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Coastal

Advisory firmPalm Coast, Florida, United Statescoastalcloud.us ↗

Helps organizations modernize Salesforce and Snowflake data platforms and deploy AI to improve customer and operational outcomes.

Coastal delivers platform modernization and AI deployments to accelerate customer service and operations, with Agentforce projects achieving 70x faster service response times.

Engagement models
Retainer, Project, Workshop or training
Languages
English
Works in
North America, United States, Global
Ideal client stage
Established business, Enterprise
Ideal client size
201 to 1,000 people, More than 1,000 people

Services

What you can hire Coastal for

Data modernization & AI strategy and delivery

Co-creates AI and data roadmaps, modernizes data platforms, and runs pilots to prove measurable outcome improvements with client stakeholders.

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Salesforce Customer 360 implementation

Unifies customer records in Salesforce, configures service and sales workflows, and integrates the platform with existing systems and processes.

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Waves managed services (continuous platform ops)

Operates and monitors platforms continuously, handling updates, incident response, and performance tuning to keep environments stable.

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Agentforce / agentic operations

Implements Agentforce to automate agent workflows and accelerate service response times, with engagements showing 70x faster responses.

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Integration & migration (MuleSoft, APIs)

Builds API-led integrations and executes system migrations using MuleSoft and APIs to transfer data with minimal downtime.

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Analytics & visualization (Tableau)

Creates Tableau dashboards and visualizations that surface KPIs and supported a 200% increase in marketing conversion rates.

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True North strategic consulting

Works with leadership to set measurable strategic objectives, prioritize initiatives, and sequence delivery into an executable roadmap.

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Change management & adoption

Designs training, communication, and adoption programs to ensure new platforms and processes are embedded and used effectively.

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Fit

Is Coastal right for you?

A good fit if you are

  • An established business or an enterprise with 201 to 1,000 people or More than 1,000 people
  • In consumer & business services, healthcare, nonprofit, education, technology, private equity, financial services or manufacturing
  • Based anywhere: they work globally

How they engage

Retainer
Ongoing work on a recurring basis.
Project
A defined scope with one outcome.
Workshop or training
Sessions that teach your team a method or a skill.

Proof points

Marketing conversion improvement following data and platform work

Increased marketing conversion rates by 200% following data and platform work.

Case study on coastalcloud.us ↗

AI Operations Report 2026 (research into AI in production)

Research gathered insights from 800 organizations running AI in production.

Case study on coastalcloud.us ↗

About Coastal

Known for recapturing lost revenue by turning fragmented systems and poor data into measurable outcomes, Coastal applies an outcomes-first, iterative approach to stop revenue leakage and speed customer service. Buyers hire them to operationalize data-driven decisions and prove impact quickly; their work is validated by $55M in recaptured revenue.

Questions and answers

How do I contact Coastal?

Use Contact Coastal on this page and describe what you need. Haycion passes your request to Coastal, and they reply to the email you give.

Have a project for Coastal?

Send them a request. They reply by email.

Contact Coastal

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Contact Coastal