# Coastal Reviews **Vendor:** Coastal **Category:** [Cloud Consulting Providers](https://www.g2.com/categories/cloud-consulting) **Average Rating:** 5.0/5.0 **Total Reviews:** 183 ## About Coastal Coastal makes you successful using Salesforce, Snowflake, and AI—all backed by a #1 customer ranking. With 1,700+ clients across industries and more than 3,000 certifications, we help organizations do more with their technology and data to power real business results. By combining a modern data foundation with the world’s #1 CRM, we create one system where clean, governed data powers real-time workflows, intelligent automation, and measurable business impact. Making that possible takes the right team and the right tools. Coastal’s leaders—former Salesforce executives, enterprise IT veterans, and industry experts—work alongside our certified specialists to deliver work that matters, using automation-first frameworks for faster results with less risk. That’s how we simplify the complex and bring the clarity, speed, and value you need to reach your goals with confidence. From strategy and implementation to managed services, we’re the consultancy you’ll love working with. Why Coastal? ✔️ 5/5 Stars on Salesforce AppExchange with over 500 reviews ✔️ 4x Leader in ISG Provider Lens™️ ✔️ Experts in AI, Data Cloud, multi-cloud Salesforce solutions, Snowflake www.coastal.us ## Coastal Pros & Cons **What users like:** - Users value the **responsiveness and support** from the Coastal team, making collaboration enjoyable and efficient. (6 reviews) - Users commend the **quick and effective support responsiveness** from Coastal, appreciating their attentive and friendly service. (6 reviews) - Users value the **excellent communication** and responsiveness of the Coastal team throughout the project lifecycle. (5 reviews) - Users commend the **expertise** of Coastal, noting valuable recommendations and a collaborative approach throughout the project. (5 reviews) - Users commend Coastal for their **effective problem-solving approach** , ensuring quick resolutions and strong team collaboration. (5 reviews) - Problem-Solving (5 reviews) - Users value the **staff supportiveness** of Coastal, noting their professionalism and willingness to assist effectively. (5 reviews) - Team Quality (5 reviews) - Users value the **knowledgeable and responsive support** from Coastal, enhancing their CRM experience and collaboration. (4 reviews) - Users commend the **quick response time** of Coastal Cloud, ensuring efficient follow-up and timely solutions. (4 reviews) **What users dislike:** - Users feel the product is **expensive** , suggesting a need for better value-for-cost and loyalty rewards. (4 reviews) - Users find the **pricing expensive** , suggesting a need for better value and loyalty rewards. (4 reviews) - Users report **poor customer support** , making it difficult to resolve issues effectively and impacting overall satisfaction. (1 reviews) ## Coastal Reviews ### 1. Strong Partnership **Rating:** 5.0/5.0 stars **Reviewed by:** Emily G. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2025 **What do you like best about Coastal?** What I like best about Coastal is that they feel like an extension of my team. Being a team of one can be isolating and challenging, so it's helpful to have trusted colleagues to bounce ideas off of, to teach me new skills, and to lean on, especially during challenging times like a data remodel. **What do you dislike about Coastal?** The only real downside of Coastal is that we do not work with them full-time, so they aren't able to dig quite as deep into understanding our data/industry/strategies/business decisions as an FTE would be expected to, which can present a slight learning curve to overcome. **Recommendations to others considering Coastal:** SFMC is a complex tool which lends itself best to a well-rounded team of experts. Even if your team is highly skilled and experienced, they may benefit from additional support in areas like technical architecture, consulting, SFMC administration, and project management. Coastal is a strong and reliable partner with deep SFMC expertise, and they are well-equipped to help fill in any gaps. **What problems is Coastal solving and how is that benefiting you?** As an email team of one, Coastal has helped fill in the gaps for our team, which has been critical to our success. Even with my own 5+ years of experience in SFMC, my colleagues from Coastal have brought a depth and breadth of knowledge and taught me skills/tips I had never encountered on my own. They are strong in SFMC best practices and they fill in some of the more technical gaps that an SFMC admin, developer, or consultant would normally support. They were a tremendous asset to our data remodeling project, helping us steer that process and build a solution in SFMC that would support complex datasets and processes. We simply could not have done it without them. ### 2. Walking on a cloud with Coastal Cloud **Rating:** 5.0/5.0 stars **Reviewed by:** Hayden M. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 27, 2025 **What do you like best about Coastal?** The most helpful aspect about Coastal is the reliable assistance to solve problems - even issues that went beyond our main contact's knowledge. If she was not familiar with a particular product she would pull in her Coastal colleagues to assist on the solution. **What do you dislike about Coastal?** I think the cost for 8 hours of consult was a lot and b/c we only had 8 hours each week to work w the consultant, it took a long time to finish projects. **Recommendations to others considering Coastal:** I think this group is very easy to work with and reliable source of SF solutioning. **What problems is Coastal solving and how is that benefiting you?** Coastal provided managed services immeadiately after we went live and transitioned from our implementation vendor for SF NPSP. Our rep helped us set up our acknowledgement processes, introduced third party tools to make reporting easier and assisted with cleaning our data by creating a process to remove duplicate records. ### 3. Responsive and easy to work with **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** April 08, 2024 **What do you like best about Coastal?** They are easy to work with and very responsive. The follow-up to meetings and requests are quick as well. The account team of Amanda, Emma, Jake and Sean have been great so far. We are utlizing Asana for PM and both teams have visibiltiy into the work. The weekly communication on hour utilization has been great. We know what we've used and what we have remaining for the month. **What do you dislike about Coastal?** So far I don't really have a dislike yet. The partnership is too new for me to comment. **Recommendations to others considering Coastal:** The team listened to what we had to say and asked the right questions. They are responsive and easy to work with. The team also explains any steps taken in support work. **What problems is Coastal solving and how is that benefiting you?** We were ending our partnership with a different vendor and reached out to Coastal Cloud to explore a new partner. We initially asked Coastal to our current environment and provide enhancement recommendations. We had a series of meetings and demos. From there the team provided a handful of recommendations. We are now weaving these recommendations into a Waves program partnership. ### 4. Salesforce - Accounting Seed Development Multi Year Project **Rating:** 5.0/5.0 stars **Reviewed by:** Bonnie J. | AVP of Finance and Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2025 **What do you like best about Coastal?** Their team is knowledgeable and responsive. Also, our implementation date was pushed back a couple times because of our issues. Coastal has been patient and has gone above and beyond to ensure we retained the team members most familiar with us an our operations. We are grateful for our relationship with the Coastal Team. **What do you dislike about Coastal?** All aspects of the project continue to be well executed. **Recommendations to others considering Coastal:** I highly recommend Coastal for your SalesForce/Accounting Seed needs. Dedicated group of people with the requisite knowledge to provide innovative solutions and quality services. **What problems is Coastal solving and how is that benefiting you?** Coastal has supported our accounting and IS development teams in customizing Salesforce/Accounting Seed for compatibility with our business processes. ### 5. Coastal Partnership **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** December 08, 2025 **What do you like best about Coastal?