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

Verified User in Marketing and Advertising

Mid-Market (51-1000 emp.)

10/28/2021

"Amazing Support + Overall Customer Service"

5/5

Describe the project or task Coastal helped with:

EA Collective hired Coastal Cloud to consult on evolving Pardot from servicing one division to servicing four unique divisions and optimizing the Pardot-Salesforce integration. Review collected by and hosted on G2.com.

What do you like best about Coastal?

Coastal Cloud was highly knowledgeable and responsive. They were always available to help troubleshoot issues or answer questions that the team had. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

In a remote working environment, it is nice to communicate on camera with partners. I would've liked more opportunities to interact on camera. Review collected by and hosted on G2.com.

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

Coastal Cloud helped us organize our Pardot organization and help the marketing team train our sales team on how to best leverage the Pardot-Salesforce integration. Review collected by and hosted on G2.com.

Erik H.

Director of IT Projects

Mid-Market (51-1000 emp.)

4/2/2021

"Partnering with Coastal Cloud to accelerate our use of Salesforce"

5/5

Describe the project or task Coastal helped with:

There were several projects Coastal Cloud helped with; the first was the build of a custom grants management solution that allowed LISC to manage and track the intake and disbursement of over $200 million in small business grants. This solution helped small businesses in traditionally marginalized communities through financial support during COVID. The other projects allowed LISC to accelerate our use of Salesforce and automate some of our business processes. Review collected by and hosted on G2.com.

What do you like best about Coastal?

Coastal has a strong breadth and depth of knowledge in Salesforce and building custom solutions. Their team members are top-notch, and they do not nickel and dime the customer with ridiculous charges. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Because of how thorough they are, their process can be a little bit slow. However, after discussions on the urgency of some of the projects, they were able to pivot and provide excellent results in a short period of time. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

Allow the ability to choose two or more industries. Some companies have complex structures and fit into multiple industries. Review collected by and hosted on G2.com.

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

LISC needs to move and consolidate our legacy systems and disparate technologies into Salesforce. We started this initiative on our own, but we soon realized we did not have the expertise and chose to outsource. Through an exhaustive RFP process, we decided Coastal Cloud is the best option assist us in this effort. By leveraging their expertise, we have and continue to work towards solving this problem as well as implement some unplanned technology solutions as they pop up. Review collected by and hosted on G2.com.

Asha N.

Senior Vice President, Managing Director - Operations & Technology

Mid-Market (51-1000 emp.)

2/24/2021

"Coastal Cloud's assistance with Salesforce set-up, programming, and Lightning."

5/5

Describe the project or task Coastal 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 about Coastal?

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 about Coastal?

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

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

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.

Wendy W.

Director of Project Management & Quality Assurance

Enterprise (> 1000 emp.)

2/19/2021

"Connecting our Campus"

4.5/5

Describe the project or task Coastal 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 about Coastal?

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 about Coastal?

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

Recommendations to others considering Coastal:

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 is Coastal solving and how is that benefiting you?

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.

Verified User in Information Technology and Services

Mid-Market (51-1000 emp.)

8/5/2021

"Coastal delivered on time and on budget."

5/5

Describe the project or task Coastal helped with:

Coastal helped us consolidate our CRM, Quoting, and Financing Systems. We have also integrated processes involving our proposals team, capture, engineering, professional services, and project management into a single pane of glass. Review collected by and hosted on G2.com.

What do you like best about Coastal?

PMO (Rose’s) Organization, (Erica & Gaines) Responsiveness, (Rebecca) Expertise. The Coastal Team is responsive and truly cares. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Not a knock, but they really stayed on me to get my work done to fit within the aggressive timeframe. Review collected by and hosted on G2.com.

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

We have consolidated nine different departments, previously independent of each other, into one solution/platform. The visibility from the reports we will be getting into our company is immeasurable. Review collected by and hosted on G2.com.

John C.

Director of Business Solutions

Mid-Market (51-1000 emp.)

2/28/2021

"Successful NetSuite Migration, Support Services and LinkedIn Navigator Integration"

5/5

Describe the project or task Coastal helped with:

We needed Coastal Cloud to help us migrate data from NetSuite into Salesforce. We had a strict timeline in mind, and Coastal Cloud’s Managed Services Team made it happen. They also helped us with some support requests including setting up a successful LinkedIn Navigator integration. Review collected by and hosted on G2.com.

What do you like best about Coastal?

The people at Coastal are top notch! They are a team of dedicated problem solvers who provide best practices Salesforce expertise. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Did a great job, would have liked to have internal resource, but they did what we needed. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

Pam and her team will deliver! Call them! Review collected by and hosted on G2.com.

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

Now, all of our data is one org and our Sales team has access to LinkedIn Navigator with Salesforce. We have eliminated the need for swivel chairs and our information is synced. Review collected by and hosted on G2.com.

Addams E.

Senior Vice President of IT

Mid-Market (51-1000 emp.)

2/5/2021

"A Fun and Successful Partnership"

5/5

Describe the project or task Coastal 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 about Coastal?

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 about Coastal?

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

Recommendations to others considering Coastal:

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 is Coastal solving and how is that benefiting you?

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.

Brian D. P.

Chief Operating Officer

Small-Business (50 or fewer emp.)

10/23/2020

"Smooth Accounting Seed Integration"

5/5

Describe the project or task Coastal 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 about Coastal?

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 about Coastal?

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 Coastal:

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 is Coastal solving and how is that benefiting you?

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.

William D.

Sr. Manager Customer Success Management and Success Operations

Mid-Market (51-1000 emp.)

9/28/2020

"Gainsight Deployment in under 90 Days!"

5/5

Describe the project or task Coastal 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 about Coastal?

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 about Coastal?

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 Coastal:

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 is Coastal solving and how is that benefiting you?

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.

Barlow S.

Small-Business (50 or fewer emp.)

9/22/2020

"Understanding and Thorough Throughout"

4.5/5

Describe the project or task Coastal 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 about Coastal?

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

What do you dislike about Coastal?

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

Recommendations to others considering Coastal:

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 is Coastal solving and how is that benefiting you?

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.