Coastal Cloud Reviews & Product Details

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

We hired Coastal Cloud to help us implement Salesforce as a CRM using Service Cloud for case management. We will continue to engage with them to move all our tools to one standard platform. Many ideas were given that the business owners had not considered because previous tools could not do what was asked. They embodied the meaning of partner. There were times that staff members could not tell who was on the business team, IT team, implementation team from our company or the implementation team from Coastal Cloud and that made the roll out that much smoother. Review collected by and hosted on G2.com.

What do you like best?

I have worked with different implementation partners on different systems over the years and the Coastal Cloud Team was well above anyone I have previously worked with. Coastal Cloud did not make our business processes bend to the tool. Instead they learned about our business and offered solutions to bridge the tool to the process and asked questions to invoke thought around streamlining processes. Having a local team in Louisville, KY set them apart from other consulting firms. They provided excellent service and could quickly come onsite. Their small, agile team could really dive deep into the ins and outs of GE Appliances. Review collected by and hosted on G2.com.

What do you dislike?

There is nothing that we dislike. We are working with them on other projects, and we are very pleased. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

You will not regret this partnership! They will take the time to learn your business, and roll out the best solution for your company. Review collected by and hosted on G2.com.

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

We needed to switch from our existing CRM system that was outdated. In short, it was not working for us. As the project progressed, integration challenges were uncovered along the way, but Coastal Cloud was able to overcome them. They worked very hard for us and set us up with a scalable solution that we can use for years to come. This project was not a quick fix. The solution was well thought out and customized. Review collected by and hosted on G2.com.

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Coastal Cloud Overview

What is Coastal Cloud?

Coastal Cloud is an award winning Salesforce Platinum Partner with expert consulting in all clouds: Marketing, Sales, CPQ, Billing, Commerce, Service, Community, Customer Success, ERP, Finance & Accounting, Health Cloud, Government Cloud, Nonprofit Success Pack, Data and Integration Services. We are industry experts in: Healthcare, Manufacturing, Communications, High Tech, Private Equity, Public Sector, Nonprofits and more. We have earned a 4.9/5 Customer Satisfaction rating on the Salesforce AppExchange. We have a large team of over 271 experts holding 900+ Salesforce certifications, 25,000 Trailhead Badges and have completed 3150+ projects for 800+ clients. Even with significant growth, 70% of our work comes from repeat business with our satisfied clients. We deliver our services 100% onshore across a network of employees, many of which are located at our delivery centers in Florida, Kentucky, Washington DC and Colorado.

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

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

How do you position yourself against your competitors?

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


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

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Coastal Cloud Reviews

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

Coastal Cloud's Managed Services provides us with Admin support. They helped with our initial and improvements along the way. As we grow as a business, they have been able to learn how our processes work and cater to our specific, customized needs. They are educated on the new functionality that Lightning provides and are able to provide the best options for us. Review collected by and hosted on G2.com.

What do you like best?

The industry knowledge that Coastal Cloud provides is a positive for us, in addition to the expertise the programmer have on Lightning and the plug--in options. Stacy Hyatt is our main contact and knows the ins and outs of our programming from the start, which helps tremendously when we are creating new processes and workflows. She is responsive, knowledgeable, and resourceful. Review collected by and hosted on G2.com.

What do you dislike?

Nothing to dislike. they do a great job for us. Review collected by and hosted on G2.com.

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

Coastal Cloud is assisting with our transition to Lightning currently. The biggest benefit here is that they have knowledge of our initial set-up in addition to knowledge of how other users utilize the features provided. These attributes increase our confidence in the decisions we make as we program. Review collected by and hosted on G2.com.

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Director of Project Management & Quality Assurance
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Describe the project or task the provider helped with:

Florida Atlantic University receives thousands of messages regarding admission and recruiting. Before Coastal Cloud, we had no way to track and delegate these messages to the right teams. This resulted in an abundance of manual processes, inefficiencies and duplications. Review collected by and hosted on G2.com.

What do you like best?

Coastal Cloud was very flexible to keep up with pivoting requirements. The team is professional and easy to work with. The solution has provided a greater sense of stability during COVID-19. Review collected by and hosted on G2.com.

What do you dislike?

Nothing to dislike - both teams were communicative and collaborative. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

Coastal Cloud’s experience with Higher Education is strong and we would recommend them to any organization. Review collected by and hosted on G2.com.

