Coastal Reviews & Provider Details

Coastal Product Details

Coastal makes you successful using Salesforce, Snowflake, and AI—all backed by a #1 customer ranking. With 1,700+ clients across industries and more than 3,000 certifications, we help organizations do more with their technology and data to power real business results. By combining a modern data foundation with the world’s #1 CRM, we create one system where clean, governed data powers real-time workflows, intelligent automation, and measurable business impact. Making that possible takes the right team and the right tools. Coastal’s leaders—former Salesforce executives, enterprise IT veterans, and industry experts—work alongside our certified specialists to deliver work that matters, using automation-first frameworks for faster results with less risk. That’s how we simplify the complex and bring the clarity, speed, and value you need to reach your goals with confidence. From strategy and implementation to managed services, we’re the consultancy you’ll love working with. Why Coastal? ✔️ 5/5 Stars on Salesforce AppExchange with over 500 reviews ✔️ 4x Leader in ISG Provider Lens™️ ✔️ Experts in AI, Data Cloud, multi-cloud Salesforce solutions, Snowflake www.coastal.us

Provider Website

Seller

Coastal

Discussions

Coastal Community

Languages Supported

English, French, Spanish

Services Offered

Salesforce, Snowflake

Locations Serviced

Canada, United States

Provider Description

Coastal is the consultancy that exists to make organizations successful using Salesforce, data, and AI. Led by former Salesforce executives, IT veterans, and industry experts, our heavily certified team shows up with heart and hustle to deliver fast, measurable impact—powered by automation-driven delivery and solution accelerators. From data modernization to Agentforce to Salesforce innovation, you can count on Coastal to solve today’s—and tomorrow’s—complex challenges.

Overview by

Matthew Hauck (Director of Marketing at Coastal Cloud)

Coastal Media

How Mural Unified Sales Data to Drive Revenue Hear from the Head of GTM AI & systems at Mural on how Coastal transformed their sales operations using data.

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Emily G.

Mid-Market (51-1000 emp.)

9/2/2025

"Strong Partnership"

5/5

What do you like best about Coastal?

What I like best about Coastal is that they feel like an extension of my team. Being a team of one can be isolating and challenging, so it's helpful to have trusted colleagues to bounce ideas off of, to teach me new skills, and to lean on, especially during challenging times like a data remodel. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

The only real downside of Coastal is that we do not work with them full-time, so they aren't able to dig quite as deep into understanding our data/industry/strategies/business decisions as an FTE would be expected to, which can present a slight learning curve to overcome. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

SFMC is a complex tool which lends itself best to a well-rounded team of experts. Even if your team is highly skilled and experienced, they may benefit from additional support in areas like technical architecture, consulting, SFMC administration, and project management. Coastal is a strong and reliable partner with deep SFMC expertise, and they are well-equipped to help fill in any gaps. Review collected by and hosted on G2.com.

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

As an email team of one, Coastal has helped fill in the gaps for our team, which has been critical to our success. Even with my own 5+ years of experience in SFMC, my colleagues from Coastal have brought a depth and breadth of knowledge and taught me skills/tips I had never encountered on my own. They are strong in SFMC best practices and they fill in some of the more technical gaps that an SFMC admin, developer, or consultant would normally support. They were a tremendous asset to our data remodeling project, helping us steer that process and build a solution in SFMC that would support complex datasets and processes. We simply could not have done it without them. Review collected by and hosted on G2.com.

HM

Hayden M.

Small-Business (50 or fewer emp.)

8/27/2025

"Walking on a cloud with Coastal Cloud"

5/5

What do you like best about Coastal?

The most helpful aspect about Coastal is the reliable assistance to solve problems - even issues that went beyond our main contact's knowledge. If she was not familiar with a particular product she would pull in her Coastal colleagues to assist on the solution. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

I think the cost for 8 hours of consult was a lot and b/c we only had 8 hours each week to work w the consultant, it took a long time to finish projects. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

I think this group is very easy to work with and reliable source of SF solutioning. Review collected by and hosted on G2.com.

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

Coastal provided managed services immeadiately after we went live and transitioned from our implementation vendor for SF NPSP. Our rep helped us set up our acknowledgement processes, introduced third party tools to make reporting easier and assisted with cleaning our data by creating a process to remove duplicate records. Review collected by and hosted on G2.com.

PM

Verified User in Manufacturing

Enterprise (> 1000 emp.)

4/8/2024

"Responsive and easy to work with"

5/5

What do you like best about Coastal?

They are easy to work with and very responsive. The follow-up to meetings and requests are quick as well. The account team of Amanda, Emma, Jake and Sean have been great so far. We are utlizing Asana for PM and both teams have visibiltiy into the work. The weekly communication on hour utilization has been great. We know what we've used and what we have remaining for the month. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

So far I don't really have a dislike yet. The partnership is too new for me to comment. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

The team listened to what we had to say and asked the right questions. They are responsive and easy to work with. The team also explains any steps taken in support work. Review collected by and hosted on G2.com.

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

We were ending our partnership with a different vendor and reached out to Coastal Cloud to explore a new partner. We initially asked Coastal to our current environment and provide enhancement recommendations. We had a series of meetings and demos. From there the team provided a handful of recommendations. We are now weaving these recommendations into a Waves program partnership. Review collected by and hosted on G2.com.

BJ

Bonnie J.

AVP of Finance and Controller

Mid-Market (51-1000 emp.)

9/19/2025

"Salesforce - Accounting Seed Development Multi Year Project"

5/5

What do you like best about Coastal?