** They distinguish themselves through their ability to rapidly scale operations with top-tier resources. Their agility in mobilizing high-quality teams to meet demand is truly impressive. **What do you dislike about Coastal?** We believe there is room to improve the value-to-cost ratio. We encourage a pricing approach that rewards loyalty and accounts for our historical investment in this relationship. **What problems is Coastal solving and how is that benefiting you?** Coastal has been a pivotal partner in our ongoing digital transformation journey. Their strategic guidance and technical expertise have allowed us to modernize our legacy systems, streamline complex workflows, and ultimately foster a more agile, data-driven organizational culture. ### 6. Major MuleSoft upgrade from 3.9 to 4.9 **Rating:** 5.0/5.0 stars **Reviewed by:** Rhonda Y. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2025 **What do you like best about Coastal?** Everything really. They were professional, but easy going and very easy to work with. **What do you dislike about Coastal?** There are NO downsides to Coastal. They were top-notch. **Recommendations to others considering Coastal:** Use them, you will not be disappointed. **What problems is Coastal solving and how is that benefiting you?** Coastal was instrumental in upgrading our MuleSoft platform from 3.9 to 4.9, as well as addressing any errors along the way. I can't say enough good things about this team. We had a very tight deadline with a lot of unknown variables or skillset on my team. They have a great Project Manager, Kelly who was on top of everything and did a great job keeping the team moving forward. Their development team is also top notch. I was able to work with an onshore developer, while he worked with the offshore team, to better align with time-zones and clear communication. I am actually going to use them again on another part of the project, as well keep them on speed-dial for any future work. ### 7. Best Salesforce Consultants **Rating:** 5.0/5.0 stars **Reviewed by:** Kathy H. | Senior Enterprise Solutions Product Owner, Mid-Market (51-1000 emp.) **Reviewed Date:** January 03, 2025 **What do you like best about Coastal?** Coastal is extremely sharp and professional. It was impressive how quickly they acclimated and understood our business needs. **What do you dislike about Coastal?** Honestly, can't really say anything bad. If I have to say something, it's how we had to promote the work in Copado. They provided all of the metadata, but I think the initial user stories we created weren't necessary since we create user stories only for the components we're promoting. The bot was part of every user story, which made things complicated. We ended up just using 1 user story and adding all the components that were needed. **Recommendations to others considering Coastal:** I highly recommend Coastal for any Salesforce project. They have a deep understanding of Salesforce and all its capabilities, thinking outside the box and going the extra mile. They're on top of everything, extremely detailed, and provide next steps and communication consistently and concisely. **What problems is Coastal solving and how is that benefiting you?** Coastal helped my team implement a chatbot on our proprietary software. This is going to benefit our customers to get help in real time while reducing the call/case volume. ### 8. MCAE Build, Integration and Training **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2025 **What do you like best about Coastal?** I like the high level of professionalism in planning, executing and communicating along the way. The timely scope/reports, updates, and planning was communicated clearly every step of the way. Audrey Root, Beau Bassett, and Amanda Moore are the kindest, most professional people I have worked with in a long time. It was an absolute pleasure to work with them every step of the way. **What do you dislike about Coastal?** There wasn't anything that I would have changed about the experience we had. **What problems is Coastal solving and how is that benefiting you?** Coastal built out our new MCAE platform and met all our expectations in a timely, professional manner. We needed to improve our communication as a ministry and they have set us up for success to do so. ### 9. SMS Short Code Simplified **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Manufacturing | Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2025 **What do you like best about Coastal?** Simplification of the process and knowing someone was there to answer questions. **What do you dislike about Coastal?** There were a lot of emails sent back and forth but the team was just keeping us informed on the project and any requirements we may have missed. **What problems is Coastal solving and how is that benefiting you?** We were signing up for a short code and the process looked very daunting. It was a simple, although still long, process with Coastal Cloud. The process is in-depth and very lengthy but it was as simple as possible with the guidance of Coastal. Thanks again for being so easy to work with. I can’t imagine how difficult it would have been if I had tried to accomplish this SMS set up without you all. ### 10. Easy to Work With **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Mid-Market (51-1000 emp.) **Reviewed Date:** January 09, 2025 **What do you like best about Coastal?** They are experienced in Salesforce and were able to easily determine what changes needed to be made with our current CRM. They are very easy to work with, and genuinely nice people. They are very responsive and quick to try and resolve issues. **What do you dislike about Coastal?** While it is not uncommon to experience bugs in a new system, there seemed to be more than usual after going live, even after doing extensive testing. To be fair, the issues may not have been a result of Costal's error, but with Salesforce or Amazon Voice. **Recommendations to others considering Coastal:** They are a great team to work with. They are very knowledgeable and understanding. They are easy to reach when issues arise and are quick to find a resolution. You will feel as if you are their only client. **What problems is Coastal solving and how is that benefiting you?** Building Amazon Voice Connector and installing on our current Salesforce CRM. This Connector will help with reporting, call center visibility and phone connnectivity issues, as well as assist in managing remote employees. ### 11. Lightning Upgrade **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Building Materials | Mid-Market (51-1000 emp.) **Reviewed Date:** October 17, 2024 **What do you like best about Coastal?** We discussed the scope of the project quite extensively and they were able to customize to our needs. We first started with smaller projects and as we got more comfortable, expanded to larger things. We primarily worked with the same team members who understood our org very well. Their solutions were heavy on out of box features so that we could manage in house in the future, which was something improtant to us. **What do you dislike about Coastal?** The nature of U.S. based resources equates to higher cost than off shore resources. **What problems is Coastal solving and how is that benefiting you?** Our company started using Salesforce in 2012 and had stayed in Classic for over a decade. It took us several years to get our employees on board to use Salesforce Classic so while we knew we needed to upgrade to Lightning, we were hesitant to do so. But many of the features we want to use are only available in Lightning and we finally decided to rip the bandaid off. Coastal was instrumental in this project as we did not have an internal IT project manager who can push this project to completion and we needed to heavily rely on their help. ### 12. Coastal Cloud revolutionized how we use our Salesforce account. **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2024 **What do you like best about Coastal?** Bob at Coastal Cloud was the EXPERT. He was able to translate my non-Salesforce speak into solutions that could solve our problems. He was very familiar with how economic development organizations work and was therefore able to give guidance and recommendations for what he has seen work in the past. He was incredibly quick in all follow up and kept me on track for completion. I would send him lists of things I wanted done on the platform and they were often done within the same day. THANK YOU BOB AND COASTAL CLOUD! **What do you dislike about Coastal?** I truly don't have any complaints. Using Coastal Cloud to optimize our Salesforce platform was one of the best decisions we could make for our long-term tracking of our success. **What problems is Coastal solving and how is that benefiting you?