Bruce S.

Information Technology Manager

Mid-Market (51-1000 emp.)

11/20/2018

"The best Salesforce Consultant for Manufacturing and Sales"

5/5

Describe the project or task Coastal 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 about Coastal?

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 about Coastal?

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

Recommendations to others considering Coastal:

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 is Coastal solving and how is that benefiting you?

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.

Danielle L.

Program Coordinator

Small-Business (50 or fewer emp.)

6/25/2020

"An Awesome Nonprofit Cloud Experience!"

5/5

Describe the project or task Coastal 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 about Coastal?

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 about Coastal?

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 Coastal:

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 is Coastal solving and how is that benefiting you?

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.

Sara S.

Certified Salesforce Administrator

Mid-Market (51-1000 emp.)

6/22/2020

"Awesome CPQ Implementation Partner!"

5/5

Describe the project or task Coastal 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 about Coastal?

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 about Coastal?

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 is Coastal solving and how is that benefiting you?

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.

Manning M.

Director of Marketing

Mid-Market (51-1000 emp.)

6/18/2020

"Great Experience with Pardot Integration"

5/5

Describe the project or task Coastal 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 about Coastal?

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 about Coastal?

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 is Coastal solving and how is that benefiting you?

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.

Christopher L.

Small-Business (50 or fewer emp.)

6/4/2020

"An Extremely Valuble Partnership!"

5/5

Describe the project or task Coastal 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 about Coastal?

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 about Coastal?

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 is Coastal solving and how is that benefiting you?

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.

Mike N.

Mid-Market (51-1000 emp.)

5/22/2020

"Game-changing Results!"

5/5

Describe the project or task Coastal 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 about Coastal?

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 about Coastal?

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 Coastal:

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 is Coastal solving and how is that benefiting you?

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.

Jim L.

Vice President - Corporate Sales Operations

Mid-Market (51-1000 emp.)

5/12/2020

"Improved efficiency and accuracy!"

5/5

Describe the project or task Coastal helped with:

Prior to this project, we had no way to align common business sales processes and goals. Our different business sectors (commercial, education and public sector) lacked a way to efficiently communicate and view common data. Coastal Cloud worked to enable cross selling, quoting, contracts and billing. They were able to configure a solution in a way that fits exactly what we need. Review collected by and hosted on G2.com.

What do you like best about Coastal?

Coastal Cloud delivered exactly what we were looking for! They created a scalable solution that can grow alongside our company. We have trusted Coastal Cloud to support us, as we learn our new system & processes. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

We wish we had this solution sooner. :) Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

This team will listen to your CRM needs and they will certainly deliver! Review collected by and hosted on G2.com.

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

We view Coastal Cloud as part of our team. They work closely with us to manage time, budget and schedule. They have transformed our CRM into exactly what works for us. They have taken our needs into account, and designed the entire project around our requests. We have significantly reduced the time needed for quoting. The accuracy of pricing is improved as well. They are a trusted partner who will deliver what makes us better. Review collected by and hosted on G2.com.

Nick G.

IT Project Manager

Enterprise (> 1000 emp.)

5/11/2020

"Field-Service Innovators!"

5/5

Describe the project or task Coastal helped with:

Before the project started, we operated out of 8 different systems. We really wanted to streamline operations and reduce the number of systems we had to touch. Managing processes in spreadsheets was something we really wanted to get rid of. Coastal Cloud was able to utilize Salesforce to keep everything in one place, giving us a 360 degree view. Not to mention, the automation and triggers in place makes our day-to-day tasks, like scheduling, much easier. Prior to this partnership, we also lacked geographic visibility. Now, we can see where our service requests are, and decide which technician is the best representative. Review collected by and hosted on G2.com.

What do you like best about Coastal?

The people! The teams got along well. With extensive testing, it took alot of cooperation and communication. It truly took a room full of people to get this solution up and running, so we are grateful for the Coastal Cloud Team. Their guidance and support as a partner is greatly appreciated, and this felt like a personal experience. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Nothing! We are excited for more work with Coastal Cloud. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

Coastal Cloud delivered an innovative solution with Field-Service Lightning for us. They will work very hard for you Review collected by and hosted on G2.com.

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

Now, everything is under one hood. Instead of operating out of several different systems and spreadsheets, our teams can better communicate. Coastal Cloud has removed the element of complexity in our business. Our dispatch system is improved and we love our SMS feature that alerts our clients when a technician is on the way to the site. Review collected by and hosted on G2.com.

Alexis J.

Associate Director, Business and Operational Analytics

Small-Business (50 or fewer emp.)

4/30/2020

"Thorough, Knowledgeable, and Fast Solution to our COVID-19 Business Challenges"

5/5

Describe the project or task Coastal helped with:

Given extremely narrow time constraints, the Coastal Cloud team was able to assist us with standing up an urgent business resource center for our community. They provided invaluable insight, especially in the early phases of the project to help us determine exactly how to leverage Salesforce functionality to make the best solution for our needs. The solution we arrived at allows for businesses in the Orlando area affected by the COVID-19 pandemic to reach out to our organization to facilitate access to available information and financial resources. They helped us set up a phone and email responsive resource center that makes it easy for businesses to access support in this difficult time. Review collected by and hosted on G2.com.

What do you like best about Coastal?

The team’s expertise and communication. The Coastal Cloud team was highly responsive and efficient throughout the entire process. Not only was the project completed on time and at budget, but also was comprehensive and user-friendly. After end-to-end testing to make sure the solution was ready, I've received nothing but positive reactions from my internal staff who are working in our new case management center about ease of use and impressive functionality. Nothing but good things to say about the entire experience. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

We did not dislike anything about our experience working with Coastal Cloud on this project. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

They are able to provide a quick turn around for urgent needs and use their experience to provide different options for your needs. They listened to our requirements and surpassed our expectations. Review collected by and hosted on G2.com.

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

This solution allows us to manage a high volume of requests from businesses in need that we did not have the ability to connect with before at a very personal level. We were seeking a way to help our community, and Coastal Cloud delivered. We now have a fully functioning resource center running on web to case and email to case. Review collected by and hosted on G2.com.

Heather J.

General Manager/Director of Operations

Small-Business (50 or fewer emp.)

4/30/2020

"A true extension of our team!"

5/5

Describe the project or task Coastal helped with:

It is crucial for us to receive feedback from our clients. Coastal Cloud was able to help us set up a way to survey our clients in a quick and simple manner, all automated on our end! We previously used another system, but it wasn’t working for us. Our business processes were scattered and unorganized. With Coastal Cloud’s solutions, we now have a more efficient way of carrying out our mission. We can easily collect feedback, send out text & email notifications, and more accurately capture pricing and billing information- all in one place. Review collected by and hosted on G2.com.

What do you like best about Coastal?

The Coastal Cloud Team is flexible, yet professional. We value their suggestions and constant open communication. A key point for me is that they keep the project flowing, keep me constantly updated, and provide regular and thorough communication about the progress. Their thought-leadership and initiative helped us obtain the best possible solution for our business! Review collected by and hosted on G2.com.

What do you dislike about Coastal?

I only wish I had found them prior to this project! We really do not have anything to "dislike." It has been a very pleasant and productive experience working with Coastal Cloud. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

Coastal Cloud delivered a solution that was right for us because they understand that our organization works with a high sense of urgency. They take the time to learn about your business needs and tailor the solution to those needs while keeping the project organized and on-track. We have truly enjoyed working with them! Review collected by and hosted on G2.com.

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

Our day-to-day tasks are streamlined and connected. Our teams and our clients can now communicate more effectively. Our data is in one place. Review collected by and hosted on G2.com.