Their team is knowledgeable and responsive. Also, our implementation date was pushed back a couple times because of our issues. Coastal has been patient and has gone above and beyond to ensure we retained the team members most familiar with us an our operations. We are grateful for our relationship with the Coastal Team. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

All aspects of the project continue to be well executed. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

I highly recommend Coastal for your SalesForce/Accounting Seed needs. Dedicated group of people with the requisite knowledge to provide innovative solutions and quality services. Review collected by and hosted on G2.com.

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

Coastal has supported our accounting and IS development teams in customizing Salesforce/Accounting Seed for compatibility with our business processes. Review collected by and hosted on G2.com.

RY

Rhonda Y.

Mid-Market (51-1000 emp.)

5/1/2025

"Major MuleSoft upgrade from 3.9 to 4.9"

5/5

What do you like best about Coastal?

Everything really. They were professional, but easy going and very easy to work with. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

There are NO downsides to Coastal. They were top-notch. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

Use them, you will not be disappointed. Review collected by and hosted on G2.com.

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

Coastal was instrumental in upgrading our MuleSoft platform from 3.9 to 4.9, as well as addressing any errors along the way. I can't say enough good things about this team. We had a very tight deadline with a lot of unknown variables or skillset on my team. They have a great Project Manager, Kelly who was on top of everything and did a great job keeping the team moving forward. Their development team is also top notch. I was able to work with an onshore developer, while he worked with the offshore team, to better align with time-zones and clear communication. I am actually going to use them again on another part of the project, as well keep them on speed-dial for any future work. Review collected by and hosted on G2.com.

KH

Kathy H.

Senior Enterprise Solutions Product Owner

Mid-Market (51-1000 emp.)

1/3/2025

"Best Salesforce Consultants"

5/5

What do you like best about Coastal?

Coastal is extremely sharp and professional. It was impressive how quickly they acclimated and understood our business needs. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

Honestly, can't really say anything bad. If I have to say something, it's how we had to promote the work in Copado. They provided all of the metadata, but I think the initial user stories we created weren't necessary since we create user stories only for the components we're promoting. The bot was part of every user story, which made things complicated. We ended up just using 1 user story and adding all the components that were needed. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

I highly recommend Coastal for any Salesforce project. They have a deep understanding of Salesforce and all its capabilities, thinking outside the box and going the extra mile. They're on top of everything, extremely detailed, and provide next steps and communication consistently and concisely. Review collected by and hosted on G2.com.

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

Coastal helped my team implement a chatbot on our proprietary software. This is going to benefit our customers to get help in real time while reducing the call/case volume. Review collected by and hosted on G2.com.

PN

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

4/21/2025

"MCAE Build, Integration and Training"

5/5

What do you like best about Coastal?

I like the high level of professionalism in planning, executing and communicating along the way. The timely scope/reports, updates, and planning was communicated clearly every step of the way. Audrey Root, Beau Bassett, and Amanda Moore are the kindest, most professional people I have worked with in a long time. It was an absolute pleasure to work with them every step of the way. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

There wasn't anything that I would have changed about the experience we had. Review collected by and hosted on G2.com.

PM

Verified User in Manufacturing

Small-Business (50 or fewer emp.)

4/8/2025

"SMS Short Code Simplified"

5/5

What do you like best about Coastal?

Simplification of the process and knowing someone was there to answer questions. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

There were a lot of emails sent back and forth but the team was just keeping us informed on the project and any requirements we may have missed. Review collected by and hosted on G2.com.

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

We were signing up for a short code and the process looked very daunting. It was a simple, although still long, process with Coastal Cloud. The process is in-depth and very lengthy but it was as simple as possible with the guidance of Coastal.

Thanks again for being so easy to work with. I can’t imagine how difficult it would have been if I had tried to accomplish this SMS set up without you all. Review collected by and hosted on G2.com.

PC

Verified User in Consumer Goods

Mid-Market (51-1000 emp.)

1/9/2025

"Easy to Work With"

4.5/5

What do you like best about Coastal?

They are experienced in Salesforce and were able to easily determine what changes needed to be made with our current CRM. They are very easy to work with, and genuinely nice people. They are very responsive and quick to try and resolve issues. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

While it is not uncommon to experience bugs in a new system, there seemed to be more than usual after going live, even after doing extensive testing. To be fair, the issues may not have been a result of Costal's error, but with Salesforce or Amazon Voice. Review collected by and hosted on G2.com.

Recommendations to others considering Coastal:

They are a great team to work with. They are very knowledgeable and understanding. They are easy to reach when issues arise and are quick to find a resolution. You will feel as if you are their only client. Review collected by and hosted on G2.com.

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

Building Amazon Voice Connector and installing on our current Salesforce CRM. This Connector will help with reporting, call center visibility and phone connnectivity issues, as well as assist in managing remote employees. Review collected by and hosted on G2.com.

PB

Verified User in Building Materials

Mid-Market (51-1000 emp.)

10/17/2024

"Lightning Upgrade"

5/5

What do you like best about Coastal?

We discussed the scope of the project quite extensively and they were able to customize to our needs. We first started with smaller projects and as we got more comfortable, expanded to larger things. We primarily worked with the same team members who understood our org very well. Their solutions were heavy on out of box features so that we could manage in house in the future, which was something improtant to us. Review collected by and hosted on G2.com.

What do you dislike about Coastal?

The nature of U.S. based resources equates to higher cost than off shore resources. Review collected by and hosted on G2.com.

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

Our company started using Salesforce in 2012 and had stayed in Classic for over a decade. It took us several years to get our employees on board to use Salesforce Classic so while we knew we needed to upgrade to Lightning, we were hesitant to do so. But many of the features we want to use are only available in Lightning and we finally decided to rip the bandaid off. Coastal was instrumental in this project as we did not have an internal IT project manager who can push this project to completion and we needed to heavily rely on their help. Review collected by and hosted on G2.com.