** When starting my position at Greater Louisville Inc., the systems they were using in our Salesforce account and the way it was set up were not at all aligned with how an Economic Developement agency works. Therefore, there were no efficiencies, it was not self-explanatory in any way, and everyone previous to our current team used it differently so the way data was input into the system varied by user. By working with Coastal Cloud, we were able to setup our account to align more with how we need to use it so that the data can serve our purposes. In addition, we've been able to get more specific with our metrics now that we have a way of reporting them. They're optimizations have also allowed us to understand more information and track more projects than we were able to in the past. ### 13. For such a huge undertaking, we picked the right vendor! **Rating:** 5.0/5.0 stars **Reviewed by:** Kismet S. | Consulting Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2024 **What do you like best about Coastal?** Their process and project management approach has worked very well for us. **What do you dislike about Coastal?** There is nothing to dislike about Coastal Cloud. **Recommendations to others considering Coastal:** Start with a discovery process as an initial/independent project (like UCP did). Once you have that process complete, then decide what your organization can support from a resource and financial standpoint. Taking it in phases helps to acclimate to change and plan for future projects. **What problems is Coastal solving and how is that benefiting you?** As a consultant engaged with United Cerebral Palsy, I spearheaded the search for a proficient Salesforce consulting partner. Our objective was to find a vendor capable of meeting our current needs while guiding us towards future enhancements—specifically, transitioning from Salesforce Classic to Lightning and devising a strategic roadmap to optimize our system's processes both presently and in the long term. From the initial discovery phase, which culminated in a thorough solution design, to overseeing data cleansing, implementing Lightning, and executing seamless data migration, the Coastal Cloud team has been our steadfast companion throughout this journey. Now that we've successfully completed the implementation phase, we're poised to embark on future initiatives, including the automation of grant management, case management, and the integration of advanced marketing tools. A heartfelt thank you goes out to our dedicated project team—Dan, Trevor, Erik, and Karim—for their unwavering support over the past year. We truly appreciate all that you've accomplished for us and alongside us. ### 14. Excellent partner and expert in the accounting software implementation space **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph F. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2024 **What do you like best about Coastal?** I value most their expertise; they could provide valuable recommendations both on the accounting side of our project and on the system side of the project. I also deeply appreciated their partnership approach to the process, leading us via many questions and clearly articulating requirements based on our answers. They were flexible with our budget, giving options along the way. **What do you dislike about Coastal?** Because of their thoroughness, responsiveness, and expertise, the total cost of the project ended up higher than we desired. It was money well spent though! **Recommendations to others considering Coastal:** Ask them for examples of solving the kinds of problems you are facing to ensure they can bring the same level of expertise to your project as they did for ours. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud provided project management, customization, and implementation services for our launch of the Accounting Seed package on Salesforce. They asked the right questions, captured and documented our requirements, developed a scope of work to meet those requirements, built everything requested, provided the best User Acceptance Testing process I've ever seen, and supported us through and after go-live. It was incredibly beneficial expertise, leadership, and quality work. ### 15. Incredible partner for Financial Services business **Rating:** 5.0/5.0 stars **Reviewed by:** Azya J. | Senior Director, Customer Success, Enterprise (> 1000 emp.) **Reviewed Date:** April 05, 2024 **What do you like best about Coastal?** We have had a dedicated team that has been extremely responsive and very easy to work with. They are experts in their work and have been able to solution items for us that our previous consultants have not. **What do you dislike about Coastal?** There's nothing to dislike, this team has been awesome to work with. **What problems is Coastal solving and how is that benefiting you?** We moved to Coastal after having gone through three existing vendors. Coastal supported us in cleaning up our lead to sale pipline surrounding our marketing and Pardot setups. This has led to greater success for our sales team in generating and following through with our leads. Coastal has really served as our Salesforce and Pardot admins, leading our internal teams to viable solutions. ### 16. A leader in an extremely crowded world of partners **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Events Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2024 **What do you like best about Coastal?** Personable, friendly, thorough, good communication, great at managing expectations, great expertise **What do you dislike about Coastal?** Unfortunately, I don't have anything I dislike. I could see prospective customers being a bit weary of their price. However, in my career, especially with SFDC, you get what you pay for when it comes to developing and maintaining a complex SFDC environment. **Recommendations to others considering Coastal:** If you want a firm that wants to understand your business, if you want a firm that will work tirelessly help you get to where you want to go, if you want a firm that meets deadlines and communicates well, I wouldn't look anywhere else. **What problems is Coastal solving and how is that benefiting you?** When I started my new role at my current company, I inherited a SFDC environment that needed a significant amount of TLC. I partnered with Coastal Cloud to assess and remediate. The attention to detail, their willingness to go the extra mile for the customer, and the level of expertise they brought into the project greatly distinguishes them in a very overcrowded ecosystem of Salesforce partners. Overall, my SFDC environment has been rearchitected in a manner in which we were able to add Financial Force / Certina seamlessly from the engagement. We are currently working with them to bring Net Zero Cloud into our environment. ### 17. Working with Coastal has been a delightful experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** April 04, 2024 **What do you like best about Coastal?** Working with Coastal has been a delightful experience. They're not only incredibly pleasant collaborators but also consistently provide top-notch solutions tailored to our business needs. **What do you dislike about Coastal?** Currently, I have no specific feedback to offer the Coastal team. I am very satisfied with the work and support provided thus far. **Recommendations to others considering Coastal:** Keep doing what you are doing!!! **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud has significantly automated most of our email processes and reliably provides solutions for nearly all our requests, no matter the complexity. Their responsive problem-solving has streamlined our operations, allowing us to focus more on strategic tasks and improving overall efficiency. ### 18. A strong partner for organizations in their HCRM journey **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Coastal?** I greatly appreciate Coastal Cloud's customer- and relationship-first mentality, which is sometimes hard to find with agency partners. Additionally, I appreciate the unique skillsets each team member has been able to bring to the table. **What do you dislike about Coastal?** Perhaps it's because we're still a bit early on in our partnership, but the team hasn't been too forthcoming around how we will maintain the recommendations/builds they are currently putting into place. I'd imagine this might come naturally later on in implementation/our partnership. **Recommendations to others considering Coastal:** Make sure your organization is very clear about the stage of their HCRM implementation, and what exact skillsets and needs Coastal Cloud would be addressing. Otherwise, you may find yourself in a place where you may not be getting the best of their services because of organizational limitations and confusion. