Coastal Reviews & Provider Details

Name: Coastal
Rating: 5.0 (184 reviews)

Coastal® is the consultancy you can trust to turn Salesforce, Snowflake, data and AI into lasting business value—backed by a 5/5 customer rating. With thousands of happy customers, we bring clarity to your complexity and a track record you can count on. We start with what you want to achieve, not just what to build, then design and deliver what gets you there. Our approach helps you prioritize what matters most, build the right solutions, and keep them generating value over time. Coastal teams bring industry fluency and cross-cloud skills from day one, using AI and accelerators to shorten project timelines and reduce risk. We stay accountable after go-live, continuously evolving your platforms, data, and AI so value compounds. Backed by the global strength of Tata Consultancy Services (TCS), we operate with enterprise-grade rigor, access to thousands of certified resources, and a client-first mindset that’s widely recognized across the ecosystem. Don’t just take our word for it: ✔️ ISG’s top-ranked Salesforce and AI consultancy ✔️ 5/5 Salesforce AppExchange rating with more than 500 reviews ✔️ Three Salesforce Partner Innovation Awards www.coastal.us

Seller

Coastal

Discussions

Coastal Community

Languages Supported

English, French, Spanish

Services Offered

Salesforce, Snowflake

Locations Serviced

Canada, United States

Overview by

Coastal G2

Used by AlphaStaff and 2 others

Beta

Michelle M.

Director of Revenue Operations

Mid-Market (51-1000 emp.)

7/16/2021

"Best Implementation Team that we have ever worked with."

5/5

Describe the project or task Coastal helped with:

Salesforce Implementation and Customization Review collected by and hosted on G2.com.

What do you like best about Coastal?

The team was highly communicative and took the time to understand our business, enabling them to provide solid solutions for our implementation. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Nothing - the team was great to work with. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

Do it - you will not be disappointed. Coastal Cloud is a solid support partner throughout the process. John is a top-notch project manager - kept our team up to speed on progress and budget. Jared is an exceptional solutions architect that knows how to solve complex business processes with ease. Gaines was invaluable in helping us decide whether or not to use CPQ. Thomas, Anton and Matt were incremental in rounding out the support team, and were always available to assist with our many questions. Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

Migrating CRM to Salesforce platform - their expertise was extremely helpful in identifying best practices and improving our business processes. Review collected by and hosted on G2.com.

Missy M.

Vice President of Operations

Mid-Market (51-1000 emp.)

10/5/2021

"Can't recommend highly enough"

5/5

Describe the project or task Coastal helped with:

We had two companies operating in their own instances of SFDC that needed to be merged into a solitary instance and with CPQ configured. There were 9 other technologies that were integrated up and downstream of SFDC -- including DevOps, Monday.com and NetSuite. Review collected by and hosted on G2.com.

What do you like best about Coastal?

Knowledgeable, responsive & accountable. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

We were over budget, but not by a lot... Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

If you need a partner in your SFDC implementation or migration, CoastalCloud is a true partner in your success. Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

Visibility into the state of the entire business was fragmented and not standardized. We are one company and it feels more like one company now. Review collected by and hosted on G2.com.

Ginnette L.

Training and Development Manager, CDEI

Enterprise (> 1000 emp.)

6/24/2021

"Integral Part of our Salesforce Transformation"

5/5

Describe the project or task Coastal helped with:

In our search for a Salesforce Consulting Partner we came across Coastal Cloud, specifically Pam Bryan and her Team of amazing talent. Over the last year Pam and her team has been an integral part of our SF transformation. They have helped take our organization from and out of the box, fragmented band-aided approach to utilizing salesforce as a customized functioning and valuable CRM. Review collected by and hosted on G2.com.

What do you like best about Coastal?

