63 Coastal Cloud Testimonials

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  • "Excellent at every step! Highly recommended! Coastal managed risk, communicated effectively, and has been a stellar partner on any project I have worked with them on."

  • “After a disappointing initial FSC implementation, we partnered with Coastal. Their team quickly understood our needs and delivered a solution that has significantly improved our sales process. We've seen a marked increase in lead conversion, and our agents are more efficient than ever. Coastal's expertise in both Salesforce and the insurance industry has been invaluable to our success."

  • “The Coastal Cloud team is professional, fun, and service-oriented. They were a true partner who delivered projects on time and adhered to our budget. Coastal Cloud is transparent, responsive, and listened to our needs.”

  • "The older accounting system we were using, prohibited us from connecting its data with our existing Salesforce instance. This made it impossible to manage donations or track client information on one platform. Coastal Cloud implemented Accounting Seed, an awesome extension of Salesforce, and now our system is seamless! Our important data is all in one place."

  • "As a CEO, it is critical that any partner be able to exhibit the same levels of professionalism that we expect internally. They must communicate transparently, understand our business quickly, and respond well when met with a challenge. Coastal Cloud was able to meet those goals and act as trusted partner to help us meet our goals. We are very satisfied with the work done thus far and look forward to continued success as we push the platform further to help our business succeed."

  • "Our initial goals with Coastal Cloud were to simplify our complicated sales process, migrate to Lightning and improve user adoption. We already used Salesforce, but we needed to make changes to our ever-evolving sales process. Incorporating our existing Salesforce team with Coastal Cloud was seamless. We view Coastal Cloud as part of our Valvoline team. We have asked Coastal Cloud to help us with more work for us over the course of this partnership because we trust them with Service Optimization, Market Enhancement, Analytics and Integration."

  • "Coastal Cloud integrated Salesforce with NetSuite. Thanks to the work done, we now have Account information flowing into NetSuite and Asset information flowing back into Salesforce. Coastal Cloud is a wonderful company to work with. Response time is excellent and they removed roadblocks and managed all of the challenges put in their path."

  • "Coastal's expertise in the Public Sector space made us feel like we were working with professionals in the field. The Salesforce implementation is positioned to scale alongside our different departments. We are very excited about the possibilities of our new Salesforce CRM and how it will improve our day-to-day at the airport!"

  • “Without this flexibility from Coastal, we would not have been able to achieve the aggressive timeline.”

  • "Coastal’s AI and industry expertise made all the difference—this Agentforce project is already producing real results!"

  • "Coastal has established itself as a trusted partner for Granicus. They have gained our trust over multiple projects by doing proper discovery, scoping, and resourcing our projects with the right folks to deliver them on time and on or below budget."

  • “At Our Daily Bread Ministries, we use Salesforce Marketing Cloud to communicate with our community in over 150 countries. When we have a challenging problem with our technology, we turn to Coastal. Their expertise in Salesforce systems makes them the perfect partner for the evolution of our global architecture.”

  • “Coastal Cloud is not just a team of Salesforce Experts, they are true partners who understand our challenges and are working side-by-side with us to create the future of customer experiences in healthcare.”

  • “Coastal Cloud has been phenomenal on a big project with a tight turnaround. Their project management processes and discipline are stellar, and they quickly grasped our requirements and goals to help us design and build our solution. Highly recommend this group.”

  • "Coastal Cloud’s expert team helped us drastically improve our marketing process. Alongside them, we were able to organize and verify our data for an informed marketing strategy, which we did not previously have. Prior to this partnership, we had major deliverability issues, with no way to capture and manage our leads. They also educated us on best practices for data maintenance. With their training and support, our team feels prepared to execute our new, customized marketing strategy."