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud is currently supporting our HCRM business case, initial CDP build, reporting infrastructure, and campaign production enablement. Through this work so far, we've seen organizational clarity gained around enterprise-wide goals for our HCRM implementations, which is a big win at any academic medical center. ### 19. The Coastal Cloud team was a joy to work with. **Rating:** 5.0/5.0 stars **Reviewed by:** Aaron L. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 21, 2023 **What do you like best about Coastal?** The people on our project team were knowledgeable, which led to a great final product. They were also great individuals who made the project fun to be part of. **What do you dislike about Coastal?** From my perspective, there were no downsides or dislikes. We got what we wanted and more. **Recommendations to others considering Coastal:** Gor for it. The company truly cares about those whom they work with and want to deliver the best possible solution. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud helped us develop a CRM for our company to allow us to better achieve our mission. The Salesforce Application developed alow our executive team to better communicate who we are working with. ### 20. A Measurable Improvement in our Salesforce Journey **Rating:** 5.0/5.0 stars **Reviewed by:** Zach U. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 21, 2023 **What do you like best about Coastal?** We have a consultant that we can trust as a true parter - working collaboratively as if she were a member of our own organization. We can trust that what she builds will be built correctly, that she's listened to our needs, and that Salesforce best practices will have been followed. Not only that, but we know that there's a whole organization of talent available to us when there's a specific subject matter that we need additional insight or assistance on. **What do you dislike about Coastal?** So far, our relationship with Coastal Cloud has been entirely positive. **Recommendations to others considering Coastal:** Don't think twice, just go with Coastal Cloud and breathe easy. **What problems is Coastal solving and how is that benefiting you?** Our Coastal Cloud consultant, Stephanie, has made a measurable improvement not only in our Salesforce ecosystem, but on our processes as a whole. During the discovery phase of a new project, she asks the right questions, respectfully pushes back against confusing parts of our processes, and helps us ultimately arrive at the right solution the first time. Previously, we'd been building in Salesforce without first examining the 'why' of our proceses - usually leading to rebuilds and inefficiency. That's been greatly reduced after working with Stephanie and Coastal Cloud. ### 21. Confident Salesforce strategists and excellent partners **Rating:** 5.0/5.0 stars **Reviewed by:** Kellie S. | Enterprise (> 1000 emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Coastal?** Very responsive to our needs. Appreciate their expertise in the healthcare marcomm industry. **What do you dislike about Coastal?** No downsides at this time. We've been extremely happy with their work. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud is helping to strategize our build for Data Cloud, and helping to align our internal business partners towards a unified goal. Additional assisitance has been done in creating templates for our SFMC landing pages, as well as to create Tableau reporting to record patient encounters and tie financials to visits that result from our campaigns. ### 22. Transforming our Business Processes! **Rating:** 5.0/5.0 stars **Reviewed by:** Nicki J. | Administrative Manager/ Inside Sales, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2023 **What do you like best about Coastal?** Coastal Cloud came on site to provide a brand new Salesforce training for our users. The training provided a “clean slate” for the team, and the refresher we all needed! The responsiveness of everyone to my questions. Pam is a rockstar!!! **What do you dislike about Coastal?** Nothing to dislike about Coastal Cloud and their excellent team! **Recommendations to others considering Coastal:** For those looking at hiring Coastal Cloud, these are professionals who will take your project very seriously. Your organization is in good hands with Coastal. You become a team working on the projects together. **What problems is Coastal solving and how is that benefiting you?** Our distribution organization was not using our Salesforce instance effectively. We needed a trusted advisor to help us maximize its usage and level up our efficiency. We provided Coastal Cloud with a list of items we wanted to improve. After they got started, the project evolved as we both found new ways to innovate our org and provide more automation. Any time we have questions, they are happy to answer and provide guidance. Now, our CRM is on track to being the best it can possibly be! ### 23. Our Go To People for the Salesforce/Pardot help that we need! **Rating:** 5.0/5.0 stars **Reviewed by:** Kara A. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2023 **What do you like best about Coastal?** Everyone we have worked with at Coastal Cloud has been super friendly and knowledgeable about anything we have asked for help with. They have a vast amount of knowledge in all things Salesforce, including Pardot. They are also always accessible and quick to help. There is no long delay in waiting for assistance. **What do you dislike about Coastal?** The only thing I dislike is that we have not used them sooner! We have grown over the years, and tried to manage things on our own, and it would of been much easier had we used them then! **Recommendations to others considering Coastal:** I would highly recommend to anyone to use Coastal Cloud for any Salesforce project. With all of the work they have done for us, I know that they can help with handling a project of any size, while also being friendly and informative. **What problems is Coastal solving and how is that benefiting you?** We use Coastal Cloud on an as-needed basis. From little projects to recreating our processes, Coastal Cloud always helps to cover all of our bases. They also make sure that we have all of the newest updates and information on things that are coming out, which helps us to stay up to speed. It benefits us greatly to know that we have the knowledge and the help accessible when we need it. ### 24. Short Code Acquisition and Campaign Approval **Rating:** 5.0/5.0 stars **Reviewed by:** LaShanay S. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 27, 2023 **What do you like best about Coastal?** Coastal Cloud was attentive, prompt, and efficient throughout the engagement. It was clear that the team was well-versed in the subject matter. **What do you dislike about Coastal?** There were no downsides to this engagement. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud provided SMS Short Code activation support services between Salesforce and SMS Short Code aggregator. ### 25. A productive and efficient experience with Coastal Cloud **Rating:** 5.0/5.0 stars **Reviewed by:** Jenni L. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 11, 2023 **What do you like best about Coastal?** Accessibility, collaboration, communication **What do you dislike about Coastal?** Steps for testing could be clearer ..... **Recommendations to others considering Coastal:** Be transparent with your needs and don't hesitate to send questions as the projects goes along. Coastal is very responsive with skilled developers. They offer solutions to workflow problems that you may not think of. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud is assisting in launching our more complicated and logic heavy grant applications into a portal for Kansas Department of Commerce. This is minimizing the amount of manual work done by our program grant managers. ### 26. Coastal Cloud is awesome. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** January 10, 2024 **What do you like best about Coastal?** Responsiveness, teamwork and planning ahead for the use of SF. **What do you dislike about Coastal?** There really wasn't anything that we were not pleased with. **Recommendations to others considering Coastal:** They have their act together, they have the appropriate resources and work well with the client to make everything flow seamlessly. **What problems is Coastal solving and how is that benefiting you?** We migrated to a new instance of Salesforce and they lead the way. ### 27. Extremely thorough and helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Sujin P. | Marketing Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** August 18, 2023 **What do you like best about Coastal?