Pam and her Team have extensive salesforce knowledge and have been an invaluable resource to our organization even when we throw them some out of the norm scenarios and processes. Their focus is not just on the project but building true business relationships and maintain a genuine interest in our companies success. Pam and her team have always gone above and beyond to make sure our needs were met since many times we weren't even sure what those needs were. They never left us hanging even after the projects were complete. Truly providing exceptional Customer Service. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

My experience has been amazing! There is nothing I particularly disliked about my experience. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

When considering a partner, I would challenge you to compare the companies with respect to their actual team members' availability, communication, response time, and agility. Coastal Cloud represents an ideal relationship as they act as part of our team seamlessly. Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

We have done multiple system implementations and integrations from Pardot to our most recent QuickBooks. With a few others in the pipeline. They have helped us automate and streamline processes we had been previously doing manually and identify areas of improvement. Review collected by and hosted on G2.com.

Natasa S.

Revenue Operations Manager

Small-Business (50 or fewer emp.)

7/26/2021

"We Love This Team!"

5/5

Describe the project or task Coastal helped with:

We were looking for a trusted partner to guide us through our Salesforce re-implementation process. We wanted to make sure our teams could work from a single source of truth and use the process that is closely aligned to our buyer journey. Review collected by and hosted on G2.com.

What do you like best about Coastal?

The team has completely upgraded and revamped our Sales Cloud instance. They ensured that we are maximizing our CRM’s potential. The people are responsive and professional, yet friendly and fun to work with! We felt supported every step of the way! Review collected by and hosted on G2.com.

What do you dislike about Coastal?

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

What problems is Coastal solving and how is that benefiting you?

Coastal Cloud is a trusted Salesforce Partner of ours. We trust them with our reporting needs as well as any ad hoc projects that come up. They are always there for us and are quick to solve any problems we run into. Review collected by and hosted on G2.com.

Ashley W.

Director of Enablement

Mid-Market (51-1000 emp.)

7/21/2021

"Amazing Salesforce Partner!"

5/5

Describe the project or task Coastal helped with:

Our team worked with Ember and Andrew from Coastal on a mutual customer. The customer needed our application to incorporate payments into their membership flow. This was my first time working with Ember and Andrew and they delivered an amazing solution to the customer with our product with very minimal support. Review collected by and hosted on G2.com.

What do you like best about Coastal?

The best part was their knowledge of the customer's use case and expectations. From there it was getting them the best solution with our product based on the need. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Nothing. We had normal cadences and no issues arose. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

I definitely recommend Coastal Cloud to any customer in the Salesforce ecosystem. Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

With Coastal Cloud, our customers are getting the best implementation for their use cases and when a use case involves Payments or Events, Coastal Cloud implements a very scalable and easy solution. Review collected by and hosted on G2.com.

Christopher L.

CEO

Small-Business (50 or fewer emp.)

9/2/2021

"Sales Force Implementation"

5/5

Describe the project or task Coastal helped with:

We needed a Salesforce Implementation firm that understands our business, and takes care of our data along the way. Review collected by and hosted on G2.com.

What do you like best about Coastal?

The team at Coastal Cloud is fun yet professional! We did not know what to expect with the Salesforce project, but they helped us feel at ease. We quickly trusted them and the results speak for themselves. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

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

Recommendations to others considering Coastal:

This team will take a unique approach to your needs! Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

Not only were we looking to implement Salesforce, but also wanted to integrate Salesforce with other unique tools. The integration is seamless and the custom builds are great for our teams. Review collected by and hosted on G2.com.

Megan C.

Business Solutions Manager

Mid-Market (51-1000 emp.)

5/27/2021

"A Straight forward Lightning Migration"

5/5

Describe the project or task Coastal helped with:

Some of the necessary tools for our team were no longer supported in Salesforce Classic. Coastal Cloud assisted with our Lightning Migration and ensured that the necessary data was smoothly converted. Review collected by and hosted on G2.com.

What do you like best about Coastal?

