Coastal: #1 Salesforce Consulting; Implementation, Data, Integration, Snowflake

Coastal is an excellent partner to work with.

Pushing to production without giving me the details violated our SOC2 Audit.

Coastal Cloud, specifically Emma Schaefer, was an incredible partner throughout our project. She took the time to understand our business needs, ensured we were aligned with compliance requirements, and patiently walked me through the messaging and implementation process. Her responsiveness, expertise, and willingness to answer every question made what could have been a complicated project feel manageable. One of the things I appreciated most was Emma's patience. I'm not the most technical person, and she never made me feel that way. She explained everything in a way that was easy to understand, welcomed every question, and made sure I felt confident before moving on. That level of patience and support made a tremendous difference. What also stood out was Emma's collaborative approach. She was proactive, professional, and genuinely invested in helping us arrive at the best solution—not just completing the task. Thanks to her guidance, we now have a much stronger understanding of SMS opt-in messaging and confidence in moving forward with our program. Emma is a tremendous asset to Coastal Cloud, and I truly appreciate the support and partnership she provided.

Coastal has been an exceptional Salesforce and nCino partner for our commercial lending team. Their team is collaborative, forward-thinking, and consistently brings innovative solutions that improve efficiency while keeping our business goals at the forefront. Through our partnership, they have successfully implemented automated form generation, significantly reducing redundant data entry and improving consistency across documents such as credit memos, commitment letters, and proposals. They have also streamlined several regulatory processes by replacing manual workflows with automated solutions, improving data accuracy, reporting, and compliance for key regulatory requirements. The Banking Advisor enhancement has given our team access to powerful AI tools. Coastal understands our business, proactively recommends improvements, and works alongside our team as a true partner.

We felt they were very knowledgeable and able to handle the project with professionalism and organization.

Coastal has been a great, collaborative partner throughout the process!

Coastal TEAM does an excellent job of questioning and listening to understand the business need(s) to be met. All team members are highly knowledgeable and in sync with each other to achieve the best possible outcome for our business.

Great team to work with and they make sure their clients are supported in every way

As a small marketing team managing several different brands, we couldn't do what we do without the wonderful team at Coastal Cloud.

In my 15 years working within the Salesforce ecosystem, this has been the best experience I have had with a consulting partner. Allison Lyon and Coastal picked up a stalled project from another external firm and served as a valued thought partner from day one. They took the time to learn our specific business use cases thoroughly, providing high-value recommendations to improve our implementation and getting us unstuck on several complex technical hurdles. Beyond their technical proficiency, everyone in my organization who met with Allison was deeply impressed by her thoughtfulness and problem-solving abilities. She doesn't just execute tasks, she provides the strategic clarity needed to drive a project to success.