** Thorough explanation - they made a slideshow to explain one of our questions so we now have it for references. Really appreciated that. **What do you dislike about Coastal?** More updates on progress even when not ready. **What problems is Coastal solving and how is that benefiting you?** We used Coastal Cloud for our Pardot implementation, and went back to them for Marketing Cloud help. They were consistent, thorough, and helped us set automation clean ups that we wouldn't have been able to do without them. Thank you Coastal Cloud team! ### 28. We've worked with Coastal Cloud for years to help support and enhance our Salesforce environment. **Rating:** 5.0/5.0 stars **Reviewed by:** CIndy W. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2023 **What do you like best about Coastal?** The team at Coastal Cloud has indeed become our trusted advisor. We know we can email/text them with any problem, and they will quickly jump in to solve any issue. Our teams maintain great relationships, and they’re fun to work with! **What do you dislike about Coastal?** There is nothing that I can think of!!!! **Recommendations to others considering Coastal:** We highly recommend Coastal Cloud for any Salesforce transformation. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud’s Experts have helped us maximize our Salesforce instance. Primarily, our Opportunities process is very organized and tailored to our needs. Outside Partners can track their opportunities and exposure to sales while in the field while protecting our internal data. The flexibility of Coastal Cloud has helped our organization greatly because we can customize sharing rules in the way that works best for us. Additionally, the automation of Salesforce saves us lots of time when sending out a quote. Coastal Cloud also helped us undergo a Lightning Migration, allowing us to leverage the best technology that Salesforce offers. ### 29. Coastal Cloud is stellar and absolutely worth it for your Salesforce needs **Rating:** 5.0/5.0 stars **Reviewed by:** Alicia F. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2023 **What do you like best about Coastal?** Coastal Cloud has stellar subject matter expertise in the Economic Development Industry. This makes it much easier for them to understand the outcomes we were trying to achieve and to make recommendations based on best practices. I also loved the team members. They were positive, proactive, and incredibly helpful. **What do you dislike about Coastal?** It can be a bit expensive depending on what you are trying to achieve, especially if you are a non-profit, however they are worth it and do their best to give you the most bang for your buck that they can. **Recommendations to others considering Coastal:** Leverage their experience. Ask them what their advice is as opposed to just dictating requirements. That's really where they stand out above the rest. **What problems is Coastal solving and how is that benefiting you?** We wanted our current platform to be the data hub for our operational performance data. We needed to enhance it to make it more comprehensive and user-friendly. That involved adding new functional groups, new objects and fields, etc. and editing existing ones. We also needed dashboards and additional reports. We did not have the expertise within to design the architecture of this and only had minimal knowledge to execute a design. By leveraging Coastal Cloud we have an intentional, integrated design with the ability to capture and export the data we need. ### 30. Thrilled to have found Coastal Cloud for our Pardot Implementation and CRM support needs **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2023 **What do you like best about Coastal?** Our project manager was highly organized and efficient. She took extensive notes during our meetings and kept everyone on her team and on ours on track. She had the answers to all of our questions at her fingertips - we could not have gotten as much done, or as much done in such a short amount of time, without her! **What do you dislike about Coastal?** I don't want this to come across as a poorly thought-through response, but there is nothing we disliked about working with Coastal Cloud. We felt like we were in excellent hands the entire time. **Recommendations to others considering Coastal:** The more you share up front about your requirements and expectations for a project, the more effective CC will be in mapping out the scope and getting an early start on potential challenges you could encounter. The team is highly knowledgeable and resourceful - my best recommendation is to ask for everything you want, even if you do not believe it is possible, and let them help you research what can and cannot be done. **What problems is Coastal solving and how is that benefiting you?** We brought in Coastal Cloud (CC) to implement and customize Pardot for our business needs. Their knowledge, experience, and resourcefulness were the perfect match for our unique needs and to work through the challenges and limitations we encountered. We have successfully launched Pardot and have since begun working with CC on other CRM support matters. ### 31. Coastal Cloud Pardot migration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2023 **What do you like best about Coastal?** Coastal Cloud was very helpful in creating creative solutions for our complex lead generation lifecycle. **What do you dislike about Coastal?** Due to the complex nature of our instance, could have had a more detailed project plan. **Recommendations to others considering Coastal:** Prior to start of work, work with internal team to have clear documentation and expectations of the outcomes that are desired. Be open to creative or differnet solutions if it is varies from a previous system. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud assisted with migration to Pardot in order to assist with better visibility into lead generation efforts for our sales team. ### 32. MarketingCloud Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** August 18, 2023 **What do you like best about Coastal?** Walking step by step through the implementation process, being able to adabt to changes if necessary and helping the team to understand what steps are necessary to make the outcome successful. **What do you dislike about Coastal?** There were no major issues as we were able to work through everything that came up in a timley manner. **What problems is Coastal solving and how is that benefiting you?** SF Marketing Cloud implemented to enhance patient engagement via automated outreach, personalized web journeys and demographic-centric journeys. The Teams are also utelizing MarketingCloud for their monthly newsletters. ### 33. Excellent partnership **Rating:** 5.0/5.0 stars **Reviewed by:** Burt H. | Division Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 15, 2022 **What do you like best about Coastal?** They willingness to talk through solutions to challenges instead of just blindly sticking to a project outline. They were very responsive and willing to change direction, within reason, if, in the course of development, a change was needed. **What do you dislike about Coastal?** The downsides were not really due to any failings on CoastalCloud's side. The hardest thing we had to get over was the "lost in translation" problem in the beginning. Given the fact that our company does not usually use outside IT resources to develop solutions, there was steep learning curve on our end to translate what CostalCloud's process and what they expected to be able to deliver vs what we were expecting. Many times we were talking about the same result, but were simply using different terminology to describe the same process. **Recommendations to others considering Coastal:** Either spend more time in the planning phase of a project to fully vet what you want the end result to be, or build additional project hours into a project so that if you go down a development dead end, there is time to work on a different solution. CoastalCloud is a very talented group of developers and pretty much build whatever solution is needed, so customers having a clear vision what they want the end product to do will give CC the right foundation to exceed your expectations. **What problems is Coastal solving and how is that benefiting you?** CoastalCloud helped us design an online application system to provide a digital solution that not only made it much easier for our patrons to apply, but also connected the application directly to a legacy system. ### 34. CPQ Implementation **Rating:** 5.0/5.0 stars **Reviewed by:** Damian H. | Sr. Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2022 **What do you like best about Coastal?