible in terms of smarts, availability and just care about our mission, our budget and moving us to the next level.

What do you dislike?

There is really nothing not to like because the LIKES are so great!

Recommendations to others considering the provider:

The ability to communicate and share the ideal needs of implementing a database system. Be prepared to be challenged to think in new ways and trust that you have a safety net with the smart, innovative and realistic team at Coastal Cloud. Also, know they have your best interest at heart and will always consider your needs first.

P
Project Manager
Validated Reviewer
Review Source
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"SF Development & Implementation "

Describe the project or task the provider helped with:

We had a variety of methods used in our sales and project processes that needed to be standardized and automated to take advantage of the Salesforce capabilities. We also needed to setup communication on projects with our customers to provide transparency on milestones and other key interaction points.

What do you like best?

Expertise & Experience of their resources was very beneficial

What do you dislike?

n/a, Besides their hourly rate, which could get expensive for lengthier projects for midsize companies

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

We gained visibility into key efficiency metrics, increased our speed of the sales process, and provided an experience for our customers that exceed the industry standard. We have created a process and performance level that is a standard other dealers are looking to as the standard

Tammie S.
Validated Reviewer
Review Source
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"A Savvy Partner that Makes Technology Easier"

Describe the project or task the provider helped with:

We hired Coastal Cloud to help automate business processes as well as establish an online application system.

What do you like best?

The ease of tracking application progress and review. The ability to organize and report out information. The automation of the processes to reduce staff time to manage clients. Great teamwork and always there and responsive to needs.

What do you dislike?

I wish that we would have had Coastal Cloud from the beginning. There were others that started to set up the system and did not set it up properly. Coastal Cloud was able to help us fix all those things that were incorrect and get us running smoothly.

Recommendations to others considering the provider:

Call Coastal Cloud first.

Andrew K.
Validated Reviewer
Review Source
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"Best partner in the ecosystem!"

Describe the project or task the provider helped with:

I worked closely with Coastal Cloud on a project when I was a Salesforce Account Executive. The project was with a large Canadian customer that had fallen behind with their Enterprise architecture and solutions, and was suffering reduced revenue and decreased efficiency as a result..

What do you like best?

1. "All in same boat" approach - a true understanding and collaborative partnership between Coastal Cloud, Salesforce and the Customer.

2. Change Management and Communication (many partners neglect this)

3. Laser-focused awareness and understanding of the Customers business, their challenges and objectives and what they need to transform and achieve.

4. The relationship - successful implementations are not easy! You have to focus on the relationship and maintain it for success.

What do you dislike?

There was nothing about the project, the Coastal Cloud people or the results that could be disliked!

Laurinda "Laurie" A.
Validated Reviewer
Review Source
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"The dedication of the team to get the job done right and on time. Their customer service"

Describe the project or task the provider helped with:

We were converting our sales tracking system from a manual process to a streamlined online system. We wanted to improve our reporting capabilities for more accurate reporting and budgeting.

What do you like best?

The dedication of the team is their best asset. From Tim and Sara Hale to the techs that worked with us we couldn't possibly have found a better fit for our company. As a financial services company we pride ourselves in our customer service and that is exactly what we found with Coastal Cloud.

What do you dislike?

There is nothing that we disliked about working with Coastal Cloud.

Recommendations to others considering the provider:

I would highly recommend Coastal Cloud. Their professionalism and their customer service can't be met by any other company.

Katrina A.
Validated Reviewer
Review Source
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"Coastal Cloud Customizes Salesforce For Our Needs"

Describe the project or task the provider helped with:

Coast Cloud originally customized Salesforce to our specifications making it relative to the types of projects and companies we service. Whenever we need changes or to build a feature to help us further better manage our database, Coastal Cloud is responsive to our requests and creative in their solutions. I really enjoy working with the programmer assigned to our account. The process is collaborative and fun.

What do you like best?

My favorite part is collaborating with the team. Every time I have had a new request or project, the response is positive. Even though I am not an I.T. professional, my ideas are encouraged and I am treated as if I too am a valuable part of the CoastalCloud team.

What do you dislike?

In our most recent project we had a productive discovery. Unfortunately, person who was going to write the scope of work was unavailable so we had to revisit a couple of points.

Shea S.
Validated Reviewer
Review Source
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"Long Time Partner"

Describe the project or task the provider helped with:

So far, we have done Sales Cloud, DocuSign implementation, Pardot implementation, and DialogTech implentation. The Lightning Implementation is coming next and we are excited to continue our partnership on this project!

What do you like best?

While at PermaTherm, I've enjoyed working with Coastal Cloud. The Managed Services Team is easy to work with, quick to respond, always willing to jump on a call for support in SalesForce. They have made my life tremendously easier.

What do you dislike?

There is nothing I dislike while working with Coastal Cloud.

Recommendations to others considering the provider:

I would definitely recommend Coastal Cloud for any services or implementations needed for your company. They have the right people, the right skills, and most of all are super friendly and helpful!

PM
Project Manager in Maritime
Validated Reviewer
Review Source
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"Great Company, Great People, and Excellent Service"

Describe the project or task the provider helped with:

Coastal Cloud assisted with the transition to our new Salesforce org. Not only the transition but the entire setup of our new Salesforce org, and creating the "behind the scene" stuff so that we could operate efficiently.

What do you like best?

