Certified Salesforce Consulting Partner

Work with Salesforce nerds you'll actually enjoy.

What it's like to master Salesforce with Coastal

If you've worked with a Salesforce consultant in the past, you may have felt a few things were missing. Maybe communication was off, deliverables weren't right, or progress wasn't made. 

How frustrating!

We're a little different. Our team specializes in Salesforce from a people-first lens. We're dog parents, D&D dungeon masters, and overall chill people. And, we're only focused on making Salesforce work for you and enjoying the process.

We get excited about solving challenges in Salesforce. And we're big on documentation using ClickUp and Miro.

Struggling to assign inbound leads? No problem.

Not sure how to optimize your opportunity pipelines? We got it.

Need to train your team? Cool! We'd love to help.

We're experts in Salesforce Sales Cloud and support teams as Salesforce Administrators and RevOps advisors. Is that what you're looking for?

Chat with a Salesforce Nerd →

Areas We Support

Here's a look at where we can help you in Salesforce.

Gallery - User Management
User Management
Add and remove users, create profiles and roles, train team members.
Gallery - Reports and Dashboards
Reports and Dashboards
Develop reports and dashboards in Salesforce to keep your team on top of metrics
Gallery - Workflow Automation
Workflow Automation
Build Flows to manage your sales and account management processes
Gallery - Integrations
Integrate Salesforce with HubSpot, Outreach, and more
Gallery - Database Hygiene
Database Hygiene
Cleanup duplicate records, reduce unused fields, and build processes to capture key data points
Gallery - Customer Experience
Customer Experience
Measure and monitor customer experience using Salesforce

Work We've Done

A few of our favorite Salesforce projects.

Reviews from our Clients

"We contracted Coastal Consulting to migrate our marketing automation system over to HubSpot. Their team handled every part of the migration from start to finish, which allowed us to continue our work with no downtime in our campaigns. We have continued to work with the Coastal team as HubSpot consultant partners. They are very knowledgeable and every time I have gone to them with a question, they provide a thorough answer promptly. They are able to walk through multiple solutions so that we can choose the best path for our business. Coastal Consulting will set you up for success."
"The expertise and confidence they bring to data management, marketing automation, systems alignment, and processes is unmatched. Whether a system makeover or ongoing data management and automation support, I trust the job will be done in the most optimal way. They educate your team along the way as they implement best practices. Highly recommend."
"Lauren and team brought HubSpot & Salesforce experience to Allurion as we migrated CRM systems over the past year. Professional and reliable, the team works efficiently to keep the project up to date. So even over multiple time zones, we could manage the project."
"Coastal is the marketing operations partner I've always been looking for. After migrating to HubSpot and having a slightly tumultuous time at first, finding the team at Coastal was like finding my own pot of gold. The entire team, helmed by Lauren, is helpful, understanding, and experienced. Our company has a ~unique~ situation when it comes to Salesforce and HubSpot and Lauren didn't even bat an eye. Every time I reach out for help, she is gracious and so very helpful (no matter how much heads up I've given her and her team). I truly feel like Coastal is an extension of our team. I would recommend them to anyone looking for an experienced partner in Salesforce, HubSpot, and general marketing operations activities."
"Lauren and her team have helped tremendously to make sure that our data and automation worked exactly how they should! As a Sales Development Manager, she helped onboard new SDRs and made them feel like experts during their onboarding and training, which has taken the stress of training those systems away from me. Coastal consulting also helps implement strategies that have accelerated our growth even faster! I can't recommend enough!"
"I've worked with a lot of agencies in the past and there's always a certain level of dependency that continues after you've parted ways. The thing I liked most about Lauren and Tristan is how well they explained things - every improvement was met with a Loom video that gave you context and clarity, so you felt as if you were gaining an education as well as a solid, professional working relationship. What the team doesn't know about HubSpot is (probably literally) not worth knowing. Their expert insight continues to be invaluable and we're already seeing the fruits of our collective efforts just a few weeks in. If you want a personable, friendly, and knowledgable team, look no further."

Certified Salesforce Experts

A quick peek at our top achievements.

Ready to chat?

Connect with the Team