** Our account team, consisting of Molly Ervin, Project Manager and Allison Sitler, Salesforce Developer, took the time to learn and understand our challenges and objectives. They were able to provide solutions that we needed and others that we did not know we needed. I am very pleased that Todd McCall could bring this team together for this project. **What do you dislike about Coastal?** There was nothing I did not like about this experience; the project was well managed through all phases. **Recommendations to others considering Coastal:** The Coastal Cloud team’s deep knowledge and understanding of CPQ and the Salesforce Clouds made choosing them as a partner the right choice for this and future projects. I cannot praise the team members enough for making this a successful implementation and rollout. When faced with technical issues or last-minute client requests, the team was ALLWAYS able to deliver. The on-demand technical support during our launch at a trade show with 20 plus new users, entering live orders in real-time (after many hours of hands-on training provided by the Coastal Cloud team) confirmed we made the right choice to partner with Coastal Cloud. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud was our implementation partner in the development and rollout of CPQ. Our business challenge was that we needed a tool to that would allow our sales team to generate and process complex sales orders quickly and efficiently to relieve stress on our operations team. We required an ordering solution that would allow our sales management team the flexibility to create offers that better serve our customers and business objectives. That simultaneously alleviates operational burdens on our Order Entry team members. We also wanted to introduce operation efficiencies in our customer acquisition and creation process. ### 35. Marketing automation reboot completed successfully! Coastal Cloud is a true partner! **Rating:** 5.0/5.0 stars **Reviewed by:** Svetlan K. | Marketing Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 07, 2022 **Describe the project or task Coastal helped with:** We worked with Coastal Cloud on an automation reboot project. They assisted us with Pardot and Sales Cloud. They completed a full Audit, clean-up, and enhancements to ensure that the platform was connected correctly and all leads flowed through to our sales team in a timely fashion. Everything was delivered on time and within budget and scope. I would highly recommend engaging with Coastal Cloud; the team is professional, easy to work with, flexible, and always willing to help and find solutions. **What do you like best about Coastal?** The team that we were assigned was highly knowledgeable, easy to work with, and really cared to understand our business in order to guide our strategy and the solutions put forward. **What do you dislike about Coastal?** Nothing. We feel very fortunate to find a true partner in Coastal Cloud **What problems is Coastal solving and how is that benefiting you?** We had a system that was not properly connected, the sales team were not receiving notifications, and the team was working in a very manual fashion. Coastal Cloud, helped us reset our automation strategy, ensuring Salesforce & Pardot were adequately connected, that data flowed through seamlessly and the sales team received notifications for outreach. ### 36. Coastal Cloud Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2023 **What do you like best about Coastal?** Quick response times and are very easy to work with **What do you dislike about Coastal?** Nothing, it's a pleasure to work with Coastal Cloud **Recommendations to others considering Coastal:** My only recommendation is to use Coastal Cloud. They're great to work with! **What problems is Coastal solving and how is that benefiting you?** Dedicated Short Code set up & approvals, Salesforce/Marketing Cloud automation/administration ### 37. Be Smart with Coastal Cloud **Rating:** 4.5/5.0 stars **Reviewed by:** Vincent Z. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 12, 2022 **Describe the project or task Coastal helped with:** It was a very tedious task for one of the clients to migrate their data from old database software and make it future-proof. Coastal cloud's expertise helped us to make the migration smooth future-ready. It was a great experience. **What do you like best about Coastal?** The expertise they have in transitioning, migration and understanding of future technology. All this expertise helps businesses to sit down and relax while Coastal Cloud makes things up-to-date. **What do you dislike about Coastal?** There is nothing much to complain about. I would like to mention one thing, which I feel can be improved that is the time they take to need to find the best solution for a particular client. **Recommendations to others considering Coastal:** Highly recommended as migration and transition to a new set of software is a huge task. You need consulting services from an expert so nothing unpleasant happens during the process. Coastal Cloud is the right people to call for such situation. **What problems is Coastal solving and how is that benefiting you?** We have solved the problem of migrating old and raw data to new sophisticated software. The benefit of this migration helped our client in retrieving information with ease. ### 38. Deep Salesforce Community Cloud Expertise **Rating:** 5.0/5.0 stars **Reviewed by:** Rennie F. | VP, Enterprise Systems, Mid-Market (51-1000 emp.) **Reviewed Date:** September 09, 2020 **Describe the project or task Coastal helped with:** Helped us scope and integrate a new customer Help Center powered by Salesforce Community Cloud. **What do you like best about Coastal?** 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. **What do you dislike about Coastal?** Nothing. The project was delivered on time, on budget, and post-launch support has been incredible! **Recommendations to others considering Coastal:** A best in class solution! Coastal Cloud has a fun culture and they are a joy to work with. **What problems is Coastal solving and how is that benefiting you?** 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. ### 39. Great to work with **Rating:** 5.0/5.0 stars **Reviewed by:** Chris C. | VP Info Tech, Mid-Market (51-1000 emp.) **Reviewed Date:** May 04, 2022 **Describe the project or task Coastal helped with:** We have done several projects to build-out and then add new features to our Salesforce instance. **What do you like best about Coastal?** I like the feedback on progress as well as the efficiency in the way they get the job done. They are knowledgeable and efficient. **What do you dislike about Coastal?** There isn't much to dislike. They are very knowledgeable and don't get stuck on much. They do have other projects going on so sometimes you have to wait until there is time for their techs but generally that wait is short. **What problems is Coastal solving and how is that benefiting you?** We are solving problems around automation and keeping Salesforce the authority of record for information shared across the project. There was integration between Salesforce and Trello. ### 40. Best Consulting Partner Used To-Date! **Rating:** 5.0/5.0 stars **Reviewed by:** Bill D. | Leadership Member, Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2022 **Describe the project or task Coastal helped with:** Originally, we hired Coastal Cloud for a Conga CLM (contract lifecycle management) project. Once the team started on this, they also started supporting and helping to update our existing Salesforce CPQ solution. We were unhappy with our previous vendor, and Coastal Cloud’s experts helped to solve some issues that had remained unresolved as well as offer some suggestions for enhancements. **What do you like best about Coastal?** The Coastal Cloud team was a delight to work with. It was immediately clear that they had the background and product knowledge but also worked well in matching our working style and approach. In the end, this solution works smarter not harder! The seamlessness between Conga’s CLM process paired with our CPQ solution decreases our organization’s inefficiencies. **What do you dislike about Coastal?** Nothing that quickly jumps to mind. This is unique in my history of working with consulting partners. And I will continue to leverage them as a partner. **Recommendations to others considering Coastal:** My advice to anyone considering Coastal Cloud is to call them. They have experience with any industry of any size. **What problems is Coastal solving and how is that benefiting you?