{"schemaVersion":2,"listingUrl":"https://haycion.com/advisors/coastalcloud-us","markdownUrl":"https://haycion.com/advisors/coastalcloud-us.md","jsonUrl":"https://haycion.com/advisors/coastalcloud-us.json","name":"Coastal","headline":"Helps organizations modernize Salesforce and Snowflake data platforms and deploy AI to improve customer and operational outcomes.","firmType":"Advisory firm","website":"https://coastalcloud.us","location":"Palm Coast, Florida, United States","status":{"trust":"unclaimed","text":"Unclaimed: compiled by Haycion from the firm's public website, not reviewed by the firm"},"updatedAt":"2026-10-15T14:46:48.637Z","extractedAt":"2026-10-01T22:56:13.991Z","dateLine":{"kind":"checked","date":"2026-10-01T22:56:13.991Z"},"about":"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.","intro":"Coastal delivers platform modernization and AI deployments to accelerate customer service and operations, with Agentforce projects achieving 70x faster service response times.","titlePhrase":"Salesforce & Snowflake Advisory Firm","agentUrl":"https://nowen.ai/agents/coastalcloud-us","contactUrl":"https://haycion.com/advisors/coastalcloud-us/contact","boonFrontDoor":{"url":"https://boon.ai/agents/coastalcloud-us","label":"Become a supplier to Coastal through Boon","sub":"Your AI agent prepares the application."},"facts":[{"label":"Engagement models","value":"Retainer, Project, Workshop or training"},{"label":"Languages","value":"English"},{"label":"Works in","value":"North America, United States, Global"}],"idealClient":{"stages":["Established business","Enterprise"],"sizes":["201 to 1,000 people","More than 1,000 people"]},"fit":{"goodFit":["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"],"engagement":[{"label":"Retainer","definition":"Ongoing work on a recurring basis."},{"label":"Project","definition":"A defined scope with one outcome."},{"label":"Workshop or training","definition":"Sessions that teach your team a method or a skill."}]},"specialisms":[{"slug":"technology-and-data","label":"Technology and data","hubUrl":"https://haycion.com/advisors/specialism/technology-and-data"},{"slug":"ai-adoption","label":"AI adoption","hubUrl":"https://haycion.com/advisors/specialism/ai-adoption"},{"slug":"digital-transformation","label":"Digital transformation","hubUrl":"https://haycion.com/advisors/specialism/digital-transformation"},{"slug":"customer-success","label":"Customer success","hubUrl":"https://haycion.com/advisors/specialism/customer-success"},{"slug":"operations-and-scaling","label":"Operations and scaling","hubUrl":"https://haycion.com/advisors/specialism/operations-and-scaling"}],"services":[{"name":"Data modernization & AI strategy and delivery","description":"Co-creates AI and data roadmaps, modernizes data platforms, and runs pilots to prove measurable outcome improvements with client stakeholders."},{"name":"Salesforce Customer 360 implementation","description":"Unifies customer records in Salesforce, configures service and sales workflows, and integrates the platform with existing systems and processes."},{"name":"Waves managed services (continuous platform ops)","description":"Operates and monitors platforms continuously, handling updates, incident response, and performance tuning to keep environments stable."},{"name":"Agentforce / agentic operations","description":"Implements Agentforce to automate agent workflows and accelerate service response times, with engagements showing 70x faster responses."},{"name":"Integration & migration (MuleSoft, APIs)","description":"Builds API-led integrations and executes system migrations using MuleSoft and APIs to transfer data with minimal downtime."},{"name":"Analytics & visualization (Tableau)","description":"Creates Tableau dashboards and visualizations that surface KPIs and supported a 200% increase in marketing conversion rates."},{"name":"True North strategic consulting","description":"Works with leadership to set measurable strategic objectives, prioritize initiatives, and sequence delivery into an executable roadmap."},{"name":"Change management & adoption","description":"Designs training, communication, and adoption programs to ensure new platforms and processes are embedded and used effectively."}],"proofPoints":[{"title":"Revenue leakage recaptured after data modernization","url":"https://coastalcloud.us/client-stories/revenue-leakage-data-modernization-salesforce/","metric":"$55M in leaked revenue recaptured","summary":"Recaptured $55M in leaked revenue after data modernization."},{"title":"Agentforce customer service acceleration","url":"https://coastalcloud.us/client-stories/agentforce-global-manufacturing-customer-service/","metric":"70x faster service response time","summary":"Achieved 70x faster service response time in Agentforce customer service acceleration."},{"title":"Marketing conversion improvement following data and platform work","url":"https://coastalcloud.us/client-stories/baptist-health-data-modernization-snowflake-salesforce/","metric":"200% increase in marketing conversion rates","summary":"Increased marketing conversion rates by 200% following data and platform work."},{"title":"AI Operations Report 2026 (research into AI in production)","url":"https://coastalcloud.us/resources/ai-operations-report-2026/","metric":"Research with insights from 800 organizations running AI","summary":"Research gathered insights from 800 organizations running AI in production."}],"industries":[{"slug":"consumer-and-business-services","label":"Consumer & Business Services","hubUrl":"https://haycion.com/advisors/industry/consumer-and-business-services"},{"slug":"healthcare","label":"Healthcare","hubUrl":"https://haycion.com/advisors/industry/healthcare"},{"slug":"nonprofit","label":"Nonprofit","hubUrl":"https://haycion.com/advisors/industry/nonprofit"},{"slug":"education","label":"Education","hubUrl":"https://haycion.com/advisors/industry/education"},{"slug":"technology","label":"Technology","hubUrl":"https://haycion.com/advisors/industry/technology"},{"slug":"private-equity","label":"Private Equity","hubUrl":"https://haycion.com/advisors/industry/private-equity"},{"slug":"financial-services","label":"Financial Services","hubUrl":"https://haycion.com/advisors/industry/financial-services"},{"slug":"manufacturing","label":"Manufacturing","hubUrl":"https://haycion.com/advisors/industry/manufacturing"}],"notableClients":["Baptist Health","Mural","Purdue Federal Credit Union","Clark Material Handling Company","PureFishing"],"certifications":["Salesforce Zero Copy Select Partner","Agentforce Partner Advisory Board member","Snowflake - Experienced & Certified (as stated on site)"],"faq":[]}