Salesforce Consulting Services

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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 →

User Management

Add and remove users, create profiles and roles, train team members.

Reports and Dashboards

Develop reports and dashboards in Salesforce to keep your team on top of metrics

Workflow Automation

Build Flows to manage your sales and account management processes

Integrations

Integrate Salesforce with HubSpot, Outreach, and more

Database Hygiene

Cleanup duplicate records, reduce unused fields, and build processes to capture key data points

Customer Experience

Measure and monitor customer experience using Salesforce

System Administration

25+ hours/month saved

Allurion partnered with Coastal to restructure their Salesforce account to accommodate B2B and B2C sales, integrate HubSpot with Salesforce, and develop reporting.

two men sitting at a table with a laptop and mug

Data Hygiene

40% reduction of record volume in Salesforce

DemandStar partnered with Coastal to implement a data hygiene policy and clean up their database to see an increase in engagement and a reduction in software cost.

"Lauren and her team are a great partner for any team. In a recent highly-technical, highly-customized Salesforce/HubSpot environment, Lauren provided clear, concise direction. As a consultant myself, I have a lot of respect for that ability to communicate complex topics in a concise manner. Also, she was extremely easy to work with, from scheduling to email responsiveness. There were a few topics that came up that were not in their wheelhouse, and honestly it was refreshing. I don't expect everyone to know everything, but I do expect transparency, and Coastal Consulting delivers, big-time."

Kevin Beale

Senior Consultant, FORVIS

"Lauren is extremely knowledgeable. I had worked with her a few years back with another company and she is just as professional and helpful as I remembered. Lauren knew how to find the best solutions for any request my team had in HubSpot. She was invaluable to our effort to start fully tracking our inbound efforts."

Brandon Savoy

Demand Generation Manager, Idelic

"Lauren is an expert at her craft and was able to move the needle on some deep-rooted systems work for our organization. Lauren navigated our custom Salesforce<>HubSpot integration with ease and built solutions to enable our sales team to migrate from operating primarily in Salesforce to HubSpot. Along the way, she educated us on the underlying challenges with our setup, provided multiple options for the pathways forward, and collaborated with our team and consultants on next steps. She provided trainings and recordings that our team and future staff can use moving forward. The information sharing and education gleaned from our partnership were invaluable. We look forward to working with Lauren again soon!"

Noelle Malone

Director of Marketing and Public Relations, PowerMyLearning

"Lauren has been a dream to work with - after one conversation, it was clear how well she knows her stuff when it comes to both Salesforce and HubSpot. It's very difficult finding an agency or other third party who knows both tools as well as Lauren did, and for a very fair price. Thank you for all your help!"

Jennifer Chaney

Head of Growth Marketing, Sedna Communications

"Lauren and her team at Coastal have been great to work with, they helped Therapy Brands revamp their Marketing to Sales automations and have streamlined our use of HubSpot to allow us to get the most of our tools!"

Lindy Escalante

Sales and Marketing Technology Specialist, Therapy Brands

"Lauren at Coastal Consulting took time out of her day to share some tips with me for how to best tackle custom reporting in HubSpot. I'm pretty comfortable in HubSpot, but custom reporting can be a bit overwhelming. She not only gave me some tips, she walked through a few of my actual examples, took screenshots, and sent them to me as a follow-up as a foundation. So helpful, thank you so much Lauren!"