** Our company needs to organize high volumes of legal paperwork. Before working with Coastal Cloud, these documents were stored in various locations and we lacked a central database. Now, Salesforce works with Conga to manage our contracts. We can also redline or add clauses with ease. ### 41. Expertise is second to none **Rating:** 5.0/5.0 stars **Reviewed by:** lara d. | Part-time Instructor, Enterprise (> 1000 emp.) **Reviewed Date:** January 12, 2022 **Describe the project or task Coastal helped with:** Coastal Cloud helped us migrate our existing Pardot instance following merger activity in business. We had tight deadlines for the migration and were working off two different tiers of Pardot licenses which added complexity. **What do you like best about Coastal?** Our expert team ( Beau and Amber) were accommodating, supportive, and provided the expertise we needed to migrate successfully, on time, and on budget. They went above and beyond to ensure our migration was done to a high standard, to ensure business as usual for our marketing teams once they were in the migrated instance. **What do you dislike about Coastal?** Nothing, this is one of the best experiences with consultants that I've had to date. **What problems is Coastal solving and how is that benefiting you?** Tight timelines, lack of expertise on successfully migrating one Pardot org toanother, complexity due to being on different tiers of Pardot licenses. In addition, we had a salesforce migration happening in paralell so we needed consultants with more general salesforce CRM expertise, in addition to Pardot expertise. ### 42. Coastal Cloud delivered a transformational student experience for Bluefield University **Rating:** 5.0/5.0 stars **Reviewed by:** Roger O. | Education Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** December 31, 2021 **Describe the project or task Coastal helped with:** The Recruiting and Admissions Team at Bluefield University needed a standard way to track the entire lifecycle of a recruited student all the way through to the admissions process. We utilize many different features like Service Cloud, Pardot and Experience Cloud (to name a few) and they all work together seamlessly. **What do you like best about Coastal?** We love how responsive this team has been. Their expertise within the industry is evident, needing less time for explanation and more time for problem solving. Communication and project management were outstanding. **What do you dislike about Coastal?** Can't think of anything, we only wish we had found them sooner! **What problems is Coastal solving and how is that benefiting you?** Now, Salesforce has completely reinvented the way our teams work, we now have one system for all student communication and tracking. We can track a single student with which we engaged via any source, all the way through to graduation. The portals that the students can use promote self service, which has ultimately minimized the tasks our teams need to perform. ### 43. Coastal Cloud Utilized Technical Skill and Business Expertise to Make Sure We Got What We Needed **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan W. | Director, Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2021 **Describe the project or task Coastal helped with:** Our main goal for Coastal Cloud was to help us consolidate many disparate administrative functions operating out of many separate systems. To increase efficiency and accuracy, we now rely on Sales Cloud, Accounting Seed, and a custom time & expense tracking system. **What do you like best about Coastal?** The team at Coastal Cloud is what keeps us coming back. We rely on them to help us turn sometimes vague ideas of what we are looking for into concrete requirements and ultimately a custom solution that works well and is well-documented. With so many moving parts in our complex system, sometimes we need help figuring things out. When this happens, they are very responsive and readily available to get on a call. More importantly, they create (and update) extremely helpful guides that allow our administrators to avoid coming back with the same questions. **What do you dislike about Coastal?** There is nothing to dislike about Coastal Cloud. Every project has unexpected bumps, but to the extent that occurred, Coastal Cloud handled them professionally and with urgency. **Recommendations to others considering Coastal:** Spend time going over your specific business practices (and current pain points) with them. While they’re building out the system, they often have process-improvement suggestions that really help and that you may not think of. The more they understand your business, the more you will get out of that. **What problems is Coastal solving and how is that benefiting you?** This customized solution has mitigated the number of manual processes for our teams. We now spend more time doing our jobs than repetitive tasks thanks to automations. It is also easier to catch mistakes on our end. Finally, we are enjoying increased insight into our organization. ### 44. Excellent implementation and managed service experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2022 **Describe the project or task Coastal helped with:** Coastal Cloud managed the implementation of our new Salesforce instance including data transfer from another instance and implementation and configuration of 3 tools: Pardot, FormAssembly, and Conga (Composer & Sign). **What do you like best about Coastal?** Coastal Cloud provided expertise, structure, and transparency throughout our project. They were flexible and accommodating while staying focused on delivering project milestones. They were conscientious with our project budget and advised us on how best to leverage time and resources to gain maximum value from our investment. After working with them on the implementation of our Salesforce instance and 3 other tool integrations, we signed on for a managed services contract due to our high level of satisfaction with their work. They have been very responsive and easy to work with and we highly recommend them. **What do you dislike about Coastal?** As with any project, there were challenges and shifts we needed to make. However, Coastal Cloud were great partners, very patient and flexible when we needed it and they brought the project across the finish line with us. **What problems is Coastal solving and how is that benefiting you?** We had to move to our own stand-alone instance of Salesforce, which involved building out a whole new structure for our data and processes, but also migrating data. Coastal Cloud consultants were excellent partners and solutions architects as we redesigned our workflows in the new system. Their training and documentation was excellent, and we have been very happy with their managed services as well. They delivered everything that was promised in an efficient and transparent way. ### 45. Coastal Cloud did an exceptional job assisting us with our Sales Force short code effort. **Rating:** 5.0/5.0 stars **Reviewed by:** Sue B. | EVP, Client Success, Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2021 **Describe the project or task Coastal helped with:** We worked with Coastal Cloud to launch our new short code enablement and text messaging program. They assisted us with getting our short code number and applying for our first short code campaign program. Coastal Cloud helped us through the entire process, from reserving the short code with Salesforce, offering guidance on SMS and MMS components of our application, responding to questions from the aggregator, and monitoring the review and testing process among the three tiers of mobile carriers. They also conducted internal testing of our new short code and keywords with Tier 1 carriers, then provided training and resources for us to get started with our new program in Marketing Cloud MobileConnect. **What do you like best about Coastal?** Coastal Cloud proved to be highly knowledgeable on both Sales Force and carrier requirements. Their expertise allowed us to quickly and effectively complete our short code implementation ahead of schedule. **What do you dislike about Coastal?** The project and all communications were flawless. I am not able to provide input on any areas for improvement. The project ran smoothly and the coordinated handoff at the conclusion of the effort allowed us to quickly begin using our short code in production. **What problems is Coastal solving and how is that benefiting you?