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

We can now use Salesforce and Pardot to track calls, manage campus visits, organize & track messages, and utilize reporting capabilities. We were able to integrate the solution with our existing student information database, making for a seamless 360 degree view of our campus. Since the solution, we have been able to manage more than 3 million messages and many new prospects and students. From the initial lead source, our Admissions Team can track a student all the way from their first inquiry to their first day on campus. Review collected by and hosted on G2.com.

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

Coastal Cloud helped us migrate to Lightning which has been a huge success across our organization. They were able to successfully enhance our sales process and FinancialForce usage with great Lightning features. Review collected by and hosted on G2.com.

What do you like best?

The people. We have a great relationship with the team at Coastal Cloud. Marc Lester was especially helpful leading our project and is top notch in all aspects. Review collected by and hosted on G2.com.

What do you dislike?

There’s nothing to dislike about Coastal Cloud. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

If you are looking for a reliable partner with fun and knowledgeable experts, look no further. Review collected by and hosted on G2.com.

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

Coastal Cloud has helped us understand ways to be more efficient in Salesforce and leverage the latest platform features, which has streamlined our Salesforce instance from a user experience, as well as an admin experience. Review collected by and hosted on G2.com.

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

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

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the provider:

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

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

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

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

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

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

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

What do you like best?

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

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

What do you dislike?

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

Recommendations to others considering the provider:

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

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

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

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

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

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

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the provider:

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

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

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

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

Our company had an aggressive initiative to better organize and unify our data from different data sources. Our goal for Coastal Cloud was to streamline historic and new data into Salesforce. We wanted to create a single view of our subscribers and donors for better reporting, segmentation, and targeting. Review collected by and hosted on G2.com.

What do you like best?

Coastal Cloud has a great company culture. They employ great people with vast technical experience. This company culture is evident once we started to work with them. They were fun, flexible, and thoughtful when thinking through our overall vision for the project. Review collected by and hosted on G2.com.

What do you dislike?

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

Recommendations to others considering the provider:

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

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

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

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

Landstar needed to migrate to the Salesforce Lightning product and did not have the necessary knowledge/experience to do it ourselves. Our Salesforce Classic instance had a very poor adoption record by our Sales team. We needed a product that would assist them in their daily task not slow them down. We also needed to pull together information from outdated systems. Our bid tool had been built in 2014 and it was clear that we needed to update our processes to ensure we connected it all fluidly. Review collected by and hosted on G2.com.

What do you like best?

Coastal Cloud completed a review of our system. They then gave us a comprehensive recommendation and quote. Once the project started communication was open and collaborative. They listened to our wants and needs and found solutions to our problems. The end result was a product that was immediately adopted by our Sales team. It has given us insight we did not have before plus the Sales team now view it as a valuable tool. We have been working with Coastal Cloud for several years and always love the results. Review collected by and hosted on G2.com.

What do you dislike?

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

Recommendations to others considering the provider:

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

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

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

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

The Coastal Cloud team helped design and implement a Salesforce solution for managing our data and processes. They have set us up for success with systems that help manage our grants, donations, community services, partner data, events, fundraising campaigns, and more. Review collected by and hosted on G2.com.

What do you like best?

Coastal Cloud felt like an extension of our team--they made it clear that our goals were their goals, and they approached every task collaboratively and transparently. They matched us with employees on their end who were familiar with programs like ours, and they spent ample time getting to know our mission, our processes, and our pain points. As a result, the Coastal Cloud team was able to develop highly effective solutions for our needs. Additionally, the Coastal Cloud team is professional and extremely friendly, which made the experience truly enjoyable! Review collected by and hosted on G2.com.

What do you dislike?

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

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

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

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

We really lacked a system that could keep up with the business we do with our customers. Our organization matches at risk community members to opportunities such as education, housing and employment. Coastal Cloud was able to allow our clients to set up and manage their own online profiles. With this solution, their information is stored in a secure way. Review collected by and hosted on G2.com.

What do you like best?

The team really knew what they were doing. It was clear they had worked in the Non Profit space before. They understood our constraints and were very flexible. On the technical side, they also showed experience with the solution from the business exploration all the way to end-to-end testing and training. Review collected by and hosted on G2.com.

What do you dislike?

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

Recommendations to others considering the provider:

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

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

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

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

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

What do you like best?

The team at Coastal Cloud is outstanding. Their deep Salesforce Community Cloud expertise paired with their ability to own and manage a large-scale implementation is unparalleled. Not only are they amazing to work with, but they're also highly responsive, pro-active, and go above and beyond to provide unmatched guidance and ongoing support. By far the best Salesforce consultant experience of my career. Review collected by and hosted on G2.com.