I love that they teach in the process of setting up our organization. They asked the right questions to ensure they knew exactly what we wanted, and even gave suggestions on things that we didn't even know we could do. They linked us with the app developers for issues we were having which we didn't have previously. They completed the work on time, and was very thorough. Coastal Cloud understood our situation and the dilemma that we were in.. and it "all hands on deck". Most importantly, they are a true pleasure to work with.

What do you dislike?

My one and only dislike is that we didn't find out about them when we originally purchased our Salesforce org.

Maryjo S.
Validated Reviewer
Review Source
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"Coastal Cloud is a great partner!"

Describe the project or task the provider helped with:

Partnering with Coastal Cloud has been a great experience. The team was great to work with; their experience and ability to understand the needs of the customer helped us stay focused on getting the job done. The team has always been just a phone call away to assist or continue updating items for a better workflow. I have built great relationships with the team, and I know that my questions will always be answered.

What do you like best?

The partnership between Coastal Cloud and our company. Personal relationships being built along with great trust in the ability and professionalism of the team.

What do you dislike?

There was nothing to dislike, it was a great experience as well as a great way to learn more about Salesforce.

Recommendations to others considering the provider:

Coastal Cloud is a great partner and will work on solutions to get what your company needs. The knowledge of the team and ability to keep a project on task is amazing. Highly recommended.

PM
Project Manager in Mental Health Care
Validated Reviewer
Review Source
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"Coastal Cloud provided excellent CRM solution for behavioral healthcare company"

Describe the project or task the provider helped with:

I utilized coastal cloud to overhaul our Salesforce platform for a behavioral healthcare company. Coastal Cloud built a platform and optimized it for my inside sales, sales, and, intake teams.

What do you like best?

My partner at Coastal Cloud, Melissa Taliaferro, was simply the best. I worked with Melissa for six months. She is an excellent partner and is remarkable at business process improvement. Melissa is quick to identify and understand business needs unique to each industry. She rapidly delivers value by creating CRM solutions that allow management to more effectively execute as well as measure performance. She is a problem solver, collaborator, strategic thinker, highly organized, and efficient. On top of it all her personality is positive, joyful, and she delivers excellent customer service every time. She has won my loyalty to Coastal Cloud.

What do you dislike?

I do not have any dislikes at this time. The service was excellent.

Recommendations to others considering the provider:

N/A

Doug D.
Validated Reviewer
Review Source
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"Fantastic partner: excellent services with the right core values."

Describe the project or task the provider helped with:

Coastal Cloud is a Kimble implementation partner. They provide implementation consultants and technical leads to projects that are implementing Kimble's PSA solution for new customers.

What do you like best?

The wide geographic footprint and dependable level of high caliber talent provides a needed force multiplier for Kimble's services delivery capability. It would be too expensive and take too long to grow this capability organically so, leveraging our partnership with Coastal Cloud safeguards our ability to maintain our hyper growth mode.

What do you dislike?

We would like to see Coastal Cloud extend further to the west, specifically the west coast where we are seeing significant additional growth.

Andy B.
Validated Reviewer
Review Source
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"Salesforce Sales Cloud Implementation"

Describe the project or task the provider helped with:

The Coastal Cloud team helped us get started with Salesforce and has worked with us over the last 4 years to get our instance where it is today. Coastal Cloud is our trusted Salesforce advisor. We have used Coastal Cloud as a partner for over 4 years now and they have always come through when we needed them. Their level of expertise and problem solving skills has been instrumental in helping our bank to meet our financial goals.

What do you like best?

The Coastal Cloud team is extremely responsive and helpful when needed. Tyler Martin and Tim Hale have been our primary contact's and have proven most helpful in helping us create and maintain our Salesforce platform to meet our banks ongoing needs.

What do you dislike?

There is nothing that we dislike about working with Coastal Cloud at this time.

Recommendations to others considering the provider:

Highly recommend using the Coastal Cloud team as they are a true partner to our bank.

Helga v.
Validated Reviewer
Review Source
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"Professional, Experienced, Client-Driven"

Describe the project or task the provider helped with:

Coastal Cloud worked closely with our staff to understand our needs and priorities. The team created a customer relationship database to manage our projects from inception to completion and maintenance. The metrics that we're able to monitor through this system have reduced turnaround time for ROI evaluation, provided consistency in analysis and improved our response time for business engagement.

What do you like best?

Coastal Cloud's staff became an extension of my operations. They sat with our team, learned about out industry, asked relevant questions with respect to our day-to-day operations and possible improvements in standard operating procedures. They are more than programmers, they are solution-driven business analysts.

What do you dislike?

I wish we had started the program earlier.

Recommendations to others considering the provider:

Share details of how the operations work and be open to recommendations.

Danielle M.
Validated Reviewer
Review Source
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"Coastal Cloud modernizes Florida Public Utility's rebate process and allow customers to self-serve."

Describe the project or task the provider helped with:

We partnered with Coastal Cloud to help transform our paper-based rebate submission process to a completely paperless one. This will help us better engage with our customers and free-up team member capacity.

What do you like best?

Our Coastal Cloud team really helps solve our business problems and meet our needs. They help provide strategic direction and truly care about the success of Florida Public Utilities.

What do you dislike?

I wish we would have found them sooner to help us solve our problems and drive value.

Recommendations to others considering the provider:

Coastal Cloud has very talented and skilled consultants who put us first and help drive value quickly.

Kate from G2

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