** Our use case of a text messaging program is a little outside the norm as we are creating prototypes and demos of technology solutions for our healthcare clients so they can envision how they can communicate with their patients. Coastal Cloud helped us navigate our short code application process and tailor our application keeping this in mind. Not only are we now able to demonstrate this new SMS program, but we have a better understanding of how to describe this process with our own clients. This is important as text messaging patients regarding appointment reminders, patient care surveys, and other information is an increasingly important communication tool and service expectation for patients and providers. ### 46. Successfully lead SalesForce migration for our large/global organization **Rating:** 4.5/5.0 stars **Reviewed by:** Janelle S. | Director, Global Client Support, Mid-Market (51-1000 emp.) **Reviewed Date:** December 02, 2021 **Describe the project or task Coastal helped with:** Coastal Cloud provided consulting and leadership for our organization as we transitioned to the SalesForce platform. **What do you like best about Coastal?** Coastal Cloud was knowledgeable, articulate, and a pleasure to work with. They had great communication across our global team and were able to work well with many different personality types. **What do you dislike about Coastal?** My primary interaction with Coastal Cloud was during the Customer Support transition from Zendesk to SalesForce. Coastal Cloud provided great training for the support team before going live with the new platform. A separate Manager training would have also been helpful, as performing administrative tasks has left us dependant on consultants to perform what should be simple tasks. **Recommendations to others considering Coastal:** Defining thorough requirements and setting clear expecations will prevent any unnecessary miscommunication later on. Our diligence up-front resulted in a very efficient transition, and the support go-live date was met without delay. **What problems is Coastal solving and how is that benefiting you?** Our organization has seen enhanced collaboration and ease of internal and external communication by being consolidated on one platform. We were able to do this through Coastal Clouds guidance, as they worked with us to determine the best course of action for our unique teams. ### 47. My Go-To for Salesforce Projects **Rating:** 5.0/5.0 stars **Reviewed by:** Merry E. | COO & Co-Publisher, Small-Business (50 or fewer emp.) **Reviewed Date:** October 13, 2020 **Describe the project or task Coastal 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. **What do you like best about Coastal?** Responsive and Friendly support for any and all Salesforce needs. **What do you dislike about Coastal?** I can not think of any downsides to using Coastal Cloud. **What problems is Coastal solving and how is that benefiting you?** Since bringing them on, we have truly maximized our deployment of Salesforce. ### 48. Coastal Cloud is a gem! **Rating:** 5.0/5.0 stars **Reviewed by:** Jamie T. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2021 **Describe the project or task Coastal helped with:** Coastal Cloud led AMSA's Salesforce customization to create an intuitive and efficient membership database. This project included customization for events, marketing, accounting, reporting, business development, and online payments. Before working with Coastal Cloud we were limited in what we could offer our members, the database was clunky, and we were working from many different spreadsheets and forms. Our new platform allows us to be more productive, and the member experience is seamless. **What do you like best about Coastal?** It was a pleasure working with the Coastal Cloud team. They were efficient and prepared detailed weekly project management reports to track progress. The Coastal Cloud team is professional, fun, and service-oriented. They were a true partner who delivered projects on time and adhered to our budget. Coastal Cloud is transparent, responsive, and listened to our needs. We are delighted with our new membership database! **What do you dislike about Coastal?** During my 12 years at AMSA we have had four membership databases. I wish we had found Coastal Cloud sooner, as I feel like we wasted time with expensive and outdated platforms. That being said, I did not dislike anything about working with Coastal Cloud. **Recommendations to others considering Coastal:** Coastal Cloud’s experience in the health care, nonprofit, and education industries was instrumental to our success with this project. They are knowledgeable, helpful, and realistic with projections and deliverables. Working with them is a delight! **What problems is Coastal solving and how is that benefiting you?** Having one platform for our membership database and business development is incredible. Everything is synced, including marketing and events. It has improved processes and efficiency. Teams are no longer working in silos, and information is shared throughout the organization. The experience for our members is much more user-friendly as well. ### 49. Successful! Hands down one of the best teams I have ever worked with. **Rating:** 5.0/5.0 stars **Reviewed by:** Madeline R. | Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** November 11, 2021 **Describe the project or task Coastal helped with:** With the help of Coastal Cloud, Kerry, and JoAnne, we are creating and integrating an insightful BI platform across a network of healthcare clinics. Our network of clinics was operating on separate platforms, making it hard for us to have a holistic view of our data. The Coastal Cloud team took the time to hear our needs and concerns and provided us with the best possible solution. **What do you like best about Coastal?** Working with this team at Coastal Cloud has been a pleasure. They work day and night to make sure we are successfully and efficiently meeting our goals and deadlines. No matter how hard the task, the Coastal Cloud team always gets it done. Kerry and JoAnne are very dedicated to making our BI Platform, Tableau, successful. I am excited to continue to work with Coastal Cloud in the future. **What do you dislike about Coastal?** There is not one thing I dislike about Coastal Cloud. My only thought would be how much I will miss working with such a great team.I could not be more satisfied with Coastal Cloud. **Recommendations to others considering Coastal:** I highly recommend using Coastal Cloud. Especially in the Healthcare Industry, Coastal Cloud's solutions are great for alleviating duplication and pain points. **What problems is Coastal solving and how is that benefiting you?** Coastal Cloud's work has allowed us to more efficiently and accurately gather the critical data that we need daily and weekly. Our data is now being pulled from several sources and displayed highlighted on one platform. Coastal Cloud has made our data analysis more accessible and more effective. ### 50. Coastal Cloud is an excellent Salesforce partner **Rating:** 5.0/5.0 stars **Reviewed by:** Amy G. | CI Specialist, Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2021 **Describe the project or task Coastal helped with:** We chose Coastal Cloud as our Salesforce partner in implementing an end-to-end solution, that went from CRM to project management, for a sales team. Having our entire team in one solution drives consistency in our processes and provides valuable reporting tools for the management team. **What do you like best about Coastal?** The Coastal Cloud team was not only knowledgable about Salesforce, but many additional app exchange offerings that would help with our solution. They responded quickly and delivered on time. Everyone on the team was professional and easy to work with. **What do you dislike about Coastal?** Nothing to dislike about working with Coastal Cloud. **What problems is Coastal solving and how is that benefiting you?** Through our switch to Salesforce, we immediately realized the results of strong reporting capability. We have access to data that wasn't available previously. The use of Salesforce also continues to drive consistency across an ever-evolving sales team and organization. ## Coastal Discussions - [What is Coastal Cloud used for?](https://www.g2.com/discussions/what-is-coastal-cloud-used-for) - 1 comment - [View Coastal pricing details and edition comparison](https://www.g2.com/products/coastal/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-20+22%3A31%3A55+-0500&secure%5Bsession_id%5D=0bb6ce28-7680-4f50-a486-d929fcefb26d&secure%5Btoken%5D=fca915bdef0b3533a4df222e788852d7ac49dbe554acfc187e0e616c3fefce2e&format=llm_user) ## Coastal Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Support** - Go Live Support - Documentation - Training - Metrics - Admin Services **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top Coastal Alternatives - [Salesforce Customer Success](https://www.g2.com/products/salesforce-customer-success/reviews) - 4.4/5.0 (364 reviews) - [Magna5](https://www.g2.com/products/magna5/reviews) - 4.6/5.0 (66 reviews) - [Simplus](https://www.g2.com/products/simplus/reviews) - 4.7/5.0 (57 reviews)