What do you dislike?

Nothing. The project was delivered on time, on budget, and post-launch support has been incredible! Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

A best in class solution! Coastal Cloud has a fun culture and they are a joy to work with. Review collected by and hosted on G2.com.

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

Our new customer Help Center replaces our manual email process with an efficient web-to-case solution. It's built with robust Case assignment rules that automatically assign Cases to the proper team members across the globe to address customer issues within specific SLA timeframes. The Help Center also includes Salesforce Knowledge, allowing customers to self-serve and find product information and other resources on their own. Not only are we able to scale our ability to service customers across segments and regions, but we are also communicating and educating our clients in a more effective and efficient way. Review collected by and hosted on G2.com.

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

We brought them on to migrate our salesforce from an old instance to a new one, along with our Hubspot setup. The timeframe was a very small window, which proved how well they execute large migrations like this Review collected by and hosted on G2.com.

What do you like best?

Salesforce migrations are massive projects and since this was our first one, we loved the guidance they gave, timelines, milestones and status updates. They provided great insights into best practices and truly understood the goals we were working towards. Review collected by and hosted on G2.com.

What do you dislike?

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

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

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

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

We partnered with Coastal Cloud to help us better organize our B2B and B2C communication. Through Service Cloud, our goals were to manage call volume, allow students and partners to engage with our team, organize material orders, and more. Review collected by and hosted on G2.com.

What do you like best?

The best part of this project was the chemistry between the teams. We worked well with Coastal Cloud, and they delivered a wonderful solution on time and on budget. Review collected by and hosted on G2.com.

What do you dislike?

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

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

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

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

We rely on Coastal Cloud for routine Admin Support. They ensure that our triggers and flows are updated. The team updates our processes, handles data transfers and application mapping. We also love the SMS feature which helps us stay connected with prospects and students. Review collected by and hosted on G2.com.

What do you like best?

The team’s real-world knowledge is very valuable when discussing solutions for Flagler. They have experience with the Education Industry, as well as the Salesforce Platform, so they know the best plan of action. Review collected by and hosted on G2.com.

What do you dislike?

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

Recommendations to others considering the provider:

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

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

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

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

Coastal Cloud is supporting FTI Consulting with a number of large scale projects including migrating our entire Salesforce user base to a new instance of Salesforce as well assisting us with the implementation of a new finance system which will interface with Salesforce. Review collected by and hosted on G2.com.

What do you like best?

The Coastal Cloud team's process regarding gathering requirement is efficient and has really saved our firm a lot of time. Additionally the Coastal Cloud is very experienced with the type of business we run and provided a number of recommendations and best practices which we will be implementing. Review collected by and hosted on G2.com.

What do you dislike?

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

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

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

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

Coastal guided our company through a re-implementation of Salesforce, from business requirements gathering through execution of a fully re-designed instance. Review collected by and hosted on G2.com.

What do you like best?

Coastal was adept at understanding our business and use case of Salesforce. They are subject matter experts in Salesforce while also astute at applying the business case. Review collected by and hosted on G2.com.

What do you dislike?

I can't say there was anything we disliked. Coastal was a pleasure to work with. Review collected by and hosted on G2.com.

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

Coastal is assisting us with the re-implementation of our Salesforce instance to support the growth of our business and allow us to scale with efficiencies. Review collected by and hosted on G2.com.

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

We work with Coastal Cloud on an ongoing basis for Salesforce updates and building of reports. Review collected by and hosted on G2.com.

What do you like best?

The response time is always very quick and that is very important to us. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes it is hard to describe our business and process flow to someone outside the organization but it makes you stop and articulate why you are doing what you do. Review collected by and hosted on G2.com.

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

Accountability Review collected by and hosted on G2.com.

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

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

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the provider:

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

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

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

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

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

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

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the provider:

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

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

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

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

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

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

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

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

What do you like best?

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

What do you dislike?

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

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

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

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

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

What do you like best?

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

What do you dislike?

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

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

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

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

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

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

What do you like best?

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

What do you dislike?

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

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

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

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

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

What do you like best?

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

What do you dislike?

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

Recommendations to others considering the provider:

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

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

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

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

Coastal Cloud has helped us with multiple projects. They've helped us automate some processes, enhanced our email templates, and rescued us from an integration gone awry. They have experts in pretty-much anything you can imagine. If it can be used in/near/around Salesforce, they can help. Review collected by and hosted on G2.com.

What do you like best?

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

What do you dislike?

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

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

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