Our teams get along great! Coastal Cloud is professional and communicative. I especially appreciated the documentation in the status review meetings so that we were all on the same page. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

I cannot think of anything that we disliked. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

I would recommend Coastal Cloud to anyone for their SFDC needs. We had a tight deadline to migrate our rather complex org from Classic to Lightning and they did an excellent job. We had a couple of status meetings each week with the risk, status, action items, and budget status. I greatly appreciated that our contacts at Coastal Cloud were open to joining a group slack channel so that we could have more immediate communication. Additionally, the UAT application that they introduced us to is excellent, we moved away from our excel test script templates to it instead. We launched the project on time and a little above budget due to unplanned post-launch activities. Overall we were very happy with the result and plan on using Coastal Cloud again for other projects. Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

Coastal Cloud understands that it is in our best interest to have the most updated versions for our company to run efficiently. Review collected by and hosted on G2.com.

Melanie M.

Senior Director of Business Intelligence

Small-Business (50 or fewer emp.)

9/24/2018

"Outstanding Implementation and Ongoing Support Experience"

5/5

Describe the project or task Coastal helped with:

Coastal Cloud set up our initial implementation of Salesforce in 2013, importing and organizing data from 9 different databases and customizing our instance to fit our needs as an economic development organization and not a traditional sales department. Coastal Cloud has continued to support us as we work to improve and expand the capabilities of our CRM. Review collected by and hosted on G2.com.

What do you like best about Coastal?

I like that, not only can I call on the Coastal Cloud consultants to assist me with issues when needed, they have trained me and continue to teach me how to do many things for myself so I can handle many problems and user requests on my own. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Since Salesforce is geared toward a traditional sales model, some of the functionality does not work for our line of business, but Coastal Cloud has done their best to accommodate our needs by creating custom objects that allow us to accomplish what we need to. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

A+ for cost, responsiveness, expertise and training. Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

They really help us keep our skills sharp. If we come to them with a problem, they usually have a solution. If they don’t, they quickly find one. Our teams have benefitted from a Salesforce CRM because it creates a single source of truth. Review collected by and hosted on G2.com.

Kelly B.

Senior Vice President - Director of Marketing Operations and Client Relations

Mid-Market (51-1000 emp.)

5/4/2021

"Best Sales Force Consultant Around!"

5/5

Describe the project or task Coastal helped with:

We found ourselves with two different teams working out of two separate SalesForce instances. Our sales teams were duplicating processes and revealing inefficiencies. We needed to consolidate and streamline our system so that our teams could work efficiently out of a single system. Review collected by and hosted on G2.com.

What do you like best about Coastal?

We like that the project was on time and under budget! We enjoyed working with Eric Schmedeman as our Senior consultant/project leader who has excellent solutions and the team he brought in to help. Richa Sharma was great to work with through our Lightning conversion, and Tyler Beckett is a data master who helped so much to combine our 2 SalesForce instances. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

We cannot think of anything to dislike about Coastal Cloud. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

Our experience with them has been great, and we highly recommend them! Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

After an Org Migration and a Lightning Migration with Coastal Cloud, we are streamlined and functioning better than we could have imagined! Coastal Cloud has helped us stay up to date with available technology. Our sales reps don’t have to worry about separate logins now and can operate together out of a single system. Review collected by and hosted on G2.com.

Jeffrey M.

Customer Experience Manager

Mid-Market (51-1000 emp.)

5/14/2021

"More Insights for our Call Center Agents!"

5/5

Describe the project or task Coastal helped with:

Coastal Cloud leveraged the flexibility of Salesforce and introduced Vonage, an application that connects with Salesforce and gives our call agents deeper metrics to enhance productivity. Review collected by and hosted on G2.com.

What do you like best about Coastal?

They were a very skilled group of individuals who have a vast understanding of Salesforce. The team (Alex and Cameron) were conscientious about using their allotted time to complete projects. I also appreciated that they provided me a quote and completed the project within those parameters, a very professional team. We have also been working with them to help us achieve completion on a list of backlog items that we did not have the resources to finish. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

I don't have anything items that I disliked at this time. Review collected by and hosted on G2.com.

What problems is Coastal solving and how is that benefiting you?

Our Salesforce instance now shows up real-time data like how many callers are waiting, how many agents are available, etc. The detailed dashboards in Salesforce drive more effective business decisions. Review collected by and hosted on G2.com.