Coastal Reviews & Provider Details

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. Review collected by and hosted on G2.com.

The Coastal Cloud team was not only knowledgeable 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. Review collected by and hosted on G2.com.

Our old SIS was clunky and did not allow for integration with any of the other college systems. Costal Cloud worked with us to customize a new SIS for our college. Review collected by and hosted on G2.com.

Costal Cloud listened to us and worked to make a product that fit the needs of our college. Review collected by and hosted on G2.com.

The project we hired them for had 3 main components to it. We needed to 1) Track the timeline/completion of onboarding new customers and automate some onboarding steps, 2) track customer engagement with our services, and 3) give the ability to update customer information to the customer. We threw in a requirement at the beginning of discovery as we were onboarding a new event management application in Salesforce (Blackthorn) that we wanted to utilize in the customer engagement tracking. Now we are able to remove many manual steps of getting customers onboarded into our systems so that we can focus on customer intimacy and be proactive in our customer relationships instead of reactive. Review collected by and hosted on G2.com.

They are extremely patient throughout the entire process and what they deliver is top notch. Not only did they check the boxes for our needs, but also provided detailed documentation that I can go back to if I need to tweak anything or troubleshoot. The documentation is also helpful for end-user training. Their communication during the process is also consistent and clear. Review collected by and hosted on G2.com.

Coastal Cloud set up our new Litify System and transferred all data from our Clio system into the new Litify system. They configured multiple legal departments and trained us to use the system. Review collected by and hosted on G2.com.

Coastal Cloud was available anytime, day or night, even weekends, to address any and all of our concerns. Helping us understand and feel comfortable using the new Litify System. Review collected by and hosted on G2.com.

Coastal Cloud helped us build a client management system from scratch. The system includes basic demographic and contact information. It also has multiple individualized objects which are used at different stages of engagement with our clients. In addition to building Salesforce to meet our specific needs, they developed two APIs that enable bi-directional information sharing with our primary partners. Review collected by and hosted on G2.com.

The team at Coastal Cloud is fantastic. They are extremely knowledgeable and easy to work with. They communicate clearly and promptly. Review collected by and hosted on G2.com.

Our grants and proposal team wasn't using our quoting utility fully. Coastal Cloud custom-designed a solution that more closely matched our users' needs and reduced our ongoing software maintenance expenses. Review collected by and hosted on G2.com.

Their development staff worked closely with ours to design a solution that met our needs. Project management was excellent. Coastal Cloud's scheduling estimates were very close to actuals and the PM actively engaged on all project issues -- resolving them to our mutual satisfaction. Review collected by and hosted on G2.com.

Our organization needed a way to step up our Marketing game. We were able to post to social media, make calls and schedule emails, but we had no way to track any of it. We had reached a level of maturity where we needed to see the results of our outputs. Review collected by and hosted on G2.com.

The experience with Coastal Cloud was painless! They are a fun yet professional team to work with and are highly organized. Review collected by and hosted on G2.com.

Purcell Marian High School is unique in that there were five separate schools that make up our alumni base that now roll into Purcell Marian’s database. Each school was unique, different constituents, class year, giving history and affiliations. The donor and fundraising information was kept in disparate systems, spreadsheets, word docs, and paper files that required lots of copying and pasting, lots of looking for data manually. That was a primary goal of ours for Coastal Cloud - operating from a single source of information that we could maintain accurately and be able to provide real-time information to our Board of Trustees, constituents and inform our decisions moving forward. To solve this, Coastal Cloud implemented Salesforce’s Nonprofit Success Pack. Review collected by and hosted on G2.com.

For us, being able to talk to real, life people was the best part of this experience. Katherine, Nicole, and Mike were partners in our project providing time, resources and energy to make sure our NPSP was functioning to our specifications. Their expertise in data management and personal experience in development helped tremendously to ensure we were making the right decisions. Review collected by and hosted on G2.com.

I worked with Coastal Cloud on a HubSpot to Pardot migration. In addition to the Pardot implementation, we work with Coastal for other Salesforce support. Review collected by and hosted on G2.com.

From project management and Salesforce/Pardot expertise, to listening to the client and attention to detail, the team at Coastal Cloud is one of the best service providers I've had the pleasure of working with.

Never have I ever had a project manager as wonderful as Rose. Many times (despite being assigned a project manager!), I find myself needing to do the chasing and follow-up to meet deadlines - not the case with Rose. She is ON. TOP. of it like no one else. Not only will she ensure you meet deadlines - she'll give you a smile while doing so; showing true care for her clients. Rose is an absolute joy to work with, and played a massive part in creating a wonderful customer experience.

I was also very impressed with the team's attention to detail. We were looking for a unique way to measure the marketing funnel across both leads and contacts, and Erica took the time to literally print out all our emails, and work with Seth and the team on finding a solution that met our needs. I've never had a service provider go to that level of detail -- they listened, worked with us strategically, and came up with a solution unique to our needs to give us the tracking we needed.

Seth's knowledge and responsiveness was also outstanding. He was right there with me every step of the way to launch, there to help answer any of my questions, and take whatever action was needed to get things done. Our Pardot launch included a WordPress integration, and Seth's expertise made him my trusted go-to for a wide range of questions.

Also really appreciate the team's willingness and ability to work with us on budget, and find ways to make it work within our requirements. Review collected by and hosted on G2.com.

We worked with Coastal to combine various (important) workflows, and recreate them as one consistent process in Salesforce. Review collected by and hosted on G2.com.

I like that Coastal takes the time to understand our business, and I feel that they do what is best for my organization, instead of what is easiest for them. Review collected by and hosted on G2.com.